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.Thomas (Tom) Lee (not drummer) FundstratDirect.com thinks crypto winter may already be ending, and Wall Street could be caught underexposed. His setup: cash on the sidelines + ETH outperforming + regulatory catalysts + investors rotating back from AI. If institutions start performance chasing, he expects a “huge institutional bid”...

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Milk Road

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92,595 просмотров • 4 дней назад •via X (Twitter)

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LIVE NOW: Tom Lee, the World's Biggest ETH Holder Thomas (Tom) Lee (not drummer) FundstratDirect.com has made $BMNR the largest ETH treasury in the world. Over 800,000 ETH. And he's bullish for a reason: ETH is about to have it's Bitcoin 2017 moment. -------- TIMESTAMPS 0:00 Intro 2:57 The Rise of ETH Treasuries 8:27 The 5% ETH Strategy 12:08 The Role of Ethereum in Wall Street 17:57 Accumulating More ETH 26:39 Wall Street's Misunderstanding of Crypto 32:41 Ethereum's 2017 Moment 40:09 The Potential for 100x 48:52 Estimating ETH's Value 53:08 Navigating Market Risks 1:01:36 Closing Thoughts on Ethereum
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LIVE NOW: Tom Lee, the World's Biggest ETH Holder Thomas (Tom) Lee (not drummer) FundstratDirect.com has made $BMNR the largest ETH treasury in the world. Over 800,000 ETH. And he's bullish for a reason: ETH is about to have it's Bitcoin 2017 moment. -------- TIMESTAMPS 0:00 Intro 2:57 The Rise of ETH Treasuries 8:27 The 5% ETH Strategy 12:08 The Role of Ethereum in Wall Street 17:57 Accumulating More ETH 26:39 Wall Street's Misunderstanding of Crypto 32:41 Ethereum's 2017 Moment 40:09 The Potential for 100x 48:52 Estimating ETH's Value 53:08 Navigating Market Risks 1:01:36 Closing Thoughts on Ethereum

Bankless

655,958 просмотров • 1 год назад

The biggest mistake in crypto? Thinking Ethereum and Solana are competing for one winner. Ethereum is winning with infrastructure and Layer 2s. Solana is winning with speed, UX, and institutional partnerships. They're solving different problems, which means both could be massive winners over the next decade. FT John Gillen - WartimeEthereum.eth Nic RH Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:10 – Solana vs. Ethereum 03:11 – Can Both Win? 04:49 – Milk Road PRO 05:13 – Institutional Adoption 07:33 – ETH vs. SOL 09:01 – Why Prices Haven't Moved 13:17 – Blueprint Finance 15:11 – Institutional Yield 20:33 – Sponsor: Securitize 21:11 – Sponsor: Bitget 21:43 – Blueprint's Edge 23:37 – Vaults Explained 27:02 – DeFi Yield 31:33 – DeFi's Winners 34:32 – DeFi Meets Wall Street
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The biggest mistake in crypto? Thinking Ethereum and Solana are competing for one winner. Ethereum is winning with infrastructure and Layer 2s. Solana is winning with speed, UX, and institutional partnerships. They're solving different problems, which means both could be massive winners over the next decade. FT John Gillen - WartimeEthereum.eth Nic RH Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:10 – Solana vs. Ethereum 03:11 – Can Both Win? 04:49 – Milk Road PRO 05:13 – Institutional Adoption 07:33 – ETH vs. SOL 09:01 – Why Prices Haven't Moved 13:17 – Blueprint Finance 15:11 – Institutional Yield 20:33 – Sponsor: Securitize 21:11 – Sponsor: Bitget 21:43 – Blueprint's Edge 23:37 – Vaults Explained 27:02 – DeFi Yield 31:33 – DeFi's Winners 34:32 – DeFi Meets Wall Street

