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wouldn’t you like risk-free yield on BTC? it’s a must, Michael Saylor: “If I put $100B into BTC and I get 0% yield, that’s just as bad as having $100B in U.S. bonds that pay 0% yield. In both cases, they’re non-performing assets.” ETH is a better store of...

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Etherealize CEO Vivek Raman: Wall Street's understanding of ETH as "productive money" is starting to accelerate "BlackRock just launched their ETHB ETF for staked ETH, and in the marketing around that, they said ETH is an asset that actually generates yield. You're not just holding a digital asset store of value anymore. You're holding a digital asset store of value that has yield, and that starts to resemble how Wall Street thinks about US Treasuries." "[Wall Street] wants minimized counterparty risk, perfect collateral, and yield -- ETH packages that all together. Bitcoin was the original idea and is now understood as 'digital gold.' But the final form is what ETH is fulfilling as productive money." Michael McGuiness adds Stanley Druckenmiller as a datapoint who has called stablecoins (the vast majority of which are on Ethereum) "incredibly useful." "I assume our whole payments systems will be stablecoins in 10 or 15 years," Druckenmiller told Morgan Stanley. Mike continues: "That's the other aspect of what we mean by productive -- it's actually providing utility, and people are benefiting from it. It's not just pure speculation." Read the full and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.
2:06

Etherealize CEO Vivek Raman: Wall Street's understanding of ETH as "productive money" is starting to accelerate "BlackRock just launched their ETHB ETF for staked ETH, and in the marketing around that, they said ETH is an asset that actually generates yield. You're not just holding a digital asset store of value anymore. You're holding a digital asset store of value that has yield, and that starts to resemble how Wall Street thinks about US Treasuries." "[Wall Street] wants minimized counterparty risk, perfect collateral, and yield -- ETH packages that all together. Bitcoin was the original idea and is now understood as 'digital gold.' But the final form is what ETH is fulfilling as productive money." Michael McGuiness adds Stanley Druckenmiller as a datapoint who has called stablecoins (the vast majority of which are on Ethereum) "incredibly useful." "I assume our whole payments systems will be stablecoins in 10 or 15 years," Druckenmiller told Morgan Stanley. Mike continues: "That's the other aspect of what we mean by productive -- it's actually providing utility, and people are benefiting from it. It's not just pure speculation." Read the full and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

17,104 görüntüleme • 5 ay önce

Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with Vivek Raman in the links below.
1:19

Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with Vivek Raman in the links below.

Etherealize

155,701 görüntüleme • 5 ay önce

We just recorded a new The Edge Podcast with DeFi options protocol rysk under our new DeFi Frontier sub-series so this is all fresh in my mind! Check out this 30-sec video of me clicking through how I might earn ample stablecoin yield for 8-15 days with a cash secured put for ETH on HyperEVM. I have no background trading options, other than buying some puts to hedge my long exposure. I've always wanted to upskill enough to sell puts or calls to earn yield while sitting long ETH, BTC, and other value-accruing tokens, but I have failed to carve out the time or confidence to do so. So I love this--rysk flips the psychology and spoon feeds someone like me who's happy buying at these prices and holding ETH or BTC long term. To earn yield in stablecoins with cash secured puts: 1⃣ Choose the asset (ETH) I'd like to buy next dip 2⃣ Choose the price at which I'd buy ETH 3⃣ Deposit USDC I'm willing to spend buying ETH if ETH goes below the strike price by said expiry date (May 1st) I didn't show it but you can also switch the expiry date. 🔗
0:29

We just recorded a new The Edge Podcast with DeFi options protocol rysk under our new DeFi Frontier sub-series so this is all fresh in my mind! Check out this 30-sec video of me clicking through how I might earn ample stablecoin yield for 8-15 days with a cash secured put for ETH on HyperEVM. I have no background trading options, other than buying some puts to hedge my long exposure. I've always wanted to upskill enough to sell puts or calls to earn yield while sitting long ETH, BTC, and other value-accruing tokens, but I have failed to carve out the time or confidence to do so. So I love this--rysk flips the psychology and spoon feeds someone like me who's happy buying at these prices and holding ETH or BTC long term. To earn yield in stablecoins with cash secured puts: 1⃣ Choose the asset (ETH) I'd like to buy next dip 2⃣ Choose the price at which I'd buy ETH 3⃣ Deposit USDC I'm willing to spend buying ETH if ETH goes below the strike price by said expiry date (May 1st) I didn't show it but you can also switch the expiry date. 🔗

