Lam.eth🦇🔊

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Lam.eth🦇🔊

Lam.eth🦇🔊

@lamle_eth

#ETH Buy and Hold

Việt Nam Katılım Aralık 2022
329 Takip Edilen326 Takipçiler
Lam.eth🦇🔊
Lam.eth🦇🔊@lamle_eth·
@zama When 50% of $ZAMA circulating supply is staked: → FHE Coprocessors & KMS nodes gain stronger economic security → Decentralization increases, collusion risk drops significantly → Confidential smart contracts on any L1/L2 become more trustworthy than ever The privacy-first future is getting closer. 🔐 #Zama #FHE #ConfidentialComputing
Zama@zama

TODAY: 50% of $ZAMA circulating supply is staked. Over 1.1B $ZAMA is securing the network, across 18 independent operators. All info: staking.zama.org

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Cat
Cat@etg_cat·
Binance gắn Monitoring Tag cho @BuildOnViction . Làm OG từ những ngày đầu, đọc tin này… thật sự chạnh lòng. Tụi mình đã từng build và đang build, từng tin, từng hold không phải vì hype, mà vì tin đây là thứ có thể đi xa. Nhưng market này quá khắc nghiệt, và rõ ràng mọi thứ đang không đi đúng hướng như mình kỳ vọng. Không FUD. Không blame. Chỉ là một cảm giác… hơi buồn và hơi mệt. Hy vọng team sẽ comeback mạnh hơn, tập trung hơn, và làm lại với 1000% công lực. Vì nếu còn cơ hội, thì đây chính là lúc phải chứng minh. Good luck. binance.com/en/support/ann… #Viction #VIC
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Phong
Phong@Phong9296·
@lamle_eth @etg_cat @BuildOnViction Ai kêu m cá tiền đâu! Cá danh dự thôi thằng ngáo! Thấy m tự tin dự án và nói sẽ bơm nên t xem m ntn thôi!
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Etherealize
Etherealize@Etherealize_io·
Etherealize CEO Vivek Raman: The time is now for ETH to win store of value and become productive money "The most forward-thinking players -- namely family office capital and capital that really looks for alpha to deploy into -- are looking at ETH first. People say ETH is the productive asset, while Bitcoin doesn't really do much. They all say that behind closed doors, now they're really starting to put money behind it." "If you look at the ETF issuers: the staked ETH ETF by BlackRock has been quite a success during a bear market. And they've made the case -- as BlackRock has led the space in general on digital asset narratives and adoption -- that ETH is productive." "Endowments and people with longer-term capital are starting to think about the durability, and people are starting to question: is Bitcoin mining really that defensible? Running an AI datacenter is a much better business model than being a Bitcoin miner. Is [proof-of-work] really going to allow Bitcoin to be as fortified as possible? And as you start to see this creep in, ETH is the only logical answer to what's going to be the durable asset of the future." "All of this is coming together at the same time... both @mikemcg0 and I wrote our respective essays while we were on Wall Street five years ago about ETH winning store of value and ETH being a store of value with cash flows. I think the time is right now that all of this can inflect, and we're seeing it. Finally it's catching hold, and 'Productive Money' should be the final form." Source: @Bankless
Etherealize@Etherealize_io

x.com/i/article/2046…

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Leon Waidmann
Leon Waidmann@LeonWaidmann·
$304B in stablecoins onchain. Sounds massive - until you zoom out. 🔹 vs. Global M2 ($100T): 0.3% penetration, 329x upside 🔹 vs. US M2 ($22T): 1.38% penetration, 72x upside 🔹 vs. Global cash/M0 ($8T): 3.8% penetration, 26x upside Even against the smallest benchmark, stablecoins haven't even scratched 4%. The product-market fit is proven. The headroom is STILL enormous. Data via @tokenterminal
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Etherealize
Etherealize@Etherealize_io·
Etherealize CEO Vivek Raman: "The window is now opening for ETH to be money" "The path toward ETH being money is being accelerated. The conversation isn't just Bitcoin anymore. It's becoming BTC and ETH. And I think ETH's real catalyst to being understood was GENIUS last year, CLARITY, and regulatory adoption, which means institutional adoption." Vivek shares some data points: - Harvard reduced their BTC position by ~$85M and opened a new $87M position in ETH through BlackRock's iShares Ethereum Trust - Charles Schwab, which manages over $11 trillion in client assets, announced Schwab Crypto which only offers BTC and ETH "The window is now opening for ETH to be money." Source: @Bankless
Etherealize@Etherealize_io

