cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
cookieseveryday.eth 🦇🔊 🧡 $DOG
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cookieseveryday.eth 🦇🔊 🧡 $DOG
@MuccioloEth
#Alive Investor of the new financial order !
Katılım Mart 2021
713 Takip Edilen307 Takipçiler
cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
"Ethereum has done nothing in 5 years"
No anon, Ethereum has scaled by many multiples since 2021 while staying neutral and decentralized.
Gas five years ago vs. Now.
Lock in anon, ETH is a generational trade.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
$ETH is the Microsoft of crypto.
Raoul Pal's Ethereum framework:
If you pulled the plug on $ETH tomorrow, how much economic value gets destroyed?
L2s. DeFi. RWAs. NFTs. Stablecoin rails. AI agents.
That alone makes ETH undervalued.
Bitcoin is global savings. Ethereum is global infrastructure. And infrastructure can scale far beyond what most people are pricing in.
Micron and Intel showed what happens when years of boredom meet one explosive cycle.
That’s the setup for Ethereum.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
🚨 UPDATE: Ethereum whales holding at least 100K $ETH have accumulated 17.41M ETH, a 9-week high representing 22% of the entire supply as prices have fallen, per Santiment.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
LATEST: 📈 Standard Chartered reaffirmed its Ethereum price targets of $4,000 by end-2026 and $40,000 by end-2030, comparing ETH's drop to Amazon stock in 2001.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
WOW: Standard Chartered just reaffirmed their $40,000 ETH target for 2030.
$ETH is at $2,000. That is a 20x.
Their analyst compared this exact moment to Amazon after the dot-com crash.
"The stock is not the company."
Amazon went from $5 to $2,000 in the 20 years that followed.
The fundamentals on Ethereum right now:
• 62% of all RWA are tokenized on Ethereum
• 68% of all active on-chain loans run on Ethereum
• BlackRock launched BUIDL directly on Ethereum
• Transaction counts and TVL are at all-time highs.
Only the price is lagging.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
@CoHustler6969 @0xTwilty @Bookof_Eth @Historyof_Pepe @PROPHETofETH @HolyLabsETH @AndymanCto @VitalikButerin @ethereumJoseph @AyaMiyagotchi @ethereum @ethereumfndn The ticker is : ETH
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
The ticker is $ETH
Let me tell you why.
In 2013, a 19-year-old Vitalik Buterin was searching for a name.
He found "ether" - a medieval scientific theory that an invisible, weightless substance permeates the entire universe. Scientists believed it was everywhere yet undetectable. The hidden fabric connecting all things.
They were wrong about physics.
Vitalik made them right about technology.
He envisioned a platform that would become the invisible infrastructure of the internet - underlying everything, owned by no one, accessible to all.
The network became Ethereum.
The fuel became Ether.
The ticker became $ETH.
Fast forward 13 years.
What started as philosophy became dominance:
↳ Most developers - by a magnitude
↳ Most applications - not close
↳ Most liquidity - $50B+ TVL
↳ Most L2s - Base, Arbitrum, Optimism, zkSync
↳ Most validators - 1,000,000+
Gas went from $70 to $0.01.
That's 857x cheaper.
Without sacrificing decentralization.
No other chain can say that.
But metrics don't capture what really matters.
$ETH survived:
↳ The DAO hack (2016)
↳ The ICO crash (2018)
↳ The DeFi summer stress test (2020)
↳ The merge FUD (2022)
↳ Every single "ETH killer" (2017-forever)
Still here. Still building. Still the standard.
When BlackRock chose a blockchain - they chose Ethereum.
When JPMorgan tokenized assets - they chose Ethereum.
When the EIB issued digital bonds - they chose Ethereum.
Institutions don't choose hype.
They choose trust.
$ETH isn't just a trade.
It's the invisible medium that Vitalik imagined - now real, now battle-tested, now irreplaceable.
A 19th century theory about the fabric of the universe...
Became the 21st century fabric of the decentralized world.
There will be faster chains.
There will be cheaper chains.
There will be louder chains.
But there's only one chain where developers, institutions, AND degens all converge.
Only one chain that optimized for trust over speed.
Only one chain still standing after every cycle.
The ticker is $ETH.
You can trade the others.
You hold this one.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
$ETH - Becoming the Ultimate Productive Store of Value Asset.
Gold - The best current option for store of value asset. No yield. No Productivity.
2004 - $1 Trillion market cap
2015 - $7 Trillion market cap
2026 - $35 Trillion market cap
$ETH - The best future productive store of value asset. 2-4% yield. Ethereum powering the future of finance via tokenization, stablecoins, DeFi, and AI agents with 50-70% dominance. Maximum of 1.5% yearly inflation rate (currently much lower) lower than golds.
