@colin_basco upgrades for ETH tend to have very little impact on price. likely similar for SOL.
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Corn Maxy
1.8K posts
The way to save Ethereum: The community needs to create an organization that's economically aligned with Ethereum and accountable to it.
The EF now holds less than 0.1% of all ETH. There is no flow of Ethereum staking or fee revenues to it.
If we want to get Ethereum back to winning:
- create an organisation with credible funding, minimum $1b as a start. That's very reasonable for an ecosystem with $250b market cap
- find a leader who is competent and wants to fight
- make it accountable: a board of people who want ETH to go up, and a charter that holds the org accountable to it
- fund it permanently: A significant amount of staking revenue needs to go to it. A governance mechanism that can adjust it (also part of accountability).
Very hard to imagine now, but I think this is the only way (and it will probably happen, but it might take a long time before it is consensus).
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There are really two types of GDP.
Productive GDP, where capital builds future output. Factories, infrastructure, energy, machinery, technology, logistics.
And consumptive GDP, where money is transferred and immediately spent into current consumption.
Labour’s model increasingly taxes productive activity to fund consumptive GDP via subsidies, transfers and state spending aimed at supporting living standards.
That keeps headline GDP moving for a while. But the productive base funding it grows more slowly underneath.
Eventually you run short of other people’s investment to redistribute.
Rachel Reeves@RachelReevesMP
The IMF upgrading its growth forecasts for the UK and backing our fiscal strategy is yet more proof that this Government has the right economic plan.
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"Bitwise will be devoting 10% of the Bitwise Hyperliquid ETF ($BHYP) management fee to holding HYPE on the Bitwise balance sheet."
That's it. That's the tweet.
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Bitwise@Bitwise
Hyperliquid was built different. As in, 99% of the blockchain’s revenue is used to buy and burn HYPE. It's a community-first model based on this idea: If the protocol succeeds, the community succeeds. In that spirit, we’re pleased to announce that Bitwise will be devoting 10% of the Bitwise Hyperliquid ETF ($BHYP) management fee to holding HYPE on the Bitwise balance sheet.* The Hyperliquid community has known from Day One that, if Hyperliquid becomes one of the most powerful and disruptive forces in finance, those who hold HYPE should play a big part in that. We’re holding HYPE.
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@tokenterminal @circle @Securitize @FranklnTempletn @ethereum @BNBCHAIN @solana Market share dominance also high across stables & defi tvl.
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The Tokenized Treasuries market is up ~120% YoY, reaching an all-time high of $13.7 billion in May 2026.
Leading issuers: @circle @Securitize @FranklnTempletn
Leading chains: @ethereum @BNBCHAIN @solana
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@jjcmoreno Good analysis. Clearly a change in cross asset risk appetite and investor sentiment from last week's exuberance.
Demand for tail hedges and net short positioning increased, with altseason indicators and dispersion retracting.
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We have been writing that Bitcoin was in for a price correction for several weeks now, mostly amid:
- High unrealized profits.
- A spike in profit taking in spot and futures markets.
- Slowdown of US spot demand.
- Technical and On-chain price resistance.
See our latest analysis: cryptoquant.com/insights/resea…
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Hyperliquid
David Schamis@dschamis
Well if any CEO has the guts to fight the big investment banks & the buyside in pricing an IPO its got to be @elonmusk - let's see if he can do it. And now all it means to "fight" is to say "look at where it's trading on @HyperliquidX " - the trick is when the bankers give you 1000 excuses as to why the HL price isn't real you need to have the guts to tell them you are going to pull the deal and for them to believe it - Elon may be the right guy for this job! @HypeStrat @tradexyz @SpaceX $PURR
Dansk
One of my gripes with Ethereum is that they rarely focus on demand-side value accrual.
The burn (which is a damp squib) and the change in L2 blob pricing (which came later than it should of) are the only main examples I can think of.
The notion of "build, and the users will come" is statistically incorrect.
Price leads adoption. Strong token = strong network effects.
The "issuance debate" is a distraction. Build services that get that gwei up! Burn, baby, burn!
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Corn Maxy retweetledi
In Q1, @Bitwise announced our vault curation capability.
This week client assets / TVL crossed $500,000,000.
Excited to be doing more onchain.
onchain.bitwiseinvestments.com
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@ajbell now offering @Bitwise_Europe Bitcoin & Ethereum $ETP’s
AJ Bell is the second largest UK platform managing ~£108bln AUM.
This is a huge step forward for the UK market 🚀
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Corn Maxy retweetledi
Corn Maxy retweetledi
Proud to announce that the prestigious Canaccord Wealth UK ($70bn AUM) has exclusively partnered with @Bitwise to offer Bitcoin and Ethereum ETPs to selected clients for up to 5% of their portfolios.
This is a momentous moment for crypto adoption in the UK and Channel Islands.
Onwards and upwards!
@Bitwise_Europe
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This is encouraging. UK third in the G7 for cumulative growth
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Great deal all around:
-Hyperliquid gets 90% of stablecoin economics
-Circle cements USDC as the canonical stablecoin on Hyperliquid
-Coinbase gets strategic exposure to the dominant onchain perps venue
And by routing it through Coinbase, Circle avoids setting a direct rev-share precedent with every chain/app
Hyperliquid@HyperliquidX
Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.
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USDC going to take on same rev share agreement USDH had
USDH was also native pairing for HIP-4 outcome markets, first time USDC wasn’t
Clear that Circle sees being leasing issuer on hyperliquid as an important growth vector
Tether obviously still has Binance
Native Markets@nativemarkets
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