
Andrei Serban
2.5K posts

Andrei Serban
@CryptoAndrei94
Web 3.0 lover and Crypto enthuziast. 🇹🇩


This is absolutely crazy. NVIDIA traded below $1 for 17 straight years. Then it went from $1 to over $230 in less than 10 years. A $10,000 investment even at $1 would be worth more than $2.3 million today.

goldman cut ETH ETF exposure 70% in Q1 2026 while holding BTC flat at $700m. this isn't a rotation call, it's a structural indictment. ETH's value prop requires 3-4% staking yield but the ETF wrapper strips it entirely. you're left holding a slower, more expensive BTC with zero yield capture. until SEC approves in-kind staking for ETH ETFs, every allocator running a spreadsheet reaches the same conclusion goldman did. BTC/ETH ratio keeps widening from here.

What if $125,000 was the cycle top and there won’t be an alt-season.




JUST IN: JPMorgan to launch tokenized money-market fund on Ethereum.


akash at $175m FDV with $5m quarterly compute spend, burn-mint equilibrium live and burning AKT from real ML workloads. render does GPU rendering at $1.5b FDV. akash does AI compute with NVIDIA integration, 100b tokens processed in april, and an 8.5x valuation discount to its closest comp. BME changes the supply dynamics here. every dollar of compute spend is now deflationary pressure, not a token subsidy game. Q1 numbers drop may 9.

BREAKING: President Trump releases a statement on the stock market hitting record highs.

I have once again increased my $AKT holding. 90% of portfolio now


Last 5 years $ETH -8% S&P 500 +71% Congratulations on staying poor

Akashml.com crossed over 100B tokens this month.

Akash is teaming up with AWS to host the "Agentic Engineering Hackathon" this Friday in San Francisco. Join us if you're around! luma.com/shiptoprod


JUST IN: 105,000 blocks remaining until the next Bitcoin Halving, officially reaching halfway point.







