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I’m doubling down on ETH
(and there’s nothing FUD bros can do about it)
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nΞxt alphaa 🛡️
27.8K posts
nΞxt alphaa 🛡️
@nextalphaa
⟠ | decentralized crypto rails matter | ETH is the ultimate freedom asset and a productive SoV – securing the global economy onchain | member of dopest dao |
Ethereum Katılım Şubat 2021
2.1K Takip Edilen2K Takipçiler
Ethereum is playing the long game
no short cuts
we’re going for total domination
imagine being the most dominant global infrastructure while everyone is free opt out at anytime but won’t
they will instead buy, use and stake ETH – the freedom asset of the world
shibatarzan.booe.eth@Cryptotarzan19
People say Ethereum “did nothing” the last 5 years because price action moved sideways. Meanwhile Ethereum kept building: – scaling infrastructure – stablecoin adoption – institutional rails – DeFi markets – consumer applications – better security and decentralization The market often underestimates infrastructure while it is being built. Ethereum is not just an asset. It is an economic and cultural network growing layer by layer. And we are still early. Coordination, UX, security and decentralization still need major improvements, but that is exactly why so much upside remains. Zoom out… 10 years ago: $9.40 Today: $2290 Imagine where Ethereum stands in 2030 once the infrastructure, applications and culture fully mature, and once we will actually be valued according to the value we will capture trough the adoption 🙏📖
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@AdrianoFeria a very illuminating metric comparison
and when investors, in addition, understand the btc issues with the building security budget crisis, quantum threat and no roadmap for privacy nor scaling – there is only one king left standing
ETH is the schelling point
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This is a spiritual update to my 2018 Ethereum thesis.
Less philosophy, more pragmatics. Covers what GENIUS and CLARITY actually change, the supply-side reality, network reliability metrics, and the valuation reframing nobody is pricing yet.
Worth reading whether you've been here since 2017 or you're just now taking crypto seriously. 👇
@adriano.feria/why-the-clarity-act-quietly-makes-ethereum-the-biggest-winner-in-crypto-0fb3829766c4" target="_blank" rel="nofollow noopener">medium.com/@adriano.feria…
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ETH is the most productive store of value asset in crypto…
…and the no1 apex freedom money on Earth
f1go.eth@FigoETH
99% of CT still fading that ETH is a productive asset realyielding 2.2% vs. BTC and only crypto collateral with zero counterparty risk for Defi. At some point information asymmetry will come to an end. And ETH rip to 100k.
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the schelling point is ETH
do what you want with this information
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1/ Five months after MONY, JP Morgan is launching a second tokenized money market fund — on the biggest, most institutional public blockchain:
Ethereum.
Vivek Raman@VivekVentures
1/ Two years after BUIDL, Blackrock launches two more tokenized funds — on the most biggest, most institutional public blockchain: Ethereum.
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it’s political communication – keep options open but…
…the schelling point is ETH
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@VivekVentures Please explain the rational behind:
"Although expansion to other chains is expected in the future"
Why would anyone ever do this?
Why expand to a less secure environments?
Why expand to less liquidity environments?
Why expand to permissionned networks?
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nΞxt alphaa 🛡️ retweetledi
🔥 JPMorgan just filed for a new tokenized money market fund that runs directly on the public Ethereum blockchain.
This fund is designed as 100% compliant reserves for stablecoins under the GENIUS Act — using Ethereum for instant peer-to-peer transfers, 24/7 liquidity, and seamless on-chain settlement.
The world’s largest bank is now building real TradFi products natively on Ethereum. Institutional adoption just hit another level.
Ethereum Daily@ETH_Daily
🔥 BlackRock just dropped a major SEC filing that’s a huge win for @ethereum. They’re launching tokenized share classes for their massive $7 billion Select Treasury Based Liquidity Fund — and the official ownership records will live directly on Ethereum using ERC-20 tokens. BNY Mellon, one of the biggest traditional custodians, will maintain the real share register on-chain. This isn’t just another experiment. BlackRock is turning a real-world money-market fund (investing in short-term U.S. Treasuries) into an on-chain product that stablecoin holders and DeFi users can access 24/7. It builds straight on their successful BUIDL fund and shows they’re going all-in on Ethereum as the settlement layer for institutional money.
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you can just look at the data
Ethereum.
Vivek Raman@VivekVentures
1/ Five months after MONY, JP Morgan is launching a second tokenized money market fund — on the biggest, most institutional public blockchain: Ethereum.
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liquidity begets liquidity
Ethereum’s dominance is sticky
Etherealize@Etherealize_io
Great charts and insights on "Ethereum's Asset Issuance Moat" in today's report from @Uptodatenow and @glxyresearch "Ethereum's TVL market share has held remarkably steady at roughly 55%-60% since mid-2022" "Liquidity begets liquidity, and Ethereum's dominance persists [in lending and DeFi] because of the depth of its collateral markets, oracle infrastructure, and surviving multiple market crashes. This creates a trust premium that newer chains can't quickly replicate, particularly for the largest allocators whose risk tolerance is the lowest." "Stablecoin issuance tells a similar story. Ethereum still hosts approximately 50% of all stablecoin market cap" "Ethereum also hosts over 60% of all tokenized real-world assets... This is arguably some of the stickiest capital on Ethereum, because institutional RWA issuers choose a chain through months of legal review, custodian integration, and compliance sign-off."
