ZhiQuan

$ETH fair value with no earnings or revenue: + Less ETH made + ETH burned = price goes up + More ETH used for payments = ETH worth more + More users = network more valuable + Very hard & expensive to rebuild ETH + ETH vs gold & $BTC (still much smaller) $ETH & $BMNR go higher🚀

I don't know where the bottom of $ETH is. But I DCA when I see the golden signal. When? 1st time - The signal flashed at... $2600 -> $2250 -> $4100. 2nd time - The signal flashed at... $1750 -> $4900. 3rd time - The signal flashed at... $3200 -> ??? I have faith. $BMNR.

JUST IN: 7 hours ago, DBS – Singapore’s largest bank, received an additional 2k $ETH ($6.27 million) from Galaxy Digital. As of now, it holds 158.77k ETH ($499 million) and 7,861 $BTC ($706.5 million) - The Data Nerd. (0xdE6CF64Ec6Ad9fc35B38fff55CaE1F469cBC1703)

ETHEREUM IS REPEATING GOLD’S BREAKOUT SETUP. 4-year range. Fake breakout. Violent shakeout. Gold pumped 142% after this setup. Now $ETH is at the same trigger point. If it breaks… the crowd will be late.

Fed cuts 25 bps New range: 3.50% – 3.75% This Friday Dec 12: Feds to start T-bill purchases ~$40B/month --> QT officially dead Call it what you want, but liquidity soon to return: 💵💵💵💵💵💵💵💵

Farokh interviews @fundstrat 👀 Interview out soon. @farokh & @Tyler_Did_It on @fomohour ↓

🔥BREAKING: 🇺🇸 CFTC announces pilot program for Ethereum to be used as collateral in derivatives markets! THIS IS HUGE FOR $ETH

Ethereum is the dark horse of this cycle. Here’s what most people miss: Bitcoin = digital gold. Gold is a ~$30T asset. There’s no structural reason BTC can’t command a third of that and push toward a $10T valuation. But Ethereum is the misunderstood asymmetry. Bears swear it can’t break $6K. Bulls cautiously float $10K. And nobody can paint a clear vision on just how big it can get. Well... maybe Tom Lee of maybe Larry Fink. The truth? If ETH is the new Wall Street and it can capture even a fraction of global settlement, consumer rails, L2 activity, stablecoins, and tokenized assets… a $10K ETH in 2026 emerges as a baseline, not a moonshot.

I was bullish on $ETH but after listening to @fundstrat live today, I realized that I’m not bullish enough. $20k target looks very real to me now..

The Fusaka upgrade is today. Ethereum is securely scaling.

Please repeat after me $ETH is the future of finance

You can just build on L1.

The $60 Billion Bitcoin Bet | Phong Le We discuss: - The Strategy Playbook - How To Think About mNAV - Will Strategy Ever Sell Bitcoin? - The 5 Year Bitcoin Outlook Watch it here: youtu.be/NSyfxI2wWC0

It’s time to get ready for Ethereum’s Fusaka upgrade on Dec 3rd. Review the @etheralphateam Fusaka resource page for: ✔️A live countdown to the upgrade ✔️Resources to learn more ✔️All EIPs in Fusaka ✔️A direct link to the Dec 3rd livestream

