Baron

The US are executing a global armed robbery of the world’s energy supply. I’ve adapted my documentary, "Birth of the Petrogas-Dollar and the Pirate State," into a forensic written investigation. This is the most detailed audit you will find anywhere on current US geostrategy. Chevron's replacement for Nord Stream, the sabotage of South Pars, and the blockade of the Arctic before the ice has even melted—it’s all in here. open.substack.com/pub/richardmed…

Frax has no direct exposure and is stepping up. Looking forward to reading their proposal. Love to see it.

@ec265 @TrustlessState Nah, btc- eth - ico's

@TrustlessState Surely DOGE somewhere in between if you time it right

BTC then ETH

The answer to this is what the asset issuer has said is their 'native liability.' Experienced & professional asset issuers like Frax, Tether, Circle etc make clear, economic+social claims about what their liability is (show it on balance sheet, use identical ticker/symbol etc) & use different tickers (like USDT0 vs native USDT) for non-native liabilities. A lot of DeFi users should start clearly demanding issuers define their 'native liability' (aka those tokens are equally fungible for the balance sheet) if they are going to take the risk of hold those assets on any chain.

Solana chain revenue collapsed $120M to $2M narrative expired

this is NOT a hot take (but it’s unevenly distributed) Ethereum is the only serious answer to an onchain future and it is secured by ETH and yeah, the L1<->L2 model is the correct approach for global growth and customization ETH will go to 100k ETHBTC will go to infinity the rest of the altL1s including btc are tradfi captured not future proof and/or larping as a blockchains from a CROPS perspective

ETH must Decouple. Now. Ethereum’s valuation must decouple because it is increasingly misclassified as part of a homogeneous “crypto asset class.” In reality, ETH is closer to a hybrid of digital commodity, settlement infrastructure, software innovation layer, and economic bandwidth provider. As institutional understanding matures, capital will differentiate between speculative tokens and foundational infrastructure. When that happens, ETH will be evaluated using frameworks analogous to global infrastructure, financial rails, and even sovereign-grade trust systems, not meme-driven market cycles. Decoupling is not a speculative hope; it is the logical outcome of proper classification. Ethereum is not a “better blockchain” within the same category. It is a different category altogether. Its valuation trajectory will ultimately reflect the scale of the economic system it underpins, not the sentiment cycles of the assets it is mistakenly grouped with.

🚨 ETHEREUM JUST PROPOSED ITS BIGGEST UPGRADE IN YEARS The Ethereum Economic Zone. EEZ brings 20+ L2s and ~$40B in TVL into one unified Ethereum experience. 🔹 One ecosystem 🔹 No bridges 🔹 Shared liquidity 🔹 Unified execution 🔹 ETH at the center L2s scaled Ethereum. But they fractured it. Liquidity split. Users scattered. Value leaked from $ETH. EEZ fixes that. Not a hundred Ethereum islands. One unified Ethereum economy. $ETH

Just a quick reminder on Solana’s response when ByBit was hacked for $1.5B in ETH Culture is everything

Bitcoin walked so Ethereum could run And we’re now getting to the point where Ethereum starts running

> Vitalik admitting Ethereum attempting to scale via L2s for the past 6 years was wrong Incorrect. Vitalik said L2s need to differentiate on things other than scale since L1 is scaling. > Autonomous AI agents optimizing to transact in stablecoins on Solana You mean all those fake bot txs to pump metrics and mislead the public? > Solana’s network hitting ATHs in txn activity with no hiccups, with breakthrough upgrades like Alpenglow from Anza and mainnet Firedancer on the horizon L2s do more scale and Alpenglow and Firedancer have been "on the horizon" for 4 years now. A key tactic of vaporware is to promise and never deliver b/c if you deliver then people see the shit behind the curtain. > Solana Seeker selling over 150k units You mean the phone with discontinued support a year after being sold? Crazy how rugging is so enshrined in the ecosystem that it hits phone users too > Pumpfun, FOMO, and memecoin trading apps having a come to Jesus moment on revivifying the trench games "Did you think we were out of scams? Just wait, THERE'S MORE!"

look, you might not like it but the fastest way back to crypto prosperity is to embrace Ethereum and ETH and stop fudding the hell out of it. give up on 99% of the stuff in the space and focus on what matters there are an absolute boatload of narratives for Ethereum all stacked up which align with the current environment from stablecoins, to other RWAs, to global settlement layer, to AI economic layer too bad so much of CT hates it when it’s the one network and asset and ecosystem which could save us and is undoubtedly the future of crypto

🗞️ Watch FraxNet – The regulatory-first SuperApp from @Frax! FraxNet is Frax’s on-chain banking layer. Since going live around two months ago, users can mint and redeem $frxUSD and move it across 20+ blockchains through a single, simple interface. The application runs on one unified redemption system across supported chains, so users can mint frxUSD on one chain and redeem it on another through the same service. For registered users, FraxNet also adds a yield component sourced from the underlying backing of frxUSD, which can be earned just by holding frxUSD. This directly links on-chain dollars to real-world financial returns. It matters because institutions care most about clarity, predictable redemption paths, and systems that can be trusted over time. In December 2025, @KRWQcash, a Korean won stablecoin issued by @IQAICOM with support from Frax, launched on FraxNet. This enabled direct on-chain movement between Korean won and US dollars. It showed how non-USD currencies can connect to US financial rails without banks or other intermediaries. For general crypto, FraxNet is less about flashy features. The focus is on building pure foundational infrastructure that lets real money move on-chain in a stable and scalable way. With this, FraxNet is positioned as a core settlement layer between blockchains and traditional finance. Learn more about this important tool via the docs below: docs.frax.com/fraxnet

You don't get it. Usually $eth pumps with a giga volatile green candle. But this time, it's different. It is slowly grinding upwards while all the other coins stay flat. It means sellers have been exhausted and buyers have taken control. We are in an upward accumulation phase. Once the grind is over, the giga pump will be a sight to behold. Don't be sidelined. The ticker is ETH.

$ETH is the strongest major all of a sudden and is hanging on a bit better than btc. let's see the follow up

$ETH network activity is now at all time highs. The average cost of an L1 transaction with all this activity? $0.01 Ethereum has scaled.

Vitalik now regularly posting about crypto and cypherpunk fundamentals and how they relate to the future of Ethereum and ETH is the most bullish and important thing i’ve seen from any crypto leader in years

ETHEREUM JUST BROKE THE COST BARRIER Median ETH fee: $0.007 That’s sub-cent settlement on the most secure blockchain in the world. @VitalikButerin was right: “You can just build on Ethereum.” Cheap Scalable Neutral Global $ETH is becoming the financial rail of the internet.

There is a clear mismatch in Ethereum that becomes obvious when you look at the data. The amount of economic activity settling on Ethereum has continued to grow, even during periods when ETH’s price has lagged that growth. At the same time, more institutional capital is choosing Ethereum for live deployment. These participants care about uptime, liquidity, settlement certainty, and compliance, which narrows the set of viable networks quickly. As more activity moves onchain, transaction volume and fee generation increase, raising the economic weight placed on Ethereum’s base layer. When usage stays high, $ETH has historically struggled to remain flat for long. We will go higher as adoption continues. Always zoom out.

@BMNRBullz @bankrbot already does this

Did X just open the door to trading inside the app? Nikita Bier (X) announced Smart Cashtags so posts can map to the exact asset or smart contract. A user replied: “Does this mean we can trade on X with self-custody wallets or a CEX widget?” Nikita replied 👀 Smart Cashtags → asset mapping Asset mapping → charts + liquidity Charts + liquidity → a trade button news → price → trade all inside X.