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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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94,511 次观看 • 7 个月前 •via X (Twitter)

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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

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 次观看 • 7 个月前

Multi-settlement on Ethereum and Solana has been achieved in testnet! In this demo, we deposit SOL from Solana to Twine, perform a SOL to ETH swap on Uniswap deployed on Twine, and withdraw it back to Ethereum. The batch is then settled and finalized on Ethereum and Solana. This makes Twine the best platform to build applications. One chain to twine 'em all🕸️!

Multi-settlement on Ethereum and Solana has been achieved in testnet! In this demo, we deposit SOL from Solana to Twine, perform a SOL to ETH swap on Uniswap deployed on Twine, and withdraw it back to Ethereum. The batch is then settled and finalized on Ethereum and Solana. This makes Twine the best platform to build applications. One chain to twine 'em all🕸️!

Twine🕸️

99,653 次观看 • 1 年前

will Monad go to zero? recently Arthur Hayes posited that the only L1s (smart contract platforms) that would survive were Ethereum and Solana claiming: - Solana came up from it's $8 floor on memes - and needs a new use case - Monad is another "high FDV low float VC piece of sh*t L1" - about to go down 99% (current $0.03282 -7% 24h) - riding first pump where retail wants to invest in the "new ETH| --> hayes presumably having traded this "pump" now (posting scnsht ~ buy $0.03973 / sell $0.04204) --> or after rate cuts where i'd agree the true chasm is now at the app layer (and not strictly insider supply) and: - a performant EVM chain that feels like SOL - is strong foundation for finding good use cases - being close to the Monad bare metal feels like a place it could happen (felt the same way SOL 21/22) and unlikely to see $BERA style move down - which launched Feb. 6, surged to 1400% (ATH $14.99) - on vol / insider sale fell 60% by mid Feb - and now sits at $0.91 (-93% from ATH) as $MON has very differnt structure - 85k+ initial CB retail purchaser base from ICO - 1 yr cliff for team / investor tokens + linear vest (27% / 19.7%) - adaptive chain leadership Keone Hon - and efforts to capture value by the foundation itself e.g. Portal acq. tl;dr no, feel hayes is too far from this one to read it correctly c.f. Arthur Hayes on Altcoin Daily

will Monad go to zero? recently Arthur Hayes posited that the only L1s (smart contract platforms) that would survive were Ethereum and Solana claiming: - Solana came up from it's $8 floor on memes - and needs a new use case - Monad is another "high FDV low float VC piece of sh*t L1" - about to go down 99% (current $0.03282 -7% 24h) - riding first pump where retail wants to invest in the "new ETH| --> hayes presumably having traded this "pump" now (posting scnsht ~ buy $0.03973 / sell $0.04204) --> or after rate cuts where i'd agree the true chasm is now at the app layer (and not strictly insider supply) and: - a performant EVM chain that feels like SOL - is strong foundation for finding good use cases - being close to the Monad bare metal feels like a place it could happen (felt the same way SOL 21/22) and unlikely to see $BERA style move down - which launched Feb. 6, surged to 1400% (ATH $14.99) - on vol / insider sale fell 60% by mid Feb - and now sits at $0.91 (-93% from ATH) as $MON has very differnt structure - 85k+ initial CB retail purchaser base from ICO - 1 yr cliff for team / investor tokens + linear vest (27% / 19.7%) - adaptive chain leadership Keone Hon - and efforts to capture value by the foundation itself e.g. Portal acq. tl;dr no, feel hayes is too far from this one to read it correctly c.f. Arthur Hayes on Altcoin Daily

Paul Warren

33,011 次观看 • 7 个月前

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

BMNR Bullz

40,549 次观看 • 20 天前

Go cross-chain. Use Turtle. 🐢 Built on Snowbridge, the Turtle app connects Polkadot, parachains, and Ethereum — trustlessly. Transfer USDC, DOT, ETH, and more. Cross-chain, no middlemen. Here's how it works:

Go cross-chain. Use Turtle. 🐢 Built on Snowbridge, the Turtle app connects Polkadot, parachains, and Ethereum — trustlessly. Transfer USDC, DOT, ETH, and more. Cross-chain, no middlemen. Here's how it works:

Polkadot

24,462 次观看 • 1 年前

#Solana is the only smart contract platform truly competing #Ethereum. It dominates retail UX and daily usage but still lags in institutional adoption and RWA integration. To become a long-term hold like $ETH or $BTC, $Sol must build resilience across cycles and not fade like past L1s.