⚡️The generational wealth split is the central organizing force of the next twenty years of American politics, macro, and asset selection. Here is the real geometry. 1. The US is not just unequal. It is locked. People think this is: •“old people are rich” •“young people can’t buy houses” •“boomers had it easy” That is a cartoon. The deeper structure is this: The largest cohort of wealth in human history is now held by the least economically productive group. When one generation controls the balance sheet and another controls the labor engine, a society becomes structurally tense. This is the system now. 2. True power comes from who controls the asset base. And right now, the seventy-plus cohort controls: •the real estate base •the equity base •the bond base •the political donor base •the trust and estate infrastructure •the zoning bottlenecks •the pension capital •the philanthropic capital They can sit on assets for decades because they have no economic need to sell. Young people cannot wait for decades to buy into those assets. This is a structural trap, not a cycle. 3. The result is something extremely rare in history. You have a society where: •the young produce most of the real economic output •the old own most of the financial claims on that output That is not capitalism. That is not socialism. It is a hybrid pressure cooker that has only one escape valve. 4. That escape valve is non custodial, non political, non permissioned digital asset accumulation. Bitcoin is not popular with millennials and Gen Z because they are rebellious or ideological. It is because: It is the only major asset where the asset base is not already owned by the seventy-plus cohort. Housing? Owned. Equities? Owned. Bonds? Owned. Private equity? Owned. Land? Owned. Bitcoin is the only vessel where younger cohorts can accumulate a claim on future wealth that is not downstream from older cohort ownership. That is the real truth. 5. The US knows this dynamic exists and is quietly adapting policy around it. Why is the US leaning into AI, reshoring, fiscal support, and risk asset inflation? Because the government understands two things: 1. You cannot confiscate or dethrone the older cohort’s asset base. 2. You must give the younger cohort new assets to grow into or the system fractures. The government will never say this out loud. But this is the real structural logic behind: •AI industrial policy •Bitcoin ETF approval •stablecoin integration •massive fiscal support •reshoring incentives The system needs new asset ladders. It cannot grow the old ones fast enough. 6. What I really believe deep down: The generational wealth imbalance is not a problem that America will solve. It is a pressure gradient the system will route around. And the routing takes the following shape: •AI becomes the new productivity engine •Bitcoin becomes the new neutral store of value •stablecoins become the transactional layer •fiscal policy keeps real growth from collapsing •asset inflation continues because it must •political cycles rise and fall around redistribution narratives •the old cohort stays rich •the young cohort builds a new asset universe In other words: Bitcoin, AI, and US policy are not disconnected stories. They are the structural answer to the fact that seventy year olds own one third of the wealth. This is the real truth. The system is mutating, not collapsing. And Bitcoin sits directly on the fault line where that mutation releases its pressure.

I’ll send $300 to a random if $BMNR Closes above $30 today!! Just like and share to qualify. Consider this a call option on POSITIVE VIBES!! lol

Response to MSCI Index Matter Strategy is not a fund, not a trust, and not a holding company. We’re a publicly traded operating company with a $500 million software business and a unique treasury strategy that uses Bitcoin as productive capital. This year alone, we’ve completed five public offerings of digital credit securities— $STRK, $STRF, $STRD, $STRC, and $STRE —representing over $7.7 billion in notional value. We also launched Stretch ($STRC), a revolutionary Bitcoin-backed treasury credit instrument that provides variable monthly USD yield to institutional and retail investors. Funds and trusts passively hold assets. Holding companies sit on investments. We create, structure, issue, and operate. Our team is building a new kind of enterprise—a Bitcoin-backed structured finance company with the ability to innovate in both capital markets and software. No passive vehicle or holding company could do what we’re doing. Index classification doesn't define us. Our strategy is long-term, our conviction in Bitcoin is unwavering, and our mission remains unchanged: to build the world’s first digital monetary institution on a foundation of sound money and financial innovation.

WOW! $BMNR EARNINGS HIGHLIGHTS: 📌 FY25 GAAP EPS of $13.39 📌 FY25 net income of $328,161,370 📌 Annual dividend of $0.01 per share - a first among large-cap crypto companies. 📌 Staking starts Q1 2026 📌 Positioning as a “Made in America” validator network and moving beyond mining into staking. 📌 This marks a shift toward rewarding shareholders and staking participation in the crypto ecosystem. 📌 Advisory/mining services to companies LETS GO!

$ETH is trying to reclaim the $3,200–$3,500 range, but the bigger story is the upcoming Fusaka Ethereum upgrade set for December 3, 2025. Key changes: • Gas limit: 45M → 60M units for more parallel transactions & smart contracts • PeerDAS: big efficiency boost for L2s via improved data availability • Verkle Trees: faster, lighter verification & reduced hardware needs for validators • Pre-transaction gas cap: prevents a single transaction from consuming an entire block, lowering DoS risk Benefits: • Higher transaction throughput • Cheaper & faster L2 activity • Improved network stability • Lower barrier to entry for new validators The long-term thesis is intact — stablecoins are the future payment rails, and tokenization momentum is accelerating across Wall Street. Still long-term bullish on $ETH and $BMNR

Bitcoin is a volatile asset. We first recommended Bitcoin to Fundstrat clients in 2017 (1%-2% allocation) - Bitcoin 2017 ~$1,000 Since then (past 8.5 years), $BTC: - 6 declines > -50% - 3 declines > - 75% 2025, Bitcoin 100x from our first recommendation TAKEAWAY: To have gained from that 100x Supercycle, one had to stomach existential moments to HODL WHY? Crypto prices are discounting a massive future. So doubts create volatility TODAY: We believe $ETH is embarking on that same Supercycle PS: The path higher is not a straight line HODL