Ex-FB eng leadership. Risk pragmatist. Strong opinions, weakly held.
Joined February 2009
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"Trillions will be tokenized."
This week's market update is one you don't want to scroll past with data any quick analysis on everything from tokenizing trillions and Saylor selling to ETH ETFs and meme markets.
Authors: @slatersanter @carlos_guzman
Link in the next post.
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Brian Pemble retweeted
🚨 $FRMM is trading at an absurd 20% of NAV. We are ONE catalyst away from an explosive rally. 📈
Even a 100% move from here leaves it deeply undervalued at just 40% of NAV. The asymmetry is massive.
To unlock this, @forummarkets just needs to step up and prove any of the 3 simple things to the market:
1️⃣ Kill the FUD: Shut down the fraud/scam narratives being pushed by @ertuchinski, @capybaraReborn, and @capybaraReform once and for all - instead of posting next-to-useless articles about tokenization.
2️⃣ Defend the Stock: Show real commitment to the share price ASAP - cancel the ATM, initiate a buyback, or DO some insider buys.
3️⃣ Secure Validation: Ink a partnership with a reputable, tier-1 firm.
The setup is right here. Management just needs to execute. 💸👇
Execution does not mean sit around and hope market will care.
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Mar 31
7 months later: "[Forum has] eliminated direct Ether price exposure through ETH sales and derivative hedging of its remaining position"
Buy high sell low, right fellas?
3 Sep 2025
If ETH has a million fans, then I am one of them.
If ETH has ten fans, then I am one of them.
If ETH has only one fan, then that is me.
If ETH has no fans, then that means I am no longer on Earth.
If the world is against ETH, then ETHZilla is against the world.
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Brian Pemble retweeted
Jan 21
ARK Invest Big Ideas 2026:
"The assets on Ethereum now exceed $400 billion. $ETH remains the preferred blockchain for on-chain assets."
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Brian Pemble retweeted
Jan 14
ETH is at the same adoption inflection point BTC was at last cycle.
BTC will do great as liquidity enters the system.
ETH will do even better as Ethereum becomes the best blockchain to do business — and ETH becomes a productive treasury asset.
$15,000 / $200,000 in 2026.
Jan 13
ETHEREUM SEEN OUTPERFORMING BITCOIN
Standard Chartered says Ethereum’s outlook has improved and it is likely to outperform bitcoin. While weak bitcoin performance has weighed on the broader crypto market, rising institutional demand for ethereum and its dominance in stablecoins, real-world assets, and DeFi support a stronger outlook. Increased network throughput and potential U.S. regulatory clarity could provide further upside. The bank forecasts ethereum at $7,500 this year and $30,000 by 2029.
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22 Dec 2025
Ineptitude
22 Dec 2025
As part of redeeming our outstanding senior secured convertible notes, ETHZilla sold 24,291 ETH for approximately $74.5 million. We plan to use all, or a significant portion, of the proceeds to fund the redemption. The dashboard below excludes cash on the balance sheet which will be used to close on the early redemption on 12/24 and 12/30.
In the future, the Company believes its value will be driven by revenue and cash flow growth from our RWA tokenization business. As such, we are discontinuing the mNAV dashboard on our web site effective today but intend to continue providing periodic balance sheet updates. We will also continue to report any material changes to our ETH treasury holdings and/or share count in our SEC filings and social media posts going forward.
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14 Dec 2025
A hill I will die on: Daft Punk is the EDM 🐐 and it’s not particularly close
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13 Dec 2025
IMO the best opportunity in front of $ETHZ is to tokenize the stock, bring it onchain, and run defi tokenomics on it: collateralized lending, yield farming, onchain share buybacks to restore “peg” (mnav)
13 Dec 2025
“Manufactured homes represent an affordable housing solution, a compelling yield opportunity, and an ideal fit for our on-chain securitization framework,” said McAndrew Rudisill, CEO.
@NatMortgageNews by @Colinmcnamara05
nationalmortgagenews.com/new…
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13 Dec 2025
Prototype that with your own ticker and then productize it and sell to the market. Super value accretive. Drop the aerospace and private credit verticals.
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11 Dec 2025
9 Dec 2025
My money was losing 7% per year due to inflation so I decided to invest into crypto
Now I’m losing 50% per month
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The sentiment gap just keeps getting wider and wider.
There's a full on institutional Wolf of Wall Streets bull run in NYC rn. Larry Fink is calling for generational highs on digital assets, saying we are literally going to tokenize everything.
Average CT trader is completely BTFO, liquidated, and apathetic.
I'm choosing to be optimistic.
I'm choosing to lengthen my time horizon.
I'm choosing to be a delusional bull. Cockroach mode.
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3 Dec 2025
The forward EBITDA guidance here is the real story. First time we’ve seen $ETHZ quantify tokenization profitability.
Ran the math through a simple cash flow multiple and… 👀
3 Dec 2025
3/ Our first tokenized auto loan portfolios are expected to launch on Liquidity.io in Q1 2026. We estimate for every $100 million deployed in the Karus token, the assets are expected to generate $9 million to $12 million of adjusted EBITDA for ETHZilla.
"Karus's AI delivers institutional-grade risk forecasting that we believe will enable us to structure and tokenize loan pools with greater accuracy and transparency. This partnership provides ETHZilla an entry point to the $1.6 trillion US asset-backed securities market as a leading player in bringing real- world credit on-chain.” -McAndrew Rudisill, ETHZilla CEO
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3 Dec 2025
RT @ETHZilla_ETHZ: 📣Real-world asset (RWA) tokenization announcement
ETHZilla is excited to announce another milestone toward real-world as…
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2 Dec 2025
Excited for the $ETHZ conversation to shift back to long term value accrual and tokenization. Onward.
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2 Dec 2025
RT @ETHZilla_ETHZ: BlackRock CEO Larry Fink says "tokenization today is roughly where the internet was in 1996"
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