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ETHEREUM IS THE AGENT CHAIN. ERIC JACKSON on CoinDesk: AI agents will run financial transactions and they’ll settle on ETH. 🔹 They won’t just code, they’ll execute payments, subscriptions, decisions 🔹 ETH has already closed the speed gap competitors rely on 🔹 Quantum risk is real, Ethereum is preparing,...

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BMNR Bullz

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TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native
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TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

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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

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🚨 EX-BLACKROCK EXEC: ETHEREUM IS BECOMING THE SETTLEMENT LAYER FOR GLOBAL FINANCE Joseph Chalom, $SBET CEO, says Ethereum’s first major use case will be powering global finance. The thesis: finance is rebuilding on open infrastructure. 🔹 24/7 markets 🔹 AI Agents 🔹 Tokenized assets 🔹 Stablecoins Ethereum is leading at scale. ETH is becoming the reserve asset for next gen capital markets. $ETH $BMNR
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🚨 EX-BLACKROCK EXEC: ETHEREUM IS BECOMING THE SETTLEMENT LAYER FOR GLOBAL FINANCE Joseph Chalom, $SBET CEO, says Ethereum’s first major use case will be powering global finance. The thesis: finance is rebuilding on open infrastructure. 🔹 24/7 markets 🔹 AI Agents 🔹 Tokenized assets 🔹 Stablecoins Ethereum is leading at scale. ETH is becoming the reserve asset for next gen capital markets. $ETH $BMNR

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🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH
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🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH

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177,403 Aufrufe • vor 2 Monaten

TOM LEE: ETHEREUM PRICE IS LAGGING FUNDAMENTALS Anthony Scaramucci asked Tom Lee what he would say to someone whose BitMine position has been crushed. Lee did not sugarcoat it. Price has been terrible. But his Ethereum thesis has not changed. 🔹 RWAs on Ethereum 🔹 Wall Street tokenization 🔹 Privacy upgrades 🔹 Future proofing ETH 🔹 AI identity rails 🔹 Decentralized control The market is watching the chart. Tom Lee is watching what Ethereum is becoming. $ETH $BMNR
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TOM LEE: ETHEREUM PRICE IS LAGGING FUNDAMENTALS Anthony Scaramucci asked Tom Lee what he would say to someone whose BitMine position has been crushed. Lee did not sugarcoat it. Price has been terrible. But his Ethereum thesis has not changed. 🔹 RWAs on Ethereum 🔹 Wall Street tokenization 🔹 Privacy upgrades 🔹 Future proofing ETH 🔹 AI identity rails 🔹 Decentralized control The market is watching the chart. Tom Lee is watching what Ethereum is becoming. $ETH $BMNR

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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.
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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.

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40,549 Aufrufe • vor 1 Monat

🚨 STABLECOINS JUST BEAT MASTERCARD Stablecoin volume JAN: $11 TRILLION Mastercard volume YEAR: $10 TRILLION One month just matched a full year of legacy rails. JORDI VISSER on Wolf of All Streets: We’re moving from human adoption "slow" to AI agents "instant". That’s why ETH matters. 🔹 No swipe fees 🔹 No permission 🔹 No bank accounts 🔹 Over 50% of stablecoins are on ETHEREUM AI agents execute in code. Stablecoins are the dollars. Ethereum is the settlement rail. Are you positioned for AI to AI commerce, or still trading headlines? $ETH
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🚨 STABLECOINS JUST BEAT MASTERCARD Stablecoin volume JAN: $11 TRILLION Mastercard volume YEAR: $10 TRILLION One month just matched a full year of legacy rails. JORDI VISSER on Wolf of All Streets: We’re moving from human adoption "slow" to AI agents "instant". That’s why ETH matters. 🔹 No swipe fees 🔹 No permission 🔹 No bank accounts 🔹 Over 50% of stablecoins are on ETHEREUM AI agents execute in code. Stablecoins are the dollars. Ethereum is the settlement rail. Are you positioned for AI to AI commerce, or still trading headlines? $ETH

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133,447 Aufrufe • vor 5 Monaten

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
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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

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51,887 Aufrufe • vor 6 Monaten

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
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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

