iamDCinvestor
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all of the biggest financial institutions in the world are actively choosing to build on Ethereum at L1 and L2
right as we get complete regulatory overhaul, enshrined in US law
massive 1995 vibes when the internet first got corporate adoption
you are not bullish enough
right as we get complete regulatory overhaul, enshrined in US law
massive 1995 vibes when the internet first got corporate adoption
you are not bullish enough
today is the most fundamentally bullish day in crypto in a while, with the rails set and being used for massive adoption
meanwhile the TL is either jaded AF, mad, trolling, or panic selling
never change, CT
meanwhile the TL is either jaded AF, mad, trolling, or panic selling
never change, CT
the way Ethereum L2s and stable coins will grow form here will be chaotic, but good for Ethereum
similar to early Internet days of AOL, Compuserve, Prodigy, etc.
but eventually, the demand for trust-minimized interop wins and will reshape things
we are in ~1995
similar to early Internet days of AOL, Compuserve, Prodigy, etc.
but eventually, the demand for trust-minimized interop wins and will reshape things
we are in ~1995
getting payments onchain is important
because it will be the first, likely consistently growing, non-speculative source of demand to use Ethereum at both L1 and L2
because it will be the first, likely consistently growing, non-speculative source of demand to use Ethereum at both L1 and L2
average credit card fees of ~2.5% on merchants doesn’t sound like much
until you realize it’s basically a tax on all consumer commerce in the US
compare with average state sales tax rate of ~7.5%, but money which actually benefits your state and local communities
we’ve conditioned ourselves to pay a tax to a few payment processor companies
and in the past, they did provide unique value to both business and consumers, but it legitimately seems this may no longer be the case with the advent of onchain commerce
until you realize it’s basically a tax on all consumer commerce in the US
compare with average state sales tax rate of ~7.5%, but money which actually benefits your state and local communities
we’ve conditioned ourselves to pay a tax to a few payment processor companies
and in the past, they did provide unique value to both business and consumers, but it legitimately seems this may no longer be the case with the advent of onchain commerce
the businesses accepting stablecoins have to explicitly give something to the customer to gain real traction
rebates, rewards programs, cheaper pricing vs credit cards where it may be permitted, access to cheaper alternative lending systems, etc.
otherwise most people will just keep using credit cards for points alone
rebates, rewards programs, cheaper pricing vs credit cards where it may be permitted, access to cheaper alternative lending systems, etc.
otherwise most people will just keep using credit cards for points alone
Coinbase was a “crypto company” which has become a “fintech company” looking to disrupt TradFi by using crypto/onchain rails to do so because it’s such a huge opportunity
expect their tone to change more and more to reflect this over time
this make sense for Coinbase tbqh
expect their tone to change more and more to reflect this over time
this make sense for Coinbase tbqh
blockchains with real fundamental use (like Ethereum)
should be more bullish with increasing global instability and declining trust, not less
eventually the market will realize this
should be more bullish with increasing global instability and declining trust, not less
eventually the market will realize this
i seriously can’t imagine any civilian walking onto this site casually tbh
the amount of psyops here, and not just related to crypto, is incredible
it’s never been more difficult to reliably find signal here
Grok helps, but really just highlights how bad it’s become
the amount of psyops here, and not just related to crypto, is incredible
it’s never been more difficult to reliably find signal here
Grok helps, but really just highlights how bad it’s become
stablecoins are blowing up on Base, and likely to gain even more traction with Shopify announcing their plans to use it for stablecoins. who knows, maybe Walmart or Amazon are next
and what do you notice here about bridged ETH and USDC on Base?
pretty similar USD amounts on there
*the growth of the stablecoin economy on Ethereum L2s will lead to the growth of the ETH economy alongside it*
this is the positive sum picture most people here can't see
more stablecoin activity on Ethereum -> more ETH-based activity on Ethereum
and what do you notice here about bridged ETH and USDC on Base?
pretty similar USD amounts on there
*the growth of the stablecoin economy on Ethereum L2s will lead to the growth of the ETH economy alongside it*
this is the positive sum picture most people here can't see
more stablecoin activity on Ethereum -> more ETH-based activity on Ethereum
the two largest retailers in the US, and in the world, discussing if they need a stablecoin strategy
how much you wanna bet they build it ON ETHEREUM?
we are bringing the whole world onchain in realtime
amazing
how much you wanna bet they build it ON ETHEREUM?
we are bringing the whole world onchain in realtime
amazing
look, i'm really tempting fate with this one, but i'm in spot so idc
anyone else surprised this shit hasn't straight up bart-ed yet??
anyone else surprised this shit hasn't straight up bart-ed yet??
