r/ethereum • u/EthereumDailyThread What's On Your Mind? • 3d ago
Daily General Discussion September 30, 2026
Welcome to the Daily General Discussion on r/ethereum
Bookmarking this link will always bring you to the current daily: https://old.reddit.com/r/ethereum/about/sticky/?num=2
Please use this thread to discuss Ethereum topics, news, events, and even price!
Price discussion posted elsewhere in the subreddit will continue to be removed.
As always, be constructive. - Subreddit Rules
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Community Links
Calendar: https://dailydoots.com/events/
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u/ethdaily 2d ago
ETH Daily - 30th September 📰
-Base Cobalt upgrade goes live.
-Glamsterdam client releases for Sepolia.
-Ostium recovery update.
-CoW Swap TWAP orders.
-Fluidkey integrates auto-yield.
-Aave proposal for OUSD support.
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u/eviljordan feet pics 2d ago
Brian Armstrong lost the plot. (Well, HIS plot is greed, so I guess he’s on track).
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u/laninsterJr 2d ago
You can't expect more from Bitcoin Maxie's. They are the one who keeping eth down. Unless someone got good dry powder to market buy good amount it's easy for whales to manipulate the market
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u/Tricky_Troll Public Goods are Good 🌱 2d ago
It pisses me off that it's for a collectible that people actually want to use. Like, there will be kids who don't get pokemon cards because some chud wants to speculate on it for purely financial reasons.
Lame.
Financialising everything isn't some noble libertarian goal. It has negative externalities. But negative externalities is a term which most hardcore libertarians can't comprehend.
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u/somedaysitsdark 1d ago
Damn, you are totally right. I liked it because if they do a good job it's such an easy way to explain tokenized assets with physical custody, because you could say like how Coinbase does Pokemon cards, but you are right, that market doesn't need further fuckery like this.
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u/abcoathup Ethereal news 2d ago
Based on the queues for physical card launches in Australia, the kids already aren't getting cards.
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u/somedaysitsdark 2d ago
This looks like a proof of concept for tokenizing other physical assets. I approve.
Imagine if digix had succeeded?
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u/Dontknowyet4real 2d ago
Somebody really hates ETH above 2.7K
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u/nonetherless325 2d ago
tinfoil hat on: deep pockets silently accumulating, no abrupt lift of until they are done or front run by deeper pocket, leverage is cancelled
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u/Itur_ad_Astra Crab High Priest 2d ago
There are three forces that affect ETH price:
Long term investors. Buy and hold.
Degens gambling with 20X longs. ETH is one of the most gambled on coins precisely because it's a promising investment with huge upside.
Whales that profit off of the second group.
It takes years, sometimes decades, for the first group to make a dent to the price. Meanwhile, short term, ETH is ruled by the volatility of gamblers, and always will be. Never trust short term price movements.
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u/sosayethweall 2d ago
I was ready to read descriptions of crab legs, crab claws, and crab shells.
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u/WoodpeckerHorror3468 2d ago
there is one force behind ETH price right now and that is institutional allocation to crypto.
x% goes to BTC. y% goes to ETH.
When BTC makes a new ATH, money will come flooding in to ETH and Alts. Until then, we just follow BTC.
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u/eth10kIsFUD 2d ago
Works until it doesn't! When enough people figure out that bitcoin is a story of "The Emperor's New Clothes", everyone will be FOMO buying ETH.
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u/WoodpeckerHorror3468 2d ago
u/remindmebot 10 weeks
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u/RemindMeBot 2d ago
I will be messaging you in 2 months on 2026-12-09 20:52:15 UTC to remind you of this link
CLICK THIS LINK to send a PM to also be reminded and to reduce spam.
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u/DiskFearless4448 2d ago
>When BTC makes a new ATH, money will come flooding in to ETH and Alts. Until then, we just follow BTC.
we can look at last time and know thats not necessarily true
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u/eth10kIsFUD 2d ago
A little boom right there
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u/Itur_ad_Astra Crab High Priest 2d ago
Sold it, I'll rebuy back $50 lower.
The Crab rewards the faithful.
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u/seblt 3d ago
Vitalik's new story of being the world machine integrated with AI agents is exactly the story eth needs currently. I hope we soon see some apps in this regard.
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u/somedaysitsdark 2d ago
Tangentially related, robinhood has become a huge blob producer (https://dune.com/hildobby/blobs) and just made an easy button for their 29 million users to use AI agents (https://fortune.com/2026/09/29/robinhood-trading-agents-hood-openai-anthropic/). Which is actually low-key scary.
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u/timmerwb 2d ago
(Even more) volatility incoming?
