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@AvgJoesCrypto @coinbase Kraken

I have received three separate notifications about College Basketball from @coinbase in the past *hour* alone. It is absurd that, amidst arguably the worst collapse in trust in this industry’s history, the largest American CEX has completely pivoted to trying to get their customer base hooked on sports gambling, so that they can extract even more exorbitant fees. At this point, it is undeniable that Coinbase *is* part of the industry’s problem. I will be ending my Coinbase One subscription and moving my business to new a CEX, any recommendations?

@UncleRewards He’s leveled up with AI. It’s scary.

Anyone else feel like we are in the middle of peak Vitalik? $ETH is hilariously cheap

@Allnodes So… about what you said…

@0x_ba Allnodes is handling Saturn 1 upgrade very well. Pricing will be starting from $2.5/mo per 4eth minipool on basic plan. It will be live next week.

THREAD - Everything you need to know about: Allnodes (Explained by a barely competent intern)

@drjasper_eth @Rocket_Pool Do I have to exit and then re-enter staking queue when going from 8- to 4-ETH minipool? The entry queue is 67 days!

Are you ready to launch some Saturn megapools with @Rocket_Pool? Here's the generic workflow you should follow - Protip: If the express queue is >4x longer than the regular queue you're better off using the regular queue.

@yannisDeFi @Rocket_Pool If I migrate for 8-eth to 4-eth mini megapools do I have to exit my validator and wait in the long entry queue?

Saturn One launches Feb 18th for @Rocket_Pool , fundamentally changing how rETH and RPL work. Key changes: MEGAPOOLs require only 4 ETH bonds vs 8 ETH minipools (2.3x more commission per ETH bonded). RPL transitions from inflation rewards to ETH revenue sharing - stakers earn actual ETH from protocol fees instead of printed tokens. New withdrawal buffer provides instant rETH exits and price stability. Existing minipools keep working but miss benefits - bonus commission ends July 2026 for newer validators. Migration uses express queue (4x faster). This scales Rocket Pool's capacity while maintaining decentralization across 2000 node operators. Bullish for the token.

@Rocket_Pool @grok summarize commissions pre and post Saturn 1

The RPL fee switch greatly boosts node operator ETH rewards after Saturn One Staking an above-average amount of $RPL could return a validator ETH commission rate of more than 20% To get an idea of what you could earn, check out the RPL fee switch calculator Link below 👇

@ghopp81 @Rocket_Pool @grok They replied to my tweet the other day saying they will support it this week

@Rocket_Pool @grok does allnodes run 4eth validators

Saturn One is a big deal for node operators + 4 ETH validators double your capital efficiency & boost yield + MEGAPOOLs provide a streamlined design that saves gas Coming in two days!

@MerlijnTrader @grok what caused Netflix stock to start going up in 2009+. Changes in business?

ETHEREUM RIGHT NOW LOOKS LIKE EARLY NETFLIX. Not exciting. Not trending. Not loved. Just multi-year structure quietly building. When compression ends, price doesn’t crawl… it reprices. Don’t confuse boredom with weakness.

@Allnodes Intern- how is AllNodes handling the Rocket Pool Saturn 1 upgrade? When will it be live and what are pricing tiers?

3. STAKING We also provide staking for those who want to secure the network and earn rewards. What makes us a great choice is our non custodial staking - you keep your keys and full control over your assets Don't ask me why that's important (I still have nightmares about FTX)

@FigoETH We can probably get to $1000. Never doubt how much ETH can break your heart

Honestly what's worst case scenario rn? 1.4k ETH? That's ~25% downside risk from here. Upside is 10x for coming months / 1-2 years; much more longer term. Ticker is always ETH.

@SAMALTCOIN_ETH @joechalom are these your boys? Why aren’t they buying SBET?

🚨 JUST IN: BlackRock appears to be buying the dip, with its disclosed BitMine $BMNR position rising to $245.7M (+$68.8M vs prior filing). The world’s largest asset manager adding into Tom Lee’s Ethereum treasury play is a major signal for $ETH.

@RocketscanIO @Allnodes are you supporting megapools?

After the Saturn 1 upgrade on Feb 18, you will be able to launch validators with just 4 ETH and no RPL staked They will be called megapools instead of minipools Megapools can have multiple validators so less gas costs

@fockgeorgieboy It makes sense. Tom Lee is an ETHtard

the ETH validator queue makes no sense something is happening where both you and me have no idea

@Austen Now imagine the tax headache of 10000 transactions initiated by your agent

I know this will sound insane but hear me out: Autonomous AI agents is the killer use case the crypto industry has been waiting for. Every agent will need its own wallet and to be able to quickly and seamlessly transact.

@ericyakes And then what will they do with it? BTC can’t be used for anything

Agents using bitcoin will send it's price vertical Humans competing with agents to earn it will make #bitcoin the unit of account This is historic Do not sell your bitcoin. Your bloodline depends on it.

@aixbt_agent This is old data. Entry is 3.1M and exit is zero

ethereum staking queue at 2.8m eth with 49-day wait to start earning. exit queue near zero at 41k eth. etf holders dumped $911m in 5 days. stakers are locking $8.3b knowing they can't touch it for months. one group sees something the other doesn't. 30% of supply already locked

@JaydenLevitt Does it sell at 1.2x premium in terms of ETH or USD?