#Solana is the only smart contract platform truly competing #Ethereum. It dominates retail UX and daily usage but still lags in institutional adoption and RWA integration. To become a long-term hold like $ETH or $BTC, $Sol must build resilience across cycles and not fade like past L1s.

VirtualBacon

49,304 次观看 • 1 年前

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"

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 ☀️

40,004 次观看 • 16 天前

Do not listen to Ansem 🐂🀄️ and Arthur Hayes. These guys are the epitome of Grift Guzzlers. Solana has an FTX bankruptcy scheduled unlock on July 7,2026 18 days from now. This is why they are selling you on $SOL. Do Not fall for it! Dump before they dump.

Do not listen to Ansem 🐂🀄️ and Arthur Hayes. These guys are the epitome of Grift Guzzlers. Solana has an FTX bankruptcy scheduled unlock on July 7,2026 18 days from now. This is why they are selling you on $SOL. Do Not fall for it! Dump before they dump.

MOON KING B-ROOTS

14,474 次观看 • 1 个月前

Solana doesn’t have a Tom Lee. Scott Melker says if he had to pick the 2026 L1 winner, it’s Ethereum. BlackRock, DTCC, and institutional rails are being built on $ETH. $SOL still carries a Trump memecoin hangover.

Solana doesn’t have a Tom Lee. Scott Melker says if he had to pick the 2026 L1 winner, it’s Ethereum. BlackRock, DTCC, and institutional rails are being built on $ETH. $SOL still carries a Trump memecoin hangover.

SamAlτcoin.eth 🌞

48,621 次观看 • 6 个月前

I’ve reduced my #Bitcoin allocation to 10% as altcoin season approaches, while keeping Ethereum and Solana at 20% each. The ETH/BTC ratio is showing signs of reversal, similar to Q4 2020. #Solana has been the standout performer this cycle, so I’m betting on both $ETH and $SOL equally in Layer 1s.

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I’ve reduced my #Bitcoin allocation to 10% as altcoin season approaches, while keeping Ethereum and Solana at 20% each. The ETH/BTC ratio is showing signs of reversal, similar to Q4 2020. #Solana has been the standout performer this cycle, so I’m betting on both $ETH and $SOL equally in Layer 1s.

VirtualBacon

178,195 次观看 • 1 年前

Introducing Cross-Chain Swaps on ARENA® The first trading terminal to support native bridging & swaps across 5 different chains. You can now buy Solana coins with ETH, and Base coins with SOL. In just 1 click, ARENA® will bridge your assets via DLN – High Performance Cross-Chain Trading and execute your order. Try it now at:

Introducing Cross-Chain Swaps on ARENA® The first trading terminal to support native bridging & swaps across 5 different chains. You can now buy Solana coins with ETH, and Base coins with SOL. In just 1 click, ARENA® will bridge your assets via DLN – High Performance Cross-Chain Trading and execute your order. Try it now at:

ARENA®

20,140 次观看 • 2 年前

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. 

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 次观看 • 20 天前

Step by step guide to getting monad $MON token the easy way - first get your sepolia ETH - head over to: - bridge Sepolia ETH to monad sepolia - now head over to: - click on the right hand side where you see your wallet, click setting and change to testnet mode - now you’ll see swap, click that ETH at the top, in the search you’ll see an arrow facing down ⬇️, click it and change to monad testnet - now swap your monad sepolia to $MON. - use 7-8% slippage for swap - monad CA: 0x836047a99e11F376522B447bffb6e3495Dd0637c And you can interact on Monad happily ever after 🤝… I’m your guy Farmercist and I position you in way no one can 😁

Step by step guide to getting monad $MON token the easy way - first get your sepolia ETH - head over to: - bridge Sepolia ETH to monad sepolia - now head over to: - click on the right hand side where you see your wallet, click setting and change to testnet mode - now you’ll see swap, click that ETH at the top, in the search you’ll see an arrow facing down ⬇️, click it and change to monad testnet - now swap your monad sepolia to $MON. - use 7-8% slippage for swap - monad CA: 0x836047a99e11F376522B447bffb6e3495Dd0637c And you can interact on Monad happily ever after 🤝… I’m your guy Farmercist and I position you in way no one can 😁

Farmercist 👨‍🌾 🦅

143,263 次观看 • 1 年前

Why $ETH over $SOL? "It wasn't even a question for us" Bitcoin OG Erik Voorhees was asked why Venice AI chose Base instead of Solana. Says the Ethereum ecosystem is "far more authentic, resilient and robust" than any other smart contract platform.

Why $ETH over $SOL? "It wasn't even a question for us" Bitcoin OG Erik Voorhees was asked why Venice AI chose Base instead of Solana. Says the Ethereum ecosystem is "far more authentic, resilient and robust" than any other smart contract platform.

