Fernando Pertini

3 Megatrends Lining Up for an $ETH Comeback in 2026 (Chart from @fundstrat – $BMNR, HK - Feb 2026) The slide is a reality check on scale: Gold ~ $41T network value Bitcoin ~ $1.3T Ethereum ~ $0.2T Crypto is still tiny versus legacy stores of value, and that’s exactly why the upside is asymmetrical if the use-case is real. My bullish take: Ethereum has the ultimate product–market fit for 3 mega-trends 1) Wall Street tokenization Wall Street isn’t adopting “crypto” It’s adopting speed + settlement + programmability Stablecoins were the first proof. Tokenized T-bills, funds, collateral and settlement rails are the next wave, and ETH is the dominant base layer / ecosystem for that stack. 2) AI + agentic AI Agents need an economic layer: payments, verification, privacy, uptime. Ethereum has spent years building exactly that direction (ZK/privacy tooling, composability, reliability). AI doesn’t just consume compute, it creates machine-to-machine commerce that needs a neutral settlement layer. Vitalik’s framework on ETH + AI (worth reading): lnkd.in/d3sXGSHa 3) Creator economy: Brands become financial assets Creators are turning into enterprises. Ownership, access, loyalty, monetization... all become programmable. This is where “community” stops being a buzzword and starts being a balance sheet Bottom line Despite the noise, I still believe $ETH is setting up one of the strongest comeback stories of 2026. Not because it’s “small”, but because it’s where three compounding demand drivers want to live Do your DD... if I’m right (and I’m clearly not alone), this is a multi-fold in front of us

Yanbu West Saudi crude exports are surging. If they’re moving this much crude out through the west coast, the message looks pretty clear: the top in oil may already be behind us

@markets_wizard @fundstrat @joechalom @ethereumJoseph Ethereum holds ~58% of tokenized RWA value and roughly 60% of stablecoin value onchain.

Competition exists. But percentages and use cases matter. BlackRock launched BUIDL on Ethereum. JP Morgan JPMD runs on Base / Ethereum L2 and Fidelity has a spot ETH fund... Tether issues across many chains, including Ethereum, Tron and Solana. So yes, $SOL matters. But a lot of its edge is still in memecoins, launchpads and fast retail flow. $ETH keeps attracting the heavier settlement, tokenization + institutional stack. That is the difference.

The $ETH network is talking and behaving like infrastructure 303M holders $179B stablecoin supply 1.4B transactions TPS at 3-year highs The real value here will not come from rotation alone It will come from operating businesses built on decentralized financial infrastructure That is where $BMNR + $SBET start to matter The market is still pricing a coin The network is building something bigger Do your DD

Keep in mind while selling short this market The recipe to every crisis is not lower stock prices. It is intervention with more liquidity, more debt and more currency damage. In real terms, that is decay. In nominal terms, that can send equities a lot higher

@AltcoinDaily Not from today

Senator Tim Scott gives latest Clarity Act Update: $BTC $ETH $SOL "I spoke with Coinbase - Everyone is still at the table."

One day, this chart will be referenced. That day is when the $ETH supply shock finally hits price. Until then… most will ignore it and a few will position. Do your DD

@BMNRBullz Adoption is not the story anymore. Infrastructure is

@DecodeMarkets Adoption is certainly compounding Big things are coming

Infrastructure is being built quietly. Not around $ETH, but on top of it

That’s exactly the setup that gets interesting. As you many see the strategic position. Most walk away because execution has not caught up yet. But imho this $SVIK is no longer the same company. New ownership. A far stronger board. A very different calibre around the table. And when a critical node in a growing industry begins to close the execution gap, the market usually moves faster than people expect.