If $ETH can replicate or speed up golds adoption rate these are the prices that will follow -
1x speed adoption (Bear Case) -
2026 - $250 Billion market cap ($2,000)
2037 - $1.75 Trillion market cap ($14,000)
2048 - $8.75 Trillion market cap ($70,000)
But $ETH is 4x smaller than Gold was in 2004. And With Ethereum powering the future of finance it could easily be faster.
4x speed adoption (Base Case) -
2026 - $250 Billion market cap ($2,000)
2029 - $1.75 Trillion market cap ($14,000)
2032 - $8.75 Trillion market cap ($70,000)
This has $ETH reaching $70,000 between 2032-2048
Are you holding until $70,000 $ETH ?
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
I agree with Vitalik here.
Europe will never outcompete the U.S. or China by trying to build another centralized empire with more bureaucracy and regulation.
The real opportunity is becoming the home of open source coordination, credible neutrality and decentralized infrastructure.
That’s what Ethereum already represents.
Not just a blockchain, but a global coordination layer for value, trust, identity and eventually communities themselves. That will be the true solution.
Ethereum as a public good and a new digital economy, not something that should be valued like a traditional company.
The value comes from the network effects, the applications, the culture and the people building on top of it together.
Technology alone is not enough.
Open networks only become unstoppable when culture, memes, education and community give people a reason to participate in them.
Ethereum provides the infrastructure.
The community gives it life.
This is how we can do it and it will be very impressive 🙏📖
vitalik.eth@VitalikButerin
@MsMelChen The solution is to rally around open source. That's the only way to compete with a superpower technology network effect if you are not a superpower yourself. And it's the only way to bring the rest of the world along on the same team as you. Open source.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
really, read this again in full length 🔥 to vaccinate yourself from the nihilist altL1 CEX guys FUD
tldr ETH meets and excel on all money criteria plus is productive money that compounds
Etherealize@Etherealize_io
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
⚡️ UPDATE: Standard Chartered says Ethereum’s weak price action doesn’t reflect its rapidly improving fundamentals and compares ETH today to Amazon after the dot-com crash.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
The era of Wartime Ethereum is here.
That's the call from our lead macro researcher (and eternal $ETH bull) John Gillen - who just published a full response to David Hoffman's "Why I Sold My ETH" piece.
Here's the short version of where John lands:
David's argument is that the "ETH is money" thesis already played out.
Ethereum got the price it deserves, and there's no rerating coming (up or down).
John's view: it's way too early to call that.
The CLARITY Act isn't law yet... Roman Storm is still on trial... We're not even past the prologue of digital asset adoption.
Calling the game over right now is like declaring American self-governance a failure in 1781 because the Articles of Confederation were messy.
Big things take time.
On the valuation question, John pushes back hard on the idea that $ETH should be priced off L1 fees alone.
Ethereum is not a lemonade stand.
You can't value it like a business.
The market is assigning a monetary premium to $ETH for a reason, and that premium reflects properties the DCF model doesn't capture.
On the "crypto has become a vassal of TradFi" concern - John takes it seriously.
He spent six years at BlackRock.
He's seen how BNY Mellon and the rest plan to absorb this industry.
But the response to that capture attempt isn't to sell $ETH. It's to hold it and stake it.
That's how you vote with your capital against a future where the banks own the rails.
His core point: this asset class is going to dozens or hundreds of trillions of dollars in value, or it's worthless.
$ETH won't tread water at a $300B market cap forever.
The direction of travel is one or the other.
A lot of the current bearishness is just bear market fatigue.
$ETH has underperformed for a long stretch, so people are reaching for reasons to walk away.
Meanwhile network usage is at all-time highs, fees are at all-time lows, the staking queue keeps growing, and the EF is still shipping.
John still likes $ETH. He's not selling.
And he thinks the next chapter is one you're not going to want to miss.
This is only scratching the surface though.
John's a smart cookie - you need to read his full piece below to fully understand what the era of Wartime Ethereum holds. 👇
John Gillen - WartimeEthereum.eth@BitcoinJesusETH
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
Vitalik just posted an update on his self-sovereign, local, private, and secure LLM setup.
CROPS AI is no longer a concept.