SamAlτcoin.eth ☀️

50,246 次观看 • 1 个月前

ETHEREUM JUST CROSSED THE LINE WALL STREET SAID IT NEVER WOULD. JPMorgan deployed a real money market fund on Ethereum mainnet. Not a pilot. Not a test. Production. 🔹 10 years uptime 🔹 Global L2 ecosystem 🔹 Banks moving on-chain 🔹 Tokenization going live Vivek Raman says ETH now has its own “Michael Saylors” Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com , Joe Lubin, and others shaping the institutional narrative. $ETH $BMNR

ETHEREUM JUST CROSSED THE LINE WALL STREET SAID IT NEVER WOULD. JPMorgan deployed a real money market fund on Ethereum mainnet. Not a pilot. Not a test. Production. 🔹 10 years uptime 🔹 Global L2 ecosystem 🔹 Banks moving on-chain 🔹 Tokenization going live Vivek Raman says ETH now has its own “Michael Saylors” Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com , Joe Lubin, and others shaping the institutional narrative. $ETH $BMNR

BMNR Bullz

51,825 次观看 • 5 个月前

$ETH will be measured in trillions. Corpo chains like Solana or Tempo can be valued on revenue like SaaS businesses, Bitcoin can be valued like digital gold, but Ethereum is trustware and should be valued like the next internet. William Mougayar is one of Ethereum’s earliest thinkers and advisors, who worked closely with Vitalik Buterin at Ethereum’s inception. $BTC $ETH $SOL

$ETH will be measured in trillions. Corpo chains like Solana or Tempo can be valued on revenue like SaaS businesses, Bitcoin can be valued like digital gold, but Ethereum is trustware and should be valued like the next internet. William Mougayar is one of Ethereum’s earliest thinkers and advisors, who worked closely with Vitalik Buterin at Ethereum’s inception. $BTC $ETH $SOL

SamAlτcoin.eth ☀️

18,112 次观看 • 6 个月前

Arthur Hayes: Except for Ethereum and Solana, almost all other L1s will go to zero On November 29, on Altcoin Daily, Arthur Hayes said that, aside from Ethereum and Solana, almost all other L1s will go to zero. As major banks move into crypto and Web3, he expects them to build on Ethereum, which he sees as essential infrastructure and the main driver of ETH's next major rally.On Solana, he praised its meme-coin-driven strength and its position as the No.2 L1, but argued it still needs a new growth narrative and will struggle to outperform Ethereum in price. Source：

Arthur Hayes: Except for Ethereum and Solana, almost all other L1s will go to zero On November 29, on Altcoin Daily, Arthur Hayes said that, aside from Ethereum and Solana, almost all other L1s will go to zero. As major banks move into crypto and Web3, he expects them to build on Ethereum, which he sees as essential infrastructure and the main driver of ETH's next major rally.On Solana, he praised its meme-coin-driven strength and its position as the No.2 L1, but argued it still needs a new growth narrative and will struggle to outperform Ethereum in price. Source：

Wu Blockchain

186,256 次观看 • 7 个月前

“Monad won’t be able to compete with Ethereum I have no belief that this is a legitimate blockchain. It’ll never have any real usage.” — Arthur Hayes if you understand network effects, you know Ethereum’s here to stay at the top. Monad’s solution is simple: build on Ethereum instead of competing with it. become an L2

“Monad won’t be able to compete with Ethereum I have no belief that this is a legitimate blockchain. It’ll never have any real usage.” — Arthur Hayes if you understand network effects, you know Ethereum’s here to stay at the top. Monad’s solution is simple: build on Ethereum instead of competing with it. become an L2

rip.eth

125,692 次观看 • 7 个月前

$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.

$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 ☀️

61,024 次观看 • 12 天前

RAOUL PAL'S CORE CRYPTO BET: $BTC, $ETH, $SOL, $SUI Bitcoin is the monetary asset. Ethereum remains the most adopted smart contract network. Solana wins on speed and cost. Sui is emerging as a next-generation L1. His bet? The future gets built on blockchain infrastructure. 📹️ Raoul Pal Real Vision

RAOUL PAL'S CORE CRYPTO BET: $BTC, $ETH, $SOL, $SUI Bitcoin is the monetary asset. Ethereum remains the most adopted smart contract network. Solana wins on speed and cost. Sui is emerging as a next-generation L1. His bet? The future gets built on blockchain infrastructure. 📹️ Raoul Pal Real Vision

CryptosRus

17,597 次观看 • 1 个月前