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TOM LEE: ZERO CHANCE OF AN ETHEREUM FUNDING CRISIS. “Funding secured.” Critics say Ethereum core development may need roughly $30M a year and could face a funding gap. TOM LEE says Ethereum treasuries already generate around $500M a year in staking rewards. That is the real answer. 🔹 EF now holds 0.1% of ETH supply 🔹 Ethereum treasuries hold around 7% 🔹 Bitmine is 65% of treasury holdings 🔹 Treasury yield can fund grants and builders Ethereum funding is moving beyond one foundation. TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum is in good hands. $ETH $BMNR
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TOM LEE: ZERO CHANCE OF AN ETHEREUM FUNDING CRISIS. “Funding secured.” Critics say Ethereum core development may need roughly $30M a year and could face a funding gap. TOM LEE says Ethereum treasuries already generate around $500M a year in staking rewards. That is the real answer. 🔹 EF now holds 0.1% of ETH supply 🔹 Ethereum treasuries hold around 7% 🔹 Bitmine is 65% of treasury holdings 🔹 Treasury yield can fund grants and builders Ethereum funding is moving beyond one foundation. TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum is in good hands. $ETH $BMNR

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85,059 Aufrufe • vor 1 Monat

🚨 JOSEPH CHALOM: “ETHEREUM IS PLAYING OFFENSE.”‼️ Former BlackRock executive Joseph Chalom says Ethereum’s new initiatives are built for institutional adoption. 🔹 ETH Systems → Institutional privacy. 🔹 ETH Labs → Scaling for trillions on-chain. 🔹 Ethereum Institutional → Dedicated onboarding for institutions. “Decentralization means reduced counterparty risk.” Chalom says the goal isn’t to beat every blockchain. It’s to grow tokenized finance from billions to trillions while Ethereum remains at the center of the ecosystem. “Wall Street isn’t looking for another crypto project. It’s looking for better financial infrastructure.” $ETH $BMNR
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🚨 JOSEPH CHALOM: “ETHEREUM IS PLAYING OFFENSE.”‼️ Former BlackRock executive Joseph Chalom says Ethereum’s new initiatives are built for institutional adoption. 🔹 ETH Systems → Institutional privacy. 🔹 ETH Labs → Scaling for trillions on-chain. 🔹 Ethereum Institutional → Dedicated onboarding for institutions. “Decentralization means reduced counterparty risk.” Chalom says the goal isn’t to beat every blockchain. It’s to grow tokenized finance from billions to trillions while Ethereum remains at the center of the ecosystem. “Wall Street isn’t looking for another crypto project. It’s looking for better financial infrastructure.” $ETH $BMNR

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TOM LEE: THIS IS THE ETH BOTTOM TOM DEMARK’s signal is clear. One undercut to ~$1,890 completes the base. TOM LEE’s message: You don’t sell here. You position. 🔹 Bottoming phase 🔹 Historical analogs (2018, 2022, 2025) 🔹 Wall Street choosing public chains 🔹 Stablecoins, AI, creators converging on ETH Private chains aren’t the plan. Public rails are. Major financial institutions are coming. Ethereum is the settlement layer. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com
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TOM LEE: THIS IS THE ETH BOTTOM TOM DEMARK’s signal is clear. One undercut to ~$1,890 completes the base. TOM LEE’s message: You don’t sell here. You position. 🔹 Bottoming phase 🔹 Historical analogs (2018, 2022, 2025) 🔹 Wall Street choosing public chains 🔹 Stablecoins, AI, creators converging on ETH Private chains aren’t the plan. Public rails are. Major financial institutions are coming. Ethereum is the settlement layer. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

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52,130 Aufrufe • vor 6 Monaten

🚨 THE TRILLION DOLLAR $ETH OPPORTUNITY Ethereum is near cycle lows while Wall Street builds trillion-dollar markets onchain. Tokenization could bring trillions of dollars onto Ethereum over the next decade. Almost every major asset class can move onchain: 🔹 Real estate 🔹 Stocks 🔹 Bonds 🔹 Art 🔹 Music royalties 🔹 Commodities 🔹 Private equity 🔹 Intellectual property Imagine owning part of Trump Tower, a Picasso, or Taylor Swift royalties directly from your phone. BlackRock, JPMorgan, Citi and Wall Street are already building on Ethereum. $ETH $BMNR
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🚨 THE TRILLION DOLLAR $ETH OPPORTUNITY Ethereum is near cycle lows while Wall Street builds trillion-dollar markets onchain. Tokenization could bring trillions of dollars onto Ethereum over the next decade. Almost every major asset class can move onchain: 🔹 Real estate 🔹 Stocks 🔹 Bonds 🔹 Art 🔹 Music royalties 🔹 Commodities 🔹 Private equity 🔹 Intellectual property Imagine owning part of Trump Tower, a Picasso, or Taylor Swift royalties directly from your phone. BlackRock, JPMorgan, Citi and Wall Street are already building on Ethereum. $ETH $BMNR

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49,149 Aufrufe • vor 2 Monaten

🚀 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

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🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com
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🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

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81,070 Aufrufe • vor 4 Monaten

