All roads flow through ETH. We are an institutional product, BD, and marketing arm for the Ethereum ecosystem.

Joined January 2025
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Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with @VivekVentures in the links below.
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EthLabs Co-founder Ansgar Dietrichs on why Ethereum must be the central node of the on-chain global economy “When we say the global economy is coming on-chain, I believe there are two very different ways that can play out. What I see as the default is you have this world of all these different, independent chains [with different use cases] and then you tie them all together with brittle links. Over time you try to derisk these links, but we’ve seen this multiple times in the past — bridges keep failing. Bridges between independent chains can only ever be so secure/robust because ultimately these chains don’t have a shared state.” Ansgar continues: “The alternative outcome is one where the global economy has one central node — that doesn’t mean that all the activity is on that node or Ethereum L1, but it means that there’s one central node that everything links back into. We are in a fundamentally better state for the world, when all these different parts of the economy can talk to each other trustlessly and without friction. And we really believe that it’s only Ethereum that can play that role. There is no second-best, neutral chain that actually has a shot at this. But that doesn’t mean it’s inevitable. We could just end up in the worse world.” This is why EthLabs is focused on, as Ansgar puts it, “talking to the builders in Ethereum, figuring out what are the friction points — especially as we build toward bringing finance and these economic flows on-chain — and iteratively removing them and strengthening Ethereum.”
NEW EPISODE: @ethlabs_org : The New Org to Make @Ethereum Win | @adietrichs & @casparschwa Ethlabs is here with a blunt mission: make Ethereum and ethereum:native win. Ansgar and Caspar join @TrustlessState to unpack why the @ethereumfndn is narrowing its focus, why Ethereum needs another R&D node, and how Ethlabs plans to push the protocol back toward scaling, interop, adoption, and value accrual. --- TIMESTAMPS 0:00 What is Ethlabs? 2:35 The EF Narrows Its Mission 9:30 Putting Points on the Board 13:06 Principles Need Users 14:53 ETH the Asset and Ethereum the Network 17:33 Scaling, Interop, and Growth Workstreams 22:52 The Talent Behind Ethlabs 25:27 What a New Organization Unlocks 27:53 Pro Markets, Pro Growth, Pro ETH 30:51 The Trillion Dollar ETH Question 37:07 Who Steers Ethereum? 39:55 Shared Vision, Different Path 45:13 Funding Ethlabs 51:54 Hiring for Ethlabs 54:24 Ethereum’s Long Arc 58:14 What Comes First
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Lighter CEO Vlad Novakovski on the importance of Robinhood Chain being an Ethereum L2 "An important part of The Robinhood Chain, which they've been hard at work on for the last year plus, is that it is also an Ethereum L2, so there is a lot of interoperability." Vlad explains: "Customers that have collateral on Robinhood Chain will directly use that as collateral for trading perpetual pairs on Lighter, and I think that's really key. As we expand the work we do with Robinhood going forward, there are ways to do that that will accrue value not only to the Lighter protocol, but also to the Robinhood Chain that's synergistic with other things they're building outside of perps and spot trading."
EXCLUSIVE: Inside The Lighter and Robinhood Official Perps Partnership with @Lighter_xyz CEO @vnovakovski Yesterday Robinhood hosted their “The World is Flat” event where they announced the Robinhood chain mainnet & deepened relationship with Lighter, amidst many other digital asset focused initiatives. Lighter was named the official perps partner of Robinhood and will be directly integrated within the Robinhood wallet. Our @andyyy sat down with Lighter CEO Vladimir Novakovski to unpack the partnership, Lighter’s Q2 performance, and more. Timestamps 00:00 Intro 02:53 Perps For Robinhood Users 05:30 What Lighter Brings Robinhood 08:13 ETH As The Clearing Layer 10:47 Building Beyond Robinhood 13:40 Options Launch In Q3
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Lighter CEO Vlad Novakovski: "Ethereum is the clearing layer of decentralized security you want to build on for finance" Vlad comments on yesterday's announcement that Robinhood Wallet now offers native in-app perps trading powered by the Ethereum-based Lighter: "One thing we strongly agree with the Robinhood team on is that decentralized rails and tokenized finance are the future and that Ethereum is the clearing layer of decentralized security you want to build on for finance." He continues: "When those things come together, that has attracted both retail and institutions. For a lot of the institutions that are currently not on chain, we believe the first time they come on chain will be in the context of the work we're doing with Robinhood, the CFTC, and so on."
