missing the gains in AI stocks? turns out all you had to do was subscribe to Milk Road PRO for $1 and you would have been told months ago to buy $MU, $AMD, $CRDO, $NBIS and not shown here from another analyst, $BE and $INTC good luck solo searching for the next runners you can find the link in my bio, probably don't wait any longer

You should be ashamed @AlgoFoundation We finally have progress legitimizing crypto and you take a selfish stance to put down the top 3 technologies that we have in the space? smh... You're now dead to me Though to be honest, you already were since no one uses your chain anyway

Maybe the market is beginning to realize that the set up for $ETH is better than $BTC? - Mt Gox has no $ETH - The Germans aren't selling $ETH - Ethereum doesn't have constant miner sell pressure to pay for expenses - ETF ALSO coming to $ETH - Supply shock bigger on ETH vs BTC

$SBET (the Microstrategy of $ETH) tanked 75% over night! Here’s why and where the opportunity is 👀 Last night, a few crypto news sites and KOLs shared an SEC filling and claimed the entire cap table sold 100% of their shares (lol😅) Obv this spooked investors and the stock went down 75% in after hours trading. However, what these ppl missed is that they didn’t actually dump their shares. The filings just shows they COULD sell them at a certain time. As mentioned here: nitter.app/ethereumJoseph/status/… Which by the way, this is necessary to run a crypto corporate treasury playbook where you sometimes dilute shares to buy the asset (in this case $ETH) See here: nitter.app/MattCorva/status/19332… A rational human who is aware of the situation would understand that @ethereumJoseph @Consensys and some of the largest funds in crypto would obviously not publicly dump on the space like that. It would be reputational suicide and crush all of their companies. Come on crypto reporters 🤦🏽 Anyway, here’s where the opportunity is. This morning, @sharplink announced a purchase of $460m in $ETH, with a raise of another $79 million to buy more $ETH It’s also now staking 95% of its $ETH earning approx $14million/year After the 75% decrease, the valuation of $SBET is now $650 million. Almost 1 to 1 with the amount of $ETH they hold after the incoming $79million But remember, they have an operating business regardless of $ETH that generates revenue + the yield from their staked $ETH So currently, this company is likely undervalued. Especially when you compare to the premiums of every other crypto treasury company on the market. Keep in mind, they have a goal to buy up to a billion in the near future too Obviously anything can happen and this is a very risky play, but this is a super legit team running this at a time where $ETH is beginning to make a comeback I see a great opportunity here. Do with this information what you will. Also crypto media, please do better next time 🤦🏽

The demand for $ETH right now is insane @sharplink alone has bought more than 75k $ETH ($225m USD) in the last 5 days 🤯 In the last 30 days, 10 ETH treasury companies have bought more than 550,000 $ETH ($1.65 BILLION USD) And these numbers are accelerating! This means the numbers should get bigger from here, not smaller Think about it... there are new $ETH treasury companies launching every week (sounds like the biggest is yet to come) and each company is looking to buy more $ETH than they did the previous week So if the last 30 days is $1.65 Billion, then will the next month be $2B and then $3B after that? At some point the demand will slow down, but it seems too early for that to start today. Especially if Stablecoins continue to grow and more favourable regulatory gets put into place (its crypto week in the US this week) In the last 30 days, these treasury companies have bought .5% of the entire $ETH supply and moved it into Ethereum DeFi smart contracts (via staking or lending) Remember, unlike the ETFs, these companies don't sell. They only buy (at least for now). This is going to create a supply shock for $ETH over the coming months, there's really no way around it. Fade $ETH and the treasury companies at your own caution 👀

$SBET at $10 is hilarious They own $2.77B worth of $ETH and generate $88m annualized from staking ....yet are valued at $2B They've also built one of the most impressive teams in all of crypto with @ethereumJoseph and @joechalom leading the way unless you think $ETH is going to zero, this is a screaming buy

Guys, @Reddit is about to hit 6 MILLION unique holders of their Avatar NFTs on @0xPolygon This is by far the biggest adoption of NFTs we've ever seen and no one seems to be talking about it... Are any of you seeing this post Reddit users that has minted one of these?

