
RYAN SΞAN ADAMS
@RyanSAdams • 276,740 subscribers
Crypto investor going bankless. 🏴
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The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.
RYAN SΞAN ADAMS474,333 görüntüleme • 1 yıl önce

This shook me. Eliezer Yudkowsky ⏹️ says AI will end humanity. He says Elon Musk and the OpenAI tribe are putting a demon summoning circle in every household. He's given up. "So this is what humanity will elect to do. We will not have more grace, not even here at the very end."
RYAN SΞAN ADAMS581,647 görüntüleme • 3 yıl önce

Tom Lee says you can't model the price of ETH on a spreadsheet. "ETH at $3,600 is ridiculously undervalued so maybe that's the most important takeaway - not trying to give someone a spreadsheet" Thomas (Tom) Lee (not drummer) FSInsight.com acquired $3 billion in ETH over the last 30 days and plans to buy at least another $20 billion.
RYAN SΞAN ADAMS - rsa.eth 🦄203,078 görüntüleme • 1 yıl önce

I asked Vladimir Novakovski the founder of Lighter why other platforms are still building for L1s and citing performance reasons? "idk, maybe they made a technical choice 2 years ago that's not relevant today. Those guys should go talk to Succinct." He says there's no performance limitation to L2s - Lighter could run at 1m TPS now if it needed to. "The more secure the L1, the more performant the L2." It seems Lighter is an L2 for one simple reason. A better product for users.
RYAN SΞAN ADAMS108,251 görüntüleme • 10 ay önce

We took the fight to the podcast. Full 20 min debate on the Ethereum not ETH fallacy. Still friends.😉
RYAN SΞAN ADAMS33,393 görüntüleme • 2 ay önce
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