Milk Road

13,403 просмотров • 1 месяц назад

Ethereum’s Next Big Catalyst: Why Tokenized Assets Could Send ETH Parabolic w/ SharpLink (SBET) Co-CEO Joseph Chalom ETH at $3K feels scary. ETH with trillions of assets moving onchain feels inevitable. Joe explains how institutional staking, restaking, and tokenization could turn ETH into the most productive asset in crypto. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:41 – Why SBET’s First Earnings Matter for Ethereum 03:51 – Why Institutions Are Buying $SBET & $ETH 06:21 – How Wall Street’s View of Ethereum 09:02 – The Best Way to Explain ETH to Investors 11:40 – Coopetition: ETH Treasuries Working Together 13:51 – BlockTrust 14:27 – Bridge 14:50 – Why ETH Is Core to SharpLink’s Strategy 19:19 – Staking, Restaking & Institutional ETH Deals 23:30 – Can Institutions Safely Access DeFi? 26:17 – Is Competition a Threat to SBET’s Moat? 29:10 – ETH - Fear vs Long-Term Opportunity 33:12 – Figure Markets 33:47 – How SBET Manages Its ETH Treasury in Volatile Markets 36:15 – The Ethereum Institutional Supercycle Explained 39:00 – What Retail Investors Are Missing About ETH 41:58 – Final Thoughts
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Ethereum’s Next Big Catalyst: Why Tokenized Assets Could Send ETH Parabolic w/ SharpLink (SBET) Co-CEO Joseph Chalom ETH at $3K feels scary. ETH with trillions of assets moving onchain feels inevitable. Joe explains how institutional staking, restaking, and tokenization could turn ETH into the most productive asset in crypto. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:41 – Why SBET’s First Earnings Matter for Ethereum 03:51 – Why Institutions Are Buying $SBET & $ETH 06:21 – How Wall Street’s View of Ethereum 09:02 – The Best Way to Explain ETH to Investors 11:40 – Coopetition: ETH Treasuries Working Together 13:51 – BlockTrust 14:27 – Bridge 14:50 – Why ETH Is Core to SharpLink’s Strategy 19:19 – Staking, Restaking & Institutional ETH Deals 23:30 – Can Institutions Safely Access DeFi? 26:17 – Is Competition a Threat to SBET’s Moat? 29:10 – ETH - Fear vs Long-Term Opportunity 33:12 – Figure Markets 33:47 – How SBET Manages Its ETH Treasury in Volatile Markets 36:15 – The Ethereum Institutional Supercycle Explained 39:00 – What Retail Investors Are Missing About ETH 41:58 – Final Thoughts

Milk Road

69,527 просмотров • 9 месяцев назад

Ethereum's biggest catalyst isn't another ETF. It's demand. Joseph Lubin says the next wave won't come from traders; it'll come from AI agents, tokenized assets, stablecoins, and institutions settling trillions onchain. If that plays out, today's price looks very different in a few years. FT John Gillen - WartimeEthereum.eth Joseph Chalom Sharplink Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:21 – Why SharpLink Bought More ETH 03:06 – Surviving the Crypto Bear 05:35 – Russell Index Milestone 08:28 – SharpLink's DeFi Strategy 14:39 – Fiduciary Duty Explained 18:07 – ETH Labs Explained 24:02 – ETH Labs Priorities 30:12 – ETH Institutional vs. Etherealize 34:03 – Can Ethereum's New Orgs Win? 38:26 – Sponsor: Securitize 39:04 – Sponsor: Bitget 39:36 – Ethereum vs. Legacy Finance 45:44 – Ethereum's Future Governance 46:57 – SharpLink vs. Bitmine? 50:07 – 1 Million Ethereum Developers 51:30 – Glamsterdam Upgrade 56:44 – Why ETH Gains Value 01:02:59 – Measuring Ethereum's Success 01:08:03 – Wrap-Up
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Ethereum's biggest catalyst isn't another ETF. It's demand. Joseph Lubin says the next wave won't come from traders; it'll come from AI agents, tokenized assets, stablecoins, and institutions settling trillions onchain. If that plays out, today's price looks very different in a few years. FT John Gillen - WartimeEthereum.eth Joseph Chalom Sharplink Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:21 – Why SharpLink Bought More ETH 03:06 – Surviving the Crypto Bear 05:35 – Russell Index Milestone 08:28 – SharpLink's DeFi Strategy 14:39 – Fiduciary Duty Explained 18:07 – ETH Labs Explained 24:02 – ETH Labs Priorities 30:12 – ETH Institutional vs. Etherealize 34:03 – Can Ethereum's New Orgs Win? 38:26 – Sponsor: Securitize 39:04 – Sponsor: Bitget 39:36 – Ethereum vs. Legacy Finance 45:44 – Ethereum's Future Governance 46:57 – SharpLink vs. Bitmine? 50:07 – 1 Million Ethereum Developers 51:30 – Glamsterdam Upgrade 56:44 – Why ETH Gains Value 01:02:59 – Measuring Ethereum's Success 01:08:03 – Wrap-Up