This is actually insane @SharpLink generated $1.5m in staking revenue just last week That’s $83.5m annualized However, it compounds overtime and the price of $ETH will likely go up too So this is a $100m+ revenue stream and this started only 5 months ago 🤯 There’s also no leverage on this revenue, so no reason for $SBET to sell, even at a discount to nav This is a very solid business that can continue to build and grow, during good or bad moments in the market This is why $ETH is a better treasury asset than $BTC

@Immutable has the best UX of all the L2s so far - Don't need to create a new network in your MM - Obvious "Buy ETH" button to easily load up your wallet - 0 gas fees - Extremely fast Still very early & lots of room for improvement But for an MVP... devs need to take notice!

$ETH is about to get loud I think it's finally time for it to shine

We now have 3 public companies racing to buy $ETH 1. @sharplink and @ethereumJoseph 2. @BitMNR and @fundstrat 3. @BitDigital_BTBT and @SamirTabar Each company has already bought 100k+ $ETH and is raising millions every week to buy more The interesting thing about $ETH over $BTC is that they can stake, restake or utilize $ETH in DeFi to generate real yield They can do that on top of accessing cheap financing to acquire even more $ETH $ETH is a superior treasury asset than $BTC and it's pretty apparent since two Bitcoin mining companies have now sold their $BTC to buy $ETH These companies are brining $ETH and DeFi yields to public markets. The next driver of demand for $ETH has been unlocked

WOW, it's very clear that most of you do NOT understand DATs 1. @SharpLink is NOT issuing debt to buy $ETH. They are selling shares of the equity to buy $ETH This means there is no debt spiral looming or forced mass selling of $ETH 2. You're NOT being diluted. When they dilute shares, they take that $$ and buy $ETH. This means you're not being diluted because you still own the same (or close to) $ETH/share It's the ETH/share that matters, not the amount of shares 3. Sharplink doesn't need to buy any more $ETH and they will still increase their NAV, because they stake 100% of their $ETH. Currently they generate 459 $ETH/week and that is compounding So it's better to hold SBET than an ETF. And maybe even better to hold SBET than $ETH because since they have billions in $ETH, they can find even more ways to increase their $ETH yield vs. the norm via partnerships with protocols like @LineaBuild or @EtherFi 4. Earning 459 ETH/week is $1.5m USD/week or $83.5m annualized. They managed to build this rev stream in <6 months. This is likely one of the fastest companies ever to generate $88m annualized rev (even though they can't technically call it revenue in their earnings bc $ETH is not recognized as money today). This is the power of $ETH as treasury asset 4. Yes, $ETH went up the last few months and SBET did not. As a result many of you lost out on gains by buying SBET. That's because you bought it at a ridiculous premium (that's your fault, not the companies). Do better research next time and understand what you're buying You now have an opportunity to buy it at an 18% discount to NAV. But most of you probably won't because once again, you don't put in the research to understand what your buying This company is now run by one of the best entrepreneurs in crypto (@ethereumJoseph) and one of the best builders from the tradfi world (@joechalom) If you truly understand $ETH and DATs, then you understand that $SBET at an 18% discount is an absolute gift

BREAKING: Coinbase is integrating multiple DEXS on @base directly into the @coinbase app This means, millions of users with billions of capital can immediately buy any asset on Base No wallet or transfer off their exchange necessary Rather than bringing users to the DeFi primitives, @coinbase is bringing DeFi primitives to the users Still no word on what DEX's, but I imagine it will be @Uniswap @AerodromeFi and maybe a few others? Within the Coinbase app you can now: - Trade on DEXs - Lend on @MorphoLabs and take out a loan in USDC, - Stake your ETH, SOL, etc - earn 4.5% yield on USDC Pretty cool to see!

There’s still a LOT more room to run here Don’t forget that $ETH shorts are at all time highs They will be squeezed They will need to buy more $ETH or get liquidated This is one of the reasons why crypto is sooooo reflexive

My biggest take away from speaking to @ethereumJoseph on the @MilkRoadDaily podcast yesterday was: We aren't thinking BIG enough about $ETH We really are about to move the entire financial system onto Ethereum - and institutions see it but not just finance, the entire global digital economy, which goes way beyond the existing financial system because of a new paradigm of permissionless and programmable rails we can create so many net new versions of what financial assets are And it will grow the financial system and economy to be much bigger and more efficient than it is today $ETH sits at the centre of it all as it's the economic security for the entire new financial system Here's the even better part, we have people like @ethereumJoseph @fundstrat @SamirTabar @AK_EtherMachine and many others spreading this story across wall street and mainstream They aren't just buying millions of $ETH every day, they are also waking up the world to this revolution We are going into a crazy adoption phase of crypto right now $ETH looks good here

