Marceau 🏝️

If anyone asks — I am now an oil and geopolitics expert. In other news, check out the price of crude

@waqwaqattack @leolanza @realDonaldTrump MOASS

@leolanza @realDonaldTrump Makes sense

It would be a shame if someone pointed out there's potential for a short squeeze... And someone took a massive long position here... And a certain person @realDonaldTrump sent a tweet to get it started... Just saying. 👀

Errrm guys….. A €2.2 trillion asset manager called Amundi just launched a tokenized fund on Ethereum. They didn’t ask anyone. They just did it on November 4th and told everyone three weeks later. You’ve never heard of Amundi because they manage European pension funds. They’re bigger than Fidelity’s asset management arm. Bigger than PIMCO. Number one in Europe, top ten globally. And they chose public Ethereum. Not a private chain. BlackRock chose Ethereum. Franklin Templeton chose Ethereum. Amundi chose Ethereum.

@sassal0x All I see is a handsome man with conviction.

I made a sacrifice... ETH can go to $100k now.

You can't copy trade conviction. Read my deep dive on Ethereum's technology roadmap over the next ~5 year time horizon. 🧵⏬ It covers: - Upgrades to the Consensus Layer (Single Slot Finality, Single Secret Leader Election, Preconfirmations) - Upgrades to the Data Layer (PeerDAS - How Ethereum can scale to 10M TPS) - Upgrades to the Execution Layer (Stateless Verification, Validity Proofs, zkVMs, Native Rollups)

@capybaraReborn In fairness that's as of market close yesterday. Since $ETHZ closed at $15.36 it would imply a NAV value of 15.36 / 0.62 = ~$24.77

📢 ETHZilla Weekly Treasury Update 📷 Week of Oct 20, 2025 ETH Holdings: 102,916 ETH Value: $394M MNAV:  0.62x

If @Ledger has the courage to charge you 5bps on transactions, you can find the courage to ask her out.

@waqwaqattack @ghost93_x $1 🐸 in November, gribbit to me

@ghost93_x Go max in on yes

We need a prediction market on when $TIBBIR will reach $1B. Ez money, like taking candy from a baby.

Me every morning buying more $ETH

The market is not ready for $ETH to hit $10k in 2025. It will be quite entertaining when it does.

My favorite all-time trade is buying discounted ETH. I'll take it every day. $????

@Ledger @Albert_Konrad_X I'm looking forward to seeing Ledger do better.

At Ledger, we strongly believe in an open-source approach. It's a great set of principles that advocates openness and transparency, some of our core values. That's why we're constantly working towards making source code components available, reviewable, and auditable. Importantly, a majority of Ledger's code is open source, including Ledger Wallet™, Wallet API, Secure SDK, and embedded applications on our devices. Open-source software reduces the need for trust from users, however, it's not entirely bulletproof. Open-source software on non-secure chips will still be highly vulnerable to side-channel and fault attacks. Given the choice of using the Secure Element and being almost completely open-source vs using a non secure chip and being fully open-source, Ledger chooses the more secure approach. We encourage everyone to research thoroughly and make informed decisions about their security. With a decade of innovation, over 8 million devices sold, and a track record of zero hacks, Ledger stands as the trusted leader in hardware wallet security. Ledger takes transparency seriously. While we employ proprietary software for our Secure Elements, this choice ensures the highest level of tamper resistance and security. You can review key components like the OS commands dispatcher and entry points of Ledger Recover implementation, with more parts of the Ledger OS being gradually released for verification. Our proprietary software is essential for the security of the Secure Elements, which utilize advanced technology from trusted manufacturers to implement hardware countermeasures against potential attacks, even with physical access. Some code is tied to the Secure Element's security peripherals, which are proprietary intellectual property of the manufacturer. Revealing this would compromise the very security we aim to protect. Learn more: support.ledger.com/article/111323…

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@moonfarm_eth Yes

So at what point should we buy back in? 👀

@moonfarm_eth Quick note, I think it's missing the debt figures (attached, $556m convertible debt). If you factor that in you should get ~0.74x mnav which is consistent with their most recent tweet.

@marceaueth I did! Glad you like it! 🙌

ethz.rocks 🤘🎉 $ETHZ

TVL on Ethereum L2s is about to break new ATHs📈 🔸Now $46.99 Billion. 🔸Peak 2024: ~$51.8 Billion.

@fabdarice I’ve heard ETH is going to have a big day tomorrow.

My favorite all-time trade is buying discounted ETH. I'll take it every day. $BTCS