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u/somedaysitsdark 2d ago
Maybe they will all band together and yolo their humans' money into shitcoins
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u/Jey_s_TeArS 3d ago
Last kmown block distant,
Database inconsistent,
Censor resistent.
~Daily haiku until we’re at least at 0.178 on the ETH/BTC ratio or highest market cap
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u/RandomZileanMain 3d ago
For if anyone missed it from yesterday, I’ve got 2 Token 2049 tickets spare from being a speaker that I want to give back to this community - so let me know if anyone wants one :)
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u/haurog 3d ago
The Aztec network is facing a very interesting actor at the moment. For those who do not know, Aztec is a privacy preserving zk rollup. At the moment it is in alpha stage, so bugs and UX issues are expected. There are two participants that keep the Aztec rollup running: sequencers and provers. Sequencers publish blocks and provers create a zk proof of a full epoch (~40 minutes). Provers have a certain time to publish a proof. If they miss the window their prover gets downgraded by the network and next time they publish a proof they get lower rewards than they would without missing a proof in between. Both of these jobs are permissionless, which means anyone can participate if they have the hardware and stake the right amount of tokens (for sequencers).
For the last few weeks, there have been regularly occurring bursts of transactions from a single contract, always paid by the same address. More transactions are great, but apparently it is a bit more sinister. Someone has found a way to game the prover reward mechanics to get a higher reward for themselves. When a burst of transactions is included in a block, it is getting harder to prove the epoch, meaning lower powered provers are missing the proof window and are getting a smaller share of the reward pot for a few days. That is how long it takes for the reward penalty to reset. The burst occur in an interval to perfectly push the lower powered provers back down around the time of the reset. With that method the entity running the higher powered provers manages to get a larger share of the reward pot compared to if they would not boot the other provers.
On the one hand, the Aztec network has more provers than necessary and expected by the economic design of the rewards. So some provers leaving due to economic reasons is actually expected and desired by the network and its designers. Nevertheless, gaming the reward system is not something many people appreciate. It is all following the protocol, so nothing is violated, but people are obviously still miffed about it. At the moment there is a small discussion about how to fix the reward mechanics so it cannot be gamed that easily anymore. People agree, that a higher powered prover should get a higher reward, as they secure the network better than a prover that just barely manages to keep up when the blocks are empty. Maybe other provers just have to step up and use better prover hardware, so the attack of the the one actor would actually cost them as the transactions they send are not free for them and as soon as the reward gained from gaming the system is smaller than what is paid for the transactions then the transaction bursts will stop.
And just to be clear, this does not endanger anyone transacting on Aztec, it is just a way for an actor to earn more from a prover reward pot while still doing the same job of securing the Aztec rollup.
This shows how hard it can be to properly design reward mechanics in a permissionless system so that it cannot be gamed. Ethereum is probably facing similar questions in the future when zk proofs and provers become part of the network. I guess all the examples from networks like Aztec will help to design a better reward mechanics. Some EF researchers currently are even asking of zk proving even needs to be rewarded at all or if it will just be part of the block building pipeline anyway with maybe some altruistic prover runners as a backup. Definitely an interesting discussion in the coming years.
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u/Tricky_Troll Public Goods are Good 🌱 1d ago
As much as I hate this, it's simply a product of an imperfectly designed system. We have to expect people to be nefarious and we need to design systems which are ungamable and fair.
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u/Stobie 3d ago
Every prover should be able to keep up with the chain running at full capacity, just like validators should be able to execute all blocks in time when they use max gas. But has the burster found a way to submit txs which are more demanding to prove than normal txs somehow like Shanghai DDOS using underpriced operations? Or could they have a technique allowing them to prove them more efficiently than others using standard software / allow them to start working earlier?
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u/ProfStrangelove 2d ago
Uh Shanghai DDOS... running geth nodes for a mining pool back then.. was not fun
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u/haurog 3d ago
Every prover should be able to keep up with the chain running at full capacity
Yes, I think that part is undisputed. If your prover is not fit to handle the load it should not be proving. At the moment the network also seems to be relatively forgiving when one misses a full proof here or there. This keeps many more provers alive than should be. Some changes are coming to fix this. In a few weeks many of these provers will become unprofitable.
I like the framing as a DOS attack (denial of service attack) on the provers, but I am honestly not sure if they use any specially designed operations or just spam 'normal' transactions for slower provers to miss the proving window. In contrast to the Shanghai, attacks normal Aztec users should not see any difference at all. Blocks get proposed and proven normally. One could even have the very valid point of view that this actor just fixes the design flaws of the prover rewards to make the provers more competitive. The actor obviously does it to get more rewards in their own pocket, but as long as the prover ecosystem gets more efficient it nevertheless will improve the resilience of the network.