$ETH to $10k “Next leg up could catch everyone off guard” Not me. I’ve been waiting for this. These models are good, but he doesn’t even mention the demand from the $ETH treasury companies $ETH looks good here

We’re building a pro-ETH army

If it's not already obvious --> The future of crypto is Gasless Fees will be paid for by applications, not users @coinbase covering $10/month in fees on @base within @CoinbaseWallet is the 1st step The next step is users never knowing what gas is This is already how L2s like @Immutable work but soon most L2s and apps will have a UX that completely abstracts away gas Of course, there is always the ability for people to directly use the chain and they will need to pay Gas But most users in the world will simply use apps which completely abstract the gas away for you We will NOT go mainstream until this happens

Here's how I can help you: Looking to invest & stay on top of crypto & macro? Check out @MilkRoadDaily at milkroad.com/kyle/ Building in crypto and need crypto-literate marketing & PR? Check out @Impact3Growth at impact3.co I own both companies. Both teams are cracked. They will help you win. If you're not satisfied with either service, dm me personally and I'll make sure you are Otherwise, follow me @KyleReidhead for takes on markets, crypto, building businesses and a winning mindset LFG 🫡

What is #Web3 and why does it matter? 🧵 Forget tokens, NFTs & number go up for 1 sec Lets get clear on 2 foundational changes to the internet that Web3 enables: 1. Digital Ownership: The ability to own something digital without the need for a custodian/trusted 3rd party

My guess is @sharplink or @BitMNR will acquire @NasdaqBTCS They can get discounted $ETH + a solid Ethereum infra operations team Seems like a win/win I have no insider info if this will happen, just feels like a natural move for one of the big $ETH treasury companies

YOU DON'T HAVE ENOUGH $ETH Here's why: - 0.2% of $ETH supply is being burned annually, reducing available $ETH - 25% of $ETH supply is staked, further reducing availability - Upcoming $ETH ETFs expected to decrease availability - EIP-4844 to lower L2 gas fees, increasing transactions significantly All indicators show a rising demand for $ETH, whose supply is shrinking considerably. This is the most basic law of economics. If demand is increasing, and supply is decreasing, then the price has no choice but to pump. Nobody’s bullish enough! 🐂

JUST IN: @sharplink has acquired 176,271 ETH for $463 million with an average acquisition price of $2,626 per ETH PLUS: 95% of the $ETH has already been actively staked or in liquid staking solutions earning native yield At 3% they are already generating $14 Million/year They have also raised another $79 million to buy more $ETH And before people get all crazy in the comments, no they did not dump all their shares on retail. That was a mislead rumour by crypto twitter - people who don't know how to read SEC fillings This team and company is legit and is going to be a big deal for $ETH They just need a way better PR / marketing firm for god sakes (@ethereumJoseph @sharplink - hit me up and we'll help you guys 🤦‍♂️)

Comparing $ETH (right) vs. $SOL (left) On Solana currently: $21 is spent to generate $1 in revenue On Ethereum currently: $6 is spent to generate $1 in revenue Ethereum = 3.5x more efficient in generating revenue than Solana $ETH = 3.8x more valuable than $SOL Discuss 👇

contract secured 🤝 the asset is $ETH, the ticker is $SBET let's go 🫡

The supply shock happening in $BTC right now is MASSIVE But the fact is, it's MUCH BIGGER in $ETH On the supply side: - the inflation rate of $ETH is .1% less than $BTC in last 30 days (1.2% less in last 2 years) - 40%+ $ETH locked in smart contracts On the demand side: - $ETH ETFs had 2x the amount of inflows in the last 2 weeks vs BTC ETFs (+staking coming soon) - $ETH treasury companies now buying close to 50% of the USD value vs. Bitcoin treasury companies (and they just getting started) All of this while $ETH remains 1/5th the value of $BTC Both assets will do well over the coming months, but I think $ETH will continue to significantly outperform

Monday is going to be a big day The asset is $ETH The ticket is $SBET

These 3 companies have purchased 1.5% of the entire $ETH supply in less than 2 months Collectively, they own $6 Billion of $ETH with the bulk of it being staked or soon moving into Ethereum DeFi This doesn't take into account the 5+ other companies doing the same at a smaller scale There's only 1 word to describe what is happening to Ethereum and $ETH: Accelerate!

