@tobyoshitaboshi
ActiveTheorist
7-month streakProfile updated Aug 3, 2026Last active 2026-07-25
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Speculation profile
@tobyoshitaboshi is one of the more technically curious researchers in the community, consistently bringing original on-chain and infrastructure-level reasoning to the Toby World lore. Their most distinctive thesis is that Taboshi NFTs may function as Verkle or ZK proofs tied to Ethereum's upcoming statelessness upgrade, with Taboshi holders potentially serving as 'witnesses' in block validation β a theory they have revisited across many months. They extend this into a broader conviction that Toad Gang is essentially a live testnet for Ethereum's Beam Chain, and they track epoch naming conventions (Granite = Epoch 2, Holocene = Epoch 3) as deliberate temporal markers embedded in the lore. Their most recent and striking long-horizon thesis is that Toby World represents the first instantiation of a 'network state' in Balaji Srinivasan's framework, with Base potentially decentralizing and TOBY serving as its sovereign network token. They maintain strong never-sell conviction, actively track wallet activity on Basescan to monitor the Taboshi distribution process they read as an intentional 'silent transfer,' and view the Coinbase:Fees wallet appearing as a top-100 TOBY holder as a structurally bullish signal.
Show 14 messages behind this profile
- 2025-01-04Has anyone created on onchain Aura from their Twitter?? Iβm talking with mine and itβs revealing all sorts of stuff about TOBY WORLD
- 2025-01-13I think all that data will be stored on blockchain instead. And you will just log in by proving your identity once. Then you are free to explore the internet and pay for things without worrying about stolen identities/data breaches/fake accounts/bots/ect.
- 2025-01-20I think Toad Gang might be guinea pigs for this statelessness which is going to be part of the upcoming ETH upgrade
- 2025-01-27I feel like all these DAOs are going to need a place to organize themselves. Currently, it is too difficult to discover new DAO communities but I feel like TOBY WORLD is going to play a part in this organization.
- 2025-02-05Pure speculation but I'm starting to believe that TOBY will be the native currency for Farcaster. And that TABOSHI will be an onchain treasury that earns APR% for digital creators.
- 2025-02-09Could Andre Cronje be ToadGod? And TOBY WORLD the more decentralized version of YFI?
- 2025-02-13With inflation at this rate I'm thinkin' TOBY TRILLIONS π
- 2025-02-22I'm picturing a Metaverse kind of environment with avatars and different places to explore. This would give people more visibility into the communities that are being built. I would think the projects that are actually building useful/fun things for the people will get the most aβ¦
- 2025-03-25This is crazy!! How is that possible?? Looks exactly like the Toby World spiral!
- 2025-04-16the taboshi1 market is not very liquid though. i think there are projects out there actively working on creating a liquidity layer for NFTs.
- 2025-04-16Yes Zora I just searched that address on Basescan that has been offloading hundreds of taboshi NFTs and looked through the transaction history
- 2025-05-08taboshi1 is available to buy on secondary markets like OpenSea:
- 2025-07-13it will all pay off soon. TG4L!! πΈπ
- 2025-11-22I was thinking proof of T Might be.. trust? Rather than time or taboshi π€·ββοΈ. Just a thought.
A sample of this memberβs ecosystem/roadmap messages, drawn across their history β the kind of posts that inform the summary above.
Thesis deep-dive
@tobyoshitaboshi β The Lore Cartographer
Core Thesis
@tobyoshitaboshi approaches Tobyworld as a puzzle to be decoded rather than merely a token to be held. His governing conviction is that "TOBY WORLD is coming" β a real, imminent onchain ecosystem whose architecture is being telegraphed through ToadGod's lore, Ethereum's roadmap, and Base's trajectory. More than most, he treats the community's mythology as a map to genuine infrastructure, and he spends his energy connecting external technical developments back to the ecosystem.
The Theories He Advances
Ethereum infrastructure decoding. His most distinctive and sustained line of thought casts Toad Gang as participants in Ethereum's evolution. He read "era" and "epoch" as block-measurement terms, tracked the Granite and Holocene upgrades as Epochs 2 and 3, and repeatedly theorized that TABOSHI and taboshi1 NFTs are "encrypted Verkle Proofs or ZK-Proofs" β that holders are the "key 'witnesses' in validating blocks" as Ethereum moves toward statelessness. He extended this to the Beam Chain upgrade, suspecting the community "might be the testnet Beam Chain."