Milk Road

30,324 просмотров • 1 месяц назад

NEW EPISODE - What’s Next for BitMine After 5% of ETH? Bitmine (NYSE-BMNR) $ETH $BMNP is closing in on its goal of owning 5% of all ethereum:native after 60+ straight weeks of buying. Chairman Thomas (Tom) Lee (not drummer) FundstratDirect.com joins David Hoffman to break down what happens after 5%, why BitMine may keep accumulating, and how he sees Ethereum’s next phase unfolding through tokenization, AI, and institutional adoption. Plus: why Tom thinks ETH could easily trade above $10K in the next cycle. CHAPTERS --- 0:00 BitMine’s Rapid March Toward 5% of ETH 3:36 More Than 60 Consecutive Weeks of ETH Purchases 5:29 Where BitMine’s Capital Comes From 8:27 What Happens When BitMine Reaches 5%? 13:47 Would BitMine Ever Sell Its ETH? 15:29 Maven and BitMine’s Evolution Beyond a Treasury Company 16:52 Ethereum’s Next Narrative 23:06 Does Ethereum Actually Capture Value? 29:13 Is ETH a Store of Value or a Cash-Flowing Asset? 35:19 What BitMine Has Learned From Michael Saylor 37:42 Why BitMine Issued BMNP 42:13 The Proposal That Could Reduce Staking Yield to Zero 47:54 Funding Ethereum Foundation Spinouts 53:23 BitMine’s Role in Ethereum’s Future 1:02:14 Is AI Crowding Crypto Out of the Market? 1:05:11 Has the Crypto Market Already Bottomed? 1:06:18 Tom Lee’s ETH Price Outlook
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NEW EPISODE - What’s Next for BitMine After 5% of ETH? Bitmine (NYSE-BMNR) $ETH $BMNP is closing in on its goal of owning 5% of all ethereum:native after 60+ straight weeks of buying. Chairman Thomas (Tom) Lee (not drummer) FundstratDirect.com joins David Hoffman to break down what happens after 5%, why BitMine may keep accumulating, and how he sees Ethereum’s next phase unfolding through tokenization, AI, and institutional adoption. Plus: why Tom thinks ETH could easily trade above $10K in the next cycle. CHAPTERS --- 0:00 BitMine’s Rapid March Toward 5% of ETH 3:36 More Than 60 Consecutive Weeks of ETH Purchases 5:29 Where BitMine’s Capital Comes From 8:27 What Happens When BitMine Reaches 5%? 13:47 Would BitMine Ever Sell Its ETH? 15:29 Maven and BitMine’s Evolution Beyond a Treasury Company 16:52 Ethereum’s Next Narrative 23:06 Does Ethereum Actually Capture Value? 29:13 Is ETH a Store of Value or a Cash-Flowing Asset? 35:19 What BitMine Has Learned From Michael Saylor 37:42 Why BitMine Issued BMNP 42:13 The Proposal That Could Reduce Staking Yield to Zero 47:54 Funding Ethereum Foundation Spinouts 53:23 BitMine’s Role in Ethereum’s Future 1:02:14 Is AI Crowding Crypto Out of the Market? 1:05:11 Has the Crypto Market Already Bottomed? 1:06:18 Tom Lee’s ETH Price Outlook

