Manifesto

2026 is the first major year where the full Ethereum stack is live. We now have cheap data (Dencun), cheap bandwidth (Fusaka), programmable accounts (Pectra), and the hardware roadmap (the Verge).

01. Intent-centric economy (AI Agents & DeFi)

With Pectra killing the passive wallet in EIP-7702, we are transitioning from a user-centric economy to an intent-centric economy. We are no longer limited to users signing wallet transactions; we have auths delegating to logic.

In 2026, the primary role of the human is to set the objective function, while the machine handles the rest. The next billion users of Ethereum won’t be people with wallets; they will be autonomous agents with API keys. Solvers, arbitragers, and resource allocators that operate at the speed of the block. We stop building interfaces for thumbs and start building protocols for logic.

  • stack: EIP-7702, solver auctions, CoWswap hooks, AI execution layers.
  • thesis: the wallet is a shell. the agent is the user.
  • build:
    • automated treasury managers using 7702 delegation.
    • AI-driven arbitrage bots that settle via CoW-AMMs.
    • "headless" dapps that interact only via solver intents.

02. Physical Verification (DePIN)

Fusaka just shipped PeerDAS (EIP-7594), and the data availability bottleneck is effectively gone. Ethereum is now entering the verge: the era of statelessness where verification becomes cheap enough for any device.

We are taking this literally. Crypto can no longer afford to be self-referential. We must now move from tracking tokens to verifying physics. If your ledger does not touch reality, it becomes only a game. Proof of energy, proof of compute, proof of bandwidth; we build the bridge between the merkle root and the power grid, anchoring the ledger to the laws of thermodynamics.

  • the stack: PeerDAS (EIP-7594), EigenLayer AVS, hardware sensors.
  • thesis: blobs for sensor data, not just jpegs.
  • build:
    • high-frequency sensor networks posting da proofs via PeerDAS.
    • GPU compute markets verified on-chain.
    • energy grid arbitration using light-client verification.

03. Privacy by default (anti-surveillance)

We are answering the call to "Make Ethereum Cypherpunk Again," but not for nostalgia; for survival. If an AI can model your behavior, it will farm you. In an age of adversarial AI, visibility is liability.

We treat privacy not as a feature, but as an economic default. A tool for survival in a hyper-efficient and predatory, surveillance-heavy market.

  • stack: privacy pools, BLS precompiles, encrypted mempools.
  • thesis: transparency is an attack vector.
  • build:
    • Anti-MEV transaction bundlers.
    • ZK-identity proofs governance without doxxing.
    • Stealth compliance tools to prove you are not a criminal, without revealing who you are.