ETH investor Stanley Druckenmiller: “Our whole payment system will be stablecoins in 10-15 years” BitMine (BMNR), the ETH treasury company chaired by Tom Lee, holds almost $10 billion of ETH. Legendary investor Stanley Druckenmiller is listed among key backers like Founders Fund, ARK's Cathie Wood, and Bill Miller. This aligns with his recent bullish comments on stablecoins and blockchain payments: “Blockchain and the use of stablecoins — if you want to throw crypto and tokens into that — are incredibly useful in terms of productivity. I assume our whole payment system will be stablecoins in 10-15 years. Efficient. Quicker. Cheaper.”

If we ship FOCIL (EIP-7805), Frame Transactions (EIP-8141), Keyed Nonces (EIP-8250) and Recent Roots (EIP-8272) in Hegota, we get native, trustless, censorship resistant private transactions on Ethereum next year.

Crypto continues to be significantly uncorrelated to most asset classes

HYPE has shown the importance of revenue-quality. This is the next narrative.

I'm not sure if decentralising decision making is bullish. Investors like the EF brand. Bitmine could very possibly carry the torch but likely other ecosystem participants likely ride their coat-tails for funding. Centralise decision-making, decentralise protocol.

One of my gripes with Ethereum is that they rarely focus on demand-side value accrual. The burn (which is a damp squib) and the change in L2 blob pricing (which came later than it should of) are the only main examples I can think of. The notion of "build, and the users will come" is statistically incorrect. Price leads adoption. Strong token = strong network effects. The "issuance debate" is a distraction. Build services that get that gwei up! Burn, baby, burn!

In Q1, @Bitwise announced our vault curation capability. This week client assets / TVL crossed $500,000,000. Excited to be doing more onchain. onchain.bitwiseinvestments.c…

Proud to announce that the prestigious Canaccord Wealth UK ($70bn AUM) has exclusively partnered with @Bitwise to offer Bitcoin and Ethereum ETPs to selected clients for up to 5% of their portfolios. This is a momentous moment for crypto adoption in the UK and Channel Islands. Onwards and upwards! @Bitwise_Europe

Our inhouse ETH Factor Model shows BTC continues to be the main driver for ETH. This is in line with ETHs beta at some of the lowest levels year-over-year and especially since the Feb bottom suggesting a lack of idiosyncratic momentum, narrative or catalyst.

Wells Fargo Increases Ethereum ETF Holdings in Q1 2026 13F Filing A Q1 2026 13F filing submitted by Wells Fargo to the SEC shows that the bank significantly increased its holdings of Ethereum ETFs. Specifically, its position in iShares Ethereum Trust (ETHA) rose from approximately 672,600 shares in Q4 2025 to around 1.1 million shares, an increase of 63.5%, while its holdings of Bitwise Ethereum ETF (ETHW) increased 37% to 257,000 shares.

No.