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Based on the CLARITY Act criteria in the thread (no coordinated control via unilateral alteration/censorship authority, >49% ownership/voting power, non-rules-based execution, or lack of autonomy/permissionlessness):
- BTC: Decentralized.
- ETH: Decentralized.
- SOL: Questionable (validator concentration risks).
- XRP: Not decentralized.
- SUI: Not decentralized.
- HBAR: Not decentralized.
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U.S. Congress is officially more cypherpunk than most of you on here
the new CLARITY Act is better than ever on respecting 'decentralization' (loosely speaking) & gets rid of the 'we didn't promise anything so now we're unregulated' loophole many of us were worried about
it replaces the corporate style 'common control' test with 'coordinated control', which in theory will be a harder standard to meet (up to the SEC to ultimately define it, but the criteria it must consider are quite robust)..
corpochains will struggle to meet this standard...this doesn't mean they're illegal but it will mean sales of the token by insiders etc. are much more regulated and more disclosure is required
L2s will have to make sure their security councils are quite narrowly scoped
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@evan_van_ness @torok_tomi how many btc users hold their SoV onchain vs CEX/bank/stock proxy products would also be interesting to see
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nΞxt alphaa 🛡️ retweetledi
The key thing in decentralized money is the *decentralization.*
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ETH is a productive store of value that secures the new rails for the global economy
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nΞxt alphaa 🛡️ retweetledi
BREAKING:
🇺🇸 $14 trillion just chose Ethereum as its home.
BlackRock launching tokenized money-market funds on Ethereum.
The Ethereum adoption story keeps growing:
UBS: repo markets on Ethereum.
Franklin Templeton: ETFs on Ethereum.
Europe: evaluating Ethereum for Digital Euro.
Now BlackRock: tokenized money-market funds.
Vitalik said it best:
"The secure chain. The decentralized chain. The chain you can rely on."
Institutions don't choose Ethereum because it's fast.
They choose it because it's trusted.
$14 trillion just confirmed that.
Merlijn The Trader@MerlijnTrader
INSIGHTS: Vitalik just said what the data already showed. For years banks said: we want blockchain. But not Bitcoin. Not Ethereum. We'll build our own. Their blockchains promised the best of both worlds. They delivered the worst. Centralized enough to be controlled. Decentralized enough to be slow. Private enough to exclude the public. Open enough to exclude real privacy. His solution: Don't rebuild. Retrofit. Add cryptographic proof to existing servers. Anchor to Ethereum. Done. The man who built Ethereum just told institutions: You don't need your own chain. You need ours.
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how much evidence do you need
Ethereum is the schelling point of the new financial system upgrade
Merlijn The Trader@MerlijnTrader
ETHEREUM MAXIS ARE YOU WATCHING: BlackRock just filed to put a $7,000,000,000 money-market fund on Ethereum. Five years. One asset. One conclusion. The adoption curve nobody believed: 2021: First tokenized fund. Experimental. 2024: BlackRock enters. Institutional. 2025: JPMorgan follows. Systemic. 2026: $7B fund as ERC-20. Infrastructure. 71.9% of tokenized funds on Ethereum. $30B RWA market. Growing daily. Vitalik called it the secure chain. The data just confirmed it. Again.
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nΞxt alphaa 🛡️ retweetledi
sounds like "the internet is not an efficient way to strengthen our international communication"
which to be fair, is an accurate way to describe their tweets
European Central Bank@ecb
Stablecoins are not an efficient way to strengthen the international role of the euro, says President Christine @Lagarde. The best solution remains deeper capital market integration through the savings and investment union and a stronger safe asset base ecb.europa.eu/press/key/date…
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Stablecoins are not an efficient way to strengthen the international role of the euro, says President Christine @Lagarde.
The best solution remains deeper capital market integration through the savings and investment union and a stronger safe asset base ecb.europa.eu/press/key/date…
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Ethereum is the schelling point
Watcher.Guru@WatcherGuru
JUST IN: BlackRock to launch tokenized money-market funds on Ethereum.
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you would have 16% more ETH with staking
– ETH is a productive store of value
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@WatcherGuru If you put $1000 in ETH 5 years ago would you have $1000 today
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JUST IN: BlackRock to launch tokenized money-market funds on Ethereum.
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We experienced an outage at Coinbase last night, which is never acceptable. The root cause was a room overheating in an AWS datacenter when multiple chillers failed. We design our services to be redundant to downtime in any one AWS Availability Zone (AZ), and most of our systems worked this way last night, but not all.
Our centralized exchange did not. Exchanges have unique architectures that optimize for latency and co-location of clients. It is possible to make exchanges resistant to AZ failures, but this can introduce latency delays that are not desirable along with breaking customer co-location. Given this incident, we'll revisit these tradeoffs to ensure we're giving you the best possible venue to trade. At a minimum, the duration of an outage should be able to be reduced considerably when an AZ move is needed.
Thank you to the AWS and Coinbase teams for working through the night to mitigate the issue. We’ll share the detailed technical summary once it's ready.
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