@tekniknisse Analyserade Studsvik igår. Strukturellt en av de starkaste noderna i hela kärnkraftssystemet. Problemet är exekvering: marginalen har konsekvent missat mål och intäktstillväxten är svag trots strukturell medvind. Så jag köpte amerikanskt: $LEU och $BKWT men lägger $SVIK som WATCH

Nu är det momentum även i svensk kärnkraft. Studsvik köper kärnfull next som planerar för GE Vernovas SMR i Valdemarsvik. Ingår även samarbete med Rolls-Royce SMR. Vattenfall analyserar båda tillverkarna för val till Ringhalls. Studsvik har även sen tidigare ett nära samarbete med svenska Blykalla. Studsvik kan bli en betydande spelare med framväxten av SMR. Ett framtida storbolag? Äger med stor vikt i alla tre: -Studsvik -GE Vernova -Rolls-Royce

@Badie912 Robinhood will likely make it feel simple on the front end. But underneath, I think both versions coexist for a while: the regular one and the 24/7 tokenized one. Once users get used to that, there is no going back

@DecodeMarkets I primarily use Robinhood so my thought is when the tokenized version is available that's all they will offer on the platform and you will know because it trades 24/7. They try to keep things pretty simple. The wallet function will occur on the backend.

Franklin Templeton moving ETFs onchain with Ondo is not a side story. It is one of those signals the market tends to dismiss at first and understand much later. Tokenization means assets no longer want to live inside old market hours, old brokerage pipes + old geographic limits. They want to trade 24/7, sit in wallets, move globally and become programmable. That is WHY Ethereum matters Not because the chart looks exciting today. Precisely because it does not. This is how real accumulation often looks before a major move…. price stays strangely quiet while the underlying financial architecture keeps getting built. Bitcoin is monetary escape. Ethereum is monetary escape plus the layer where the next version of capital markets is being assembled. The crowd still watches candles, and STILL is out of $ETH Smart money is watching infrastructure… and adding $BMNR $SBET Do your DD

Makes sense. You probably won’t have to figure it out on your own. They’ll likely label them clearly with a different format, suffix or separate listing depending on the platform. So…. regular ETF in your broker = normal market-hours version tokenized ETF in a wallet/onchain app = 24/7 version For now it will probably look a bit messy because each platform may do it differently Later on, it should get much cleaner as both sides start to converge. And yes… once that happens, being able to trade on weekends will feel totally natural….

@DecodeMarkets Interesting. So how would you know if the tickers are the same? Will there be a nomenclature system? On hyperliquid hip3s arr listed as xyz:nvda or xyz:cl and other ways. I would like access to tokenized versions to trade on the weekends.

Not yet. What you see in your trading app are the traditional ETFs. The tokenized versions live onchain and trade 24/7 via wallets…. separate rails for now. Same exposure but different infrastructure. We’re early… both worlds coexist today. Eventually they converge, and that’s when things really change

@DecodeMarkets If I search the tickers on my trading app are they the tokenized versions so now I can trade those 24/7?

Nuclear is not only about who sells the reactor. It is also about who makes the reactor deployable. That is why today’s MoU between Studsvik $SVIK and Rolls-Royce $RR.L SMR matters. Fuel testing. Hot cells. Core design. Operational modelling. Licensing support. This is how a reactor program starts pulling serious infrastructure around itself. The market chases the obvious name first. Later, it realizes where the bottlenecks, know-how and regulatory credibility actually sit. Studsvik is not the story everyone sees first. That is precisely the opportunity Do your DD rolls-royce-smr.com/press/rolls-ro…

$MELI $11Bn in Brazil 🇧🇷 $3.4Bn in Argentina 🇦🇷 Capital goes where it’s treated well. No matter what Galperin says about Milei and the “Argentine miracle”

Can’t stop watching this chart I started 2026 thinking deflation would be the main risk. Tariffs, AI, robotics, productivity. That looked like the path. But Iran changed the equation. Now we have higher oil, higher rates, higher fiscal pressure, higher odds of USD monetization and M2 making new highs. That is a setup where both $BTC and $ETH matter. There’s a famous saying in bitcoin: “Bitcoin has no top, because the dollar has no bottom” BTC is monetary escape. ETH is monetary escape WITH a financial system being built on top of it. Think about it. Do your DD

@BMNRBullz Berkshire was built for the industrial age Tom Lee seems to be building for the AI age

@DecodeMarkets Berkshire mode activated

Tom Lee is assembling an empire in plain sight $BMNR is pushing toward its 5% ETH target and already placed a $200M bet on Beast Industries. Now $ORBS gives retail a public-market route into OpenAI, brings in $ARK brainpower through Brett Winton and sits on 10%+ of circulating $WLD If proof-of-human becomes essential in the AI era, this starts looking a lot bigger. Retail still thinks this is just another ticker. It isn’t Do your DD