DeFi Dad ⟠ defidad.eth

10,693 görüntüleme • 5 ay önce

We got a feeling that this IDO is going to be a BLAST 💥 The one-of-a-kind idle yield launchpad and yield aggregator BLASTOFF is launching their token 🔜 YIELD. That's what it's all about. Built on Blast, a chain that has its native yield at core, BlastOff takes on all the advantages of the network offering users new ways to increase their gains. This launchpad is introducing a unique concept of 100% risk-free IDOs. When staking ETH or stable coins on the platform, a part of the generated yield is allocated to participate in token launches, thus allowing people to invest without losing any funds, ever. The funding space is then presented to Native Yield IDOs (YIDOs in short), which as the name states simply a combination of native yield and traditional IDOs. BlastOff is introducing the pioneering passive IDO earning system — you only need to set up your staking once, and the automatic system will keep delivering token airdrops to your wallet. BlastOff is also creating the ground-breaking YZone, the paradise for yield opportunities. The platform will be the host of many experimental yield growth protocols, providing users simple and secure access to a vast array of earning opportunities. Their governance token is your gateway to numerous advantages. Holders will have access to highest allocations in YIDOs and lower fees for Yield capture on YZone. BlastOff is creating the perfect idle earning machine, and you get to be a part of it. More news and dates announcements in the making 🤩
0:29

We got a feeling that this IDO is going to be a BLAST 💥 The one-of-a-kind idle yield launchpad and yield aggregator BLASTOFF is launching their token 🔜 YIELD. That's what it's all about. Built on Blast, a chain that has its native yield at core, BlastOff takes on all the advantages of the network offering users new ways to increase their gains. This launchpad is introducing a unique concept of 100% risk-free IDOs. When staking ETH or stable coins on the platform, a part of the generated yield is allocated to participate in token launches, thus allowing people to invest without losing any funds, ever. The funding space is then presented to Native Yield IDOs (YIDOs in short), which as the name states simply a combination of native yield and traditional IDOs. BlastOff is introducing the pioneering passive IDO earning system — you only need to set up your staking once, and the automatic system will keep delivering token airdrops to your wallet. BlastOff is also creating the ground-breaking YZone, the paradise for yield opportunities. The platform will be the host of many experimental yield growth protocols, providing users simple and secure access to a vast array of earning opportunities. Their governance token is your gateway to numerous advantages. Holders will have access to highest allocations in YIDOs and lower fees for Yield capture on YZone. BlastOff is creating the perfect idle earning machine, and you get to be a part of it. More news and dates announcements in the making 🤩

vibe/vibe

545,882 görüntüleme • 2 yıl önce

Michael Saylor $MSTR on Warren Buffet $BRK.B holding $325B in cash: "They are destroying $3B a month in shareholder capital. They are generating a 3% after tax yield at best and the cost of capital is 15%. Take 12% negative real yield, $325B times 12% is what the shareholders are paying for that." "If I had an hour alone with Buffet in a calm environment, I'd walk out and he'd say that this Bitcoin $BTC thing is a pretty good idea, Charlie would've liked it and we're going to buy some."
5:54

Michael Saylor $MSTR on Warren Buffet $BRK.B holding $325B in cash: "They are destroying $3B a month in shareholder capital. They are generating a 3% after tax yield at best and the cost of capital is 15%. Take 12% negative real yield, $325B times 12% is what the shareholders are paying for that." "If I had an hour alone with Buffet in a calm environment, I'd walk out and he'd say that this Bitcoin $BTC thing is a pretty good idea, Charlie would've liked it and we're going to buy some."

amit

1,888,132 görüntüleme • 1 yıl önce

💡 Most people still just HODL their Bitcoin and wait for the next pump. But what if your BTC could actually work for you instead of just sitting idle? That is where BOB comes in. BOB is a hybrid chain that takes Bitcoin's security and plugs it into Ethereum's flexibility. With BitVM and zkStack you get to use native BTC directly, no wrapped tokens or shady shortcuts. On BOB your BTC can finally move: 👉 Stake and earn yield 👉 Borrow stables when you need liquidity 👉 Trade across ETH, SOL, SUI without friction 👉 Pay instantly with BTC, no gas headaches And for builders it is a full EVM environment with account abstraction, zero gas fees and backed by Bitcoin liquidity. This is not just an experiment. BOB is becoming the real gateway for Bitcoin DeFi. Your BTC is no longer passive digital gold, it is becoming the fuel for the next wave of on-chain finance. 🚀 GBOB fam, the future is being built right now.
0:59

