HiMJ รีทวีตแล้ว
MASSIVE:
The Ethereum Foundation just staked $46,250,000 in $ETH.
Retail: "ETH is dead."
Ethereum Foundation: "Here's $46,250,000 that says otherwise."
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HiMJ
7K posts
HiMJ
@himjjo
Seoul Sketch/ 24 yrs on Korea Equity, first as an institutional portfolio manager, then as as an equity strategist and macro trader.
Seoul, Korea เข้าร่วม Ekim 2022
29 กำลังติดตาม243 ผู้ติดตาม
HiMJ รีทวีตแล้ว
Ethereum hosts 61.4% of ALL tokenized assets! 📈
🔹 Tokenized assets include stablecoins, funds, stocks + commodities
🔹 Market cap went from ~$50B (2022) to $200B+ today
🔹 Every other chain combined: 38.6%
ETH is winning the RWA race.
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HiMJ รีทวีตแล้ว
HiMJ รีทวีตแล้ว
SpaceX has officially filed for an IPO targeting a $1.75T valuation.
Who currently owns SpaceX:
• Elon Musk: 42%
• Founders Fund (founded by Peter Thiel): 10.4%
• $GOOGL Ventures: 7.4%
• Others: 30%
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HiMJ รีทวีตแล้ว
🚨 JUST IN: Tom Lee appears on Joe Rogan podcast today to discuss the future of finance and Ethereum.
Lee states BitMine is close to 5% of the $ETH supply, adding that 'the flippening' is inevitable as Bitcoin faces mounting quantum security risks.
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HiMJ รีทวีตแล้ว
HiMJ รีทวีตแล้ว
I'll believe this rally when we are higher on a Thursday.
If lower tomorrow, that'll be a record 10 in a row lower for Thursday.
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HiMJ รีทวีตแล้ว
Here's your chance to buy NVDA at a sub 20 forward PE.
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HiMJ รีทวีตแล้ว
Déjà vu.
Mining stocks breaking out again after a 25% correction.
Secular bull markets don’t move in a straight line — they come with multiple pullbacks.
Stay focused on the bigger picture, or volatility will shake you out.
tavicosta.substack.com/p/gold-time-to…
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HiMJ รีทวีตแล้ว
The free cash flows of hyperscalers have declined significantly over the past year.
Source: Goldman Sachs
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HiMJ รีทวีตแล้ว
HiMJ รีทวีตแล้ว
The forward P/E of Exxon Mobil has surpassed that of Nvidia.
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HiMJ รีทวีตแล้ว
HiMJ รีทวีตแล้ว
Ethereum has 61.4% market share of all tokenized assets ($206.2 billion)
Source: @tokenterminal
Etherealize@Etherealize_io
Bitwise CIO Matt Hougan: “Ethereum is the leading play on stablecoins and tokenization” “The community had gone somewhat astray and was in the depths of despair earlier this year with a super long technical roadmap and accusations of being ‘ivory tower’, and now they’re much more tasked on the market. I think they’re shipping better. I think the community is focused on investors. I think it’s their market to lose on stablecoins and tokenization, so I’m very bullish on ETH and own a lot of it — it’s the second largest position in our crypto index fund. Very very bullish.” Matt believes the market is underestimating tokenization in particular: “You have the chair of the SEC saying the entire market will move onto blockchain-based rails. You have the CEO of the largest asset manager saying every asset will be tokenized. And yet, people still talk more about stablecoins than they do about tokenization. Tokenization is a bigger market. There’s $100 trillion of equities. There’s more of that of bonds. There’s even more of that in real estate. Those are enormous markets. The New York Stock Exchange, NASDAQ, CBOE, BlackRock, Goldman Sachs, J.P. Morgan — they’re all focused on this space. I just think it will happen faster than people think. I come from the ETF industry, and people were hugely skeptical of that as an evolution in financial markets. I saw the same sort of grassroots-level adoption there that I’m seeing in tokenization. I think people are underestimating the uptick.” Ethereum has 61.4% market share of all tokenized assets ($206.2 billion). Source: @KevinWSHPod (Jan 2026)
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HiMJ รีทวีตแล้ว
HiMJ รีทวีตแล้ว
HiMJ รีทวีตแล้ว
🔥 ETH: Over 61% of all tokenized assets are on Ethereum, per Token Terminal.
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@LegendaryEnergy I don't think I am better than Trump ethically. But I say Trump should repent for the rest of his life, eternal life. Not a joke
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HiMJ รีทวีตแล้ว
The USA is raising up against Trump.
RT if you stand with them
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