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$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...

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SamAlτcoin.eth ☀️

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83,192 görüntüleme • 2 ay önce •via X (Twitter)

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JOSEPH CHALOM: “STOP PRICING ETH OFF BITCOIN.” That narrative is dead. ETH isn’t a multiple of BTC. It’s a network generating real economic activity. 🔹 Stablecoin settlement 🔹 Tokenized assets 🔹 On chain finance 🔹 Programmable execution Bitcoin is digital gold. Ethereum is digital infrastructure. And infrastructure gets valued on usage not comparison. The market hasn’t fully processed that yet. $ETH
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JOSEPH CHALOM: “STOP PRICING ETH OFF BITCOIN.” That narrative is dead. ETH isn’t a multiple of BTC. It’s a network generating real economic activity. 🔹 Stablecoin settlement 🔹 Tokenized assets 🔹 On chain finance 🔹 Programmable execution Bitcoin is digital gold. Ethereum is digital infrastructure. And infrastructure gets valued on usage not comparison. The market hasn’t fully processed that yet. $ETH

BMNR Bullz

14,776 görüntüleme • 5 ay önce

🚀 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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🚀 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

Crypto-Gucci.eth ᵍᵐ🦇🔊

93,863 görüntüleme • 1 yıl önce

Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR
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Ethereum is officially transitioning to a monopoly L2s are finished, $ETH monopolizes smart contract rails In my mental framework, $ETH is a value index of smart contracts. It has network effect (most wallets), economies of scale (60% stablecoins are tokenized on ethereum) and proprietary technology (100% uptime). It's early days to talk about value capture because no token has really pumped because of utility the past 10 years, it's mostly the social value that creates fomo which created the pumps. Ethereum is the symbol the OG crypto anarchist social value, and vitalik.eth and the Ethereum community keep pushing for that. This community can't be replaced with Solana or BNB's community, which is a real moat that Ethereum has. One can argue Bitcoin has similar or more hardcore anarchist community, yes, this is why $BTC is number one and $ETH is number two. But over time I believe Ethereum's upside is far better because smart contracts enable it to scale its community via use cases/Apps like stablecoin and DAOs. Despite Thomas (Tom) Lee (not drummer) FundstratDirect.com buying 5% of $ETH that OG ethos of Ethereum is not going to change to the "enterprise chain" ethos because of the $ETH community and vitalik.eth. $ETH $BMNR

Bitmine Marine (BMNR)

45,601 görüntüleme • 6 ay önce

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
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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

17,639 görüntüleme • 2 ay önce

$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 $ETH supercycle is coming.
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$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 ☀️

62,101 görüntüleme • 1 ay önce

📢 is deploying $200M of their ETH treasury on Linea. One of the world's largest public ETH holders is choosing Linea's institutional-grade infrastructure to unlock scalable, secure onchain yield. This is what Ethereum L2s were built for.
0:41

📢 is deploying $200M of their ETH treasury on Linea. One of the world's largest public ETH holders is choosing Linea's institutional-grade infrastructure to unlock scalable, secure onchain yield. This is what Ethereum L2s were built for.

Linea.eth

320,225 görüntüleme • 9 ay önce

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀
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If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

DeFi Dad ⟠ defidad.eth

259,923 görüntüleme • 1 yıl önce

🎙️ New The Edge Podcast 🔐 Ethereum Is A Vault, ETH Is The Lock: A Framework for ETH's Fair Value, Today and By 2030 0:00 - Intro 2:51 - Tom’s role investing at Varys 3:32 - DCF is the wrong way to value ETH 6:16 - Is Ethereum winning? 11:40 - Fees are friction, not how we value ETH 16:12 - Can Ethereum have its cake and eat it too? 19:45 - If Ethereum is the vault, ETH is the lock 23:58 - Why stablecoin numbers look bullish 27:04 - Ethereum must succeed, or crypto fails 28:59 - Comparison to Linux + DTCC is wrong 32:55 - Importance as trustware producing blocks 35:40 - Underestimating the L1 scaling 39:41 - Stablecoin issuers still rely on Ethereum 42:11 - The framework is for ETH, not DeFi tokens 45:15 - $20k - $50k price once liq hits $750B 47:33 - How Tom gets to a FMV today of $6.9k 52:59 - 2030 base case ($55k) vs bull case ($138K) 53:57 - Closing 🙏 Thanks to Varys Capital Head of Venture, Tom Dunleavy, for joining us!
55:11

🎙️ New The Edge Podcast 🔐 Ethereum Is A Vault, ETH Is The Lock: A Framework for ETH's Fair Value, Today and By 2030 0:00 - Intro 2:51 - Tom’s role investing at Varys 3:32 - DCF is the wrong way to value ETH 6:16 - Is Ethereum winning? 11:40 - Fees are friction, not how we value ETH 16:12 - Can Ethereum have its cake and eat it too? 19:45 - If Ethereum is the vault, ETH is the lock 23:58 - Why stablecoin numbers look bullish 27:04 - Ethereum must succeed, or crypto fails 28:59 - Comparison to Linux + DTCC is wrong 32:55 - Importance as trustware producing blocks 35:40 - Underestimating the L1 scaling 39:41 - Stablecoin issuers still rely on Ethereum 42:11 - The framework is for ETH, not DeFi tokens 45:15 - $20k - $50k price once liq hits $750B 47:33 - How Tom gets to a FMV today of $6.9k 52:59 - 2030 base case ($55k) vs bull case ($138K) 53:57 - Closing 🙏 Thanks to Varys Capital Head of Venture, Tom Dunleavy, for joining us!

