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Interview in PC Magazine. I had a nice chat with Chris Hoffman about some of the choices we make at @Vivaldi, not least when it comes to AI, Crypto and data collection. #Vivaldi# #Linux# #Windows# #Macos# #Android# #ios# #ai# #BigTech# #Crypto# #Technology#

I said this I forgot to who but I said it BigTech will eventually come for all apps / startups / companies because they can fill the niches now that before could not because they were too small Those niches is where entrepeneurs hung out, nice parts of the market people could build a little SaaS with $100K/y to even $100M/y, notjing like the $100B/y revenue BigTech was doing, but worth it With AI now BigTech can fill those niches + they are the ones training and owning the best models, and keeping the best models for themselves they can outcompete anyone who doesn't own them (everyone except other BigTech) End game for their survival is simply trying to take every business, it's just capitalism This completely changes the prospect for entrepreneurs as there won't be much left, because BigTech is financially incentivized to have to take everything Because if they don't, their competitor will!

EXPLAINED: 📊 Fears of an AI and Big Tech bubble spilled over to crypto last week, where Bitcoin and Ethereum crashed to new 2026 lows. Will Strategy buy the dip, or will STRC-related worries add to the selling? With all of that in the background, what should we expect for the crypto market this week? Read on to find out. 👇

The Nasdaq closed lower on Thursday, dragged down by losses in Big Tech shares, while the S&P 500 closed near flat and the Dow closed higher as investors digested new economic data

The Nasdaq closed lower on Thursday, dragged down by losses in Big Tech shares, while the S&P 500 closed near flat and the Dow closed higher as investors digested new economic data

Went to NVIDIA HQ today. Two interesting observations: 1. Snacks and coffee are not free: you have to pay for them. This would be unusual at Big Tech, but no big deal for devs here. "We use this thing called salary to buy stuff we actually need." Food for thought (literally!)

This year, the EF is decreasing its budget by roughly 40%, which entails some difficult decisions. The goal of the decreases was set out in the Treasury Management Policy last year: the EF is transitioning into being a long-term-oriented endowment-based organization, shifting from its pre-2026 average of spending ~15% of its remaining funds each year, toward a post-2030 target of ~5% per year. Often, when an organization goes through something like this, people try to pretend that nothing of great value was lost, that it is an efficiency increase, that the only people cut are unproductive dead weight, and everyone else stopped partying, studied the blade, entered cracked S-tier beast mode, and this was sufficient to make up for the downside. I will not try to pretend this. I respect my EF colleagues far too much to pretend that there was not much that is lost. They are brilliant people. They are dedicated engineers of whom some have worked on the Ethereum protocol for nearly a decade. They have brought a bright light to the Ethereum ecosystem with their code, their words, their warmth as human beings and their actions. My dearest hope is that they find a path that brings them fulfillment and happiness whether inside Ethereum or outside. Hopefully many will be able to bring their excellent talents and mindset to the wider Ethereum ecosystem, or the even wider CROPS world. Instead, I will try to explain what *are* some of the grand sacrifices being made. The Ethereum Strawmap is no small thing. It is an extremely ambitious undertaking seeking to replace and augment almost every part of the protocol - consensus, proofs, privacy, account model, state, and more. This is the third iteration of Ethereum, in the same way that the Merge was the second, even if the shipping style is less Big Bang and more one-piece-at-a-time. On top of this, the EF is increasing its role in the Access Layer. We are not compromising on Ethereum being a Deeply Impressive protocol, something worthy of its place in a world with quantum computing, rockets to Mars and powerful biotech and AI, and capable of meeting the challenges that this era will bring. Some of the deficit will be recovered through more work happening outside the EF. But not all. So what are the grand sacrifices that will enable a leaner effort to accomplish all of this? I will give a few examples (though far from an exhaustive list): * The multi-client model will shift in the direction of multiple clients existing less for _redundancy_, and more for _specialization_. Up to this point, redundancy has been the main security strategy: if one client has a bug, if it has less than 33%, the chain keeps going and does not even stop finalizing. We are increasingly exploring moving more pieces of the protocol to a different security strategy: AI-assisted formal verification. Some smaller pieces of Ethereum (eg. BLS libraries) have worked this way already for a long time. But soon many more parts of Ethereum will likely function on this model. This may greatly reduce resource requirements of shipping a large number of EIPs. The resources saved by client teams can ideally instead be used to better serve different specialized user needs, including EF Access Layer goals. * PSE (Privacy and Scaling Explorations) is winding down as a unit. The number of people working on ZKPs for privacy and scaling is probably as high as ever, but they are working less on "exploration" and more on *implementing* ZKP-based privacy and scaling into the Protocol and Access Layer * Devcon will likely over time become smaller-scale, somewhat more spartan, much lower-deficit than previous years, in addition to other changes in vision in line with the Mandate. * Fewer beyond-Ethereum megaprojects coming from EF. As I announced earlier this year, I am taking on some of the responsibility of doing projects in this category that I consider valuable with my personal funds. * EF institutional work is reducing in scope, specializing more specifically on creating replicable test cases of highly CROPS-friendly deployments, even if at smaller scale. These do not explain all departures; in some cases they do not explain departures at all and rather explain _reduced need for new spending_. But they are a large part of the strategy at play. In the longer term, I personally favor a "soft lean-and-done" approach to Ethereum: once the Strawmap is completed, generally stick to security fixes and small high-value changes, and have a much higher bar for considering new feature additions to the protocol. This allows Ethereum to remain capture-resistant without demanding very large budgets. Learn less from multimillion-line-of-code behemoth projects, more from bitcoin. The past years have been a challenging era for Ethereum. However, the ecosystem is adapting, both inside the EF and outside, and I am confident that Ethereum is very well-positioned to succeed and thrive.