$ETH looks good here

This was the first positive thread on CT about $SBET and $ETH treasury companies After @sharplink fell 75% everyone wrote this idea off 1 month later and it’s the hottest thing in crypto and $SBET is up more than 2x If you want to be a good investor, you need to see through the noise of price action & media You need to skate to where the puck is going, not where it is, which is where most peoples opinions sit Being contrarian and seeing what others don’t see is the key to success Those who hated on $ETH for years are publicly flipping bullish, and it’s been less than 30 days. That’s how fast the narrative can change. I hope this is a lesson to many about how you think about assets and markets. Also about where and who you get your info from. To me, what $SBET and other $ETH treasury companies like @BitMNR @BitDigital_BTBT @NasdaqBTCS @GSQHoldings are doing was so obvious We already saw it play out with $BTC and the utility of $ETH in DeFi to generate yield made it even more exciting and obvious I believe we’re only still getting started here. If you still don’t understand what’s going on here follow me to keep learning @KyleReidhead

Bull markets make it feel like you’re never doing enough or have enough I first bought $BTC at 3,000 and $ETH at $150 6 years ago I’ve been buying every month since I pivoted my marketing agency into a crypto-native one and scaled it to a multi-million dollar company I then started a crypto media company Then I acquired an even bigger crypto media company, which is now bigger than my marketing agency I use the profits from both companies to buy $BTC, $ETH and $SOL and have been doing that for years At this point, most of my net-worth is in crypto And yet, days when the market rips… I somehow feel like I don’t have enough or am not doing enough to capitalize on this bull market Market psychology is crazy I didn’t come from money I have more money than my parents ever had And for some reason, my mind thinks it needs more on days where my net-worth goes up 5-10% in a day! Greed is the reason most investors fail Thankfully I have many tools in my tool belt to stay sane and keep my mind from making these mistakes But understand, in bull markets you’ll feel like you never have enough or do enough - regardless of how much you have or do It’s how the human brain is wired. Don’t let that greed make decisions for you. That’s my #1 advice for bull markets

Imagine not understanding that all the biggest finance companies… with all the biggest volumes… are becoming users of Ethereum ALL of which are moving more and more of their business and assets onchain everyday

quietly, Ethereum is hitting ATHs in many metrics: - Daily Txns at ATHs - Active addresses at ATHs - Stablecoin supply at ATHs the last time Ethereum hit these numbers, it wasn't powering any L2s including L2s, Ethereum is actually powering: - 20x the amount of txns - 10x the amount of active addresses - $15m more in Stablecoin supply This is how you scale accelerate

Thank you SEC You’ve protected my investments by allowing me to buy $ETH a few % lower than I otherwise would have Appreciate the Binance FUD Yours truly, - a consistent monthly buyer of crypto regardless of your dumbass rules from the old world ✌🏼

$ETH is setting up to do really well here imo The Ethereum L2 roadmap is proving to be a winner w/ the success of @base and now also winning over @RobinhoodApp @cryptocom @inkonchain @okx Combine that w/ the onslaught of $ETH treasury companies like @sharplink plus demand from ETFs picking up along with $ETH staking coming any month now Both @Etherealize_io and the @ethereum Foundation are stepping up and making Ethereum great again I'm getting very bullish on $ETH here

Higher! ETFs and $ETH treasury companies are going to drive this number much higher in the next few months Ethereum about to look a lot different

So next US CPI print is May 13 45 days back = March 29 According to @Truflation that means CPI should come in around 1.75% After today, Truflation has accurately predicted the last 11 months of US CPI prints (45 days in advance) If they are correct once again, then CPI will be below the FEDs goal of 2%, giving room for the FED to start cutting rates It would also mean @truflation was correct for an entire year, 12 months straight.

