Nomatic

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Nomatic

@Nomaticcap

Investor. Co-host of @edge_pod

Katılım Ocak 2021
5K Takip Edilen9.1K Takipçiler
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Nomatic
Nomatic@Nomaticcap·
I've put my business on @ether_fi Cash rails. So far, it honestly feels like financial magic. Using yield bearing collateral to fund real world expenses. I wrote all about my experience in the post below 👇
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Shual
Shual@0xShual·
vechain, a token/chain that hasn't been relevant since 2018, but still somehow sponsors every single UFC card
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carlisle
carlisle@0xcarlisle·
We are seeing levels of OI not seen since the 25' Jul->Oct run. Prices during that same date range: BTC: ~$110-125K ETH: ~$3-4.7K Sol: ~$150-250 Current prices: BTC: $64K ETH: $1.8K SOL: $77
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Nomatic
Nomatic@Nomaticcap·
@rektdiomedes Believe it or not I turned this on a few weeks ago.
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binji
binji@binji_x·
You have 30 seconds to explain the value proposition of $ETH to someone new, what do you say?
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Nomatic
Nomatic@Nomaticcap·
@binji_x TradFi is running on a patchwork of 50 year old software. All of finance is coming onto blockchain rails. This is a once in a multi-decade transition. A full financial system upgrade. Ethereum is positioned well to capture a major part of that transition.
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Clips by Clipit
Clips by Clipit@ClipitClips·
Governments are showing the world exactly why Ethereum exists. The Wartime Ethereum thesis in two minutes: "There's a lot going on behind the scenes, people using AI and agent swarms to hack things that just gets covered up. You never hear about it. Now that the US government has shown a willingness to put export controls on frontier AI models, everybody is realizing open source might be really important. If you're building your business on something the government can take away by decree, that's not a secure business model. It gets back to faith, security, censorship resistance, and even major players like Microsoft are realizing they need something open, permissionless, and secure. That's why I called the essay Wartime Ethereum: Situational Awareness. A lot of people aren't seeing these changes, governments clamping down on freedom and liberty. And when they clamp down out of fear, that's when you'll see people scurry like rats from a sinking ship, looking for a safe haven. A credible alternative. A trustless state, which is what Ethereum is building. An ecosystem, not a dictatorship. It's easy to be a fish in water: it's always been this way, the dollar's never going away. And then you see the US kick Russia off SWIFT, and you start to realize." FT @edge_pod @BitcoinJesusETH @DeFi_Dad @Nomaticcap
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The Daily Degen
The Daily Degen@thedailydegenhq·
11 months ago, on August 24th, 2025... $ETH hit an ATH of $4,953.73... Today it sits at $1,825.01, and sentiments are in goblintown... But what if its actually the best r/r in crypto right now? @BitcoinJesusETH discusses with @Nomaticcap and @DeFi_Dad
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DeFi Dad ⟠ defidad.eth
The most underrated bull thesis for ETH/Ethereum isn't about fees or revenue. It's about verifiable truth to rewire and replace faith in $700T legacy global markets. Ethereum trustware > "trust me bro" economies "All of finance is downstream of faith. The whole system is based on faith. And Ethereum's chief product is faith, but not just faith in "trust me, bro" but truth, right? There's a a higher degree of faith that is offered by Ethereum and it is instantiated by ETH the asset. The reason this is so important is that if the market is looking in this landscape of options in terms of ecosystems or monetary assets or places they can conduct economic activity. The place they have the most trust, the highest degree of trust of credible neutrality, censorship, resistance, openness, security, privacy, scalability, all these different things, this CROPS acronym. The reason that matters so much is that all of finance is downstream of that faith and that trust. And so if Ethereum offers the market the strongest economic solution, monetary solution, financial solution of trust upon which to build economic systems of activity, that brings the world's most pristine capital assets, capital markets, and investors and users, that brings more adoption, that brings more demand for ETH, more transaction volume. You're talking about an addressable market of $700T of assets and an intraday volume of, just FX swaps alone is like $5T - $9T of volume every day. So if all of this stuff is looking for a more credibly neutral system of faith to trust and Ethereum becomes that more robust trust solution that attracts that capital, that attracts those users, that attracts the adoption, it deepens the value proposition of the whole network and of the asset. And then it brings this next wave of agentic activity in commerce too, because the agentic activity will come to follow where all that capital is, where all those pristine assets are. That drives the burn mechanism, that drives value to ETH the asset. That drives that that number go-up-thing that David was talking about. That's just the definition of a functioning economy and the monetary asset of that economy. So this is why these things matter. It's not just pie in the sky moral philosophizing, it's that if Ethereum is able to offer the market that solution with all of these different attributes of finance, from which all finance is downstream of, that is an inherently economically valuable thing that will be reflected in the price action and in the economic behavior of the the global ecosystem."
DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod ⚔️ Wartime Ethereum: The Case For ETH Going Much Higher 0:00 - Intro 3:01 - John's background 8:39 - Why focus on Ethereum and ETH 14:29 - Why Wartime Ethereum mode? 17:44 - Ethereum can’t be evil 20:23 - Trustware for economic systems 24:48 - Is Wall Street understanding ETH's value? 32:04 - Institutional bull run vs bearish retail 36:03 - When will ETH go up? 45:57 - CLARITY Act tailwind for Ethereum 52:11 - No EF funding crisis, just eco reshaping 59:05 - Decentralized AI makes case for Ethereum 1:08:39 - Questioning the rules of the system 1:10:33 - How to value ETH 1:14:29 - John's outlook for ETH price 1:18:23 - Closing 🙏 Thanks to @BitcoinJesusETH from @milkroaddaily for joining us!

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hantengri
hantengri@hantengri·
"I genuinely don’t get the point of robinhood chain bro. We literally do not need another chain bro"
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IMD
IMD@_exnihil0_·
39 headlines from 16 DeFi projects you should be keeping up with All in one update Here's a look at the DeFi20's most recent progress, including: - Monthly/Quarterly recaps for @CurveFinance, @aave, @Morpho, @SkyEcosystem, @maplefinance, @ethena, @falconfinance, @CantonNetwork - @OndoPerps goes fully live, total volume surpasses $2B - @maplefinance proposes unique progressive buyback structure, launches $syrupUSDG alongside @RobinhoodApp - @AerodromeFi generated over 50% of onchain FX spot volume in Q2 See all 39 headlines here 🔽
IMD@_exnihil0_

x.com/i/article/2074…

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