SamAlτcoin.eth ☀️
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Saylor sold 32 $BTC, then said $ETH confidence collapsed. Unfortunately, Tom Lee was in the room.
SamAlτcoin.eth ☀️975,673 Aufrufe • vor 1 Monat
$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.
SamAlτcoin.eth ☀️61,706 Aufrufe • vor 26 Tagen
Tom Lee after hearing Bankless sold their $ETH for $ZEC at the bottom
SamAlτcoin.eth ☀️119,722 Aufrufe • vor 2 Monaten
BitMine’s Tom Lee just asked a trillion dollar question. If gold itself becomes tokenized on Ethereum, will Bitcoin still be attractive as digital gold? Tokenized gold moves faster, earns yield, lives inside DeFi, and becomes programmable collateral. $ETH $BMNR $BTC
SamAlτcoin.eth ☀️401,101 Aufrufe • vor 9 Monaten
"I REMAIN BULLISH ON $ETH" - Galaxy Digital VP head of research. He covered Solana for years and was openly skeptical of Ethereum. Now he's flipped. Here's why: He says today looks exactly like Solana in 2022-2023, everyone got disillusioned, stopped paying attention, and missed the bottom of the narrative. The turnaround he's watching: Ethereum Foundation shrinking its own role "subtraction theory" to protect what actually matters: credible neutrality ETH Labs and ETH Institutional launching to push adoption Etherealize with "a lot of irons in the fire" on the institutional side Glamsterdam upgrade shipping Q3 On the "death of L2s"? "Very overstated." Robinhood just launched its L2 on the Arbitrum stack. Institutions want their own controllable ecosystems that settle to . The roadmap is aligned with where blockchain tech is actually going: privacy, ZK scaling of the L1, quantum resistance. His take: not enough people are paying attention to what's happening on the ground. The narrative can shift really quickly. $ETH $GLXY $SOL
SamAlτcoin.eth ☀️40,110 Aufrufe • vor 24 Tagen
$ETH "WORTH ALOT OF MONEY" Avichal Garg of Electric Capital believes Ethereum has something impossible to replicate: Credible neutrality. Bitcoin has credible neutrality too. But $BTC isn't designed to be the transaction layer and settlement layer for the global financial system. In a world where countries from China to India to Brazil are looking for financial infrastructure that isn't controlled by any single nation, credible neutrality becomes incredibly valuable. "You talk to anybody on Wall Street... everybody's trying to build on $ETH." ETFs are here. Coinbase is building on ETH. Robinhood is building on ETH. Sofi is building on ETH. What's a global financial network that neither the U.S. nor China controls worth? "A lot of money." Sidenote: Avichal Garg's firm Electric Capital, is one of the more respected crypto native VCs. Avichal was mining Bitcoin as early as 2010.
SamAlτcoin.eth ☀️85,717 Aufrufe • vor 2 Monaten
Tom Lee just dropped bombs: • Bitcoin → $1M long term • ETH → $60K in 5 years • 50% chance $ETH flips $BTC • $SOL & $SUI → benefit from tokenization wave Wall Street & AI have chosen Ethereum. Fundstrat believes its the "biggest macro trade' for the next 10-15 years. 📈 $BMNR $ETHZ $SBET
SamAlτcoin.eth ☀️372,603 Aufrufe • vor 11 Monaten
$ETH is the Microsoft of crypto. Raoul Pal's Ethereum framework: If you pulled the plug on $ETH tomorrow, how much economic value gets destroyed? L2s. DeFi. RWAs. NFTs. Stablecoin rails. AI agents. That alone makes ETH undervalued. Bitcoin is global savings. Ethereum is global infrastructure. And infrastructure can scale far beyond what most people are pricing in. Micron and Intel showed what happens when years of boredom meet one explosive cycle. That’s the setup for Ethereum.
SamAlτcoin.eth ☀️83,192 Aufrufe • vor 2 Monaten
THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"
SamAlτcoin.eth ☀️40,077 Aufrufe • vor 1 Monat
WHY $ETH COULD 1,000X Ex-BlackRock exec with 20 years inside the institution machine says Ethereum is being underestimated like Amazon was. People thought Bezos was building a bookstore, he was rebuilding commerce. The price lagged, then 1,000x'd. Same mistake people may be making with $ETH. The scoreboard: - 50%+ stablecoin activity - 60%+ RWA share - 1M+ historic builders - Most liquidity + devs - Solana: less than 1/10th ETH’s stablecoin activity Institutions care about trust, security, liquidity and no chain competes with Ethereum on all three. Ethereum is winning, $ETH gets repriced next.
SamAlτcoin.eth ☀️33,735 Aufrufe • vor 1 Monat
🚨 $40,000 $ETH by 2030. "The only feedback I get is that I'm being too conservative." When Standard Chartered’s Global Head of Digital Assets Research Geoff speaks, the market listens. Why? In April 2023, he predicted $100k Bitcoin when it was trading at just $25k. Now, he’s laying out the roadmap for a 20x $ETH. "Ethereum will outperform for the foreseeable future." The reason? Institutional gravity 🏦 💎 BlackRock BUIDL: Settling on the ONLY chain that’s never gone down. 💵 Stablecoin Utility: Near-free, 24/7 settlement that "idiotic fiat" can't touch. 📈 The $2T Shift: Tokenized money markets are moving on-chain, and they aren't leaving. (Geoff also sees $BTC $500,000 by 2030)
SamAlτcoin.eth ☀️98,616 Aufrufe • vor 4 Monaten
$STRC is financializing $BTC using $ETH rails. Paul Barron says Saylor sounds more excited talking about DeFi than Bitcoin 😭 He’s describing a DeFi credit machine, tokenized securities, and yield coins… all running on Ethereum infrastructure. So is the real money $ETH, not $STRC?
SamAlτcoin.eth ☀️59,330 Aufrufe • vor 2 Monaten
Tom Lee says $ETH and $BTC dip is engineered liquidation, not fundamentals breaking. That insight came from Tom DeMark, the market timing legend who has advised Goldman, Citi, and Paul Tudor Jones and recently joined $BMNR. DeMark thinks the ideal Ethereum floor is ~$2500, though reversals can frontrun it.
SamAlτcoin.eth139,447 Aufrufe • vor 8 Monaten
$BTC $ETH are the index. 👀 Kevin O’Leary says altcoins slowly trends to 0. Big money only indexes Bitcoin and Ethereum because that’s where real liquidity and settlement happens. When asked about $SOL? Solana catching $ETH is like pushing a boulder up a mountain. In other words, it's not happening.
SamAlτcoin.eth102,545 Aufrufe • vor 6 Monaten
All L1s outside of $ETH are zeros. Arthur Hayes says private chains are finished. Institutions want public blockchains for real security, and that means Ethereum. Solana survives if it finds a new narrative beyond memecoins. Monad is another high FDV VC trap heading to zero. He agrees with Tom Lee that Ethereum leads the next wave of institutional adoption. His millionaire math: aim for 50 ETH. $BMNR $MON $BERA $SOL
SamAlτcoin.eth ☀️127,429 Aufrufe • vor 8 Monaten