Bankless

251,043 просмотров • 7 дней назад

🎙️ New The Edge Podcast 📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin 0:00 - Intro 3:06 - Background on Wall Street 5:18 - ETH is better money than BTC or gold 10:03 - What is productive money? 12:15 - Wall Street buys ETH as productive money 16:02 - The institutional crypto bull market 18:08 - Three demand drivers for ETH 20:53 - Why ETH wasn’t reaching its full potential 25:20 - What happened for ETH to reprice 30:47 - ETFs, Schwab, Tom Lee 32:41 - Bitcoin's security budget problem 33:33 - Censorship resistance + decentralization 39:54 - Path to $250,000 ETH price 44:37 - Ethereum's shipping velocity 46:02 - Ethereum roadmap accelerated by AI 51:43 - Risks to $250k ETH thesis 55:37 - What investors still don’t get about ETH 58:19 - What’s Etherealize been working on? 58:55 - Closing 🙏 Thanks to Etherealize CoFounder Vivek Raman and Researcher/Author of their new report, Michael McGuiness for joining us!
1:00:19

🎙️ New The Edge Podcast 📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin 0:00 - Intro 3:06 - Background on Wall Street 5:18 - ETH is better money than BTC or gold 10:03 - What is productive money? 12:15 - Wall Street buys ETH as productive money 16:02 - The institutional crypto bull market 18:08 - Three demand drivers for ETH 20:53 - Why ETH wasn’t reaching its full potential 25:20 - What happened for ETH to reprice 30:47 - ETFs, Schwab, Tom Lee 32:41 - Bitcoin's security budget problem 33:33 - Censorship resistance + decentralization 39:54 - Path to $250,000 ETH price 44:37 - Ethereum's shipping velocity 46:02 - Ethereum roadmap accelerated by AI 51:43 - Risks to $250k ETH thesis 55:37 - What investors still don’t get about ETH 58:19 - What’s Etherealize been working on? 58:55 - Closing 🙏 Thanks to Etherealize CoFounder Vivek Raman and Researcher/Author of their new report, Michael McGuiness for joining us!

DeFi Dad ⟠ defidad.eth

269,845 просмотров • 4 месяцев назад

LIVE NOW - Productive Money: The Most Bullish Case for Ethereum ($250K) Ethereum may be one of the most underappreciated assets. Michael McGuiness and Vivek Raman of Etherealize lay out the case for ETH as “productive money”: A monetary asset with the store-of-value properties of gold and Bitcoin, but with the ability to compound through network activity. Enjoy! -------------- TIMESTAMPS 0:00 Intro 4:45 $250K ETH? 6:04 How to Price ETH 8:15 ETH’s Monetary Premium 10:25 What Differentiates ETH 13:54 The Path to $250K ETH 16:35 Menger’s Monetary Attributes 20:28 Scarcity 24:58 Fungibility 26:43 Divisibility 27:45 Portability 28:28 Durability 34:30 Verifiability 35:27 Censorship Resistance 37:00 ETH is Productive Money 41:39 How is ETH Productive? 46:40 Ethereum’s Tollbooth 51:28 Counterparty Risk 53:48 Productive Money vs Dead Capital 58:03 Pitching Productive Money to Wall Street 1:00:08 Why is ETH Underappreciated? 1:04:19 Wall Street ETH Investors 1:11:28 Other L1s 1:14:06 Why Not Just Buy the S&P? 1:15:00 Ethereum Technical Risks 1:17:20 How Does ETH Get to $250K? 1:23:18 Closing & Disclaimers
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LIVE NOW - Productive Money: The Most Bullish Case for Ethereum ($250K) Ethereum may be one of the most underappreciated assets. Michael McGuiness and Vivek Raman of Etherealize lay out the case for ETH as “productive money”: A monetary asset with the store-of-value properties of gold and Bitcoin, but with the ability to compound through network activity. Enjoy! -------------- TIMESTAMPS 0:00 Intro 4:45 $250K ETH? 6:04 How to Price ETH 8:15 ETH’s Monetary Premium 10:25 What Differentiates ETH 13:54 The Path to $250K ETH 16:35 Menger’s Monetary Attributes 20:28 Scarcity 24:58 Fungibility 26:43 Divisibility 27:45 Portability 28:28 Durability 34:30 Verifiability 35:27 Censorship Resistance 37:00 ETH is Productive Money 41:39 How is ETH Productive? 46:40 Ethereum’s Tollbooth 51:28 Counterparty Risk 53:48 Productive Money vs Dead Capital 58:03 Pitching Productive Money to Wall Street 1:00:08 Why is ETH Underappreciated? 1:04:19 Wall Street ETH Investors 1:11:28 Other L1s 1:14:06 Why Not Just Buy the S&P? 1:15:00 Ethereum Technical Risks 1:17:20 How Does ETH Get to $250K? 1:23:18 Closing & Disclaimers