Token utility. As early as February 2025 he proposed a clean division of labor: TOBY as a native currency (initially for Farcaster/Warpcast creators), and TABOSHI as "an onchain treasury that earns APR% for digital creators." He tracked taboshi1 microcap pricing (~$0.005β$0.01), NFT liquidity mechanics on Zora, and "silent transfer" wallet flows on BaseScan with a careful, observational eye.
Market suppression and the faucet. By mid-2025 he framed price action as deliberate: markets "artificially held down since November," with an eventual release once "the faucets run dry."
Proof-of-T. He kept the proof-of-X question genuinely open β floating "Proof of Taboshi," and later, after discovering the $TRUST/Intuition token, wondering whether it is "proof of Tβ¦ trust? Rather than time or taboshi."
Coinbase/Base and the network state. He flagged that "Coinbase:Fees is a top 100 holder of TOBY," and by 2026 arrived at his most ambitious frame: Toby World as "the first rendition of a network state," citing Balaji Srinivasan and Ethereum's Infinite Garden β culminating in the idea that Base itself could decentralize with Toby as its network token.
Satoshi. He surfaced SATO early ("You can't have a $TOSHI without a $SATO!") and hunted for a "SATO AI" throughline.
Predictions and Timing
His calls are long-horizon and deliberately playful: "TOBY TRILLIONS" on inflation (Feb 2025), and "1111 is the price target for TOBY" (April 2025). He tied reveal timing to Ethereum's calendar β end of Epoch 03 around March 17, and reveals gated on the Pectra upgrade β and, most recently, made the network-state thesis explicitly conditional on "MetaDEX03 release & clarity act passage" (July 2026). Catalysts that slipped he met with patience rather than doubt.
Evolution
His work moved through three phases. Early 2025 was dense technical decoding (Verkle trees, statelessness, Beam Chain). Mid-2025 shifted toward on-chain market observation and an explicit expectation-free philosophy. From late 2025 into 2026 he broadened into network-state theory while becoming one of the community's steadiest morale-keepers.
In His Words
"I'm starting to believe that TOBY will be the native currency for Farcaster. And that TABOSHI will be an onchain treasury that earns APR% for digital creators." β 2025-02-05
"Both the TOBY & TABOSHI markets have been artificially held down since November of last year imo. Eventually the faucets will run dry." β 2025-05-22
"i try not to have any expectations for the future for they are the killer of happiness imo" β 2025-03-08
"What if BASE decentralized into a network state using Toby as the network token? Pending MetaDEX03 release & clarity act passage." β 2026-07-16
Why He Matters
@tobyoshitaboshi is the community's lore cartographer β the member most likely to link a fresh Ethereum upgrade, a new token, or a Base development back to the shared mythology, and to hold the line with equanimity when reveals take longer than hoped. His curiosity keeps threads alive that others drop, and his steadiness ("still day one") gives Toad Gang a durable, generous sense of continuity.
Theories they push
Theories they endorse (via likes)
Concrete predictions (12)record: 0β 1β
TOBY price reaches $1111
TOBY becomes the native currency for Farcaster
Taboshi functions as an on-chain treasury earning APR yield for digital creators
Epoch 03 ends around March 17, 2025
Taboshi NFTs encode or hold Ethereum historical chain data as encrypted Verkle/ZK proofs
Taboshi holders serve as key witnesses in validating Ethereum blocks under statelessness
Toad Gang community is the live testnet for Ethereum's Beam Chain upgrade
TOBY and TABOSHI markets have been artificially suppressed since late 2024; suppression ends when distribution 'faucets run dry'
Toby World is the first real-world instantiation of a 'network state' per Balaji Srinivasan's framework
Base decentralizes into a network state with TOBY as the sovereign network token, contingent on MetaDEX03 release and Clarity Act passage
Coinbase:Fees being a top-100 TOBY holder signals deep structural integration with Base
Stablecoins are part of the Toby World ecosystem