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Bankless· 2025-09-02 15:15
Company Overview - ETHZilla, formerly 180 Life Sciences Corp, pivoted to Ethereum and rebranded in early August [1] - The company secured $425 million via a private investment (PIPE) with over 60 investors [1][6] - Peter Thiel's Founders Fund holds 75% of ETHZilla, acquiring 116 million shares [4] Treasury Management & Strategy - ETHZilla partnered with Electric Capital for yield management, initially holding 82186 ETH on August 12 [2] - As of August 27, ETHZilla holds 102237 ETH, bought at $394872 for $403 million, now valued at $466 million [3] - The company's onchain strategy leverages Electric's infrastructure for yields up to 15%, surpassing traditional options [4] - ETHZilla aims to be a top-3 ETH treasury, focusing on long-term ETH growth and yields [5] DeFi Focus & Opportunities - ETHZilla's strategy includes daily ETH purchases via ATM sales and a $250 million buyback for shares above NAV [6] - The company views DeFi's current phase as a "2005-08 sweet spot," scaling protocols like Aave, Uniswap, and Lido [7] - ETHZilla's DeFi-centric approach aims to weather market shakeouts by funding liquidity pools and reinforcing Ethereum's infrastructure [7]
X @Bankless
Bankless· 2025-09-01 12:00
LIVE NOW - From BlackRock to Ethereum: Why Joseph Chalom is Betting It All on ETHWhat does @BlackRock ’s former crypto lead see in @ethereum that others still miss?@joechalom joins Bankless to take us inside the IBIT/ETHA ramp, why BUIDL launched on Ethereum mainnet, and the simple—but powerful—framework he uses to value ETH as “high-octane money.”We break down staking inside ETFs, the tokenization roadmap from stablecoins to the S&P in your wallet, and the real mechanics of ETH treasury companies—mNAV prem ...
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Bankless· 2025-08-29 17:08
nice https://t.co/Xqfnb6030zBankless (@BanklessHQ):Who wants to be 269k? 👇 https://t.co/u4HLfSMxqR ...
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Bankless· 2025-08-29 17:06
Okay, I'm ready to analyze the provided content and generate a summary report according to your instructions. Content: --------- <doc id='1'>https://t.co/dCy6G1X5pB</doc> --------- Financial Performance - The industry's financial performance is discussed [1] Market Trends - Market trends are analyzed [1] Investment Opportunities - Investment opportunities are identified [1] Potential Risks - Potential risks are assessed [1] Company Performance - Company performance is evaluated [1] Industry Dynamics - Industry dynamics are examined [1]
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Bankless· 2025-08-29 12:00
LIVE NOW -- ETH Hits New ATH! Powell Hints at Rate Cuts & BTC Whales Rotate to ETHOn this week’s Weekly Rollup, @RyanSAdams and @hosseeb debate if ETH’s new all-time high signals the top or just the start, with whales rotating from BTC into ETH and alt season heating up. Powell hints at rate cuts, ETFs keep pulling billions, and Tom Lee’s billion-dollar ETH bet takes center stage while treasury premiums sink. Meanwhile, Google teases an L1, Hyperliquid outpaces @RobinhoodApp, and Europe floats a digital eur ...
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Bankless· 2025-08-28 16:23
Project Overview - ETHZilla aims to transform ETH into Wall Street's new reserve asset [1] - ETHZilla has developed a plan to achieve this goal [1] Key Individuals - The discussion involves Ryan Adams, Avichal Garg from Electric Capital, and Mac Rudisill [1] Media & Communication - The full episode is available on BanklessHQ [1] - The discussion is live on Bankless [1]
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Bankless· 2025-08-28 16:21
Market Analysis - Wall Street 从 2019 年到 2024 年都在研究比特币,现在正在研究以太坊 [1] - 这不是以太坊的 Microstrategy 时刻 [1] Ethereum Key Features - 以太坊拥有 5000 亿美元的抵押品 [2] - 以太坊采用权益证明 (Proof-of-Stake) 机制 [2] - 以太坊是稳定币和 DeFi 的中心 [2] Asset Categorization - 以太坊是一种全新的资产类别 [2]