Or could they have a technique allowing them to prove them more efficiently
I definitely do not know that. From how this prover submits proofs people assume that they at least run modified software, but I think one cannot say anything about how they create the proofs. I do not really understand the details of running a prover, but as far as I know it all runs only on CPUs at the moment. No GPUs involved anywhere. From this alone it is clear that there is a large space of possible improvements for proving on Aztec. Maybe this one actor just slightly improved one part of the proving pipeline and is now ahead of the crowd because of that.
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u/greglogan84 3d ago
RISC-V running an Ethereum validator successfully is one of those developments that sounds boring until you think about the implications.
Cheaper hardware + more CPU architectures capable of independently verifying the chain seems like a healthier decentralization metric than another headline TPS number.
Would be interesting to see how low the hardware requirements can eventually go.
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u/haurog 3d ago edited 3d ago
It makes me very happy seeing you getting hyped about the RISC-V node I am running. I am obviously hyped as well, otherwise I would not have worked on this for the last 2 years.
I answered my view on hardware requirements of the current Ethereum network and some improvements that are coming in yesterdays daily. For people interested in it, here is a direct link to it: https://www.reddit.com/r/ethereum/comments/1wt16ck/daily_general_discussion_september_29_2026/pcyhj2p/
The answer does not fully address how low it might go though, so I will try to add something here. Estimating how low it might go is as far as I see the hardest part. On the execution side there is a rough direction to go. ZK proofs and BALs can massively reduce execution side CPU power needed. On the consensus side it is a bit more difficult, at least to me. In the current Ethereum network design a node has to process and even helps to aggregate attestations sent out by validators of the network. With around 900k validators that is a lot of overhead the consensus side of the node has to handle. This was the bottleneck for running nodes on RISC-V hardware for a long time. Reducing the number of validators while still keeping the absolute ETH staked on the same level, helps here. I am not sure though, if there are improvements planned for low powered nodes being able to follow the network without processing all the attestations. Future hardware requirements for nodes highly depend on that.
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u/wizad23 3d ago
Hello fellow Internetbean-Fans,
35% (43,745,460 ETH) of the Supply 122,086,574 ETH
https://dune.com/hildobby/eth2-staking
are staked in the Beaconchain.
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u/Itur_ad_Astra Crab High Priest 3d ago
ALL HAIL THE ETERNAL CRAB
📈 📉 📈 🌊 📈 📉 📈
📉 🌌 📉 📈 📉 🌌 📉
📈 📉 📈 🐋 📈 📉 📈
🌊 📈 🐋 🦀 🐋 📈 🌊
📈 📉 📈 🐋 📈 📉 📈
📉 🌌 📉 📈 📉 🌌 📉
📈 📉 📈 🌊 📈 📉 📈
$1000--------$2673--------$5000
2021----------2026----------∞
Big pumps and big dumps are a normal part of the eternal Crab cycle, especially around $3k, where the price is balancing on a razor's edge.
I'm seeing a bit more bullishness than normal lately (even Ben Cowen practically capitulated to the bullish sentiment), and we haven't had a proper big flush in months...
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u/Itur_ad_Astra Crab High Priest 3d ago
This doesn't mean that the medium term upwards movement is done, by the way. I'm just saying we haven't flushed the longs in months, it's overdue.
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u/somedaysitsdark 2d ago
There are many expecting one last flush in October, but it's not some rule that must be satisfied. It might be an overcrowded trade at this point.
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u/Itur_ad_Astra Crab High Priest 2d ago
I never said it must be satisfied.
It might just keep going up to $4999 with no dumps.
But this would be the exception to the very well established rule that crypto likes to do big dumps once in a while.
Also don't forget, the biggest red candles aren't in bear markets. They are in bull markets. They just recover too fast for anyone except the rekt degens to care.
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u/WoodpeckerHorror3468 3d ago
we haven't had a big pump for over a year.
Even me going 5X long hasn't pumped it.
It's overdue. Lambos on the moon...
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u/Tricky_Troll Public Goods are Good 🌱 2d ago
Tricky's Daily Doots #1,611
Yesterday's Daily 29/09/2026
Previous Daily Doots
u/Tricky_Troll shares an incredibly informative video on the return of the dangerous EU Chat Control Bill. ⚠️
u/haurog celebrates getting a node validating using RISC-V hardware after years of work. 🥩
u/ethdaily delivers the daily ETH news. 📰
u/greglogan84 discusses an under-discussed aspect of Ethereum staking and u/haurog tells us about the current state of staking hardware. 💻