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Arthur Hayes just admitted he bought back ETH because “the chart says it’s going higher.” He sees Ethereum running up to $20K this cycle. When asked $ETH vs $SOL? He’s overweight $ETH 🚀

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SamAlτcoin.eth

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111,639 görüntüleme • 1 yıl önce •via X (Twitter)

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Tom Lee says Ethereum is bottoming this week. He points out the ETH to BTC ratio sits near 0.032 and the 8 year average implies roughly $12,000 ETH. He also says the value locked on ETH is close to the historical floor
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Tom Lee says Ethereum is bottoming this week. He points out the ETH to BTC ratio sits near 0.032 and the 8 year average implies roughly $12,000 ETH. He also says the value locked on ETH is close to the historical floor

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Arthur Hayes on Monad, the "next ETH killer" Calls it another high FDV low float chain built so founders and VCs can dump on retail. Says it has no chance competing with Ethereum… not even Solana.. $ETH $MON $SOL
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Arthur Hayes on Monad, the "next ETH killer" Calls it another high FDV low float chain built so founders and VCs can dump on retail. Says it has no chance competing with Ethereum… not even Solana.. $ETH $MON $SOL

SamAlτcoin.eth ☀️

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2:01

🚀 TOM LEE JUST SAID ETH TO $60,000 🚀 At the Ethereum NYC: NextFin Summit, Tom Lee just dropped one of the most bullish ETH outlooks yet: - #Ethereum is the biggest macro trade of the next 10–15 years - Wall Street is moving onto the blockchain and Ethereum is where they’ll build - Stablecoin boom + Genius Act + SEC clarity = ETH’s ChatGPT moment - AI + robots are creating a token economy, likely on Ethereum How to $60K 👇 - 20% of Wall Street banking activity will run on Ethereum - $ETH will capture a similar share of global payment rails - This is ETH’s 2017 Bitcoin moment, Wall Street is discovering it now - Lee says ETH at $60K is the magnitude move you get when Wall Street buys in Wall Street wants your ETH ETH is going way higher

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$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 $ETH is like pushing a boulder up a mountain. In other words, it's not happening.
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$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.

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As much as I dislike Hayes pumps & dumps his $ETH thesis for $5k for ETH by year end is sexy ETH is the only major token below 2021 high. Waiting for a hated rally. "because it hasn't moved that much over the in this past cycle, I think that has a lot of catching up to do. Once it starts moving, the the reflexive train is going to get going." He doesn't care about any fundamentals (tokenomics, L2s etc.) but I believe once ETH starts to rally, the market will find a narrative to justify the pump: RWAs, institutional adoption, ICOs back... Anything will do well to justify the pump. Especially as many sold and gave up on ETH. They'll buy back when ETH starts to move upwards. source: Unchained with Laura Shin
2:00

As much as I dislike Hayes pumps & dumps his $ETH thesis for $5k for ETH by year end is sexy ETH is the only major token below 2021 high. Waiting for a hated rally. "because it hasn't moved that much over the in this past cycle, I think that has a lot of catching up to do. Once it starts moving, the the reflexive train is going to get going." He doesn't care about any fundamentals (tokenomics, L2s etc.) but I believe once ETH starts to rally, the market will find a narrative to justify the pump: RWAs, institutional adoption, ICOs back... Anything will do well to justify the pump. Especially as many sold and gave up on ETH. They'll buy back when ETH starts to move upwards. source: Unchained with Laura Shin

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Jake gives us his TOP 3 memecoins he's holding this cycle. "The trilogy of memecoins this cycle is $UTYA on $TON, $WOJAK on $ETH & $TROLL on $SOL " H/T: JAKE @TonUtyaCoin TROLL @WojakCTO Arthur Hayes
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Jake gives us his TOP 3 memecoins he's holding this cycle. "The trilogy of memecoins this cycle is $UTYA on $TON, $WOJAK on $ETH & $TROLL on $SOL " H/T: JAKE @TonUtyaCoin TROLL @WojakCTO Arthur Hayes

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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
2:00

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 ☀️

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On the latest MR SHIFT 🦁, Jeff says that the AF is misunderstood. He sees the AF buying and burning HYPE akin to Ethereum burning all priority fees. No one asks ETH devs to route priority fees to Vitalik to spend when ETH is high, so there is a double standard. Hyperliquid
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On the latest MR SHIFT 🦁, Jeff says that the AF is misunderstood. He sees the AF buying and burning HYPE akin to Ethereum burning all priority fees. No one asks ETH devs to route priority fees to Vitalik to spend when ETH is high, so there is a double standard. Hyperliquid

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🔥Hoskinson says Vitalik will “lose his sh*t” if ADA flips ETH. The #Cardano founder says ADA overtaking ETH would give Vitalik a brain aneurysm.🤯 “He’s not going to retire. He’s just going to drop over.”💀
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🔥Hoskinson says Vitalik will “lose his sh*t” if ADA flips ETH. The #Cardano founder says ADA overtaking ETH would give Vitalik a brain aneurysm.🤯 “He’s not going to retire. He’s just going to drop over.”💀

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0:51

🔥TOM LEE: $ETH COULD HIT $22,000 He says the best way to predicting ETH is to look at its ratio to Bitcoin. At its 8-year average ratio of 0.0479, BTC at $250K implies $12K ETH. "But that's too low," he says. "It may recover to its 2021 high of 0.0873. That's $22K ETH." "And of course it can go higher."

