Bitcoin Narrative & Adoption - The Bitcoin industry is exiting the era where everyone learns about Bitcoin in the same way, with adoption now fragmented into thousands of narrative micro-curves [2][9] - In 2025, individuals should ask themselves whose narrative they trust enough to act on, rather than seeking a single Bitcoin narrative [10] - Content consumption is increasingly siloed, leading to individual narrative journeys and the illusion of universality, where people assume their lens is the default [11][12] - Influencers and legacy media outlets are often hostage to their audiences, incentivized to double down on existing narratives rather than pivot to a pro-Bitcoin stance [16][22] - The fragmentation of media, driven by the internet, allows individuals to bypass traditional gatekeepers and create their own content, fostering creative destruction [32][35] Bitcoin Culture & Community - Bitcoin culture is diverse, encompassing humor, depth, spirituality, and hilarity, making it accessible to a broad audience [46][47] - The Bitcoin community is experiencing a shift where individuals onboard themselves with their own truth, leading to bickering, contradictions, and factions, which ultimately strengthens Bitcoin [140][141] - The industry needs companies to build awesome products on Bitcoin with smooth UX/UI to drive adoption, alongside the continued creation of culturally relevant memes [118][120][122] Challenges & Opportunities - The risk to Bitcoin is not co-option, but narrative ossification, where people believe there is only one way to understand Bitcoin [91] - The asymmetry of opportunity exists because not everyone is paying attention to Bitcoin, even though the information is publicly available [77][78] - AI could democratize productivity, but also lead to a division where some utilize it to enhance their understanding while others consume AI-generated garbage [128][133] - A successful Bitcoin narrative would involve outlets and influencers presenting both the good and bad aspects of Bitcoin to provide a full 360-degree view [136][137]

3/ As part of its commitment to participate in Starknet's decentralization, StarkWare has staked 30M STRK on its own validator.skin in the game frStarkWare 🐺🐱 (@StarkWareLtd):what’s that again https://t.co/hVPsWhDQnp ...

4/ In addition to StarkWare, the Starknet Foundation has also launched its Delegation Program!Selected validators will receive 1:1 matching (up to 5M STRK) based on their self-stake.Delegation decisions will be announced by August 31, 2025.Starknet Foundation (@StarknetFndn):Today, Starknet Foundation is launching our first-ever staking delegation program.We’re delegating STRK to support ecosystem contributors who strengthen the network’s decentralization, security and resilience. 🧵 https://t.co/E1ll5fkSrP ...

Decentralization Importance - L2s (Layer 2 solutions) 的去中心化至关重要，其重要性与 L1 (Layer 1) 相同 [1] - Starknet 已经发布了去中心化路线图，并逐步实施 [1] Starknet's Decentralization Efforts - Starknet 在去中心化方面有实际的计划和行动 [1] - 行业内其他 L2 团队在去中心化方面缺乏明确的计划或实际行动 [1]

Industry Trend & Data Monetization - JPMorgan is initiating charges for fintech companies to access user data, including transaction histories, balances, and behavioral signals [1][2] - This move signifies a shift towards extracting value from user data within the financial infrastructure, mirroring patterns observed in other industries like operating systems and app stores [3] - The incentive for infrastructure providers is to fragment, lock in, and sell data at a margin once it becomes a revenue stream [5] Technical & Regulatory Concerns - Financial APIs, unlike public protocols, are controlled endpoints with restrictions, compliance requirements, and contractual dependencies, allowing banks to control who can build and what they can offer [4] - In Europe, despite PSD2 mandating data sharing, many institutions have resisted compliance or introduced friction [8] - Centralization of financial infrastructure in countries like China and India, combining state-linked identity with payment systems, reduces user-level portability [9] Crypto & Blockchain Alternative - Public blockchains offer an alternative by inverting the architecture, providing permissionless read and write access to data on globally accessible networks [5] - Crypto creates an escape path from platforms that want to monetize every layer of user activity while preventing competition from emerging [7] - The industry should focus on building better access, more open architecture, and more composable systems by investing in protocols and shared infrastructure [12]

Network & Token Utility - STRK is Starknet's native gas token, with plans for a burn mechanism similar to Ethereum's EIP-1559 [1] - STRK also serves as the governance token for network upgrades and community decisions [2] Decentralization & Security - Starknet is transitioning to a fully decentralized network secured by a custom Proof-of-Stake (PoS) mechanism [1] - Full decentralization of proving and sequencing is expected by H1 2026 [1] - Starknet leverages Ethereum for trustless security [3] Staking & Validation - Staking v2 is live, marking progress towards the final staking design [1] - STRK is the primary staking asset (75% STRK / 25% BTC soon) [2] - Over 12% of the STRK supply is already staked [2] - StarkWare has started staking (30 million STRK on its own validator + 75 million in delegation to external ones) [2] - The Starknet Foundation will begin staking by late August / early September through delegation [2] Sequencing - Starknet v0.14.0 (coming in a few weeks) will introduce a distributed sequencer, the first step in decentralizing sequencing [2]

Decentralization & Hardware Requirements - Most Layer 1 blockchains require high-end hardware to run a node [1] - Some Layer 1 blockchains require up to 32 cores and 256GB RAM [1] Decentralization Concerns - The industry raises the question of whether decentralization should come with a hardware barrier [1]

Decentralization Initiatives - Two distinct delegation programs are now live to support Starknet's decentralization [1] - These programs aim to decentralize frens (friends) within the Starknet ecosystem [1] Delegation Programs - The Starknet Foundation Delegation Program aims to create opportunities for new and existing validators to secure the network [1] - The Starknet Foundation matches validator stake 1:1 up to 5 million STRK, subject to performance criteria [1] Participating Organizations - The StarkWare Delegation Program is one of the two delegation programs [1] - The Starknet Foundation is running its own delegation program [1]

Blockchain Technology - The blockchain trilemma necessitates Layer 1 blockchains to compromise on either scalability, security, or decentralization [1] - Waterfall aims to address all three aspects of the blockchain trilemma: scalability, security, and decentralization [1]

RT brother victor (@starkience)Here's why Starknet v0.14.0 is a big one. Explanations in 🧵> First step of decentralized Starknet> Super fast UX with pre-confirmation ...