I went through Amendment No. 6 of the 21Shares Polkadot ETF as filed with the SEC on January 20, 2026. Line by line.. This is a breakdown of how the product is actually structured, how DOT is held, priced, custodied, and potentially staked, and what the filing reveals about how DOT is being positioned inside institutional market infrastructure. Link: https://x.com/i/status/2013869208749142158
A concise explanation of what is actually happening in the Polkadot ecosystem right now. This post provides context around governance reforms, architectural changes, and economic decisions that are often misunderstood. It explains why things feel quieter, why processes are stricter, and how these shifts fit into Polkadot’s long term design. If recent changes have felt confusing, this is the missing context. Link: https://x.com/i/status/2010788881692524832
I used this thread to reflect on Gavin Wood’s 2025 Polkadot roundup from my own perspective. Instead of listing features or milestones, I focused on the deliberate decisions Polkadot made last year. The work around reducing complexity, restructuring the core, and laying foundations that only reveal their value with time and how 2025 is a year that will make more sense in hindsight, with 2026 being where those choices start to show their weight. Link: https://x.com/i/status/2006724028862439767