EXCLUSIVE: Inside The Lighter and Robinhood Official Perps Partnership with @Lighter_xyz CEO @vnovakovski Yesterday Robinhood hosted their “The World is Flat” event where they announced the Robinhood chain mainnet & deepened relationship with Lighter, amidst many other digital asset focused initiatives. Lighter was named the official perps partner of Robinhood and will be directly integrated within the Robinhood wallet. Our @andyyy sat down with Lighter CEO Vladimir Novakovski to unpack the partnership, Lighter’s Q2 performance, and more. Timestamps 00:00 Intro 02:53 Perps For Robinhood Users 05:30 What Lighter Brings Robinhood 08:13 ETH As The Clearing Layer 10:47 Building Beyond Robinhood 13:40 Options Launch In Q3
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The EF just published a great report on how governments and institutions should think about Ethereum and why it's (usually) the best platform for them to deploy on. Link here: ethereum.org/reports/basics-…
1/ Today, the Global Policy Strategy (GPS) team is publishing Ethereum Basics for Governments and Institutions, a non-technical primer to equip the leaders making policy and deployment decisions with an understanding of how Ethereum works, how it's governed, and how it compares with perceived alternatives.
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French banking giant Crédit Agricole launches EURXT euro stablecoin on Ethereum Source: @Cointelegraph
Goldman Sachs CEO and former U.S. Treasury Secretary: Stablecoins will be “enormous” “You can use stablecoins to very effectively — particularly in small transactions; big transactions you use FedWire — to go from US dollar stablecoins to euros or yen or other things. I think it is enormous, and I think the stablecoin legislation is a big step in the right direction,” says former U.S. Secretary Treasury Steven Mnuchin. Goldman Sachs CEO David Solomon agrees: “Higher speed, less friction.” Both also agree that stablecoins are not a threat to the U.S. dollar, and will in fact strengthen it. Mnuchin explains: “If you have stablecoins that are backed by U.S. Treasuries, I don’t think the U.S. needs to issue its own stablecoin. I think you’re going to see enormous use cases for these.” “And enormous demand for the dollar over time,” Solomon adds. “To me, [stablecoins] strengthen the moat around the dollar and the dollar’s position as the global reserve currency.” Roughly 53% of all stablecoins live on Ethereum (~$157 billion). If you exclude Tron, Ethereum’s stablecoin dominance jumps to 75%. Source: @GoldmanSachs (Mar 2026)
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"The next few years will determine the base layer of global finance, institutions will either fragment across competing ecosystems, or converge on a credibly neutral, programmable base layer. Ethereum is already winning that race." - Ethereum Institutional We're glad to be building alongside this team to accelerate institutional adoption on Ethereum.
1/ Announcing Ethereum Institutional An independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.
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Etherealize reposted
1/ Announcing Ethereum Institutional An independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.