💡 Most people still just HODL their Bitcoin and wait for the next pump. But what if your BTC could actually work for you instead of just sitting idle? That is where BOB comes in. BOB is a hybrid chain that takes Bitcoin's security and plugs it into Ethereum's flexibility. With BitVM and zkStack you get to use native BTC directly, no wrapped tokens or shady shortcuts. On BOB your BTC can finally move: 👉 Stake and earn yield 👉 Borrow stables when you need liquidity 👉 Trade across ETH, SOL, SUI without friction 👉 Pay instantly with BTC, no gas headaches And for builders it is a full EVM environment with account abstraction, zero gas fees and backed by Bitcoin liquidity. This is not just an experiment. BOB is becoming the real gateway for Bitcoin DeFi. Your BTC is no longer passive digital gold, it is becoming the fuel for the next wave of on-chain finance. 🚀 GBOB fam, the future is being built right now.

Crypto Sinan

14,831 görüntüleme • 1 yıl önce

Onchain U.S. Treasury yield should be liquid, permissionless, & free to access. Now it is. Introducing $aptUSD, a new U.S. Treasury-backed yield-bearing token built to make onchain cash productive without sacrificing liquidity. No lockups. No liquidity concerns. ZERO fees. 🤯 Just hold $aptUSD and earn: • 3.5% backed by U.S. Treasuries & cash equivalents • Yield accrues automatically • Instant exit, no fees • Earn 24x Pips just by holding until Sept. 22 • Built to remain liquid and deployable across DeFi • Live on $ETH, launching soon on $BNB, Base, & $SOL $aptUSD was built to be the attractive way to earn U.S. Treasury yield onchain. Now, market participants no longer need to take on unnecessary smart contract, platform, counter-party, and liquidity risk in DeFi. With $aptUSD, you can earn while you wait to ape. 🚀 Learn more: 👉 Swap into $aptUSD: 👉
0:41

Onchain U.S. Treasury yield should be liquid, permissionless, & free to access. Now it is. Introducing $aptUSD, a new U.S. Treasury-backed yield-bearing token built to make onchain cash productive without sacrificing liquidity. No lockups. No liquidity concerns. ZERO fees. 🤯 Just hold $aptUSD and earn: • 3.5% backed by U.S. Treasuries & cash equivalents • Yield accrues automatically • Instant exit, no fees • Earn 24x Pips just by holding until Sept. 22 • Built to remain liquid and deployable across DeFi • Live on $ETH, launching soon on $BNB, Base, & $SOL $aptUSD was built to be the attractive way to earn U.S. Treasury yield onchain. Now, market participants no longer need to take on unnecessary smart contract, platform, counter-party, and liquidity risk in DeFi. With $aptUSD, you can earn while you wait to ape. 🚀 Learn more: 👉 Swap into $aptUSD: 👉

Apyx

15,286 görüntüleme • 1 ay önce

🚨HOW SAYLOR AND STRATEGY WILL EAT ENTIRE INDUSTRIES🚨 Global finance is about to get sentimental in the worst possible way. Bonds are crying in the shower, banks are stress eating, and pension funds are looking up “career change” on Google because Michael Saylor just figured out how to issue yield backed by the one asset that does not inflate, expire, or bend the knee to central banks. This is asset-class euthanasia dressed in a suit. I break down exactly how Bitcoin backed perpetual preferreds are about to embarrass the entire fixed income market, force CFOs into an existential crisis, and trigger the largest capital migration since humans discovered that fire is better than freezing to death. If you think Wall Street hates Bitcoin now, wait until they realize Saylor is offering 8 to 13 percent yield while they are still selling bonds that yield a bowl of lukewarm oatmeal.
23:45

🚨HOW SAYLOR AND STRATEGY WILL EAT ENTIRE INDUSTRIES🚨 Global finance is about to get sentimental in the worst possible way. Bonds are crying in the shower, banks are stress eating, and pension funds are looking up “career change” on Google because Michael Saylor just figured out how to issue yield backed by the one asset that does not inflate, expire, or bend the knee to central banks. This is asset-class euthanasia dressed in a suit. I break down exactly how Bitcoin backed perpetual preferreds are about to embarrass the entire fixed income market, force CFOs into an existential crisis, and trigger the largest capital migration since humans discovered that fire is better than freezing to death. If you think Wall Street hates Bitcoin now, wait until they realize Saylor is offering 8 to 13 percent yield while they are still selling bonds that yield a bowl of lukewarm oatmeal.