🚨 A CHART FROM 1875 PREDICTED THIS EXACT YEAR. LOOK AT YOUR SCREEN. Three indices. One blow-off top. All curling over at the same moment - exactly on the year a man circled in pencil 150 years ago. His name was Samuel Benner. He wasn't a banker, a quant, or a Wall Street prophet. He was an Ohio pig farmer who got financially wiped out in the Panic of 1873 - and was so haunted by it that he spent the rest of his life trying to figure out why markets boom and bust on a clock. In 1875, he published his answer: a hand-drawn chart labeling every future year as one of three things - panic, good times, or hard times. "Good times," in his words, meant high prices and the time to sell. He mapped it all the way to 2059 - and never lived to see almost any of it. Here's the uncomfortable part: his chart has shadowed the big ones for 150 years - the 1929 crash, the dot-com top, 2008. People keep laughing at the dead farmer right up until they're not. So look at what his chart says about right now. 2026 is a "good times - SELL" year. Now look at your screen again. Not one index - three. The Russell 1000, the S&P 500, and the Nasdaq 100. Large caps, the broad market, and big tech, all spiking to the same peak and rolling over together. That's not a sector wobble. That's the entire U.S. market topping at once, on the exact year the farmer flagged before electricity was even in homes. Do I think a 19th-century pig-iron cycle secretly governs Nvidia's stock price? No. The honest take is that Benner's chart has misfired before, and "a calendar told me so" is a terrible reason to sell anything. But here's what makes 2026 different from every other time this chart got hyped: this time the fundamentals showed up to the party. Valuations last seen at the dot-com peak. A Fed that's turned hawkish into sticky inflation - not cutting, threatening to hike. A tech rally so narrow it cracks the second the AI story blinks. And a market that just watched a major economy fall 10% in a single day this week. The farmer didn't predict any of that. He just happened to circle the year the math finally caught up with the mania. You don't have to believe in the chart. You just have to notice that the chart and reality are pointing at the exact same door - and everyone's still walking in. When the superstition and the spreadsheet agree, that's the one time it's worth looking up.