you are ALWAYS going to have people who disagree with your decisions in an org like the EF, especially when enacting culture change
the reality is a lot tough decisions have been made and still need to be made to ensure Ethereum remains competitive and the EF remains sustainable
i think the mindset which permeated the org under prior leadership led to the EF operating too much like a "job for life" rather than a competitive and responsive org ready to adapt to changes in the environment in which Ethereum operates. i will probably piss some people off by saying this, but that has been my view as an outsider for a while
the ideal EF model, imo, is one where you have continuity of mission and vision, but no individuals gain so much control that they can subjugate it in perverse ways. people should come, contribute to Ethereum being great, then go on into the ecosystem to add value to it based on that experience
so i must say that i'm truly impressed with the open and proactive comms approach @tkstanczak has been taking in his very short tenure. most people wouldn't realize how exceptional this is because these are not the kinds of things they think about
i do, and i can tell you this is exceptional
(source: 15+ years of working with senior execs on org design and strategy)
the reality is a lot tough decisions have been made and still need to be made to ensure Ethereum remains competitive and the EF remains sustainable
i think the mindset which permeated the org under prior leadership led to the EF operating too much like a "job for life" rather than a competitive and responsive org ready to adapt to changes in the environment in which Ethereum operates. i will probably piss some people off by saying this, but that has been my view as an outsider for a while
the ideal EF model, imo, is one where you have continuity of mission and vision, but no individuals gain so much control that they can subjugate it in perverse ways. people should come, contribute to Ethereum being great, then go on into the ecosystem to add value to it based on that experience
so i must say that i'm truly impressed with the open and proactive comms approach @tkstanczak has been taking in his very short tenure. most people wouldn't realize how exceptional this is because these are not the kinds of things they think about
i do, and i can tell you this is exceptional
(source: 15+ years of working with senior execs on org design and strategy)
with fee burn in EIP-1559, Ethereum made a conscious decision to enrich ETH holders more than to enrich Ethereum Stakers specifically
this was done intentionally, to limit the amount of wealth stakers would accrue over time while distributing that benefit diffusely to all ETH holders instead in the form of net supply growth which is substantially lower than Bitcoin's or any other major L1 asset
Ethereum strives to be neutral, public infrastructure ANYONE can rely on much more than it tries to be a big tech corporation. its critics miss this and will keep missing it as the factor which makes Ethereum different
the value of ETH comes from it being used a a commodity money and store of value asset in that system. it is this use, and almost nothing else, which has given it a marketcap of $300B to $600B
this is just one of the many reasons why ETH is the best decentralized, programmable store of value asset in the entire world
that's not an opinion. it is just a fact, decided by the market
this was done intentionally, to limit the amount of wealth stakers would accrue over time while distributing that benefit diffusely to all ETH holders instead in the form of net supply growth which is substantially lower than Bitcoin's or any other major L1 asset
Ethereum strives to be neutral, public infrastructure ANYONE can rely on much more than it tries to be a big tech corporation. its critics miss this and will keep missing it as the factor which makes Ethereum different
the value of ETH comes from it being used a a commodity money and store of value asset in that system. it is this use, and almost nothing else, which has given it a marketcap of $300B to $600B
this is just one of the many reasons why ETH is the best decentralized, programmable store of value asset in the entire world
that's not an opinion. it is just a fact, decided by the market
stablecoins are the “AOL moment” for public blockchains
and Ethereum is the free and open financial internet they will connect to and eventually be consumed by
i grew up on the Internet in the 1990s, and nothing has ever been so clear and obvious to see in my life (again)
and Ethereum is the free and open financial internet they will connect to and eventually be consumed by
i grew up on the Internet in the 1990s, and nothing has ever been so clear and obvious to see in my life (again)
"ETH is even more overvalued today at $20,000 than it was at $2,500 less than a year ago"
~ concernoor, January 2026
~ concernoor, January 2026
would be a real shame if ETH rage pumped to $5K before offering a meaningful pullback
wouldn’t it??
wouldn’t it??
too much of the NFT space is people who are salty that you are not holding, buying, or talking about [theirBags]
it’s even worse if the stuff you are holding, buying, or talking about has had any kind of meaningful recognition or financial success while theirs perhaps haven’t had as much
so then it becomes this projection that the “problem with the space” is what everyone else chose to buy (or chose not to buy)- as if individual decisions to allocate their own capital are somehow destroying the space
not a fun mindset, or resulting environment tbh
it’s even worse if the stuff you are holding, buying, or talking about has had any kind of meaningful recognition or financial success while theirs perhaps haven’t had as much
so then it becomes this projection that the “problem with the space” is what everyone else chose to buy (or chose not to buy)- as if individual decisions to allocate their own capital are somehow destroying the space
not a fun mindset, or resulting environment tbh
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