According to @alice_und_bob, the Balance Sheet - 2025 Polkadot Treasury Report was shared via an X broadcast at x.com/i/broadcasts/1vOxwdoYPOWKB on Jan 1, 2026, providing a direct source for the report stream, source: @alice_und_bob on X. The post specifies the focus as the Polkadot Treasury balance sheet for 2025, indicating the broadcast centers on official treasury disclosures relevant to DOT (DOT) market participants, source: @alice_und_bob on X. Traders can use the broadcast link to review the primary balance sheet information referenced by the author and verify details directly from the source before making any data-driven assessments, source: @alice_und_bob on X.

According to @alice_und_bob, Kusama Network has upgraded to full Solidity compatibility and is operating with 2-second block times on Kusama Hub (source: @alice_und_bob). For traders, this enables native EVM/Solidity deployment on Kusama, a change that can reduce dApp migration friction and potentially accelerate on-chain activity tied to KSM order flow and fees if adoption materializes (source: @alice_und_bob for the upgrade details). Near term, monitor KSM spot and perp basis, Kusama Hub transaction counts, gas usage, and TVL as utilization proxies following the Solidity rollout and faster blocks (source: @alice_und_bob for the feature catalyst). Liquidity providers should also track bridge flows and new EVM contracts on Kusama Hub as early indicators of developer traction post-upgrade (source: @alice_und_bob for the upgrade catalyst).

According to @alice_und_bob, the platform has added Forum, Blog, Tipping, Link tree, and Following features, positioning it as a full on-chain social platform. Source: @alice_und_bob on X (Dec 28, 2025); tomen.github.io/plaza/?thread=0 The announcement states users can open any on-chain account profile to send a tip, publish a social profile with link-tree and personal posts, host their own forum, and follow accounts. Source: @alice_und_bob on X (Dec 28, 2025); tomen.github.io/plaza/?thread=0 The update directs users to the announcement thread at tomen.github.io/plaza/?thread=0 to explore the new features. Source: @alice_und_bob on X (Dec 28, 2025); tomen.github.io/plaza/?thread=0 For trading context, the disclosed features establish native on-chain tipping and a follow-based social graph that define concrete user interaction surfaces in Web3 social. Source: @alice_und_bob on X (Dec 28, 2025); tomen.github.io/plaza/?thread=0

According to @alice_und_bob, a broadcast titled Vibe Coding: Reddit clone on a blockchain was shared, indicating a coding session focused on building a Reddit-style on-chain application; source: @alice_und_bob on X, Dec 27, 2025. The post provides only a broadcast link and does not disclose the underlying blockchain, token mechanics, roadmap, or any release timeline, which means there are no direct, source-verified trading catalysts at this time; source: @alice_und_bob on X, Dec 27, 2025. For traders monitoring decentralized social and Web3 social dApps, this functions as an awareness signal to watch subsequent updates from the same source for network selection, testnets, or a code repository that could inform sector sentiment in the crypto social category; source: @alice_und_bob on X, Dec 27, 2025.

According to @alice_und_bob, their on-chain chat prototype now supports private DMs and will be publicly tested today at 4 pm UTC, with near-term ideas including posts on user profiles, linktree for profiles, Reddit/Hacker News-style forums, and curated news feeds (source: @alice_und_bob on X, Dec 27, 2025). The post highlights that advisors warned text on-chain is expensive, underscoring throughput and cost constraints that may shape feature rollout and usage limits for a SocialFi messaging app (source: @alice_und_bob on X, Dec 27, 2025). No token, chain, or monetization details were disclosed in the post, leaving direct trading exposure unspecified for now (source: @alice_und_bob on X, Dec 27, 2025). For traders tracking SocialFi adoption, the immediate catalysts from the post are the 4 pm UTC live test and any follow-on releases from the stated feature list (source: @alice_und_bob on X, Dec 27, 2025).

According to @alice_und_bob, beta-testing for an on-chain chat product begins today at 4pm UTC with a YouTube Live stream, source: https://twitter.com/alice_und_bob/status/2004500204008116305; source: https://youtu.be/live/xFi4kMljoDs.

According to @alice_und_bob, developers can treat blockchain as a backend database and bypass cost concerns by posting on testnets that dispense free tokens, enabling billions of messages without direct spend, source: @alice_und_bob on X, Dec 26, 2025. The post explicitly acknowledges potential attention from authorities, highlighting perceived legal risk around such use, source: @alice_und_bob on X, Dec 26, 2025. For traders, this underscores that testnet activity is non-economic and should not be interpreted as mainnet demand or fee pressure, since it relies on free tokens rather than paid gas, source: @alice_und_bob on X, Dec 26, 2025. The narrative may steer short-term sentiment toward cost-arbitrage and on-chain storage debates, affecting how markets discuss gas fees and scalability plays, source: @alice_und_bob on X, Dec 26, 2025.