Bankless

257,127 просмотров • 4 месяцев назад

TOM LEE: CRYPTO IS HOW HUMANS CONTROL THE AI FUTURE. Prof G asked why Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com is still bullish after a brutal year for crypto and BitMine buying another $40M+ of ETH. His answer was bigger than price. Crypto solves trusted settlement between untrusted parties. That is why Wall Street is building tokenized assets, stablecoin rails and new financial infrastructure on-chain. Then he tied it to AI. 🔹 Agents create wealth 🔹 Robots create wealth 🔹 Blockchain gives them rails 🔹 Crypto keeps humans in control Tom called it the “uncanny valley of wealth.” At some point, if agents make more money than humans, the question becomes simple: Do they work for us, or do we work for them? $ETH $BMNR
3:02

TOM LEE: CRYPTO IS HOW HUMANS CONTROL THE AI FUTURE. Prof G asked why Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com is still bullish after a brutal year for crypto and BitMine buying another $40M+ of ETH. His answer was bigger than price. Crypto solves trusted settlement between untrusted parties. That is why Wall Street is building tokenized assets, stablecoin rails and new financial infrastructure on-chain. Then he tied it to AI. 🔹 Agents create wealth 🔹 Robots create wealth 🔹 Blockchain gives them rails 🔹 Crypto keeps humans in control Tom called it the “uncanny valley of wealth.” At some point, if agents make more money than humans, the question becomes simple: Do they work for us, or do we work for them? $ETH $BMNR

BMNR Bullz

43,820 просмотров • 1 месяц назад

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH $BMNP’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers
1:03:42

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH $BMNP’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers

Bankless

178,370 просмотров • 10 месяцев назад

My full interview with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) which he called one of his favorite convos ever! We spoke about his experience in emerging technologies, the crypto supercycle, his family and background and of course, Ethereum. Timestamps: 03:00 - Who is the real Tom Lee? 06:54 - Tom Lee’s first 100x trade 08:52 - Trading advice to young traders 10:48 - Is Crypto still a profitable trade? 16:00 - How did Fundstrat and the Tom Lee brand come to life? 22:07 - Crazy 90’s trading stories 26:20 - Tom’s “AHA” moment on Crypto 31:40 - Why Ethereum? 41:50 - Why being a Permabull makes you more money 49:28 - Tom’s wildest ETH price call 52:45 - The “glitch” of 10/10 and ETH bottom call 56:16 - Thoughts on Digital Asset Treasuries and Saylor’s Strategy 1:03:32 - How are you feeling about 2026? 1:06:15 - Thoughts on Prediction Markets
1:10:45

My full interview with Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) which he called one of his favorite convos ever! We spoke about his experience in emerging technologies, the crypto supercycle, his family and background and of course, Ethereum. Timestamps: 03:00 - Who is the real Tom Lee? 06:54 - Tom Lee’s first 100x trade 08:52 - Trading advice to young traders 10:48 - Is Crypto still a profitable trade? 16:00 - How did Fundstrat and the Tom Lee brand come to life? 22:07 - Crazy 90’s trading stories 26:20 - Tom’s “AHA” moment on Crypto 31:40 - Why Ethereum? 41:50 - Why being a Permabull makes you more money 49:28 - Tom’s wildest ETH price call 52:45 - The “glitch” of 10/10 and ETH bottom call 56:16 - Thoughts on Digital Asset Treasuries and Saylor’s Strategy 1:03:32 - How are you feeling about 2026? 1:06:15 - Thoughts on Prediction Markets