DeFi Dad ⟠ defidad.eth

30,401 görüntüleme • 1 ay önce

🚨 Tom Lee: "Wall Street is about to build their entire infrastructure on the blockchain and the blockchain they’ve chosen is Ethereum" Here's why: - Ethereum has been 100% reliable since day one, zero downtime since inception - Layer 2s on Ethereum are scaling and catching the attention of finance + tech at the same time - Stablecoins = the “ChatGPT moment”, the vast majority are minted on Ethereum - The GENIUS Act has greenlit the stablecoin boom - Banks are now building stablecoin products directly on Ethereum - Stablecoin market could explode to $4 TRILLION - Wall Street is capitalizing tokenizing the entire world, and that’s a huge opportunity for Ethereum This isn’t a side bet This is Ethereum becoming the backbone of global finance $ETH is inevitable 🔥
2:17

🚨 Tom Lee: "Wall Street is about to build their entire infrastructure on the blockchain and the blockchain they’ve chosen is Ethereum" Here's why: - Ethereum has been 100% reliable since day one, zero downtime since inception - Layer 2s on Ethereum are scaling and catching the attention of finance + tech at the same time - Stablecoins = the “ChatGPT moment”, the vast majority are minted on Ethereum - The GENIUS Act has greenlit the stablecoin boom - Banks are now building stablecoin products directly on Ethereum - Stablecoin market could explode to $4 TRILLION - Wall Street is capitalizing tokenizing the entire world, and that’s a huge opportunity for Ethereum This isn’t a side bet This is Ethereum becoming the backbone of global finance $ETH is inevitable 🔥

Crypto-Gucci.eth ᵍᵐ🦇🔊

58,185 görüntüleme • 11 ay önce

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.
1:45

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.

RYAN SΞAN ADAMS - rsa.eth 🦄

73,912 görüntüleme • 2 yıl önce

MASSIVE: Raoul Pal just summed up Ethereum in one sentence. "This is a compute platform that operates at global scale and is decentralized. Go use it." UBS. Société Générale. Franklin Templeton. Bank of America. All building on or investing in Ethereum. Bitcoin became store of value after years of doubt. Ethereum is becoming the financial internet. The narrative is shifting. Are you positioned before it does?
3:08

MASSIVE: Raoul Pal just summed up Ethereum in one sentence. "This is a compute platform that operates at global scale and is decentralized. Go use it." UBS. Société Générale. Franklin Templeton. Bank of America. All building on or investing in Ethereum. Bitcoin became store of value after years of doubt. Ethereum is becoming the financial internet. The narrative is shifting. Are you positioned before it does?

Merlijn The Trader

80,801 görüntüleme • 4 ay önce

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 🐬
2:18

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 🐬

Crypto-Gucci.eth ᵍᵐ🦇🔊

75,178 görüntüleme • 11 ay önce

🔥 TOM LEE CALLS FOR $62,000 $ETH "I think Ethereum's going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that's $62,000. Ethereum at $3,000 is grossly undervalued."
2:21

🔥 TOM LEE CALLS FOR $62,000 $ETH "I think Ethereum's going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that's $62,000. Ethereum at $3,000 is grossly undervalued."

CryptosRus

433,894 görüntüleme • 8 ay önce

LIVE NOW - How Should ETH Be Valued? | Ryan Berckmans vs. Jon Charbonneau Jon Charbonneau 🇺🇸 and Ryan Berckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken? We unpack whether Ethereum can rival Bitcoin as a store of value, if L2s will drive real value back to ETH, and whether Solana’s momentum signals deeper trouble for Ethereum. Jon argues ETH has lost its lead and may never reclaim it. Ryan contends Ethereum’s neutrality and institutional traction make it the inevitable hub for the onchain economy. This is the definitive conversation on where ETH stands—and where it’s heading. -------------- TIMESTAMPS 0:00 Intro 0:32 Is ETH special? 31:00 How ETH should be valued 49:47 ETH over or undervalued? 1:06:12 Being wrong on ETH 1:09:13 Closing & Disclaimers
1:13:39

LIVE NOW - How Should ETH Be Valued? | Ryan Berckmans vs. Jon Charbonneau Jon Charbonneau 🇺🇸 and Ryan Berckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken? We unpack whether Ethereum can rival Bitcoin as a store of value, if L2s will drive real value back to ETH, and whether Solana’s momentum signals deeper trouble for Ethereum. Jon argues ETH has lost its lead and may never reclaim it. Ryan contends Ethereum’s neutrality and institutional traction make it the inevitable hub for the onchain economy. This is the definitive conversation on where ETH stands—and where it’s heading. -------------- TIMESTAMPS 0:00 Intro 0:32 Is ETH special? 31:00 How ETH should be valued 49:47 ETH over or undervalued? 1:06:12 Being wrong on ETH 1:09:13 Closing & Disclaimers