BlackRock ETF bought $500M in $ETH today The rest of the $ETH ETFs bought another $250m $SBET bought $100m in $ETH And who knows how much the other $ETH Treasury companies bought We’re likely over $1 Billion of $ETH purchased TODAY by public entities!

Selling & marketing in Web 3.0.. what will that look like and how can we prepare now? The short answer is: nobody knows (yet). Everything is about to change, but we can already see where it's going Firstly, if you get the fundamentals of S&M right, you're GMI regardless 👇🏽

I'm currently living my dream life right now 😁 Everyday consists of doing these 3 things: 1. Building amazing teams across 2 businesses (1 in web3 and 1 traditional) 2. Surfing daily (currently in Popoyo, Nicaragua) 3. Learning to speak Spanish So grateful 🙏🙏

If we go into an $ETH renaissance bull market directly after this video launched in Times Square Then you all must pay your deepest gratitude to @Impact3Growth for cooking up pure magic on that video $ETH looks good here 👀

Do you love crypto and want to work in it? If you have sales / BD / marketing experience OR You have hustle and want to gain experience while working in crypto Comment GM below and I’ll send you a DM now We have teams hiring and need crypto loving hustlers! (Seriously)

it appears as though my posts are getting through to you all you're welcome

oh damn! We have our Saylor for $ETH

last week @sharplink bought 75k $ETH what did you do?

The asset is $ETH The ticker is $SBET

Hey @arbitrum community! If I was to take some ETH and play around on Arbitrum. What are the best Dapps to check out? What’s the Arbitrum playbook 🚀 @andrewsaunders help a brother out.

Looking to hire an @AxieInfinity Scholar to play and manage/hire additional scholars (friends, family, etc.) Please share this! If interested, comment below. We currently have 30 teams and are expanding 30+/month. #AxieScholarships #axieinfinityscholarship #AxieScholars

Who's the best founder in crypto right now? @LucaNetz - Pudgy @PacmanBlur - Blast/Blur @haydenzadams - Uniswap @toly - Solana @sreeramkannan - Eigenlayer @brian_armstrong - Coinbase ...and who's the next SBF 👀

Let me get this straight, Coinbase now has: - The single largest node operator on Ethereum (11.42% of all staked $ETH is w/ Coinbase) - The fastest growing L2 (@base) by addresses, txns, TPS and TVL - The fastest growing stablecoin ($USDC) There is no second best

The catalyst for DeFI summer 2.0 is here $ETH treasury companies are bullish for DeFI These companies will be the largest buyers of $ETH AND they have a clear strategy to put that $ETH to work in DeFI, via staking, restaking and lending This will not only drive the $ETH price higher, but also the TVL in DeFI much higher too This is the catalyst for DeFI summer 2.0

Ethereum's 10th birthday feels like a good day for $ETH to break out of this 5 year wedge

If it's not obvious to you yet... the Crypto Treasury Companies are the next BIG thing for crypto these are not scams or money grabs they're becoming the largest users of DeFi and transferor of public market capital into crypto There's 3 important things to understand 1. A large % of the worlds capital simply can NOT buy or hold digital assets today 2. A large % of capital holding digital assets either can't or won't use DeFi 3. Most of the worlds capital exists in public markets and it's costly, difficult or too risky too move onchain today Crypto treasury companies solve all 3 of these They bring digital assets and DeFi yields to public markets, where most of the world's capital already lives Not only can these treasury companies access the bulk of the worlds capital, they also have access to financial engineering that most of the world does not have access to (ie. cheaper loans, etc.) What this does is allows these treasury companies to have various ways of accumulating fiat in a simple and accessible way and then transferring it into digital assets on the behalf of those who otherwise can't/won't Taking it a step further, they also have a goal/expectation of generating more units/share for their investors which means they are focused on putting their digital assets to work in DeFi, via staking, restaking, lending and more As these companies continue to transfer billions/month of public market capital into digital assets, that capital will translate into DeFi TVL This will become the single largest onboarding of capital into DeFi since DeFi Summer in 2020, though my guess is this will be MUCH bigger Today, there are 100+ public $BTC treasuries around the world, 10+ $ETH pub cos, 5+ $SOL pub cos and 2+ $HYPE I expect the treasury companies of smart contract platforms to ballon globally over the next 12 months, similar to how BTC treasury companies have over the last few years Yes, some might over leverage or blow up, this happens in every new financial innovation bubble, so this is to be expected But these companies are the next "big wave" of capital coming onchain, its exactly what we've all been waiting for They will educate the world about digital assets and DeFi, they will onboard billions of capital onchain and they will push this industry forward at an accelerated rate This is not the time to fade this trend. It's time to lock in, to understand it and to get behind it. Because this is the next phase of adoption for crypto. Follow me to stay on top of this development @KyleReidhead and subscribe to the @MilkRoadDaily newsletter and go PRO to learn how to invest in it (see link below)