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Bitwise CIO Matt Hougan : “Professional investors are skipping Bitcoin entirely and going all in on ETH” Here’s what he said: - $ETH ETFs are seeing 10X the inflows of $BTC ETFs - ETH ETFs pulled in $4B this month alone, that’s $50B annualized - Since August, ETH had infinitely more inflows because BTC had outflows - People are skipping Bitcoin entirely and going all in on ETH - Professional investors like the tokenization story, the stablecoin story, the cashflow story of ETH - Ethereum fits a professional investor framework - "I spoke with a multibillion dollar advisor, they didn’t love Bitcoin, but decided to go all in on ETH ETFs” - The relentless bid for ETH will continue indefinitely The flippening isn’t coming It’s here 🐬

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Bankless

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Clemente thinks it’s impossible for $SOL to ever make a new ATH “SOL is running into the same issue as ETH where success of the network does not equal token price go up” “I can’t bring myself to bid SOL here at $70” “With tokens like HYPE having real PMF and buying back the token it’s impossible for SOL & ETH to compete”
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Clemente thinks it’s impossible for $SOL to ever make a new ATH “SOL is running into the same issue as ETH where success of the network does not equal token price go up” “I can’t bring myself to bid SOL here at $70” “With tokens like HYPE having real PMF and buying back the token it’s impossible for SOL & ETH to compete”

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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.
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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.

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Vivek reveals why ETH will be a core institutional holding: “Institutional allocations into ETH are inevitable as Ethereum grows.” “You need a neutral asset where the U.S. can trade with anyone. ETH is that asset. It’s still early, but as that happens, ETH reprices into a multi-trillion-dollar asset because it’s trustless collateral that no one can censor.” “If everything’s going to be tokenized, you need a neutral asset… ETH is that asset.”
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Vivek reveals why ETH will be a core institutional holding: “Institutional allocations into ETH are inevitable as Ethereum grows.” “You need a neutral asset where the U.S. can trade with anyone. ETH is that asset. It’s still early, but as that happens, ETH reprices into a multi-trillion-dollar asset because it’s trustless collateral that no one can censor.” “If everything’s going to be tokenized, you need a neutral asset… ETH is that asset.”

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Gainzy says ETH running may mean alt szn is coming to an end. 😳 "Vitalik had all of the mindshare... now he dosnt keep up with market trends... doesnt care about memes... ETH ecosystem does not matter."
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Gainzy says ETH running may mean alt szn is coming to an end. 😳 "Vitalik had all of the mindshare... now he dosnt keep up with market trends... doesnt care about memes... ETH ecosystem does not matter."

neew

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🚨 PlanB Plan B is lying about Ethereum! He says ETH is pre-mined, centralized, and inferior to Bitcoin. I came with facts. • Validator stats • DAO fork truth • ETH vs BTC value • Liquidity-driven price - The truth was coined on link below 👇
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🚨 PlanB Plan B is lying about Ethereum! He says ETH is pre-mined, centralized, and inferior to Bitcoin. I came with facts. • Validator stats • DAO fork truth • ETH vs BTC value • Liquidity-driven price - The truth was coined on link below 👇

Leo Lanza | Lanza.eth

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🎙️ New The Edge Podcast ⚔️ Wartime Ethereum: The Case For ETH Going Much Higher 0:00 - Intro 3:01 - John's background 8:39 - Why focus on Ethereum and ETH 14:29 - Why Wartime Ethereum mode? 17:44 - Ethereum can’t be evil 20:23 - Trustware for economic systems 24:48 - Is Wall Street understanding ETH's value? 32:04 - Institutional bull run vs bearish retail 36:03 - When will ETH go up? 45:57 - CLARITY Act tailwind for Ethereum 52:11 - No EF funding crisis, just eco reshaping 59:05 - Decentralized AI makes case for Ethereum 1:08:39 - Questioning the rules of the system 1:10:33 - How to value ETH 1:14:29 - John's outlook for ETH price 1:18:23 - Closing 🙏 Thanks to John Gillen - WartimeEthereum.eth from Milk Road for joining us!
1:20:05

🎙️ New The Edge Podcast ⚔️ Wartime Ethereum: The Case For ETH Going Much Higher 0:00 - Intro 3:01 - John's background 8:39 - Why focus on Ethereum and ETH 14:29 - Why Wartime Ethereum mode? 17:44 - Ethereum can’t be evil 20:23 - Trustware for economic systems 24:48 - Is Wall Street understanding ETH's value? 32:04 - Institutional bull run vs bearish retail 36:03 - When will ETH go up? 45:57 - CLARITY Act tailwind for Ethereum 52:11 - No EF funding crisis, just eco reshaping 59:05 - Decentralized AI makes case for Ethereum 1:08:39 - Questioning the rules of the system 1:10:33 - How to value ETH 1:14:29 - John's outlook for ETH price 1:18:23 - Closing 🙏 Thanks to John Gillen - WartimeEthereum.eth from Milk Road for joining us!

DeFi Dad ⟠ defidad.eth

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