Adam Livingston

209,933 görüntüleme • 9 ay önce

If you'll allow me, I'd like share a brief message that has become a major focus of mine with the members of my private Bitcoin community. I've begun to shoot warning shots about what I believe will be the next big "distraction" again: Bitcoin yield & income. This yield & income trap has been used for centuries as a way to get you to hand over your precious wealth for small bits of change (yield & income). Income does not trump wealth ownership. We win by owning, not by earning. Remember this. The Celsius 2.0 era will be ushered in by Wall Street and the big banks, fostering a lot of seeming credibility. Many will trust and many will lose their Bitcoin. It's as simple as that. It's always the same story. Do not fall for the "earn yield and earn income" distraction and please put in check anyone promoting this nonsense. Bitcoin doesn't need a yield and if income is a problem for you, find a way to get your value up. You don't have a yield or dividend problem, you have a value problem. 🙏🏽 My 2 sats.
1:40

If you'll allow me, I'd like share a brief message that has become a major focus of mine with the members of my private Bitcoin community. I've begun to shoot warning shots about what I believe will be the next big "distraction" again: Bitcoin yield & income. This yield & income trap has been used for centuries as a way to get you to hand over your precious wealth for small bits of change (yield & income). Income does not trump wealth ownership. We win by owning, not by earning. Remember this. The Celsius 2.0 era will be ushered in by Wall Street and the big banks, fostering a lot of seeming credibility. Many will trust and many will lose their Bitcoin. It's as simple as that. It's always the same story. Do not fall for the "earn yield and earn income" distraction and please put in check anyone promoting this nonsense. Bitcoin doesn't need a yield and if income is a problem for you, find a way to get your value up. You don't have a yield or dividend problem, you have a value problem. 🙏🏽 My 2 sats.

Oliver L. Velez ⚡️ Bitcoin Intelligence

41,904 görüntüleme • 1 yıl önce

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.
1:24

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

170,931 görüntüleme • 2 ay önce

🚨EVERYONE THINKS ETHEREUM IS DEAD That's exactly why I'm paying attention The market is treating $ETH like it's just another altcoin It isn't Ethereum has already fallen almost 70% from its all-time high, while Bitcoin has held up much better That underperformance is exactly why the narrative has become so one-sided "ETH is dead" "The cycle is over" "Just buy BTC" I've heard this before The easiest way to see what's happening is the ETH/BTC chart The ratio has been crushed for years and is sitting near levels we haven't seen in a long time After months of underperformance, people stopped comparing Ethereum to Bitcoin and started comparing it to every failing altcoin That's the mistake $BTC and $ETH are still the only two crypto assets with more than a decade of history, no insider unlocks, no VC emissions and real institutional adoption The difference is that their economics are no longer the same Around a third of all $ETH is staked, earning native yield while remaining locked inside the network Bitcoin doesn't do that New $BTC is still issued every day, and miners regularly sell part of it to cover electricity, hardware and operating costs Then look at the corporate treasuries Companies holding Bitcoin own an asset that doesn't generate cash flow on its own Companies building Ethereum treasuries can stake their $ETH and earn yield while they wait It's the difference between holding an asset... And holding an asset that pays you to stay patient That's why I think the market is pricing Ethereum like a broken asset while ignoring how much its structure has changed over the last few years Could ETH still go lower? Of course. Markets always overshoot. That's why my interest starts between $1,400 and $1,050 Not because I know the exact bottom, but because that's where the risk/reward finally becomes asymmetric Last cycle everyone was calling for $10,000 $ETH It never happened This cycle everyone is calling Ethereum dead Markets have a funny habit of disappointing the majority I'm not bearish on both I just think the asset everyone has already given up on often becomes the one that surprises the most That's why I'm buying fear instead of chasing strength Maybe I'm early But I'd rather accumulate when everyone hates Ethereum than fight the crowd after it starts making new highs again Follow and turn notifications on Next few months could completely change the narrative
0:23

