Y J
@yjdotdev
Blockchain Engineer. Interested in markets.
I see a lot of FUD on Twitter now about bigger blow ups in the following weeks and months. The scars of 2021 were clearly visible to many as it was still very recent.
Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our
RIP @AnthropicAI
This has been said a thousand times before, but allow me to add my own voice: the era of humans writing code is over. Disturbing for those of us who identify as SWEs, but no less true. That's not to say SWEs don't have work to do, but writing syntax directly is not it.
Self-hate nihilistic crypto influencooor starter pack: >”aaahh the industry is finally maturing” >”it’s only a moat if it comes from the closed-source-proprietary region of France” >”the only inhabitants that will be left in the world are monopolies” >”the institutions are
“The industry is entering its maturation phase, and that’s a good thing” is a euphemism for “everything needs to go down by 99% except for [my bags]”
As I told @MariaBartiromo last week, U.S. financial markets are poised to move on-chain. Under my leadership, @SECGov is prioritizing innovation and embracing new technologies to enable this on-chain future, while continuing to protect investors.
Max pain is when institutions bid only on BTC and ETH instead of VC alt coins
ETH is due for a huge repricing. Every financial institutions I know are building on Ethereum. ETH is the only credibly neutral store of value in Ethereum and its L2s without any counterparty risk.
Extremely bearish on SBET destroys shareholder value. ETH concentration dropped from 3.95 to 3.87.
NEW: SharpLink acquired 143,593 ETH at ~$4,648, bringing total holdings to 740,760 ETH Key highlights for the week ending Aug 17, 2025: → Raised $537M through ATM and direct offerings → Added 143,593 ETH at ~$4,648 avg. price → Staking rewards: 1,388 ETH since June 2 launch
one way to look at $ETH right now: @sharplink & @BitDigital_BTBT have, in just one month, eaten up 82% of all the net new ETH issued since the merge (298,770) + spot ETFs hold 4.11M ETH, which is 11x the net issuance. basically imagine a oil mine that yields one barrel
Today, ETH has a USD 323 billion market cap. The question is not if ETH will hit $27k but if ETH will be an asset class worth more than 3.23 trillion. It definitely can. And it seems very possible to hit more than 10 trillion in years to come.
Got banned on @ether_fi discord for saying their discord channel is posting scam links…. Nice….
Most of this Bitcoin collateral is already on Ethereum 😁 Guess what's better than Bitcoin as collateral?
Bitcoin is about to become "safe collateral" Cantor Fitzgerald is discussing receiving support from Tether for its planned multibillion-dollar program to lend dollars to clients who put up Bitcoin as collateral: BBG
Bitcoin is a hedge against currency debasement Ethereum is a bet on digitalisation of economy Tech equities are a hedge against AI disruption of jobs and business models
United States Trends
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