x.com/i/article/2046…

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Etherealize
Etherealize@Etherealize_io·
Today we make the case for ETH as a superior monetary good—and how, if it captures the monetary premium currently held by gold and bitcoin, the implied long-term price could exceed $250,000 per token. Executive Summary: 1. Gold and Bitcoin don’t compound. Warren Buffett never held gold. His objection was not about scarcity—he acknowledged gold was scarce. His objection was that scarcity without productivity is economically sterile: “If you own one ounce of gold for an eternity, you will still own one ounce at its end.” The same criticism applies to Bitcoin. 2. ETH is the first monetary asset that compounds without counterparty risk. For all of human history, you had to choose: hold money (stable, unproductive) or invest it into productive assets (risky, wealth-generating). The two categories were mutually exclusive. Ethereum dissolves this distinction—you lock capital into the protocol’s consensus mechanism and earn yield generated by the network itself. 3. ETH is better money than gold and Bitcoin by every other measure. Its supply growth is capped at 1.5% by the protocol and offset by a burn mechanism that can make it deflationary. It can be transferred anywhere on Earth in seconds, stored in a memorized twelve-word phrase, and carried across any border beyond the reach of any government. And its proof-of-stake consensus mechanism is more secure and durable than Bitcoin’s proof-of-work. 4. The combined monetary premium of gold and Bitcoin is approximately $31 trillion. If ETH captured that premium — distributed across ~121 million ETH — the implied price would be north of $250,000. Today it trades around $2,300. 5. Productive money will outcompete dead capital. Over a long enough time horizon, productive assets outperform unproductive ones, because productive assets compound. The only question is how long it takes the rest of the world to figure that out.
Etherealize@Etherealize_io

x.com/i/article/2046…

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Lam.eth🦇🔊
Lam.eth🦇🔊@lamle_eth·
@Steven_Research @Strategy Giá $2,301 đó không phải là giá mua trung bình (average purchase price/cost basis) của toàn bộ lượng ETH mà Bitmine đang nắm giữ bác. Đó là giá thị trường theo sàn Coinbase.
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Steven | Crypto Research
Steven | Crypto Research@Steven_Research·
STRATEGY VÀ BITMINE ĐÃ CÓ LÃI TRỞ LẠI! Trong khi chúng ta đang chờ bắt đáy thì 2 ông lớn nhất hodl $BTC và $ETH họ đã cật lực DCA và tới nay đã có lãi - Hiện tại @Strategy hodl 815.061 $BTC được mua với ~61,56 tỷ USD ở mức giá trung bình ~75.527 USD mỗi bitcoin (Giá thị trường khoảng 76K$ và họ đang dương tạm thời) - Cùng với @BitMNR hodl 4,976,485 $ETH với giá trung bình 2,301 USD cho mỗi ETH (Giá thị trường hiện khoảng 2,321$ và họ đã dương trở lại) *Chỉ cách đây vài tháng, họ đã phải chịu khoản lỗ chưa thực hiện khổng lồ: - Với Strategy, Cuối Q4 2025 họ chịu khoản lỗ $17.4 tỷ USD unrealized loss (lớn nhất), và Q1/2026 còn lỗ chưa thực hiện là $14.46 tỷ USD - Với Bitmine, Đầu tháng 2/2026 đã chịu khoản lỗ chưa thực hiện ~$8 tỷ USD (cao nhất trong lịch sử), sau đó thì khoản lỗ này giảm dần nhưng vẫn khoảng âm hơn 6 tỷ USD trong tháng đó => Cả hai thực thể này đều đã “về bờ” và có lãi rõ rệt hiện tại nhờ giá crypto phục hồi + mua thêm hạ cost basis. => Strategy đang hold khoảng ~4.07% cung lưu hành Bitcoin và Bitmine hold khoảng 4.123% tổng cung hiện tại của Ethereum (mục tiêu của họ là 5% có lẽ sắp đạt) => Hiện tại họ mới mấp mé về bờ, các bác nghĩ thời gian tới họ sẽ có lãi tiếp hay sẽ âm ngược?
Steven | Crypto Research tweet mediaSteven | Crypto Research tweet mediaSteven | Crypto Research tweet mediaSteven | Crypto Research tweet media
Steven | Crypto Research@Steven_Research

Hiện tại, 10% tổng lượng Bitcoin đang lưu hành được nắm giữ bởi hai thực thể chính: MicroStrategy (Strategy) và 11 quỹ ETF Bitcoin giao ngay. - Giá mua trung bình kết hợp: $85.36K. - Trạng thái hiện tại: Khoản lỗ chưa thực hiện đạt xấp xỉ -$7 tỷ. => Thế hệ nhà đầu tư mới (Boomers) Đang nắm giữ vị thế lỗ và có xu hướng rút vốn hàng loạt. => Câu chuyện "dòng tiền tổ chức" đã được phản ánh vào giá và hiện đang tạo ra áp lực bán ngược lại khi giá giảm sâu dưới mức chi phí vốn.