🚨EVERYONE THINKS ETHEREUM IS DEAD That's exactly why I'm paying attention The market is treating $ETH like it's just another altcoin It isn't Ethereum has already fallen almost 70% from its all-time high, while Bitcoin has held up much better That underperformance is exactly why the narrative has become so one-sided "ETH is dead" "The cycle is over" "Just buy BTC" I've heard this before The easiest way to see what's happening is the ETH/BTC chart The ratio has been crushed for years and is sitting near levels we haven't seen in a long time After months of underperformance, people stopped comparing Ethereum to Bitcoin and started comparing it to every failing altcoin That's the mistake $BTC and $ETH are still the only two crypto assets with more than a decade of history, no insider unlocks, no VC emissions and real institutional adoption The difference is that their economics are no longer the same Around a third of all $ETH is staked, earning native yield while remaining locked inside the network Bitcoin doesn't do that New $BTC is still issued every day, and miners regularly sell part of it to cover electricity, hardware and operating costs Then look at the corporate treasuries Companies holding Bitcoin own an asset that doesn't generate cash flow on its own Companies building Ethereum treasuries can stake their $ETH and earn yield while they wait It's the difference between holding an asset... And holding an asset that pays you to stay patient That's why I think the market is pricing Ethereum like a broken asset while ignoring how much its structure has changed over the last few years Could ETH still go lower? Of course. Markets always overshoot. That's why my interest starts between $1,400 and $1,050 Not because I know the exact bottom, but because that's where the risk/reward finally becomes asymmetric Last cycle everyone was calling for $10,000 $ETH It never happened This cycle everyone is calling Ethereum dead Markets have a funny habit of disappointing the majority I'm not bearish on both I just think the asset everyone has already given up on often becomes the one that surprises the most That's why I'm buying fear instead of chasing strength Maybe I'm early But I'd rather accumulate when everyone hates Ethereum than fight the crowd after it starts making new highs again Follow and turn notifications on Next few months could completely change the narrative

BLADE

27,548 görüntüleme • 3 ay önce

LIVE NOW -- Why is ETH Down So Bad this Cycle? | Kyle Samani SOL/ETH is up 300% YoY, and ETH/BTC is down 50% over the last 2 years. Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at . Kyle and Multicoin are among the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. ========================================= Timestamps: 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 $ETH Vs. $BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 #Solana 1:12:25 Steelmanning #Ethereum 1:17:49 Closing & Disclaimers
1:18:45

LIVE NOW -- Why is ETH Down So Bad this Cycle? | Kyle Samani SOL/ETH is up 300% YoY, and ETH/BTC is down 50% over the last 2 years. Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at . Kyle and Multicoin are among the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. ========================================= Timestamps: 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 $ETH Vs. $BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 #Solana 1:12:25 Steelmanning #Ethereum 1:17:49 Closing & Disclaimers

Bankless

91,016 görüntüleme • 2 yıl önce

Core, ‌the Bitcoin-first ‌chain, and how it’s trying to stretch BTC’s usefulness Core DAO (Core DAO 🔶) brands itself as “The Bitcoin Everything Chain.” The pitch is simple: take Bitcoin’s strengths and push them beyond the usual buy-and-hold story. The protocol centers on one main idea: BTC shouldn’t sit still. Core wants idle Bitcoin to earn, but without giving up the properties people care about most: safety, decentralization, and full self-custody. To get there, Core leans on a mix of Satoshi Plus, timelocks, and a quick Layer 1 EVM chain. Satoshi Plus folds in Delegated Proof of Work (so Bitcoin miners can participate), self-custodial Bitcoin staking, and staking of the $CORE token. Core frames the relationship with Bitcoin as mutualistic. It borrows security and incentive alignment from Bitcoin, then tries to send value back through extra miner rewards, trustless yield opportunities for BTC holders, and infrastructure that makes it easier for Bitcoin products to plug in and scale. Key ways Core aims to expand Bitcoin utility: 1.) Self-custodial Bitcoin staking Lock BTC with timelocks directly on the Bitcoin network (CLTV) and earn CORE yield, no wrapping, no bridges, and no handing custody to anyone else. 2.) Dual staking Stake $BTC and $CORE together to reach higher yield tiers. 3.) Tapping Bitcoin’s hash power Miners can delegate hash power to earn extra CORE rewards, while Core itself is secured using a majority share of Bitcoin’s hash rate. 4.) The “Bitcoin Power Grid” A set of rails Bitcoin products can connect to, built around yield, collateral, payments, and DeFi use cases. 5.) Scalable Bitcoin DeFi An EVM-compatible network designed for faster, cheaper BTCFi apps. 6.) Two-way value flow The goal is to strengthen Bitcoin’s security budget over time, while also turning dormant BTC into something that can actively do work. In plain terms, Core DAO’s broader mission is to make Bitcoin more productive without piling on trust assumptions, converting energy and capital tied up in Bitcoin into yield, DeFi activity, and scalable infrastructure.
0:30