Hold these until 2026 and become a millionaire $ETH $SOL $COIN $TSLA It's that simple

Say it louder for people in the back @fundstrat 📢 $ETH 👏 IS 👏THE 👏 BIGGEST 👏 MACRO 👏 TRADE 👏 OF 👏 THE 👏 DECADE 👏

patiently waiting for @ethereumJoseph to announce that @sharplink is: - staking its $450m in $ETH - selling convertible notes to buy another $1 Billion $ETH - lending some of it's staked $ETH in DeFi $SBET has a chance to change the game and teach the tradfi world about smart contract platforms

"DeFi yields on public markets" This is bigger than most people realize Tradfi wants to use DeFi, but they still can't allocate onchain Rather than waiting for tradfi to come onchain, @sharplink is bringing DeFi to tradfi, via public markets Another version of the DeFi mullet This is the same as @coinbase bringing lending via @MorphoLabs to its users within their app, rather than trying to force users to move onchain (many simply don't want to) I think crypto corporate treasuries are a massive unlock for DeFi It allows professionals to acquire $ETH via cheap debt and then allocate it into staking, restaking and DeFi on the behalf of retail investors and institutions I expect this space to grow significantly over the next 6-12 months and it will educate investors around the world about Ethereum, $ETH and DeFi Big things ahead!

.@coinbase might become one of the biggest banks in the world. - Controls the crypto UX in the US & is expanding globally - Feels like the Apple + Big Bank combo - IMO $COIN to $1000+ this cycle I explain why I think it's one of the best investments in crypto here 👇

The US Crypto Reserve is NOT the government speculating on crypto tokens The US also has foreign currency reserves And commodity reserves They do this w/ important global assets to hedge against large price fluctuations (to ensure the economy can function in short term changes) The US isn’t buying random crypto tokens as investments. They are buying specific L1 tokens, which are seen as commodities If blockchains become an integral part of the financial system and how global trade/commerce works, then L1 tokens have importance as gas/utility to use these technologies The US is simply building a reserve of assets for when that world becomes a reality So no, the US won’t be buying tokens that represent businesses/apps And no the US likely won’t be buying tech stocks either (unless it makes sense for data or other commodity like reasons) They are preparing for a world where everything is done onchain. Currently, we don’t know what chain that will exist on. Which is why they will probably hold a basket of L1 tokens, even random ones like ADA, though I imagine this is being done moreso to promote American made blockchains Don’t confuse a reserve with the US speculating on random crypto tokens. There is a method to their madness.

how much longer until $ETH treasury companies raise $740 million in a week and no one really cares bc its just normal? $ETH is going much higher 😅

The guy that launched the $BTC and $ETH ETFs at BlackRock Just joined @sharplink as CEO He’s also rocking a Milady pfp Legendary

I feel sick to my stomach right now Not because my portfolio is down bad Crypto will do just fine, I have no concerns there Its because I see so many investors leave during a crisis or bear market Our views, subs, etc. go down every time (even if we call it) Those who leave now will always remain an average or worse investor How do you expect to learn and get better if you don’t stick around during tough times? You give yourself no chance to get better You have to go through struggles to get stronger, smarter, better Imo the best thing for every investor is a bear market or a crisis there’s no better way to gain experience than grinding through these moments Cheers to those still grinding 🫡