Farokh

419,521 просмотров • 8 месяцев назад

Bitcoin is ripping... but the real bottom may still be ahead. Digital Asset News says the 4-year cycle still points to October, and even $45K BTC isn't off the table. His strategy if it crashes again? Buy MORE. The lower it goes, the more aggressive his DCA gets. FT John Gillen - WartimeEthereum.eth Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 – Intro 01:14 – Has Bitcoin Bottomed? 04:00 – Milk Road PRO 05:07 – DCA in a Bear Market 09:56 – What Could Move Bitcoin? 12:32 – What’s Next for the Clarity Act? 14:40 – SEC’s New Crypto Regulations 17:01 – Sponsor: Saber Money 17:41 – Are ICOs Coming Back? 19:25 – Is Self-Custody Too Risky? 26:50 – Which Altcoins Is Rob Buying? 30:43 – Next Bull Run Narratives 34:08 – When Will the Bear Market End?
37:55

Bitcoin is ripping... but the real bottom may still be ahead. Digital Asset News says the 4-year cycle still points to October, and even $45K BTC isn't off the table. His strategy if it crashes again? Buy MORE. The lower it goes, the more aggressive his DCA gets. FT John Gillen - WartimeEthereum.eth Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 – Intro 01:14 – Has Bitcoin Bottomed? 04:00 – Milk Road PRO 05:07 – DCA in a Bear Market 09:56 – What Could Move Bitcoin? 12:32 – What’s Next for the Clarity Act? 14:40 – SEC’s New Crypto Regulations 17:01 – Sponsor: Saber Money 17:41 – Are ICOs Coming Back? 19:25 – Is Self-Custody Too Risky? 26:50 – Which Altcoins Is Rob Buying? 30:43 – Next Bull Run Narratives 34:08 – When Will the Bear Market End?

Milk Road

193,930 просмотров • 11 дней назад

🎙️ 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

39,765 просмотров • 1 месяц назад

LIVE NOW - Why I Ditched Bitcoin Mining for Ethereum The race for ETH supremacy among public companies is heating up—and Bit Digital, Inc. NASDAQ:BTBT is charging hard. CEO Sam Tabar joins us to share why they’re going all-in on Ether, how they're copying Michael Saylor's playbook (but for ETH), and what sets BitDigital apart from the rest of the pack. We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it. -------------- TIMESTAMPS 0:00 Intro 0:57 Why ETH? 10:49 Ethereum TAM 12:11 Bit Digital 14:18 ETH Treasury Competition 19:07 Is This a Bubble? 21:30 Risks Involved 24:15 Financial Engineering 28:31 ETH Staking Yields 32:15 Ditching Bitcoin Mining 38:02 How Big is This? 40:09 Why Bit Digital? 41:37 Closing & Disclaimers
42:50

LIVE NOW - Why I Ditched Bitcoin Mining for Ethereum The race for ETH supremacy among public companies is heating up—and Bit Digital, Inc. NASDAQ:BTBT is charging hard. CEO Sam Tabar joins us to share why they’re going all-in on Ether, how they're copying Michael Saylor's playbook (but for ETH), and what sets BitDigital apart from the rest of the pack. We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it. -------------- TIMESTAMPS 0:00 Intro 0:57 Why ETH? 10:49 Ethereum TAM 12:11 Bit Digital 14:18 ETH Treasury Competition 19:07 Is This a Bubble? 21:30 Risks Involved 24:15 Financial Engineering 28:31 ETH Staking Yields 32:15 Ditching Bitcoin Mining 38:02 How Big is This? 40:09 Why Bit Digital? 41:37 Closing & Disclaimers