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Goldman Sachs CEO and former U.S. Treasury Secretary: Stablecoins will be “enormous” “You can use stablecoins to very effectively — particularly in small transactions; big transactions you use FedWire — to go from US dollar stablecoins to euros or yen or other things. I think it is enormous, and I think the stablecoin legislation is a big step in the right direction,” says former U.S. Secretary Treasury Steven Mnuchin. Goldman Sachs CEO David Solomon agrees: “Higher speed, less friction.” Both also agree that stablecoins are not a threat to the U.S. dollar, and will in fact strengthen it. Mnuchin explains: “If you have stablecoins that are backed by U.S. Treasuries, I don’t think the U.S. needs to issue its own stablecoin. I think you’re going to see enormous use cases for these.” “And enormous demand for the dollar over time,” Solomon adds. “To me, [stablecoins] strengthen the moat around the dollar and the dollar’s position as the global reserve currency.” Roughly 53% of all stablecoins live on Ethereum (~$157 billion). If you exclude Tron, Ethereum’s stablecoin dominance jumps to 75%. Source: @GoldmanSachs (Mar 2026)
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Etherealize co-founder Danny Ryan explains why Wall Street institutions are betting on Ethereum “You don’t lose your job for betting on Ethereum. It’s the thing that has been around for 10 years. If they have internal teams and expertise, they have EVM and Solidity teams. It has 100% uptime. In terms of a programmable blockchain, it has the only compelling narrative of: No one controls it; No one can censor me; I don’t take on counterparty risk when using this as base infrastructure.” Danny continues: “When we’re talking about fundamentally upgrading financial markets and financial infrastructure, [Ethereum] is kind of the only game in town.”
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More than half of these tokenized RWAs live on Ethereum mainnet
BlackRock CEO Larry Fink: Tokenization will change finance forever “There are slews of middleman in the financial services area. We have elongated settlement and elongated processes. If we could digitize every asset and have a more seamless way of going from a digital wallet of cash or a stablecoin into equities or bonds — through, in most categories, an ETF — it will reduce the friction cost and the transaction cost.” “There’s $4.1 trillion of money in digital wallets globally… Right now, if they wanted to go into a bond, stock, or make a real estate transaction, they’d have to move the money from a digital wallet to a traditional wallet, with all the commissions and fees [that entails]. The idea of tokenization of all assets, including real estate ultimately, is to just reduce huge friction costs and make investing easier and simpler. It’s going to allow for a more free-flowing process of investing.” In January, Larry Fink called for the usage of a single common blockchain to tokenize and secure all assets. Ethereum is the only real choice. Watch below 👇
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BlackRock CEO Larry Fink: Tokenization will change finance forever “There are slews of middleman in the financial services area. We have elongated settlement and elongated processes. If we could digitize every asset and have a more seamless way of going from a digital wallet of cash or a stablecoin into equities or bonds — through, in most categories, an ETF — it will reduce the friction cost and the transaction cost.” “There’s $4.1 trillion of money in digital wallets globally… Right now, if they wanted to go into a bond, stock, or make a real estate transaction, they’d have to move the money from a digital wallet to a traditional wallet, with all the commissions and fees [that entails]. The idea of tokenization of all assets, including real estate ultimately, is to just reduce huge friction costs and make investing easier and simpler. It’s going to allow for a more free-flowing process of investing.” In January, Larry Fink called for the usage of a single common blockchain to tokenize and secure all assets. Ethereum is the only real choice. Watch below 👇
Larry Fink, CEO of BlackRock, is calling for the usage of a single common blockchain to tokenize and secure all assets. There's only one real choice. The ticker is $ETH.
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Nic Carter on why Ethereum will be a beneficiary of quantum “The fact that Justin [Drake] is on [Google’s quantum] paper is also quite telling. It’s night and day. In Bitcoin, it’s just me worrying about this and like a half dozen other people. In Ethereum, it’s already been decided — the transition is going to occur. I was reading the blog on the pq.ethereum site, and I was like, ‘I could’ve written this.’ I completely agree with every word written on here.” “I think Ethereum is also a beneficiary in the sense that it has not gone through this relentless optimization route like some of the ‘high-throughput’ blockchains have because they’re going to suffer from this.” Source: @Bankless (Apr 2026)
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Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem “The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.” Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision. “Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.” As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement. “This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.” “I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.” (June 2026)
Proud to support @ethlabs_org - a new world-class R&D lab focused on strengthening the Ethereum protocol. Ethereum's credible neutrality is almost impossible to replicate, and it's positioned to become the settlement layer for global finance. More talent strengthening the protocol compounds that lead. We're glad to be building alongside them to accelerate institutional adoption.