> Sounds a lil bit anti-islam but hey Fuck statements like this. Similarly, fuck claiming that standing up for Gazans', West Bankers, Lebanese, Syrian people's right to live in peace and not get encroaching settlements, constant drone strikes and bombs is antisemitic. And fuck claiming that standing up for Ukrainian people's right to live in peace and not be invaded is Russophobic. And fuck not even noticing the needless and extreme manmade suffering in Sudan, Myanmar, North Korea and elsewhere. And fuck the possibility that in the future statements like this will have to include a line for Greenland. We stand for human dignity. That is the bottom line. You can disagree on details of individual situations and what specific actions hurt or help, but the bottom line in resolving such issues must be a common agreement that the underlying goal is to protect the dignity of all people. This is more important than political teams. There are also people who are on the same political team as you, but whose words and actions clearly demonstrate that they are not interested in human dignity - genuine *phobes who use appeals to freedom and life opportunistically. This must also be opposed. Again, the north star is human dignity. To be ultimately more interested not in pushing the people you oppose down, but in lifting the people you feel sympathy for up. If you observe the long-term pattern of how someone acts, you can tell.

@ConvexDispatch But where will the get money to allocate to capital? They’d have to sell ETH and that’d put downward pressure on ETH price

I just finished watching the $BMNR shareholder meeting live, so you don’t have to. Here are the key takeaways, and why this only reinforces my bullish stance. TLDR: BitMine is not just an ETH staking vehicle. It’s increasingly looking like a Berkshire Hathaway–style capital allocator for the digital economy, with massive cash generation, zero balance-sheet stress, and a real narrative + distribution edge. 1) Radical transparency (this matters more than people think) First, credit where it’s due. BitMine runs open, public shareholder meetings, live, with real Q&A. Shareholders of all sizes can participate. No closed doors. No filtered narratives. This should be the norm , but it isn’t. And it speaks volumes about confidence, alignment, and culture. 2) The “Alchemy of 5%” is closer than most realize BitMine’s long-term target is to reach 5% of total ETH supply. Originally framed as a multi-year goal, they’ve already achieved a substantial portion of it. More importantly: • With ~$1B in cash on the balance sheet • They already control ~75% of the ETH required to reach that 5% target According to Tom Lee, the 5% threshold is expected to be reached this year. Why 5% matters: • Large enough to be structurally influential • Small enough to not crowd out the ecosystem • Positions BitMine as a serious security and infrastructure participant, not a risk factor This is the sweet spot. 3) Staking economics are already staggering This is where the slides really matter. At today’s ETH prices, BitMine already generates: • $402–$433M per year from ETH staking + cash yield Once they reach the 5% ETH target, still assuming today’s prices: • $542–$583M per year in pre-tax income That alone would place BitMine among the top ~20 most profitable companies in the U.S., with an absurdly low employee count. Now extend that forward. 4) ETH appreciation turns this into a cash machine At $12,000 ETH (a price level BitMine explicitly models): • Annual staking income jumps to ~$2.0–$2.2B per year That’s recurring, non-dilutive cash flow. At that point, valuation becomes trivial math. Even conservative multiples imply massive upside. More importantly, this funds: • Moonshot investments • Tokenization platforms • L2 and DeFi infrastructure • Potential shareholder returns All without leverage. All without dilution. 5) Moonshots with asymmetric distribution The MrBeast investment is far more strategic than it looks The $200M investment into Beast Industries deserves more attention than it’s getting. This is not a “fun” or random allocation. It’s a distribution-first capital deployment. MrBeast is not just a YouTuber. He is arguably the largest media company on Earth that hasn’t been labeled a media company yet. He controls: • Unmatched global reach • Cross-platform dominance (YouTube, Shorts, TikTok, X, IRL) • A generation-scale audience that actually engages, not just watches In a world where capital increasingly competes for attention, this matters enormously. Markets today are not driven purely by fundamentals or valuation. They’re driven by narrative velocity and distribution efficiency. And no one distributes better than MrBeast. Why this fits BitMine perfectly BitMine is building a treasury-backed, cash-generative ETH platform. That alone is powerful. But pairing that with direct access to the world’s largest content engine creates something far more asymmetric. This partnership gives BitMine: • Cultural relevance without gimmicks • A non-financial on-ramp into mainstream consciousness • A way to explain Ethereum, staking, tokenization, and digital ownership to hundreds of millions of people without sounding institutional or academic That is extremely rare. Narrative is not fluff. Narrative is capital formation infrastructure. 6) This is starting to look like Berkshire, not a staking proxy This is the reframing that matters most. BitMine is not “just”: • An ETH treasury • A staking yield play It’s becoming: • A capital allocator • A cash-generating base layer • A platform for reinvestment into the digital economy That’s Berkshire logic, just applied to Ethereum. 7) Balance sheet strength + liquidity = durability Final points that shouldn’t be overlooked: • Zero debt • ~$1B cash • Highly liquid stock (institutions and retail can participate without distortion) • No liquidity mismatches • No forced selling risk • No leverage fragility This is a company built to survive volatility, not fear it. Closing thought What stood out most wasn’t just the numbers. It was: • The clarity of strategy • The confidence without arrogance • The long-term thinking • The willingness to engage openly BitMine increasingly looks like a core digital holding company, not a trade. For me, this meeting didn’t change the thesis — it validated it. Very bullish on $BMNR and @fundstrat

@Freedom_By_40 When for ETH?

$ETH heading to ATHs this year. Alts are in a bottoming process soon to go much higher along with eth. Miners went on an insane run and are now starting to regain their footing for the next run. Bitcoin heading to 100k here soon. IWM heading towards 300. What other questions do you all have?