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CyrilXBT
CyrilXBT@cyrilXBT·
The reason institutions are not in crypto has nothing to do with regulation. CZ just told you exactly what it is. The CEO of Binance @cz_binance just said something most people in crypto did not want to hear. Blockchain is too transparent. And that transparency is the thing keeping institutional money on the sidelines. Think about what that actually means. The same technology that was built on the promise of radical openness is now too open for the entities that would make it go 10x from here. Whales do not want their moves on chain for everyone to see before they finish executing. Institutions do not want their positions publicly trackable in real time. They want the efficiency of blockchain. The settlement speed. The programmability. The borderless access. But they want the privacy of traditional rails. Right now they cannot have both. The protocol that solves this is not just a technical achievement. It is the unlock for the next wave of institutional capital into crypto. We are talking trillions sitting on the sideline waiting for this one problem to get solved. Whoever builds the privacy layer that institutions actually trust will not just win a market. They will define one. Screenshot this and come back in 18 months.
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Lam.eth🦇🔊
Lam.eth🦇🔊@lamle_eth·
Tôi có thể xem giá của $ETH ngay trên X với một cách tìm kiếm đơn giản. Được rồi đi thôi, làm tốt lắm👍
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chriswilder.eth
chriswilder.eth@realchriswilder·
.@zama community sale claim deadline is approaching. Some participants still have not claimed their allocations .. You have 12 days to do so!! close to 500K tokens remaining. Act Fast!!
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chriswilder.eth@realchriswilder

.@zama community sale claim deadline is approaching. Some participants still have not claimed their allocations .. You have 18 days to do so!! close to 500K tokens remaining Act Fast!!

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William Mougayar
William Mougayar@wmougayar·
I stand by the fact that $ETH will be in the $7.5-8K range by the end of 2026. It's inevitable. The Internet’s Blueprint for Ethereum: A Trillion-Dollar Public Goods Valuation Framework ethmrc.com/the-internets-…
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Etherealize
Etherealize@Etherealize_io·
Etherealize co-founders Vivek Raman and Danny Ryan on how the GENIUS Act unlocked Wall Street adoption Vivek: “The banks have been in blockchain since 2015. They know this is coming. They know blockchains are the future. They’re just constrained by regulatory parameters; so they couldn’t use public chains. Everyone had an Ethereum clone running in the background. JP Morgan had an Ethereum clone running. This isn’t new. The real unlock — and we saw this in the early stages of Etherealize — was no one could touch public chains and then GENIUS happened. That was the shot heard around the world for Ethereum. Once GENIUS happened public chains and stablecoins are now enshrined in law… When we got called in front of Congress to testify about the CLARITY Act and there was more legislation coming, that was when the tone started to shift. It went from banks and asset managers understanding this is good tech but not being able to adopt it to just complete FOMO… Just like banks had to adopt an AI strategy, they now have to adopt a blockchain strategy… and that’s why we [Etherealize] stepped in. There’s a lot to build and a lot of infrastructure layers — from tokenization to privacy to customization, all on Ethereum. We said, ‘Ok, let’s build it so we can help accelerate this.’ But there’s no pushback anymore.” Danny: “Previously public blockchains felt like they might become illegal. What the GENIUS Act did was say, ‘We made this legal thing with stablecoins, and you can do it on public chains’… that doesn’t mean you can do wild-west DeFi with all of your classic assets, and we’re going to need to SEC regulation changes and laws continue to evolve. But I can take the world of legal things that I can do and do it on a public chain now — that was the big opening for them. And yes stablecoins are an obvious place that some of them are playing in, but largely what I think they’re really interested in is: How do we upgrade our processes? How do we upgrade back office operations? How do we encode the rules of assets on-chain and not have to do all sorts of manual reconciliations?”
Raoul Pal@RaoulGMI

Wall Street is moving onchain. The question isn't if. It's which infrastructure wins. I sat down with @VivekVentures and @dannyryan from Etherealize to talk about Ethereum's role in tokenization, stablecoins, AI agents, and the regulatory path ahead. As ever, please enjoy!

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Crypto Patel
Crypto Patel@CryptoPatel·
Realistic $ETH Price Targets For 2029 Ultra Bear: $5,000 | 2.4x from here | $610B mcap → Sits around Visa's valuation. Bear: $8,000 | 3.8x from here | $965B mcap → In Walmart territory. Base: $12,000 | 5.7x from here | $1.45T mcap → Matches META. Bull: $21,000 | 10x from here | $2.54T mcap → Microsoft range. Ultra Bull: $30,000 – $60,000 | 14.3x – 28.6x from here | $3.63T – $7.26T mcap → Nvidia league. ETH is no longer just "crypto." It's competing with the biggest balance sheets on earth. TA Only. Not Financial Advice. ALWAYS DYOR.
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