🔥 CATHIE WOOD IS ALL IN ON ETH 🔥 On CoinDesk today, Cathie Wood laid out why Ethereum is becoming the institutional protocol: - Coinbase L2 = Ethereum - Robinhood L2 = Ethereum - Stablecoin boom is mostly happening on Ethereum - $ETH treasuries offer utility and staking unlike Bitcoin treasuries - “We had a thesis Ethereum would be the institutional protocol” - now it’s playing out in real time - Ethereum might be higher cost and a little slower, but it’s decentralized more secure - First time ARK ETFs have be able to take a solid position in ETH - ARK invested in Tom Lee’s $BMNR, the largest ETH treasury in the world The foundation of the next financial system is being laid out in real time And it’s all on Ethereum ⟠
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🔥 CATHIE WOOD IS ALL IN ON ETH 🔥 On CoinDesk today, Cathie Wood laid out why Ethereum is becoming the institutional protocol: - Coinbase L2 = Ethereum - Robinhood L2 = Ethereum - Stablecoin boom is mostly happening on Ethereum - $ETH treasuries offer utility and staking unlike Bitcoin treasuries - “We had a thesis Ethereum would be the institutional protocol” - now it’s playing out in real time - Ethereum might be higher cost and a little slower, but it’s decentralized more secure - First time ARK ETFs have be able to take a solid position in ETH - ARK invested in Tom Lee’s $BMNR, the largest ETH treasury in the world The foundation of the next financial system is being laid out in real time And it’s all on Ethereum ⟠

Crypto-Gucci.eth ᵍᵐ🦇🔊

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ATLAS PUBLIC TESTNET IS NOW LIVE Trade BTC, ETH, ADA, XRP & SNEK with leverage on Cardano’s fully on-chain perpetuals exchange. 🔹 Stress test the platform 🔹 Compete on the leaderboard for rewards 🔹 Share content and earn rewards 🔹 Help shape Atlas before mainnet 🔹 Test vault deposits & withdrawals 🔹 Stake and burn $ATLAS to experience the system mechanics Start trading: Landing page: Docs: Perps szn starts now.
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ATLAS PUBLIC TESTNET IS NOW LIVE Trade BTC, ETH, ADA, XRP & SNEK with leverage on Cardano’s fully on-chain perpetuals exchange. 🔹 Stress test the platform 🔹 Compete on the leaderboard for rewards 🔹 Share content and earn rewards 🔹 Help shape Atlas before mainnet 🔹 Test vault deposits & withdrawals 🔹 Stake and burn $ATLAS to experience the system mechanics Start trading: Landing page: Docs: Perps szn starts now.

ATLAS | Stablecoin Perps DEX

11,814 Aufrufe • vor 2 Monaten

🚨 BEAST INDUSTRIES CEO ON BITMINE On CNBC, JEFF HOUSENBOLD explained why BITMINE is involved and what matters. 🔹 Bitmine invested 🔹 Ethereum underpins stablecoins 🔹 Stablecoins lower cost of capital 🔹 DeFi expands access and global capital movement 🔹 Beast Industries reaches ~1.45B users and is moving into financial services The structure is clear: Education → accounts → credit → assets Stablecoins as the settlement layer Ethereum as the base infrastructure Bitmine positioned via Ethereum staking This isn’t a product launch. It’s a distribution engine adding money rails. That’s why BITMINE matters. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com
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🚨 BEAST INDUSTRIES CEO ON BITMINE On CNBC, JEFF HOUSENBOLD explained why BITMINE is involved and what matters. 🔹 Bitmine invested 🔹 Ethereum underpins stablecoins 🔹 Stablecoins lower cost of capital 🔹 DeFi expands access and global capital movement 🔹 Beast Industries reaches ~1.45B users and is moving into financial services The structure is clear: Education → accounts → credit → assets Stablecoins as the settlement layer Ethereum as the base infrastructure Bitmine positioned via Ethereum staking This isn’t a product launch. It’s a distribution engine adding money rails. That’s why BITMINE matters. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com

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Ethereum is probably in a supercycle, similar to what happened to Wall Street in 1971 ETH could recover its ETH/BTC ratio, 2021 highs, that would put ETH at around $21K. Larry Fink, Robinhood, they want to tokenize everything on the blockchain, and they’re gonna build it on a neutral public chain, which about 70% of that is happening on Ethereum. — Thomas (Tom) Lee (not drummer) FundstratDirect.com
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Ethereum is probably in a supercycle, similar to what happened to Wall Street in 1971 ETH could recover its ETH/BTC ratio, 2021 highs, that would put ETH at around $21K. Larry Fink, Robinhood, they want to tokenize everything on the blockchain, and they’re gonna build it on a neutral public chain, which about 70% of that is happening on Ethereum. — Thomas (Tom) Lee (not drummer) FundstratDirect.com

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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 $ETH supercycle is coming.
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$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.

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