It’s starting to become real. $ETH
vitalik.eth@VitalikButerin
Updates since then: * Deepseek v4 is out. There *is* a 2-bit quant that can run within 90 GB ( huggingface.co/antirez/deepse… ), and it works, however it's only fast on Apple hardware (I've head ~35 tok/s). On AMD, it's ~7 tok/s. IMO actually taking the effort to properly support more than one hardware manufacturer is a great example of the difference between mere "decentralized AI" and genuine "CROPS AI". I hope we can become better at this. * github.com/vbuterin/messa… also has alpha telegram support now. However, the path to adding your account is quite janky * github.com/Luce-Org/luceb… looks promising as a way to run "dense" models (eg. Qwen 27B) more efficiently. It's janky, but on my 5090 laptop it seems to be ~2x more tok/s than llama.cpp * VoxTerm (local AI recording, no third-party servers) continues to be developed github.com/dmarzzz/VoxTerm And there's a lot more projects coming on the horizon. One other thing that has been on my mind is that there's actually a lot of intersection between "CROPS ethereum access layer" and "CROPS AI". For example, we want a ZK way to make (paid) calls to remote LLMs. But if we have this, then it's just as useful for solving another problem: private RPC reads in Ethereum. Another example: application-specific finetuned LLMs. Leanstral ( mistral.ai/news/leanstral ; I get ~38 tok/s on AMD) fits into < 70 GB, but can hold its own against 1T models on writing Lean code. Things like this are a huge boon for writing more secure code ( vitalik.eth.limo/general/2026/0… ). We should have models finetuned for Ethereum-related use cases as well.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
“The name of the tech is @doodles ai. The potential for upside is massive, and your downside risk is practically zero. You have to ask yourself: if you don't take a shot here, how will you ever change your financial situation (dood)?"
ElmonX@elmonx_official
A collaboration a century in the making. Continuing the legacy of Piet Mondrian — the first of its kind, approved by the Estate. Piet Mondrian x @Doodles 06.04.26
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
In a PoS system, is $1 enough to secure $100T?
Obviously not.
That implies there must be some rational security collateral ratio between ETH and the value of the digital economy it secures.
So ETH’s value does not primarily come from “fees.”
It comes from ETH being the decentralized digital commodity that secures Ethereum’s native smart contract economy.
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
Tom Lee, Bitmine, Sharplink and the early ETH treasury pioneers are showing what many still fail to see:
Ethereum is evolving into foundational financial infrastructure.
The passive capital flywheel is starting.
Balance sheets, indexes, ETFs, institutions, applications, culture.
This is how a new global economy slowly enters the system.
The next decade for $ETH will surprise people 🙏📖📞
The Book of Ethereum 📘 booe.eth@Bookof_Eth
#BOOEDUCATION 🧵 Something historic is about to happen for Ethereum and most people are scrolling past it. Bitmine $BMNR will join the Russell 1000 Index on June 26th. Sharplink $SBET will join the Russell 2000 & 3000 Indexes on June 29th. Both are Ethereum treasury companies. Here's why this changes everything ↓ What just happened: On May 23rd, FTSE Russell released its preliminary inclusion list for the 2026 annual reconstitution. Bitmine made the cut for the Russell 1000 - the index tracking America's 1,000 largest public companies. Three days later, Sharplink announced its inclusion in both the Russell 2000 and Russell 3000. The effective dates: June 26th and June 29th, 2026. Mark your calendars. What are the Russell Indexes? The Russell indexes are the backbone of passive investing: • Russell 1000 = Top 1,000 companies (large-cap giants) • Russell 2000 = Next 2,000 companies (small-cap growth) • Russell 3000 = All 3,000 combined Trillions of dollars in ETFs and index funds track these benchmarks. When a company is added, those funds MUST buy shares to match the index. Not "might buy." MUST buy. The numbers: Bitmine's market cap: ~$8.5 - $11 billion (Threshold for Russell 1000: ~$5.7 billion ✓) Bitmine's ETH holdings: 5.28 million ETH Sharplink: One of the world's largest corporate Ether holders Why this matters for ETH: When index funds buy $BMNR and $SBET starting late June, they're indirectly buying exposure to Ethereum. Your pension fund. Your 401k. Your boomer uncle's retirement portfolio. All quietly accumulating Ethereum exposure - whether they realize it or not. The playbook is proven. MicroStrategy did this with Bitcoin. Corporate treasury → Stock appreciation → Index inclusion → Passive fund inflows → More buying power → Repeat. Now Ethereum has its own versions. The MSTR playbook has been forked to ETH. The bigger picture: This isn't just about two companies getting added to an index. It's institutional validation that ETH belongs on corporate balance sheets - alongside cash, bonds, and gold. June 26th and 29th, 2026. The dates when Ethereum officially enters the passive investment flywheel. The institutions aren't coming. They're already here. They just don't know it yet. We booelieve in somETHing. 🔷📖
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cookieseveryday.eth 🦇🔊 🧡 $DOG retweetledi
I've been banging this drum publicly.
Amazon ran 15000% post 08 decline.
📈
$ETH
Yogita Khatri@Yogita_Khatri5
JUST IN: Standard Chartered compares Ethereum to Amazon during the 2001 dot-com bubble burst, says ETH will catch up to internal metrics - The ether price has fallen sharply in recent months, but the underperformance does not reflect continuing improvements in Ethereum's internal metrics, according to Standard Chartered Bank's Global Head of Digital Assets Research, Geoffrey Kendrick. - Kendrick compared ETH to Amazon stock during the 2001 tech bubble burst, saying ETH will catch up to internal metrics and that "it is just a matter of time." - Kendrick maintained his ether price targets of $4,000 by end-2026 and $40,000 by end-2030. Full story soon...
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