Helios.eth

.@drakefjustin: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." @fede_intern adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: @blockspaceforum Read our thesis on why ETH is better money than BTC below 👇

Maybe you're so exhausted all the time because America went from a high-trust society to you having to constantly monitor whether you're being scammed in every single monetary transaction Cars, homes, medical, dental, food, mechanics, practically every business

Two weeks ago, I was offered over $40,000 per month to promote companies on X, with this “Zoomer” account acting as the middleman. Instead of taking the money and cashing in, I exposed the entire network to help make X a better place. Nikita Beer didn’t thank me once. He literally gave $10,000 to the Chinese guy running that platform-manipulation network. And as a “reward” for exposing it, my ad revenue share was cut in half and my reach dropped by 90%. I’m tired and speechless.

I’m leaning toward $ETH outperforming $BTC in the second half of 2026. What do you think?

Shipping Immunity for @ETHGlobal Open Agents 🧬 A decentralized threat intelligence network for AI agents. Antibodies propagate across @gensynai AXL, anchor on @0G_labs Chain, evidence sealed in 0G Storage, detection in TEE. One agent's encounter becomes everyone's defense. For @Bookof_Eth Community and @ophelios_studio 🙏📘 #BOOLIEVE

GPT Image 2 for learning about endangered animals

You can just codex things

When socialists talk about the existential risk of artificial intelligence they are talking about the existential risk to their socialist grift

Starting June 1, all our Steakburgers will be made with 100% grass-fed, grass-finished beef. America deserves the best! We see it as our job to try to give you the best. It is up to our customers to decide what's healthy for them. We believe in freedom — the freedom to choose. 🇺🇸

This is why Ethereum matters to BlackRock, Fidelity, JP Morgan. They're not optimizing for throughput. They're optimizing for durability, a settlement layer whose rules cannot be unilaterally rewritten. Trust is the asset. Credible neutrality is the moat. New piece from the upcoming TRUSTSHIFT thesis. x.com/wmougayar/stat…

When trust moves from organizations' chokehold to neutral, programmable infrastructure, everything changes. Agreements are executed automatically. Assets settle without custodial bottlenecks. Parties who've never met can transact with high confidence. Not because it's fast. Because it's verifiable.

I’m beginning to think the big short was beginner’s luck.

Cathie Wood, Founder and CEO of ARK Invest, sits down with The Rollup. Full episode drops Monday. Stay tuned.

Cathie on The Rollup on Monday.

Ethereum Fear and Greed Index is 43 — Neutral Current price: $2,316

Polymarket prices are highly accurate in predicting future events. The source of that accuracy is less obvious. In a new working paper, we find it is not the “wisdom of crowds,” but a small minority of informed traders. Fewer than 3% of accounts appear to drive price discovery; most perform no better than chance. The majority generates most of the volume but little of the information, effectively funding the informed minority. Check the paper here: papers.ssrn.com/sol3/papers.cf…

EXTREMELY negative $BTC funding rates. This is insane.

M2 IS RIPPING BITCOIN WILL FOLLOW SOON

The most insidious idea out there is that equality should be achieved by pushing people down, rather than bringing people up. A toxic worldview that leads to mediocrity at best, and collective societal failure at worst.