The biggest Ethereum bull on this app The one who makes ETH easy to understand
Joined July 2025
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Well well well
Solana at it again
@sofi created their own stablecoin and minted 99.97% of it on Ethereum, and Solana`s X account proclaims they picked them, when they only minted 0.026% of the total supply on Solana !
That's $100M vs $26k between Ethereum and Solana and they think they were chosen 🤦🏼
I said it in June and now Tom Lee says it too
The EF has to sell to fund operations, and it has a huge multiplier outcome on the ecosystem AND ITS SUSTAINABLE
Couple that with them wanting to downsize into nothingness anyway to let the public take the reins and push Ethereum in any direction they want to.
You can already see that happening with all the ETH nodes - ie. @ethlabs_org , @ethereuminsti
Does the EF funding crisis stand up to scrutiny ?
The EF currently holds 170k $ETH, 70k of which is staked generating 2.1k ETH annually. The remaining 100k Eth is partially held in liquid staking, also generating yield.
They also $32 million held in stables.
Considering all this, the EF aims to keep operational expensesat 15% of current total treasury, with a 2.5-year fiat/stablecoin runway buffer, with a long term goal of reducing this over 5 years to a 5% baseline
So the circulating $30 milliom yearly bill for funding EF will go down to $10 million.
As of right now, the EF has enough funds to run for at least 30 years, so there is zero funding crisis.
FUD DEBUNKED
Bond yields are rising FAST because there's no demand for them.
When there's no demand, the same bond gets sold for lower prices whilst promising the same return, hence making the yield higher.
Demand is less because of wavering faith in the US being able to act good on those commitments.
Why are bonds the default safe haven though ? They're the most liquid asset in the world, and have guaranteed APR, but with demand for bonds wavering we must look to what could be the next highly liquid, secure, and guaranteed yielding store of value..... $ETH !
Get ready for the FUD wave on ETH
It always happens when EF sells which is completely justified, but KOLs need engagement bait to make it seem out to be worth capital punishment
They only sold $6m worth to fund operations and CT is already moaning
Heres are all the companies that got hacked this month :
* MetaMask
* ASOS
* Siemens
* John Deere
* SharkNinja
* Nikkei Inc.
* GitLab
* State Bank of India (SBI)
* ConnectWise
* Palo Alto Networks
* Citizen Watch
Guess who's not on the list? $ETH
Bottom signal is in, Arthur Hayes sold his $ETH
The last time he sold his ETH we rallied to $4k+ range
AI bubble might be the FTX of tradfi
Finally the recycling of money between companies paying each other the same money whilst simultaneously holding shares of each other and surviving off AI being in their name will stop and investing and return to REAL fundamentals
It'll all come crumbling down and economy will bounce back after max 1 year and all will be well again
Starknet is going to become an L1
Let's see what happened last time and L2 made this mistake
$DYDX:
-95% in token price
-79% in TVL
-98% in volume
-90% in revenue
There's a big difference though, DYDX had users before transitioning, Starknet doesn't
They only represent 0.32% of the total Ethereum ecosystem TVL
BMNR just staked another 160k $ETH to bring their total staked Eth to 5.227 million. Here's how much revenue that bags Tom Lee at different Eth prices :
•$2,500 - $344M
•$5,000 - $688M
•$7,500 - $1.031B
•$10,000 - $1.375B
•$12,500 - $1.719B
•$15,000 - $2.063B
•$20,000 - $2.75B
All that just for staking, a real life money printer !
Glamterdam is going live on Hoodi testnet on 26th October
This is the FINAL testing phase before Mainnet. All other updates pushed to Hoodi testnet have gone to Mainnet within 45 days, so Glamsterdam is going to happen BEFORE 11th December
How exciting!!!!