see you at $150k 🫡

We are currently in one of the largest bull markets in history, the market just doesn't know it yet. I think we'll go into 2027 if not beyond. Why? The most successful economies in the world + the most successful companies in the world are in an arms race to win AI The are spending $100s of billions if not trillions and will NOT stop The companies are doing this for profit and the economies are doing this for national security These entities MUST win this battle or be at risk of no longer existing As a result, economies around the world have committed to "running their economies hot", in an attempt to double/triple down on their investments in AI data centres, energy, etc. The biggest companies in the world are doing the same with their massive cash piles and profits This will drive continued and sustainable growth in this bull market, albeit in specific sectors: - AI/Tech companies will continue to grow - Data centres and compute/chip companies will continue to grow - Energy companies powering this will continue to grow - Even Bitcoin and some crypto will continue to grow as we debase fiat currency to win this race and loosen financial conditions Doomers will continue calling the top every few months for the next few years and they will continue to be wrong As a result, massive volatility will continue with sharp pullbacks, however they will always shoot back up when everyone realizes the massive amount of $$ piling into winning this AI race. These companies won't stop and neither will these countries. It's do or die for them. The structural dynamics of the market have now changed and this will not stop for years to come. Buckle up and keep buying the dips!

But But... I thought all L2s were "parasitic" to Ethereum?

What is wrong with this world 🤷🏻‍♂️ Just because you don’t agree with something doesn’t mean others shouldn’t hear/see it. Let people make their own decisions! Grateful for @rumblevideo

ETH concentration up 100% in 2.5 months There’s no better way to get exposure to $ETH than $SBET PS. I don’t care about price discrepancies on a short-term basis. I care that my shares have more ETH than when I first bought them Long term, that will dictate outperformance

🙅🏽‍♂️🙅🏽‍♂️

altcoin season really takes off when $ETH breaks out of this wedge getting very very close

We are transitioning from a vibes market to a fundamentals market Allocate accordingly

Is X really a free speech platform? Last week, @MilkRoadDaily lost its golden, organization tier badge here on @X A badge for which we had paid $10k only a few months earlier The reason for losing it? We don't know. The @Support has never gotten back to us with a reason But the thing that stands out? We lost it a couple of hours after posting this (see screenshot) Is X de-platforming accounts tweeting against @realDonaldTrump's questionable actions? We really hope that's not the case and would love to hear an explanation @elonmusk

It's ALL about the business cycle, the rest is just noise Understand the ISM and you understand the markets (especially crypto) Every bear/bull market tracks the ISM perfectly There's no better way to know wen altcoin season or BTC dom tops than using the ISM I'll explain 🧵

When someone asks you: "What is Web3?" DON'T start with words like “decentralization”, “Blockchain” or “nodes” They won't get it. Start with this instead: Web3 is enabling us to own things on the internet, similar to how we can own things in the physical world

Everything @coinbase touches turns to Gold - @Base was the fastest growing L2 in 2024 - $USDC was the fastest growing major stablecoin - @MorphoLabs integrated into Coinbase app 1.5 months ago and $100m increase already The real question is what will Coinbase do next?

Alot of people are bearish crypto right now But we basically have no leverage left, yet Bitcoin is above $100k and $ETH at $3500 And we’re just a few weeks to months from getting a market structure bill, opening the flood gates for all assets to come onchain I think the risk/reward in crypto majors and crypto equities is incredible right now

Must be nice to be deploying $1.7B / week while paper handers sell and drive the price of $ETH down to $4200 @fundstrat and @ethereumJoseph must be salivating at another chance to buy lower

Ethereum just passed $15 Billion in cumulative revenue since launching in 2015 🔥 Blockchains sell blockspace and Ethereum is damn good at selling its product Coinbases new L2 is Ethereums newest customer 🚀

You deserve another 18 month bear market 🤷🏻‍♂️

says the guy who blew up his company in May and had no powder by summer 😅

This space is full of sooo many losers. Sucks because at the same time there are SOOO many amazing people in this space too Wish there was more noise and attention on the good ones.

yo $ETH, we doing this?

