According to @alice_und_bob, the Polkadot (DOT) Treasury recorded its first positive quarter since the launch of OpenGov, delivering a 1.6m DOT surplus, based on the newly released Polkadot Treasury report shared in their thread on X (source: @alice_und_bob). @alice_und_bob refers to this as the Gavin Effect and attributes the improvement to stronger governance alignment supported by large stakeholders, as noted in the thread (source: @alice_und_bob). The thread provides charts detailing treasury flows and funding, according to @alice_und_bob (source: @alice_und_bob).

According to Alice und Bob, the balance sheet increased when measured in DOT due to a more conservative approach, but its USD-equivalent value fell in Q4 as the DOTUSD rate declined (source: Alice und Bob on X). According to Alice und Bob, this valuation risk is increasingly mitigated by diversifying holdings into stablecoins (source: Alice und Bob on X).

According to @alice_und_bob, the new Polkadot Treasury report shows the treasury posted its first positive quarter since the start of OpenGov with a profit of 1.6 million DOT, a turnaround the author labels the Gavin Effect driven by support from large stakeholders (source: @alice_und_bob).

According to @santimentfeed, social data shows BTC, ETH, RIVER, LINK, DOT, and XNO were the most-hyped coins Monday. @santimentfeed says BTC chatter centers on price swings, large buys by Michael Saylor, comparisons to gold, fund outflows, and a store-of-value narrative amid macro concerns. @santimentfeed highlights ETH as a core holding with staking, institutional adoption, tokenization use cases, rETH dynamics, notable exchange transfers, ETF flow discussions, and strategies like dollar-cost averaging and portfolio allocation. @santimentfeed reports RIVER sentiment is calm yet bullish on steady development, partnerships, accumulation signals, and new all-time highs despite broader weakness. @santimentfeed notes Chainlink is viewed as undervalued while launching services that bring US equity price data into DeFi, supported by recent funding and 24/5 on-chain data for equities. @santimentfeed adds Polkadot talk focuses on new smart contracts, EVM implementations, liquidity pools, upgrades, scalability, interoperability, and new DeFi launches. @santimentfeed also observes Nano trends tied to Ledger hardware wallets and the XNO token, emphasizing security, firmware updates, and long-term holding with low selling pressure.

According to @alice_und_bob, Polkadot community calls are moving to a decentralized, community-hosted format that is not bound to a single organizing force, source: https://x.com/alice_und_bob/status/2011127205309387075. The discussed model enables anyone to host their own shows, with coordination focused on distribution and promotion, and different shows covering different topics, source: https://x.com/alice_und_bob/status/2011127205309387075. Some shows may be streamed on the official Polkadot channel to give additional reach, source: https://x.com/alice_und_bob/status/2011127205309387075. The post also invites prospective hosts to reach out for support to run a community call, source: https://x.com/alice_und_bob/status/2011127205309387075; related broadcast link: https://x.com/i/broadcasts/1kvJpMoqveMxE.

According to @alice_und_bob, Polkadot is shifting Community Calls to a decentralized, community-hosted model where anyone can host shows. Source: X post by @alice_und_bob on Jan 13, 2026. The source adds that distribution and promotion will be coordinated across hosts and that different shows will cover different topics. Source: X post by @alice_und_bob on Jan 13, 2026. The source also notes that some shows may be streamed on the official Polkadot channel for additional reach, with no timing or token-related details disclosed. Source: X post by @alice_und_bob on Jan 13, 2026. The source indicates this new multi-show structure and potential official channel exposure will define how DOT ecosystem communications are distributed going forward. Source: X post by @alice_und_bob on Jan 13, 2026.

According to @alice_und_bob, a Polkadot Community Call is scheduled today at 15:00 UTC. Source: https://x.com/alice_und_bob/status/2011043004186828895 Participation will be via Google Meet, with the meeting link provided by direct message upon request, and no agenda or speaker list was disclosed in the post. Source: https://x.com/alice_und_bob/status/2011043004186828895

According to @alice_und_bob, the Polkadot Community Call takes place today at 15:00 UTC with access via Google Meet by requesting the link via direct message, source: https://x.com/alice_und_bob/status/2010386540808311004 The host added it will be livestreamed on YouTube and X and will discuss decentralizing and rotating hosts to empower broader participation, source: https://x.com/alice_und_bob/status/2010386540808311004 The announcement does not indicate specific roadmap updates or token changes, framing the session as a community process discussion, source: https://x.com/alice_und_bob/status/2010386540808311004 Traders tracking DOT can monitor real time volume, funding rates, and open interest during and after the call using public dashboards such as TradingView and Coinglass to gauge market response, sources: https://www.tradingview.com and https://coinglass.com To join, message the organizer directly to receive the Meet link as instructed, source: https://x.com/alice_und_bob/status/2010386540808311004

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, 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).