According to @alice_und_bob, a fully on-chain chat prototype will open for public testing today at 4pm UTC, with the author inviting users to participate. Source: @alice_und_bob on X, Dec 26, 2025 The author states that peers @bkchr and @Joseptec warned that putting text on-chain is too expensive, underscoring transaction cost risk for a high-throughput messaging design. Source: @alice_und_bob on X, Dec 26, 2025 Text-heavy on-chain transactions typically consume more gas than simple transfers, increasing cost-per-message in decentralized social messaging use cases. Source: Ethereum.org Gas and fees; Ethereum EVM gas schedule No token, network, or ticker exposure was disclosed, so direct tradeable catalysts are unspecified; traders may monitor gas prices and block utilization during the 4pm UTC test to gauge cost pressure and throughput. Source: @alice_und_bob on X, Dec 26, 2025

According to @alice_und_bob, a live coding session titled "ZK with Noir" is being broadcast on X via the provided link (source: @alice_und_bob on X, Dec 25, 2025). The post contains no token tickers, product releases, or price data; it frames the content as a developer-focused stream rather than a market announcement (source: @alice_und_bob on X, Dec 25, 2025). For trading relevance, this means there is no direct catalyst identified in the post, and any price reaction would require corroborating information beyond the broadcast announcement (source: @alice_und_bob on X, Dec 25, 2025).

According to @alice_und_bob, a live coding broadcast titled ZK with Noir is streaming on X at x.com/i/broadcasts/1eaKbjAlwgoKX on Dec 25, 2025, focusing on zero-knowledge development with the Noir language; source: @alice_und_bob on X, tweet link: https://twitter.com/alice_und_bob/status/2004245460991824090.

According to @alice_und_bob, smart contracts are set to land on Kusama in 4 days from Dec 25, 2025, implying an expected date around Dec 29, 2025, for the feature’s activation on the network; source: @alice_und_bob tweet dated Dec 25, 2025. This announcement establishes a concrete near-term event window that KSM market participants can track for timing and on-chain activity around the rollout; source: @alice_und_bob tweet dated Dec 25, 2025. KSM is Kusama’s native token used for transaction fees and staking on the network, anchoring any usage tied to smart contract execution; source: Kusama Network. No additional technical details or release notes were included beyond the 4-day timeline noted in the post; source: @alice_und_bob tweet dated Dec 25, 2025.

According to @alice_und_bob, the ERC20 template on their Remix instance throws a compilation error stating the initcode size is too large. Source: https://twitter.com/alice_und_bob/status/2003602120264794114 The report is scoped to a single Remix instance and does not specify the Solidity compiler version, target chain, or any wider outage across Remix or Ethereum development tooling. Source: https://twitter.com/alice_und_bob/status/2003602120264794114 For traders monitoring token issuance pipelines and new ERC20 launches, the source indicates no confirmed market-wide disruption or deployment halts at this time. Source: https://twitter.com/alice_und_bob/status/2003602120264794114 The author sought a feedback channel to relay the issue to Remix maintainers, highlighting a developer-facing reliability concern rather than a confirmed protocol-level incident. Source: https://twitter.com/alice_und_bob/status/2003602120264794114 Ethereum specifications define initcode and contract code size constraints in EIP-3860 and EIP-170. Source: https://eips.ethereum.org/EIPS/eip-3860 https://eips.ethereum.org/EIPS/eip-170

According to @alice_und_bob, deploying a Solidity ERC-20 token that implements a Burnable interface immediately surfaced a tokens burnt indicator on a block explorer after execution, demonstrating real-time indexing of burn events for ETH-based assets, source: @alice_und_bob on X, Dec 23, 2025. Burnable contracts reduce totalSupply when burn functions are called, enabling direct on-chain tracking of supply changes that traders can monitor for tokenomics analysis, source: OpenZeppelin Docs, ERC20Burnable. Block explorers reflect confirmed on-chain events quickly by reading blockchain data, allowing traders to observe burn transactions and update circulating supply dashboards without delay, source: ethereum.org, Block explorers.

According to @alice_und_bob, the full session for Live Coding - Smart Contracts #2 is now available via an X broadcast with direct links in the post. Source: @alice_und_bob on X https://x.com/alice_und_bob/status/2003549842170376277 and https://x.com/i/broadcasts/1rmxPvXdjZbGN. The post provides the complete replay but includes no token tickers, protocol names, product launches, or timelines that would signal immediate market impact. Source: @alice_und_bob on X https://x.com/alice_und_bob/status/2003549842170376277. This is educational smart contract development content with no market-moving announcements in the post itself. Source: @alice_und_bob on X https://x.com/alice_und_bob/status/2003549842170376277.