Core, ‌the Bitcoin-first ‌chain, and how it’s trying to stretch BTC’s usefulness Core DAO (Core DAO 🔶) brands itself as “The Bitcoin Everything Chain.” The pitch is simple: take Bitcoin’s strengths and push them beyond the usual buy-and-hold story. The protocol centers on one main idea: BTC shouldn’t sit still. Core wants idle Bitcoin to earn, but without giving up the properties people care about most: safety, decentralization, and full self-custody. To get there, Core leans on a mix of Satoshi Plus, timelocks, and a quick Layer 1 EVM chain. Satoshi Plus folds in Delegated Proof of Work (so Bitcoin miners can participate), self-custodial Bitcoin staking, and staking of the $CORE token. Core frames the relationship with Bitcoin as mutualistic. It borrows security and incentive alignment from Bitcoin, then tries to send value back through extra miner rewards, trustless yield opportunities for BTC holders, and infrastructure that makes it easier for Bitcoin products to plug in and scale. Key ways Core aims to expand Bitcoin utility: 1.) Self-custodial Bitcoin staking Lock BTC with timelocks directly on the Bitcoin network (CLTV) and earn CORE yield, no wrapping, no bridges, and no handing custody to anyone else. 2.) Dual staking Stake $BTC and $CORE together to reach higher yield tiers. 3.) Tapping Bitcoin’s hash power Miners can delegate hash power to earn extra CORE rewards, while Core itself is secured using a majority share of Bitcoin’s hash rate. 4.) The “Bitcoin Power Grid” A set of rails Bitcoin products can connect to, built around yield, collateral, payments, and DeFi use cases. 5.) Scalable Bitcoin DeFi An EVM-compatible network designed for faster, cheaper BTCFi apps. 6.) Two-way value flow The goal is to strengthen Bitcoin’s security budget over time, while also turning dormant BTC into something that can actively do work. In plain terms, Core DAO’s broader mission is to make Bitcoin more productive without piling on trust assumptions, converting energy and capital tied up in Bitcoin into yield, DeFi activity, and scalable infrastructure.

BSCN

27,488 görüntüleme • 1 ay önce

$ETH "WORTH ALOT OF MONEY" Avichal Garg of Electric Capital believes Ethereum has something impossible to replicate: Credible neutrality. Bitcoin has credible neutrality too. But $BTC isn't designed to be the transaction layer and settlement layer for the global financial system. In a world where countries from China to India to Brazil are looking for financial infrastructure that isn't controlled by any single nation, credible neutrality becomes incredibly valuable. "You talk to anybody on Wall Street... everybody's trying to build on $ETH." ETFs are here. Coinbase is building on ETH. Robinhood is building on ETH. Sofi is building on ETH. What's a global financial network that neither the U.S. nor China controls worth? "A lot of money." Sidenote: Avichal Garg's firm Electric Capital, is one of the more respected crypto native VCs. Avichal was mining Bitcoin as early as 2010.
2:19

$ETH "WORTH ALOT OF MONEY" Avichal Garg of Electric Capital believes Ethereum has something impossible to replicate: Credible neutrality. Bitcoin has credible neutrality too. But $BTC isn't designed to be the transaction layer and settlement layer for the global financial system. In a world where countries from China to India to Brazil are looking for financial infrastructure that isn't controlled by any single nation, credible neutrality becomes incredibly valuable. "You talk to anybody on Wall Street... everybody's trying to build on $ETH." ETFs are here. Coinbase is building on ETH. Robinhood is building on ETH. Sofi is building on ETH. What's a global financial network that neither the U.S. nor China controls worth? "A lot of money." Sidenote: Avichal Garg's firm Electric Capital, is one of the more respected crypto native VCs. Avichal was mining Bitcoin as early as 2010.