The most interesting part about a company running the Microstrategy playbook but with $ETH is... The underlying asset can be staked and generate ACTUAL yield not the fake yield @saylor is shilling Imagine Strategy could earn 4% on the $40 billion in Bitcoin they own They would generate $1.6 Billion/year on their holdings They could use that revenue to pay off their debt on an ongoing basis giving it a much less risky structure than doing it with BTC Of course, BTC is the better asset historically, so i'm not saying doing this with $ETH is better than $BTC But the potential to do this with a yield-bearing asset is pretty massive

Long time coming 🥳

Waking up to $3k $ETH & $118k $BTC Great work Asia, way to keep the momentum going North America, it’s back to us Don’t get complacent now Let’s pump these things into the weekend 🫡

more people need to read this thread this will help you understand why $ETH is THE reserve asset

Are you interested in On-Chain Analysis? Have you used @DuneAnalytics or other on-chain tools? Or have experience with SQL and data/dashboards? I'm looking for multiple people to help with something new. If interested, please send me a DM :) (Work ethic > experience)

So many people in the comments complaining that: "@coinbase and @base aren't decentralized, this isn't crypto ethos, blah blah" It's time for CT to dig themselves out of 2017 and come to reality MOST PEOPLE don't care about self-custody or decentralization like you do Most people will NEVER get a web3 wallet and use DeFi It's not because it doesn't matter or its not a good thing, its just because they simply don't care Most people don't think about money or risk like us in crypto do, they just live their normal lives and that WON'T change Crypto isn't about getting 100% of people to self-custody and use decentralized finance it's about giving people a CHOICE to use it. Previous to crypto, the only way to move/hold value on the internet was through custodians Crypto gives EVERYONE in the world a CHOICE to do it themselves, free from custodians. Most people still won't, and that's ok. But more and more people will overtime as they wake up But at least giving SOME of the crypto benefits to EVERYONE, even if its not self-custody or on centralized exchanges is better than not. It's like training wheels but for finance. Its a starting point. People, please stop complaining about centralized companies integrating crypto... this was ALWAYS going to happen and what NEEDS to happen to educate people and allow this tech to go mainstream

Imagine... Just for 1 SECOND A crypto protocol that ACTUALLY generates profit Like, let's say, $117 MILLION annualized And then uses said profits to buy MILLIONS of its token everyday AND gives a % of said profits to its token holders Now Imagine that company was STILL valued at less than $2 Billion Man, imagine what kind of opportunity that would be...

My best guess on where things go from here: - inflation continues lower against consensus short-term (1-3 months) - tariffs are reduced significantly globally (10%ish on select goods) - FED starts lowering rates in Q2 - QT ends completely in Q2 - Global liquidity rises significantly now and into EOY - inflation picks up in H2 2025 - bull market in assets starts in Q2 and ends in H1 2026 due to growth/inflation running hot All of this last few weeks was just noise Back to our regular schedule of debasing currencies and asset price inflation Will check back in on this regularly 🫡

Aka Coinbase is about to tokenize stocks on @base To do that, they first need to solidify the innovation around verified liquidity pools Next up: Tokenized $COIN 👀

remember: it's never as good as it seems and it's never as bad as it seems it's nice to see green today, but don't get too excited the key is to always just remain calm whether we go up or down managing emotions is 90% of investing

Stop fading Coinbase! I talked about this opportunity when $COIN was $30, $60, $80, $120, and I'm still bullish at current prices ($180). Coinbase is to crypto what Apple was to personal computers and the internet. Nobody is bullish enough!

Can someone at @arbitrum please go talk to Elon about putting Twitter on an L2 and not BNB @andrewsaunders put the industry on your back man! Now’s your time to shine 😂

The @SkyEcosystem is now earning $227m in annualized profit They have $7.7B in stablecoin supply and are still only offering 4.5% APY @ethena is avg 12% APY since OI has picked up, which means Sky has the ability to increase their APYs by a LOT I expect this change to come soon and it should push the stablecoin supply on SKY to new ATHs, above $10B, in the coming months with more and more stars coming online and allocating to SKY, this should still just be the beginning past $20B supply in the next year During this time, SKY is also expecting to lower the core expenses of @SkyEcosystem to near 0 - pushing profits higher Oh and don't forget, a % of the profit goes to token buybacks and another % goes towards $SKY staking rewards In other words, $SKY is going much HIGHER Accelerate

$ETH looks good here

Ok we hit it Now up only

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My office during summer months 👀 Unless I’m on a podcast, this is where I work from Especially in the early hours, gotta get that morning sunshine in the eyeballs Can’t imagine ever going into an actual office 🫠

There’s a 4th option: the FED

Crypto is not tanking because of a problem in crypto In fact, crypto and Web3’s fundamentals are better than ever Crypto is tanking because of the macro environment Fade this industry at your own risk 👀

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