Bankless

112,937 просмотров • 1 год назад

Is $ETH the world’s most important asset? We are joined by Joseph Lubin the Ethereum Co-Founder & @SharpLinkGaming Chairman to discuss. $ETH & $BTC are the base assets of the new supercycle. Tune into the conversation here: ⏱ TIME POINTS ⏱ 00:00 - Intro 01:15 - The Birth of $SBET: Origins & Vision 09:00 - Who’s Investing in SBET? 14:07 - Institutional interest in ETH? 17:30 - How U.S. legislation is boosting ETH 20:38 - Definitive 21:11 - Ledn 21:47 - Joe on the ETH treasury strategy 27:18 - Do treasury companies break the ethos? 30:12 - The Future of SBET 33:55 - Why ETH Has Underperformed 39:25 - How SBET Values Ethereum 46:11 - ETH versus other chains = winning 52:17 - Joe Lubin’s Master Plan - MUST WATCH 55:49 - Final Thoughts & Wrap Up 56:45 - Nexo Tees Off with Global Golf’s Elite in Landmark DP World Tour Partnership
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Is $ETH the world’s most important asset? We are joined by Joseph Lubin the Ethereum Co-Founder & @SharpLinkGaming Chairman to discuss. $ETH & $BTC are the base assets of the new supercycle. Tune into the conversation here: ⏱ TIME POINTS ⏱ 00:00 - Intro 01:15 - The Birth of $SBET: Origins & Vision 09:00 - Who’s Investing in SBET? 14:07 - Institutional interest in ETH? 17:30 - How U.S. legislation is boosting ETH 20:38 - Definitive 21:11 - Ledn 21:47 - Joe on the ETH treasury strategy 27:18 - Do treasury companies break the ethos? 30:12 - The Future of SBET 33:55 - Why ETH Has Underperformed 39:25 - How SBET Values Ethereum 46:11 - ETH versus other chains = winning 52:17 - Joe Lubin’s Master Plan - MUST WATCH 55:49 - Final Thoughts & Wrap Up 56:45 - Nexo Tees Off with Global Golf’s Elite in Landmark DP World Tour Partnership

Milk Road

120,090 просмотров • 1 год назад

Bitcoin Started the Move - These Altcoins Could Deliver the REAL Returns | Ran Neuner 00:00 Why This Bitcoin Cycle Could Be Massive 02:08 Did Crypto Boredom Mark the Bottom? 04:47 Why This Looks Like Bitcoin’s 2023 SVB Breakout 07:23 Wall Street Starts Rotating Back Into Bitcoin 14:19 Bessent Goes to War With the Bond Market 18:21 Will the Clarity Act Actually Pass? 20:15 Why This Could Be an Altcoin Cycle 21:35 ETH/BTC Breaks a Nine-Year Downtrend 22:03 AI Agents Could Drive the Onchain Economy 23:49 The Case for an Altcoin Supercycle 25:21 Which Altcoins Actually Have Upside? 26:18 Have Solana and Ethereum Won the L1 War? 27:35 The Next Crypto Winners Will Be Applications 33:18 The Biggest Lesson From Previous Crypto Cycles 35:26 Ran Reveals His Crypto Portfolio 41:00 How to Actually Take Profits This Cycle 41:35 Avoiding Crypto VC Deals 43:09 Why Conviction Beats Getting Early Access 44:27 STRC, Michael Saylor and Strategy’s Next Move 46:39 Final Thoughts
47:04

Bitcoin Started the Move - These Altcoins Could Deliver the REAL Returns | Ran Neuner 00:00 Why This Bitcoin Cycle Could Be Massive 02:08 Did Crypto Boredom Mark the Bottom? 04:47 Why This Looks Like Bitcoin’s 2023 SVB Breakout 07:23 Wall Street Starts Rotating Back Into Bitcoin 14:19 Bessent Goes to War With the Bond Market 18:21 Will the Clarity Act Actually Pass? 20:15 Why This Could Be an Altcoin Cycle 21:35 ETH/BTC Breaks a Nine-Year Downtrend 22:03 AI Agents Could Drive the Onchain Economy 23:49 The Case for an Altcoin Supercycle 25:21 Which Altcoins Actually Have Upside? 26:18 Have Solana and Ethereum Won the L1 War? 27:35 The Next Crypto Winners Will Be Applications 33:18 The Biggest Lesson From Previous Crypto Cycles 35:26 Ran Reveals His Crypto Portfolio 41:00 How to Actually Take Profits This Cycle 41:35 Avoiding Crypto VC Deals 43:09 Why Conviction Beats Getting Early Access 44:27 STRC, Michael Saylor and Strategy’s Next Move 46:39 Final Thoughts