samaltcoin.eth 🌞

85,760 görüntüleme • 4 ay önce

$ETH My local view on #ETH So far, everything is going according to plan: 1. We broke out of the wedge and are now retesting it 2. Liquidity sweep at $1,804 3. First long zone: $1,720/$1,800 4. Second long zone: $1,744/$1,680 5. Conservative target: $2,000 6. If $BTC reaches $70K/$72K, then $ETH target is $2,100/$2,200 As I mentioned earlier, $ETH looks stronger than $BTC, so in my opinion, the probability of reaching the second zone is low. Of course, there’s still a chance we won’t even reach the first long zone, but I can’t recommend taking an overly risky long. $ETH has performed better than $BTC and other altcoins during this correction. However, be careful with long positions. Over the next 30–90 days, I expect the final correction to begin. If anything changes, I’ll let you know! DYOR As a reminder, I warned about the bull trap at $82K and the summer drop. MY NEXT CALL WILL BE THE BIGGEST ONE OF THIS CYCLE. TURN ON NOTIFICATIONS. MOST PEOPLE WILL FOLLOW ME TOO LATE.
0:27

$ETH My local view on #ETH So far, everything is going according to plan: 1. We broke out of the wedge and are now retesting it 2. Liquidity sweep at $1,804 3. First long zone: $1,720/$1,800 4. Second long zone: $1,744/$1,680 5. Conservative target: $2,000 6. If $BTC reaches $70K/$72K, then $ETH target is $2,100/$2,200 As I mentioned earlier, $ETH looks stronger than $BTC, so in my opinion, the probability of reaching the second zone is low. Of course, there’s still a chance we won’t even reach the first long zone, but I can’t recommend taking an overly risky long. $ETH has performed better than $BTC and other altcoins during this correction. However, be careful with long positions. Over the next 30–90 days, I expect the final correction to begin. If anything changes, I’ll let you know! DYOR As a reminder, I warned about the bull trap at $82K and the summer drop. MY NEXT CALL WILL BE THE BIGGEST ONE OF THIS CYCLE. TURN ON NOTIFICATIONS. MOST PEOPLE WILL FOLLOW ME TOO LATE.

Tony Research

127,948 görüntüleme • 1 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.
2:48

$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 🌞

66,611 görüntüleme • 2 ay önce

Multi-Asset Liquid Staking, built on our Proof of Efficient Liquidity (PoEL) protocol, is live on a Supra testnet! Built into our L1 to L1 cross-chain communication protocol that'll enable PoEL, Multi-Asset Liquid Staking will enable liquid staking for any vetted asset. That means you can earn SUPRA staking rewards via assets like ETH, BTC, or USDC, while staying liquid in iAssets like iETH, iBTC, or iUSDC, which can be further used in Supra DeFi to get even more yield. One unit of capital, two sources of yield. Learn more in the demo below 👇 We have $30m in soft commits lined up to enter Supra when Multi-Asset Liquid Staking goes live on SupraNova soon, and will increase the amount we can accept sustainably as Supra grows. (PS: is coming to mainnet in about a week!)
6:16

Multi-Asset Liquid Staking, built on our Proof of Efficient Liquidity (PoEL) protocol, is live on a Supra testnet! Built into our L1 to L1 cross-chain communication protocol that'll enable PoEL, Multi-Asset Liquid Staking will enable liquid staking for any vetted asset. That means you can earn SUPRA staking rewards via assets like ETH, BTC, or USDC, while staying liquid in iAssets like iETH, iBTC, or iUSDC, which can be further used in Supra DeFi to get even more yield. One unit of capital, two sources of yield. Learn more in the demo below 👇 We have $30m in soft commits lined up to enter Supra when Multi-Asset Liquid Staking goes live on SupraNova soon, and will increase the amount we can accept sustainably as Supra grows. (PS: is coming to mainnet in about a week!)

Supra

39,393 görüntüleme • 1 yıl önce