The DTCC is using ERC-20 standard for tokenisation of assets via the Besu client
For now it's on a permissioned EVM network but it proves many points and has downstream benefits to Ethereum
Firstly, Wall Street is going to get use to EVM wallets, transactions, and familiar with how EVM ecosystem works which will make it easier for them to transition onto Ethereum/L2s
This also gets them to kickstart their infrastructure build up for the on chain era
Finally, the biggest thing, DTCC chose Ethereums token standard for it's next big move. Not Solana, not binance, not XRP
ETHEREUM !
The flying car is fake. I don't believe it
This is my tin foil head talking but there's s no way a whole car can be pushed around and controlled mid air with that little air pressure. Ive studied physics and I know you'd need a LOT more than that
There has to be some invisible strings going on. Happy to be proven wrong but it doesn't pass the eye test for me
Ledger is brain dead
After being caught in one of the biggest hardware wallet hacks in history and destroying trust in self custody, they decide to release a phone crypto wallet
Basically the biggest advertising board to criminals saying " hey I own crypto and take it seriously please rob me "
Self custody has become a demonised subject
But it is the stupidity of those who got compromised that is the cause
Frankly, if one purposefully purchases a high security device meant to store a big chunk of their hard earned money and life savings, why not go all out and pay top dollar for the best of the best wallets from the source ?
Ledger isn't the best at all, but common sense has to prevail and you should always be skeptical of resellers. Ask, why is it cheaper
If there aren't any perceivable profit margins, you are the profit margin
Self custody has become a demonised subject
But it is the stupidity of those who got compromised that is the cause
Frankly, if one purposefully purchases a high security device meant to store a big chunk of their hard earned money and life savings, why not go all out and pay top dollar for the best of the best wallets from the source ?
Ledger isn't the best at all, but common sense has to prevail and you should always be skeptical of resellers. Ask, why is it cheaper
If there aren't any perceivable profit margins, you are the profit margin
Solana will beat Ethereum and that's why it's fighting for second place with an L2
Bro can't even beat out a subordinate of the Mainnet
RWA is EXTREMELY hindered for little known reasons
Coinbase and the like have everything setup, they can tokenise the world and put it on chain but choose to drip feed assets on to the Blockchain
Why ?
1) Gradual releases cause concentration of liquidity around launch, making it easier for MMs to keep in a good state/LPs to have volume for juicy returns
2) The chains that see high amount of meme pairs with stocks can have their cycle increasing volume + distribution
3) Marketing effects. Rollouts batch by batch make you able highlight the achievements of that launch whereas if everything came all at once, success would be spread and everywhere meaning less marketing opportunities
So in summary it prolongs narrative + entices capital to join
Big opportunity on $UNI
Currently $4.8B MC whilst OKX raised at $25B valuation shows how undervalued it is
OKX has $1.9B revenue/year
UNI has a $1B revenue/year justifying a $12.5B MC -> 2.5x
OKX has $1.15B daily volume
UNI has $944M justifying a $20.5B MC -> 4.5x
Also factor in decentralisation from UNI, so lots of upside !
Dilution has to be timed and going all out for cheap ETH made the most sense
On the original plan, he would have slowly diluted $BMNR over 5 years, blunting upward movement and reducing ATHs for a prolonged period of time
With the adjustment, you get diluted massively in one go during a bear market when your stock is going to be down anyways because you're a risky play with affiliation to crypto. So if you're stocks going to go low, might as well make it go lower for the opportunity it opens of buying cheap ETH before it's too late.
And then this opens opportunity for a bigger rally upward when bull market kicks in
$BMNR dilution all makes sense now !
Tom Lee initially planned to buy the 5% over 5 years ! But he saw the opportunity of the bear market and did it in 1
That's why share price action was so bad, but it was a blip caused by excessive dilution to seize the opportunity at hand
It wasn't meant to be a long term strategy and with the 5% alchemy almost completed, it won't sustain.
$BMNR dilution all makes sense now !
Tom Lee initially planned to buy the 5% over 5 years ! But he saw the opportunity of the bear market and did it in 1
That's why share price action was so bad, but it was a blip caused by excessive dilution to seize the opportunity at hand
It wasn't meant to be a long term strategy and with the 5% alchemy almost completed, it won't sustain.