According to @alice_und_bob, Polkadot governance added formal structures and processes while supporting the build-out of three departments and implementing compliance and transparency standards, offering clearer oversight signals for DOT stakeholders, source: @alice_und_bob. Quarterly Treasury reports including balance sheet and income statement were published to reveal real spending, with the author claiming this helped bring down a large coordinated Treasury grifting campaign in Web3, a disclosure relevant to assessing treasury risk for DOT, source: @alice_und_bob. The author positioned Polkadot 2.0 and the biggest DAO in the world as organizing narratives to align stakeholders on shared strategy, creating identifiable governance themes traders can monitor, source: @alice_und_bob. Community execution included the Polkadot Builder Party with an online hackathon totaling 2700 participants and 230 submissions plus over 50 local events with 2000 attendees, providing measurable developer engagement signals for ecosystem activity, source: @alice_und_bob. External representation and education spanned four continents with 400+ consultation calls, 12 million X/Twitter impressions, and lectures to Polkadot Blockchain Academy students, adding quantifiable outreach metrics that traders can track, source: @alice_und_bob. For DOT traders, the disclosed cadence of Treasury reports, governance department outputs, and developer participation metrics constitute concrete, trackable fundamentals for risk assessment and positioning within the Polkadot ecosystem, source: @alice_und_bob.

According to @alice_und_bob, developer Daniel Cukier showed DOOM running on a local Polkadot JAM blockchain instance on his laptop and shared a step-by-step tutorial for others to replicate, indicating hands-on accessibility for builders, source: Alice und Bob on X, Dec 10, 2025; source: Daniel Cukier on X; source: YouTube tutorial linked by Daniel Cukier. The post explicitly quotes he ran DOOM on the Polkadot JAM blockchain on his laptop and invites others to run it too, confirming a reproducible demo rather than a concept-only teaser, source: Daniel Cukier on X; source: Alice und Bob on X, Dec 10, 2025. For traders, a working on-chain gaming demo is a concrete signal of developer experimentation and tooling maturity around DOT that market participants track via developer activity benchmarks, source: Alice und Bob on X, Dec 10, 2025; source: Electric Capital Developer Report 2023. Actionably, monitor DOT price, liquidity, and developer activity trends around JAM as reproducible tutorials lower friction for experimentation and can inform assessments of ecosystem momentum, source: YouTube tutorial linked by Daniel Cukier; source: Electric Capital Developer Report 2023.

According to @alice_und_bob, a livestream is scheduled for tomorrow at 13:30 UTC to discuss the winning projects of the Polkadot Builder Party (source: @alice_und_bob). Polkadot’s native token is DOT, and the announcement did not mention any token-specific actions or incentives (source: Web3 Foundation; source: @alice_und_bob).

According to Alice und Bob, the winners of the Polkadot Builder Party have been announced, highlighting notable projects within the Polkadot ecosystem, source: Alice und Bob on X, Dec 8, 2025. The post also states a livestream will be held later this week to celebrate the winners, setting a defined near-term event window traders can track for official updates, source: Alice und Bob on X, Dec 8, 2025. The announcement provides no details on the number of winners, categories, or the exact livestream time, indicating the livestream is the next venue for confirmed information, source: Alice und Bob on X, Dec 8, 2025.

According to @alice_und_bob, an AI agent executed the command "send 100 PAS to 5G8kCNCVbKyr3H18JFQrDnuHU22LJma8jDU6YQLDTvzZVwdg" without any manual user signature, demonstrating autonomous token transfer; source: https://twitter.com/alice_und_bob/status/1997441724889567522. The author states the setup uses an MCP server that manages its own wallet and sends tokens via PAPI, enabling programmatic execution from natural-language prompts; source: https://twitter.com/alice_und_bob/status/1997441724889567522. The author adds that the next target is enabling "swap 100 HOLLAR for DOT," indicating planned support for swaps triggered by plain text commands; source: https://twitter.com/alice_und_bob/status/1997441724889567522.

According to @alice_und_bob, Polkadot researchers are developing a consensus upgrade that hides the next block leader via zero-knowledge lotteries to reduce DDoS risk on proposers and improve block production reliability on DOT (source: @alice_und_bob on X). According to @jarrodwatts, Ethereum’s EIP-7917 adds deterministic proposer lookahead so L1 users can obtain reliable, instant pre-confirmations from the next block proposer (source: @jarrodwatts on X). For traders, ETH’s visible proposer schedule enables pre-confirmation guarantees from the next proposer on L1, while DOT’s hidden-leader design focuses on mitigating targeted disruptions to block production (source: @jarrodwatts on X; source: @alice_und_bob on X).

According to @alice_und_bob, they tested Solidity smart contracts in preparation for a potential Polkadot Hub smart contracts launch they hope could arrive in about two weeks, highlighting a near-term milestone for DOT traders to monitor, source: https://x.com/alice_und_bob/status/1996976093698707580. The author reports completing local Substrate node and RPC setup, building and testing a contract, deploying it, and conducting on-chain tests, providing a concrete view of current developer workflow readiness, source: https://x.com/alice_und_bob/status/1996976093698707580. They also noted two documentation issues that required ChatGPT troubleshooting and plan to report fixes, which may reduce onboarding friction for future builders if addressed, source: https://x.com/alice_und_bob/status/1996976093698707580. Next steps cited are a simple frontend and a basic app, giving traders a practical timeline to track developer progress around Polkadot smart contracts, source: https://x.com/alice_und_bob/status/1996976093698707580.

According to @alice_und_bob, a live X broadcast titled Learning Polkadot Hub Smart Contracts was shared on Dec 5, 2025 at https://x.com/i/broadcasts/1lDxLBXYmgQGm, source: @alice_und_bob on X, Dec 5, 2025, https://twitter.com/alice_und_bob/status/1996976093698707580. The post explicitly references Polkadot Hub smart contracts, confirming the content focuses on the Polkadot (DOT) ecosystem, source: @alice_und_bob on X, Dec 5, 2025, https://twitter.com/alice_und_bob/status/1996976093698707580.