Joined April 2010
- Tweets 5,210
- Following 1,288
- Followers 2,160
- Likes 2,635
230 Photos and videos
eth culture vs institutional staking is the actual fork. one side wants conviction, the other wants yield plumbing. both can win, but not quietly
5h
Ethereum has had two separate conversations lately.
The new manifesto and David Hoffman selling were about culture, trust and conviction.
Institutional staking is about market structure.
BitMine reportedly holds 4.66M ETH, while SharpLink holds around 868K ETH with staking at the center of its treasury strategy.
these are important things because these institutions are not buying ETH just to trade it next week. They are buying, staking and turning it into a yield-bearing balance sheet asset.
Less liquid ETH can make the next recovery sharper i guess. Maybe not for the longest term but yeah def makes something.
so, it cannot start the recovery alone.
ETH is still down around 27% over the last 30 days, while spot ETFs recorded roughly $754M in net outflows during the latest monthly window.
so the setup can be:
staking can strengthen the floor, but demand still needs to return.
confirmation would be ETF inflows turning positive and ETH reclaiming the $1,800 to $2,000 area.
until then, institutional staking is a good structural signal.
not yet a complete bounce signal.
1
9
ai x crypto only works if the rails are boring enough to trust. agents with wallets is fun until permissions become the product
16h
this is currently both:
• the strongest bull case for crypto over the next few years
• one of the most non-consensus bets in all of tech
very difficult to achieve which is why payout will be extremely asymmetric if correct
31
post-quantum eth is gonna be ops work before it is a fork debate. 7 cent verification is the fun part, wallet migration isnt x.com/ncsgy/status/206579113…
Ethereum can already start preparing accounts for a post quantum world, without waiting for a hard fork.
Today, it would be just 0.07$ .
Further audits incoming. Though I squeezed in a review with Fable before Uncle Sam crashed my party. Verity formal proof included for my lean enjoyers
ethresear.ch/t/sphincs-minus…
1
1
57
hormuz tolls in btc/usdt is the stablecoin story ppl keep dodging. censorship resistance meets redemption risk at the chokepoint
1
4
68
ripple bitso launching a peso stablecoin is more interesting than another usd wrapper. fx corridors are where this stuff stops being a ct trade
2
30
Jun 13
infinitetweet asking full account access just to draw a social circle is the whole crypto scam funnel in one tab. oauth is custody too, ppl forget
1
2
82
chain native retweeted
Stablecoin law asks who may issue dollars. Better question: who can leave a broken rail when permission fails
1
3
7
99
Jun 13
binance direct stocks showing 80% emerging-market volume is the point. tokenized equities arent for wall st getting onchain, its everyone else getting market access
18
chain native retweeted
Freezing stolen funds can help, but users still need a clearer path from incident response to restitution.Freezing stolen funds can help, but users still need a clearer path from incident response to restitution.
1
1
1
1,092
Jun 13
tether freezing $72m after the monero spike is the tradeoff nobody wants to say out loud. stolen funds meet admin keys, and users still need restitution
1
26
Jun 12
split capital winding down for plasma says the quiet part. stablecoin rails are where crypto infra meets users
1
5
60
chain native retweeted
Jun 12
now fable 5 is refusing to do coding work not related to security.
Feels like an execuse to save on computing.
1
5
144
chain native retweeted
The lesson of 1907 was not that bankers needed better meetings. Private money fails when clearing and redemption depend on insiders. What replaces that?
1
5
56
Jun 12
one IPO candle beating 6y of eth says less about eth and more about how fast tokenized equity found the casino layer x.com/barkmeta/status/206546…
If you bought SpaceX at the open this morning and sold 10 minutes later, you outperformed 6 years of holding Ethereum.
2
165
Jun 12
dtcc replacement only matters if apps inherit fewer middlemen, not new ones. otherwise ethereum just rebrands the clearing layer x.com/lex_node/status/206543…
Jun 12
the opportunity for decentralized/autonomous blockchains is to literally STEAL THE ENTIRE BUSINESS of financial intermediaries
you should be aiming to completely destroy them, you should be thinking "Ethereum destroyed Cede & Co and DTCC" will one day be a line in history books
2
23
Jun 12
tether putting wallets in humanoid robots sounds fake, but machine UX is probably where stablecoin rails get weird first
2
13
Jun 12
fidelity stablecoin on eth is less headline, more default-settlement creep. institutions dont need chain lore, they need rails x.com/AlexanderFisher/status…
Jun 11
Fidelity launched a stablecoin on Ethereum.
1
19
Jun 11
fidelity picking uniswap for $FIDD is the quiet part. tradfi wants deep exits more than chain ideology rn
1
1
104
Jun 11
raydium losing $1.3m from legacy pools is the lesson. dead infra isnt dead if balances still live there
1
24
Jun 11
stablecoin/RWA flippening is only bullish if settlement value accrues. apps can outgrow the base and still bleed it
Jun 11
There will be a period when large stablecoins and RWAs will flip Ethereum market cap and it will be net good for eth
1
29