stfusendit.io

Friendly pitch to @fundstrat, pull a page from @saylor's book and issue preferreds at @BitMNR STRC has worked well for Strategy. The twist for ETH: the asset itself generates yield. 4.98M ETH × $2,400 ≈ $12B treasury ~3% staking = ~$360M/yr At 10%, that self-funds $3.6B of preferred Zero debt, zero preferred today. Directly accretive to BMNR, which lets the common ATM join in too. Both levers funding more ETH. And as ETH rallies, 3% of a higher price funds more preferred on the same stack. At $4,000 ETH, ~$600M/yr, $6B of preferred.

@Lobes604 @BigMatchaNigga @stfusenditio the $stfu airdrop will be happening in Q5. Stay tuned and keep notifications 🔛

Big matcha climbin the corporate ladder and shiet @stfusenditio starting today in the marketing dept

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." @mikemcg0 continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." @VivekVentures adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full @edge_pod interview with @VivekVentures and @mikemcg0 in the links below.

twitter.com/i/spaces/1kKzD…