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jon_charb
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jon_charb
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jon_charb
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crypto if everyone was required to take one intro to finance class
crypto if everyone was required to take one intro to finance class
jon_charb
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investing isnt black & white, you need to accept both of these especially in crypto: 1) many assets dont trade on strict fundamentals today, & many never will 2) trend ahead is most big cryptoassets will trade more on fundamentals, not less, vs today its all a timing question
investing isnt black & white, you need to accept both of these especially in crypto:
1) many assets dont trade on strict fundamentals today, & many never will
2) trend ahead is most big cryptoassets will trade more on fundamentals, not less, vs today
its all a timing question
jon_charb
--
there are people saying with a straight face: 1) the burn is what makes ETH special🦇🔊 2) REV is a bad metric without realizing ETH burn = base fees today + they're all excited to add MEV burn = REV
there are people saying with a straight face:
1) the burn is what makes ETH special🦇🔊
2) REV is a bad metric
without realizing ETH burn = base fees today + they're all excited to add MEV burn = REV
ETH
jon_charb
--
A few years ago even I assessed a higher probability than today that the “ETH is money” stuff could work But it’s clear the world is increasingly picking BTC as the dominant crypto SoV as seen by fundamentals (see SBR) & price (see ETH/BTC) You need to be able to update views
A few years ago even I assessed a higher probability than today that the “ETH is money” stuff could work
But it’s clear the world is increasingly picking BTC as the dominant crypto SoV as seen by fundamentals (see SBR) & price (see ETH/BTC)
You need to be able to update views
BTC
ETH
jon_charb
--
Would increasing Ethereum REV be good for ETH price
Would increasing Ethereum REV be good for ETH price
ETH
jon_charb
--
Both ETH & SOL: - Were running at ATH REV at the same time as their ATH prices - Traded at the same multiple on annualized REV at those times (~26.5x)
Both ETH & SOL:
- Were running at ATH REV at the same time as their ATH prices
- Traded at the same multiple on annualized REV at those times (~26.5x)
SOL
ETH
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According to Jinshi Data, President Trump announced plans to impose additional tariffs on countries that tax U.S. exports. He also stated that Congress is close to passing the largest tax cut bill in U.S. history, calling it a “rocket” for the U.S. economy. The combination of tax cuts and new trade measures could lead to stronger domestic growth and investor confidence—but may also introduce global trade uncertainty and inflationary risks. 💬 Do you think these policies will boost markets, or trigger more global volatility? How do you see this impacting crypto and broader risk assets? 👉 Create a post with #TrumpTariffs or the $BTC cashtag, or share your trader’s profile and insights to earn Binance points! (Press the “+” on the App homepage and click on Task Center) Activity period: 2025-05-14 06:00 (UTC) to 2025-05-15 06:00 (UTC) Points rewards are first-come, first-served, so be sure to claim your points daily!
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