Bankless

80,762 görüntüleme • 1 yıl önce

🎙️ New The Edge Podcast ⟠ Ethereum's Fundamentals Are Surging, Now What About ETH? 0:00 - Intro 5:32 - Ryan’s roots in Ethereum 6:41 - The Ethereum scaling roadmap is working 11:52 - The value of decentralization 16:55 - Signals in metrics Ethereum is winning 23:49 - Why so much value sticks to Ethereum L1? 30:46 - The impact of US regulators on Ethereum 35:14 - Ethereum’s dominance in RWAs + stablecoins 41:12 - TLDR on Ethereum L1 major upgrades 50:51 - What needs to happen for ETH number to go up 55:47 - Distractions vs getting back to our roots 1:03:32 - Boosting confidence for new ETH buyers 1:06:15 - Should Ethereum find its own Saylor? 1:10:40 - Closing 🙏 Thanks to Ethereum community member and ETH investor Ryan Berckmans for joining us!
1:12:29

🎙️ New The Edge Podcast ⟠ Ethereum's Fundamentals Are Surging, Now What About ETH? 0:00 - Intro 5:32 - Ryan’s roots in Ethereum 6:41 - The Ethereum scaling roadmap is working 11:52 - The value of decentralization 16:55 - Signals in metrics Ethereum is winning 23:49 - Why so much value sticks to Ethereum L1? 30:46 - The impact of US regulators on Ethereum 35:14 - Ethereum’s dominance in RWAs + stablecoins 41:12 - TLDR on Ethereum L1 major upgrades 50:51 - What needs to happen for ETH number to go up 55:47 - Distractions vs getting back to our roots 1:03:32 - Boosting confidence for new ETH buyers 1:06:15 - Should Ethereum find its own Saylor? 1:10:40 - Closing 🙏 Thanks to Ethereum community member and ETH investor Ryan Berckmans for joining us!

DeFi Dad ⟠ defidad.eth

70,035 görüntüleme • 1 yıl önce

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR
3:14

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR

BMNR Bullz

172,043 görüntüleme • 2 ay önce

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.
0:41

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 ADAMS

474,304 görüntüleme • 1 yıl önce

“They’re going to want to secure it by staking Ethereum.” Exactly. As the world’s financial system gets rebuilt on Ethereum, 🌍 Countries 🏦 Institutions 👤 Individuals will all hold and stake ETH to secure global value. ETH is a SoV for the world’s wealth. You have no idea how high it’s going — 6 figures is conservative. 🧱🚀
4:37

“They’re going to want to secure it by staking Ethereum.” Exactly. As the world’s financial system gets rebuilt on Ethereum, 🌍 Countries 🏦 Institutions 👤 Individuals will all hold and stake ETH to secure global value. ETH is a SoV for the world’s wealth. You have no idea how high it’s going — 6 figures is conservative. 🧱🚀

Leo Lanza | ETHisDigitalOil.eth

71,416 görüntüleme • 1 yıl önce

Small clip but tells you EXACTLY what you need to know about takes on ETH and the Ethereum ecosystem. Price is moving regardless of Blockworks bearishness on ETH. Everyone is welcome to an opinion and are free to like or dislike assets but it's been as clear as day that as a media company the ETH hate runs deep. The Ethereum community has been calling this out for some time, rightfully so. Ethereum and ETH will win and these people will capitulate eventually. $ETH looks good here.
2:08

Small clip but tells you EXACTLY what you need to know about takes on ETH and the Ethereum ecosystem. Price is moving regardless of Blockworks bearishness on ETH. Everyone is welcome to an opinion and are free to like or dislike assets but it's been as clear as day that as a media company the ETH hate runs deep. The Ethereum community has been calling this out for some time, rightfully so. Ethereum and ETH will win and these people will capitulate eventually. $ETH looks good here.

JoshETH.eth 🏦 Chief Ethereum Capital Officer*

26,064 görüntüleme • 1 yıl önce

"ETH is the fucking Microsoft operating system in crypto that the financial system will use." Raoul Pal on why Ethereum isn't weak - it's misunderstood. The price action looks brutal. Sentiment is broken. But Raoul argues most investors are missing where ETH actually sits in the cycle. "This is the broadest density of talent. It has been battle tested longer than any other smart contract platform." Full episode with Raoul Pal of Real Vision on New Era Finance 🎙️
6:12

"ETH is the fucking Microsoft operating system in crypto that the financial system will use." Raoul Pal on why Ethereum isn't weak - it's misunderstood. The price action looks brutal. Sentiment is broken. But Raoul argues most investors are missing where ETH actually sits in the cycle. "This is the broadest density of talent. It has been battle tested longer than any other smart contract platform." Full episode with Raoul Pal of Real Vision on New Era Finance 🎙️

New Era Finance Podcast

76,666 görüntüleme • 1 ay önce