According to @alice_und_bob, a live coding session titled Smart Contracts #2 is being broadcast on X via x.com/i/broadcasts/1rmxPvXdjZbGN, posted on Dec 23, 2025, with no protocol, token, or release specifics disclosed in the post (source: X post by @alice_und_bob, Dec 23, 2025). For traders, this should be treated as educational developer content rather than a market-moving update, as the post provides no announcement or roadmap details to act on (source: X post by @alice_und_bob, Dec 23, 2025).

According to @alice_und_bob, Web3 Foundation announced that its Decentralized Voices governance program will close after cohort 5, stating that "cohort 5 will be the last for now" (source: Web3 Foundation on X: https://x.com/Web3foundation/status/2003436552522015036). For Polkadot (DOT) market participants, this confirms no additional DV cohorts are currently planned, with Web3 Foundation emphasizing that the lessons and impact will continue and providing official details in its post (source: Web3 Foundation Medium: https://medium.com/web3foundation/decentralized-voices-closing-this-chapter-carrying-the-lessons-forward-e10d3a46a7b6). The announcement highlights DV's role in fostering authentic debate, accountability, and meaningful engagement in governance, and it does not introduce a replacement program in the announcement text (source: Web3 Foundation on X: https://x.com/Web3foundation/status/2003436552522015036; Web3 Foundation Medium: https://medium.com/web3foundation/decentralized-voices-closing-this-chapter-carrying-the-lessons-forward-e10d3a46a7b6).

According to @alice_und_bob, the Web3 Foundation’s Decentralized Voices vote delegation program is ending and a Twitter Space to discuss the decision is scheduled in one hour at 14:00 UTC today; source: @alice_und_bob on X. Web3 Foundation confirmed that Decentralized Voices cohort 5 will be the last for now and stated the program’s lessons and impact will continue; source: Web3 Foundation on X and Web3 Foundation Medium.

According to @alice_und_bob, Polkadot Hub is scheduled to launch EVM and PVM smart contracts with 2-second block times on 20 January 2026, confirmed by Torsten Stüber on the Polkadot forum, source: twitter.com/alice_und_bob/status/2001820191009939565; forum.polkadot.network/t/revive-smart-contracts-status-update/16366. Kusama is planned to roll out first at the end of December, providing an earlier staging milestone ahead of the Polkadot Hub release, source: twitter.com/alice_und_bob/status/2001820191009939565. The system will support fully interoperable EVM and PVM smart contracts, and current tests are passing, source: twitter.com/alice_und_bob/status/2001820191009939565. Torsten Stüber stated the Polkadot smart contract platform Revive is entering its final release phase and shared a detailed status update with concrete release dates on the Polkadot forum, source: x.com/torstenmove/status/2001788882363265466; forum.polkadot.network/t/revive-smart-contracts-status-update/16366. These dated milestones set clear timelines that DOT and KSM market participants can reference for planning around the end-of-December Kusama rollout and the 20 January 2026 Polkadot Hub upgrade, source: twitter.com/alice_und_bob/status/2001820191009939565; forum.polkadot.network/t/revive-smart-contracts-status-update/16366.

According to @alice_und_bob, the new Polkadot website is intentionally temporary and designed to make users stop and reset expectations, rather than serve as a lasting redesign (source: @alice_und_bob, X, Dec 18, 2025). The author states the site is a message to reconsider priorities, not a permanent destination (source: @alice_und_bob, X, Dec 18, 2025). The author argues the crypto industry’s real‑world impact so far is limited to new forms of gambling, pandering to TradFi, and sending centralized stablecoins to friends, concluding it has achieved nothing toward the original goal of freeing people from centralized institutions (source: @alice_und_bob, X, Dec 18, 2025). The author also criticizes feedback focused on style‑guide errors as missing the broader point of an expectation reset (source: @alice_und_bob, X, Dec 18, 2025). For traders, the author’s framing signals that current Polkadot communications emphasize expectation management over feature promotion, a context that can inform narrative‑driven sentiment checks around DOT (source: @alice_und_bob, X, Dec 18, 2025).

According to @alice_und_bob, Polkadot OpenGov bounties are being closed and proposals are being rejected, leaving proposers uncertain about next steps (source: @alice_und_bob on X, Dec 17, 2025). According to @alice_und_bob, this shift is framed as part of the second age of Polkadot, signaling a need for adaptation in governance participation and submission processes (source: @alice_und_bob on X, Dec 17, 2025). According to @alice_und_bob, a livestream will be held today at 16:00 UTC to discuss these changes and take community questions, providing timing for official clarification on OpenGov procedures (source: @alice_und_bob on X, Dec 17, 2025).