21 years ago I named "Reddit" and everyone said it was a horrible name, but I insisted one day people would say "I read it on reddit" and used my CEO-privilege to overrule everyone + kept the name. Now the company twitter account (unbeknownst to them) is making the joke. Heh.

ETH supply is up about 1% since the Merge. In the same time period: > solana:So11111111111111111111111111111111111111112 supply grew 66%, from 354M to about 589M. > ripple:native supply grew 27%, from 49.83B to about 63.1B. > cardano:native supply grew about 10%, from 34.18B to about 37.5B to 38B. > bitcoin:native supply grew 4.96%, from 19.15M to about 20.10M. > ethereum:native supply grew 1.0%, from 120.52M to about 121.7M.

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Ethereum is financial infrastructure. Four trends are converging on the most credibly neutral network: → Stablecoins. 57% on Ethereum. → Tokenized assets. 56% on Ethereum. → Onchain finance. $60B and counting. → AI agents. Hundreds of millions of transactions this year. With 100+ institutional deployments, institutional adoption is accelerating. We're proud to work with companies like @ethereuminsti as we all work towards bringing the next 1,000 onchain. ETH, held. Conviction, held.

It is happening, this is it. I have spent years watching the ETH charts day in and day out. I know when ETH is about to make a big move higher. You can bookmark this tweet with the ETH price right now and come back to it by the end of the year.

JP Morgan expects $BTC to outperform every major asset class over the next 10 years. Huge.

Two major pieces of Ethereum news landed today: Deutsche Bank, Germany’s largest bank, is reportedly preparing to offer institutional ETH custody, while JPMorgan, the largest bank in the United States, is bringing JPM Coin’s tokenized dollar deposits to Ethereum. Two giants of traditional finance embracing Ethereum and ETH. But the price barely reacted, whereas on another network, people would be expecting a major pump. There are two reasons for this. First, ETH is larger and more liquid than most competing assets, so it takes more buying pressure to move it. Second, the market already expects major institutions to build on Ethereum. Another announcement is not subverting expectations. Some people might say Ethereum is cursed: success is expected, and it only has something to lose when it disappoints. This is where Ethereum bulls diverge from bears. For years, bulls predicted the adoption now materializing before our eyes. This was NOT consensus. People said institutions would never use Ethereum, or would build everything privately. Now it’s: “That’s already priced in. Good for Ethereum, but how does it accrue value to ETH?” There are two things that mentality ignores. First, this is financial adoption, with size. The players matter, but so do the capital they commit, the assets they tokenize, and how deeply they integrate their products and services. All of that shows growing trust in Ethereum as a financial network, both for people using layer one directly and for layer twos using it for settlement. We are gradually building an internet of finance where the underlying network has one native asset: Ether. ETH secures that system and can be used directly as collateral. Bringing Bitcoin or any other asset, into Ethereum requires additional backing, bridge, or custody arrangements. Native ETH already belongs there. Why does this matter so much? Financial activity settling on Ethereum does not pay Bitcoin’s miners. Bitcoin’s own security model anticipates transaction fees replacing its declining issuance. That activity will not magically show up on Bitcoin just because its proponents expect it to. Second, the uncertainty pushed around ETH’s supply ignores what has actually happened. Since the Merge, ETH’s net supply has grown roughly 1.3% in total, while continuing to reward the stakers securing it. Stakers can earn above supply dilution, with transaction income on top. For an asset used as a store of value, that cannot simply be ignored. There is already actual substance behind ETH’s gradual recognition as a store of value. The network has matured. Proof of stake has years of operation behind it. Current SEC guidance identifies ETH as a digital commodity. The ETFs that critics said would never happen now exist, including BlackRock’s multibillion-dollar fund. Treasury companies like Bitmine and Sharplink are accumulating ETH at scale, and their holdings can produce staking income. That adds another way for investors to gain exposure, and another reason to hold the asset. So when bulls talk about ETH eventually flipping Bitcoin, then gold, this is what they are looking at: an asset with restrained supply growth, native yield, and direct usefulness in a growing financial system. You can disagree with that thesis. But “the price didn’t move” does not answer it. Fundamentals are moving int the right direction, but price is a lagging metric. Many of the things bulls expected are happening. The argument is that ETH is severely underpriced, and that the market still underestimates where it leads.

In 10 years you'll look foolish having zero Bitcoin

All we want is.....

Hey @grok, what date will ETH flip BTC? Just the date, I don’t need your reasoning

Investments 10 years ago that are now worth $1 million: Tesla: $37,000 
Shopify: $25,300 
Micron: $19,500 
AMD: $12,800 
Nvidia: $7,800

This robotic mouth physically recreates human speech using an air pump for lungs and moving silicone parts instead of digital audio or text-to-speech software

BlackRock's research paper "The Machine-Native Economy" points to one major token that gets paid when machines settle onchain: $ETH @KyleReidhead covered the big picture on this paper last month. I'm going to break it down more in a series of posts. This one is about ETH In the last 90 days, Ethereum and its L2s carried 77% of stablecoin volume @Circle's @Arc went live on Sept 16 and pays gas in USDC. @Stripe's @Tempo has been live since March 18 with no native token at all. If the dollars move there, the argument goes, ETH gets cut out The volume says otherwise. Per @tokenterminal (chart via @ethereuminsti), over the past 90 days: - @Base $8.8T - @Ethereum mainnet $7.1T - @Optimism Mainnet $812.6B - @Robinhood Chain $182.4B - @Arbitrum One $173.8B That's over $17T on Ethereum and its L2s. @Tron did $2.1T and @Solana did $1.4T Neither Arc nor Tempo made the top 10 of 48 networks (Arc has only been live a month, to be fair) And BlackRock is one of Arc's launch validators. It still used ETH as its example The mechanism, in @BlackRock's words: settlement on permissionless networks "could increase demand for blockspace and validator services, creating a potential transmission channel to native cryptoassets" Then on page 7, native cryptoassets "(e.g. ETH) support consensus, validator compensation, transaction fees, and settlement" Hello. A $15T asset manager is telling you that $ETH has multiple value drivers in the coming machine economy. The dollars sit there too. Ethereum mainnet holds $147.9B of the $305.6B stablecoin supply, about 48%, per DefiLlama When I asked Ish Asad @AsadIshmael from @Bitwise Research on @MilkRoadDaily who wins from tokenization, he said, "Ethereum has about half of all stablecoins, half of all tokenized assets are on Ethereum, and that's accruing value to the ETH token" For context, the stablecoins on Ethereum mainnet alone add up to about half of ETH's $298B market cap Base already moves more stablecoin volume than mainnet. My guess is that gap widens as agents come online, and Base still settles back to Ethereum. BlackRock does add one condition. Value capture depends on "each network's fee, staking, and gas-sponsorship design". The Token Terminal numbers are also raw transfer volume, so bots and exchange flows are in there Meanwhile, $ETH trades at $2,442, about 51% under its $4,946 high from August 2025 If you think machines end up moving more dollars than people do, maybe you should take a close look at the native asset of the network that carried 77% of them over the past 90 days The ticker is $ETH Full disclosure: $ETH is a position in my Milk Road PRO portfolio. Our PRO team was early to $UNI (+54.8%), $AERO (+93.7%), and $SKY (+42.6%) Try Milk Road PRO for $1 for 7 days, link in bio: @BitcoinJesusETH

Why the fuck is Kurt Angle now in Hearsay