VitalikButerin 5.0 24 ideas
After 1 day
53%winrate
-0.2% avg
10W / 9L · 19/20 ideas
After 1 week
58%winrate
-0.6% avg
11W / 8L · 19/20 ideas
After 1 month
47%winrate
-7.1% avg
7W / 8L · 15/20 ideas
By sector
Crypto
21 ideas
-5.6%
Stock
2 ideas
-17.3%
sector
1 ideas
Top tickers (by frequency)
ETH
21 ideas
54% W
-5.6%
PLTR
1 ideas
0% W
-0.9%
FILEVERSE
1 ideas
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RAIL
1 ideas
0% W
-33.6%
Best and worst calls
Best calls
ETH LONG
+11.9%
The founder's stated long-term vision and commitment to making the core Ethereum ecosystem superior to centralized alter...
Feb 24
PLTR SHORT
-0.9%
The author argues that the real-world risk from AI comes from closed-source government tools like Palantir, not open-sou...
Mar 02
Worst calls
ETH LONG
-40.2%
1. THE FACT: Vitalik declares 2026 as the year to reclaim self-sovereignty and trustlessness, specifically mentioning th...
Jan 16
RAIL LONG
-33.6%
@baseddesigner @dcposch That's something kohaku is doing, turning railgun and other privacy protocols (and more) into an...
Mar 06
PLTR SHORT
-0.9%
The author argues that the real-world risk from AI comes from closed-source government tools like Palantir, not open-sou...
Mar 02
The founder's long-term vision for Ethereum is one of massive scalability and transaction throughput, implying a fundamentally bullish outlook on the network's future value and utility.
ETH
MED
Mar 18, 10:42
A future protocol upgrade will give Ethereum a unique and superior combination of security and finality, creating a long-term fundamental advantage over competing blockchains.
ETH
HIGH
Mar 18, 00:41
A new network feature providing fast, irreversible transactions will significantly improve Ethereum's usability and value proposition for many applications, acting as a bullish fundamental catalyst.
ETH
HIGH
Mar 18, 00:37
The founder of Ethereum makes a clear forward-looking statement committing to a rapid pace of development, which is a bullish fundamental catalyst for the network.
ETH
HIGH
Mar 14, 01:05
A new Ethereum Foundation project (DVT-lite) aims to simplify institutional staking, which could lower barriers to entry and increase demand for ETH from large players.
ETH
MED
Mar 09, 23:15
One important technical item that I forgot to mention is the proposed switch from Casper FFG to Minimmit as the finality gadget.
To summarize, Casper FFG provides two-round finality: it requires each attester to sign once to "justify" the block, and then again to "finalize" it. Minimmit only requires one round. In exchange, Minimmit's fault tolerance (in our parametrization) drops to 17%, compared to Casper FFG's 33%.
Within Ethereum consensus discussions, I have always been the security assum
ETH
Mar 06, 18:54
The founder of Ethereum is explicitly avoiding new development on current cryptographic standards due to quantum computing risk, which he expects to be a factor in the next 3-8 years.
ETH
HIGH
Mar 06, 01:58
@baseddesigner @dcposch That's something kohaku is doing, turning railgun and other privacy protocols (and more) into an easy-to-use self-contained sdk (last year the target user was browser wallets, now we have to make it work for agents too😄)
RAIL
Mar 06, 01:46
yeah I agree fully that it makes sense for mainstream-focused payment apps / wallets / agent things to integrate with tradfi so people can deposit and withdraw
The main path dependence I want us to shake off is path dependence on the ethereum application / wallet ecosystem's own history.
random example: if you're just making a payment app explore things like not even having 0x addresses (except maybe one-time addrs for deposits, and of course being able to withdraw to other people's addrs) and
ETH
Mar 06, 01:03
I think it's healthy for us in the Ethereum world to have a more bold and open mindset to many things, particularly on the application layer and on how we see ourselves in the world.
We should not compromise on core properties: censorship resistance, open source, privacy, security (CROPS). We should not have "open mindedness" of the type that leaves people with no confidence of what security properties the L1 will still have one year from now. We should not ask ourselves questions like "do we r
ETH
Mar 05, 20:58
This was a good discussion, a recording should be out soon!
https://t.co/sanGhSECFf
ETH
Mar 05, 17:52
The author argues that the real-world risk from AI comes from closed-source government tools like Palantir, not open-source models, implying higher regulatory or reputational risk for the company.
PLTR
MED
Mar 02, 00:52
The founder is outlining a key future upgrade that he believes will be "super-valuable" by significantly increasing network performance and capabilities, which is a fundamental long-term bullish catalyst for the asset.
ETH
HIGH
Mar 01, 17:22
AI's rapidly accelerating ability to write complex code will significantly speed up Ethereum's development roadmap, acting as a long-term fundamental tailwind.
ETH
MED
Feb 28, 16:21
The founder of Ethereum is publicly expressing high confidence that a potential future technical/scaling challenge is solvable, providing specific engineering details to support his view.
ETH
MED
Feb 25, 22:38