🚨 FUD Check: The recent Ethereum Foundation cuts & departures are NOT a crisis, says Joe Lubin (Consensys). According to Lubin, the EF needs to remain "credibly neutral" and hyper-focused on core protocol tech - not commercialization. Key takeaways from his CoinDesk interview: 1️⃣ The Pivot: The EF is cleaning up internal structures. Protocol stewardship must be separated from business development to prevent conflicts of interest. 2️⃣ Decentralized Institutional Model: Ethereum’s future will be driven by a handful of major, specialized ecosystem nodes rather than one dominant institution. 3️⃣ The Next Wave: "Agentic Commerce." Years of building scaling infrastructure have positioned $ETH perfectly for the coming hybrid human-machine economy (autonomous AI agents transacting on-chain). "Ethereum is not on the decline, not at all." Structural evolution or risky move in a highly competitive L1 landscape? Let’s talk below. 🧵👇