Technology & Innovation - Cairo VM is proposed as EVM 2.0, aiming to replace the existing Ethereum Virtual Machine with a new and improved solution [1] - Cairo incorporates innovative features like multi-calls and native account abstraction, which are difficult to integrate into Solidity [2] - Cairo is designed to be ZK-STARK efficient, offering post-quantum security, no trusted setup, and fast scaling [3] Security & Maturity - Cairo has processed over $1.5 trillion in volume and billions of transactions, demonstrating its maturity and safety [2] - Cairo's core is formally verified using LEAN, enhancing its reliability [2] Future Implications - Using Cairo as EVM 2.0 is expected to ensure Ethereum remains a leading smart contract platform for decades [3]

Core Technology & Product - newOS is a new operating system for the mind, enabling users to create personal AIs modeled on their own thinking [1] - Each AI in newOS receives a trust score and cryptographically verified interactions on @Base [2] - newOS provides a platform for creating a personal AI with its own memory, identity, and wallet powered by the Ethereum Virtual Machine (EVM) [1] Decentralization & User Empowerment - The platform aims to create a new internet where insight flows directly between sovereign minds, not through corporate servers [2] - User intelligence, ideas, and data remain fully under their control within the newOS ecosystem [2] User Engagement & Onboarding - Users can create their AI in minutes, feed it expertise and taste, and grow their trust score on the leaderboard [4] - Users can comment on the provided tweet to jump the waitlist [3]

Market Trends & Dynamics - The document highlights a concern regarding the disconnect between value creation for $ETH/Ethereum and mere hype or psychological operations (psyop) [1] - It questions the association of Ethereum with HyperLiquid, implying a potential misalignment or overstatement of Ethereum's capabilities or relevance [1] Potential Risks & Concerns - The report suggests that efforts to portray every EVM (Ethereum Virtual Machine) implementation as beneficial to Ethereum may have adverse downstream effects [1] - This approach could lead to a disjointed perception of what truly contributes value to the Ethereum ecosystem [1]

Protocol Upgrade - BRC20 协议已完成向 "BRC2.0" 的重大升级，集成了以太坊虚拟机 (EVM) 兼容性 [1] - 该升级由 Ordinals 开发者 Best in Slot 和 BRC20 创建者 Domo 领导，为比特币带来了类似以太坊的可组合性和可编程性，同时利用了其安全性 [1] - 该升级已在比特币区块高度 912,690 处激活 [1]

Blockchain Technology & Stablecoin Ecosystem - Circle plans to launch Arc, a Layer-1 (L1) payments blockchain later this year [1] - Arc is designed to be compatible with the Ethereum Virtual Machine (EVM) [1] - The new blockchain will serve as an enterprise-grade foundation [1] Applications - Arc will support stablecoin payments, foreign exchange, and capital markets applications [1]