Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesStocksEarnInstitutionAI & More
[English Long Tweet] Bottlenecks and Highlights in the Development of Ethereum Public Goods: A Field Observation on Stagnation

[English Long Tweet] Bottlenecks and Highlights in the Development of Ethereum Public Goods: A Field Observation on Stagnation

ChainFeedsChainFeeds2025/11/27 21:02
Show original
By:Kevin Owocki

Chainfeeds Guide:

Public Goods Funding (PGF) in the Ethereum ecosystem is losing attention. PGF is seen as a cost center in many ecosystems, and Vitalik's focus has also shifted elsewhere. Builders' energy still exists, but attention has drifted.

Source:

Author:

Kevin Owocki

Opinions:

Kevin Owocki: 1) I'm glad to see the rise of Octant — they're approaching from the demand side with new vault mechanisms, which I think is very smart. I hope they (and vault users) can raise a large amount of funds and then allocate those funds cautiously and wisely. 2) I really like the bioregional financing direction that Silvi is working on. Peer-to-peer "proof of tree planting" is very cool, and this model could completely bypass the current reforestation NGO structures that are filled with intermediaries. 3) Deep Funding is doing a great job attracting top talent from new fields (such as AI) and expanding human judgment to fund open-source software dependencies. 4) I like Devansh Mehta's way of thinking about connecting ecosystem revenue centers and cost centers. Just as it is difficult to survive in nature without energy, it is also hard to survive in business without revenue. By connecting cost centers with revenue centers, we can jointly fund the ecosystem's public goods as it grows. 5) In my view, the clearest direction for Gitcoin GG25 is to keep its own overhead (relatively) low while proving that we can build impactful, high-upside alliances in one or two truly promising frontier metas (such as x402, AI, stablecoins, DePIN, interoperability, information finance/privacy, etc.). Specifically, this means running public goods funding rounds in these areas and combining them with token investments to create sustainable dealflow and vaults. PGF rounds provide dealflow for the investment engine.

0
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!

You may also like

AI boom reshapes the wafer foundry landscape! UBS: Explosive demand accelerates advanced process expansion, mature process enters upward cycle

UBS stated in a recent research report that within the foundry market, the Total Addressable Market (TAM) for the N2 (2nm) node far exceeds expectations, A14 (1.4nm) production expansion is accelerating, and the upcycle for mature process nodes has already begun.

智通财经•2026/09/28 07:51

$1,999 Foldable iPhone Is Ready, but Apple (AAPL.US) Faces Over $5.7 Billion Patent Penalty

As Apple intensifies its efforts in foldable displays and AI business, it faces a haptic technology patent compensation ruling exceeding $5.7 billion. On September 25, a federal jury in California found that Apple's Taptic Engine, used in certain iPhone and Apple Watch models, infringed on two patents held by Taction Technology.

智通财经•2026/09/28 07:31

5% US Treasury pressure weighs on global assets, while Australian government bonds open up a window for allocation? Fixed income giant Pimco calls the rate hike expectations too aggressive

Pacific Investment Management Company (Pimco) holds a constructive view on Australian bonds, believing that market expectations for rate hikes are too high. Pimco stated that the rate hike cycle in Australia has been "fully priced in," and cracks are beginning to appear in the economy, making Australian bonds look attractive, especially in the 5- to 10-year segment of the yield curve.

智通财经•2026/09/28 07:01