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“This is like 1971 when the dollar left gold.” Tom Lee: “very high probability” $ETH flips $BTC. Ethereum is becoming Wall Street’s new tech stack. 📈 $BMNR $SBET $GLXY
Amundi, the largest asset manager in Europe with 2.3 trillion euros AUM, has launched a tokenized money market fund on Ethereum L1. The L1 will continue to be the default choice for serious new entrants because it has both the strongest property rights (by far) and best interop.
🚨JUST IN: VanEck, a heavyweight managing $90B, just locked $37.9M worth of $ETH into staking. Ethereum is becoming the global yield-bearing infrastructure layer.
Haseeb's analysis, while directionally correct and a fun read, embodies much of the investor delusion that a chain has "X% of being the next Ethereum". Monad doesn't have a "1-5% chance of being the next Ethereum", it's a 0.00001% chance. Same goes with Solana. Haseeb keeps…
In Defense of Exponentials I used to tell founders, the reaction you are going to get to your launch is not hate, it’s indifference. By default, nobody cares about your new chain. I have to stop telling them that now. Monad just launched this week, and I’ve never seen so much…
ETH is massively undervalued because Ethereum is an emerging economy but the market doesn't recognize it as such Why? Ethereum L1 is basically an emerging nation State with its own growing population and a fast growing GDP Think of L2s as networked villages connected to L1…
There is another model you should add. Fidelity research released a paper that looks to model the valuations of these network's currency as if they are nations: "Blockchains as emerging economies" institutional.fidelity.com/app/proxy/cont… it is the most convincing analysis on how you actually…
Well, true. I completely forgot about an important $ETH beta play, $WLD. Just went long on Worldcoin. It has finally entered the Ichimoku zone and the cloud might soon engulf it. Also, let’s not forget that more than Sam Altman, finance guru Tom Lee is now with WLD. Fingers…
Robots like this will be everywhere in 3–5 years. Now imagine the value of a global, privacy-preserving ID + payment rail that can also coordinate UBI at scale. Worldcoin is literally the only system being built for that AI-driven future. Sam Altman saw this years before…
He understands what's coming 👇🏻 $WLD
It’s time to get ready for Ethereum’s Fusaka upgrade on Dec 3rd. Review the @etheralphateam Fusaka resource page for: ✔️A live countdown to the upgrade ✔️Resources to learn more ✔️All EIPs in Fusaka ✔️A direct link to the Dec 3rd livestream
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