The Wolf Of All Streets

202,729 просмотров • 2 дней назад

Everyone is arguing $SOL vs $ETH They’re missing the point: Solana = payments + retail flow Ethereum = institutions + capital markets Two different games. Two potential winners. Pantera Capital Junior Partner Mason Nystrom ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:11 – Solana: Price vs Reality 03:10 – Solana Flips ETH (Stablecoins) 04:55 – Retail → Institutions Shift 06:50 – Why Solana Wins (vs L1s) 08:50 – Crypto VC Is Changing 10:16 – How Pantera Is Investing 12:50 – Prediction Markets Boom 15:02 – Vertical Apps Are Coming 17:07 – Nexo 17:45 – FortisX 18:22 – Better Token Launches? 20:40 – ICOs → On-Chain Markets 23:16 – AI + Crypto Converge 25:22 – When Do They Merge? 27:35 – What Is Neo Finance? 28:58 – Shareland 29:40 – CFTC Green Light 33:40 – Where Smart Money Looks 34:50 – Final Thoughts
35:38

Everyone is arguing $SOL vs $ETH They’re missing the point: Solana = payments + retail flow Ethereum = institutions + capital markets Two different games. Two potential winners. Pantera Capital Junior Partner Mason Nystrom ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:11 – Solana: Price vs Reality 03:10 – Solana Flips ETH (Stablecoins) 04:55 – Retail → Institutions Shift 06:50 – Why Solana Wins (vs L1s) 08:50 – Crypto VC Is Changing 10:16 – How Pantera Is Investing 12:50 – Prediction Markets Boom 15:02 – Vertical Apps Are Coming 17:07 – Nexo 17:45 – FortisX 18:22 – Better Token Launches? 20:40 – ICOs → On-Chain Markets 23:16 – AI + Crypto Converge 25:22 – When Do They Merge? 27:35 – What Is Neo Finance? 28:58 – Shareland 29:40 – CFTC Green Light 33:40 – Where Smart Money Looks 34:50 – Final Thoughts

Milk Road

32,268 просмотров • 5 месяцев назад

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up
54:09

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road

225,171 просмотров • 7 месяцев назад

How To Win Crypto's Next Bull Market | Rob Hadick ＞|＜ 00:00 Institutional Adoption 02:00 Dragonfly's Investment Strategy 02:52 What Really Happened on October 10th 06:52 The Rise of Leverage and Prediction Markets 07:34 Why Dragonfly Invested in Polymarket 11:29 Why All Of Finance Is Moving On-Chain 12:36 How Retail Can Benefit From Tokenization 15:16 Token vs Equity: Where Does Value Accrue? 16:41 What Will the Next Crypto Bull Market Look Like? 20:19 Why Crypto Has Become Less Interesting 21:28 Who Is Buying Altcoins Now? 22:25 Institutions Are Coming Back to Crypto 23:36 Selective Alt Seasons 25:10 Final Thoughts on Crypto's Long-Term Future
28:23

How To Win Crypto's Next Bull Market | Rob Hadick ＞|＜ 00:00 Institutional Adoption 02:00 Dragonfly's Investment Strategy 02:52 What Really Happened on October 10th 06:52 The Rise of Leverage and Prediction Markets 07:34 Why Dragonfly Invested in Polymarket 11:29 Why All Of Finance Is Moving On-Chain 12:36 How Retail Can Benefit From Tokenization 15:16 Token vs Equity: Where Does Value Accrue? 16:41 What Will the Next Crypto Bull Market Look Like? 20:19 Why Crypto Has Become Less Interesting 21:28 Who Is Buying Altcoins Now? 22:25 Institutions Are Coming Back to Crypto 23:36 Selective Alt Seasons 25:10 Final Thoughts on Crypto's Long-Term Future

The Wolf Of All Streets

102,846 просмотров • 22 дней назад

How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts
50:38

How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts

The Wolf Of All Streets

207,917 просмотров • 1 месяц назад

🎙️ 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 просмотров • 2 месяцев назад