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Etherealize reposted
Just was rereading this report by @Etherealize_io. Their productive money thesis is that ETH uniquely qualifies as an objectively better form of productive money, albeit one that's still widely understood by the market. "Productive money will outcompete dead capital. Over a long enough time horizon, productive assets outperform unproductive ones, because productive assets compound. The only question is how long it takes the rest of the world to figure that out [with ETH]." In the report, they make "the case for ETH as a superior monetary good—and how, if it captures the monetary premium currently held by gold and BTC, the implied long-term price could exceed $250,000 per token." They highlight the combined monetary premium of gold BTC = $25.5 trillion. If ETH ever captured that premium, distributed across 121 million ETH in circulation, the implied price per ETH would be $211,535. Today, ETH is trading around $1,600, which would require ETH to re-rate 131x in the future.
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We're hiring a Business Analyst in New York. Etherealize is building the rails to bring Wall Street onto Ethereum. You'll be working alongside the co-architect of ClearPar and a team from Bloomberg, Blackstone, KKR, Goldman, and JPM at a pivotal moment. Every spec you write will directly shape what ships. If you like turning half-formed ideas into something precise enough to build, apply here: etherealize.com/careers/busi…
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"Institutional-grade controls and public-network interoperability can be achieved without compromising Ethereum’s openness or neutrality." - Andreas Kubli, Group Head of Digital Assets at UBS
UBS and Nethermind have completed two joint proofs of concept showing that a public, permissionless network can support the compliance and operational needs of regulated financial institutions. The PoCs show that banks and asset managers can apply strong compliance controls through the infrastructure they run on top of Ethereum, without changing how the protocol itself works. We built and tested a node that applies customizable compliance rules to outgoing transactions, and a routing component that sends approved bundles directly to selected block builders. Both validated end-to-end on Sepolia, no live transactions. This is what enterprise-grade blockchain infrastructure built on deep protocol expertise looks like in practice. We plan to build on this work with @UBS. Full release: ubs.com/global/en/media/disp…
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Etherealize reposted
There's a new org in town. Several months ago, the Ethereum Foundation announced it was narrowing its scope to a new focus: CROPS. Censorship resistance, open source, privacy and security. The goal? Making Ethereum the most hardened and credibly neutral protocol in the world. The EF is also shrinking its size, in line with its "subtraction philosophy" of becoming relatively less important within the Ethereum ecosystem. One corollary of this narrowed focus is that roles the EF formerly filled (ecosystem development, adoption, broader protocol R&D, etc) seemed like they were at risk of being orphaned or left undone. Until now. Ethlabs is founded by former top EF researchers to drive usage, value, and adoption to Ethereum through the kind of applied R&D that is no longer being done by the EF. Another core focus of theirs is maximizing the value of ETH the asset. Two of the four protocol architecture leaders on the below (old) org chart are its founding members, with other leaders joining as well. This group has deep R&D legitimacy and experience. Ethlabs is one of the most bullish things to happen to Ethereum in a long time. I'm personally supporting them and can't wait to see the progress they make over the coming years.
Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: join@ethlabs.org
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Etherealize reposted
Ethereum is global, resilient, decentralized, and institutional. So are the multiple organizations building on Ethereum. Extremely excited for Ethlabs to play an important part in building the future of the network.
Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: join@ethlabs.org
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Proud to support @ethlabs_org - a new world-class R&D lab focused on strengthening the Ethereum protocol. Ethereum's credible neutrality is almost impossible to replicate, and it's positioned to become the settlement layer for global finance. More talent strengthening the protocol compounds that lead. We're glad to be building alongside them to accelerate institutional adoption.
Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH Our mission is to make Ethereum the settlement layer of the global economy. The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure. Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation. What we believe: • We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person. • We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum. • We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone. • We believe adoption matters. Principles do not change the world until people benefit from them. We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products. Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future. We have spent the better part of the past decade contributing to Ethereum core research and development. We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong. We are building a lean, talent-dense team for people who want to do the most important work of their careers: join@ethlabs.org
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