Investment Focus - Joseph Chalom 全力支持 ETH (以太坊)[1] Company/Individual Profile - 提及 @joechalom 和 @SharpLinkGaming [1] Access Restriction - 内容仅限 Citizens Only (特定用户)访问[1]

@CommerceGov https://t.co/pW89GKof3Y ...

区块链应用 - 以太坊区块链上的 GDP 概念被提出，可能代表着一种新的经济活动衡量方式 [1] 行业关注 - 行业关注美国商务部 (CommerceGov) 对以太坊区块链 GDP 的相关研究 [1]

Trillions https://t.co/sleN1gemczDefinitely Not The Giver (@lazyvillager1):what did Bankless know when they compared ETH to GDP. On the blockchain. ...

Listen ad-free 👇https://t.co/47c7UjaMsR ...

Financial Performance - Circle's price-to-earnings ratio is 192x against 2024 net income, framing it as a high-growth opportunity [1] Market Dynamics & Risks - To neutralize a 100 basis point rate cut, USDC in circulation needs to increase by about 25%, requiring a $153 billion cash infusion into the crypto economy [1] - If the Federal Reserve delivers a minimum step 25 basis point cut, Circle needs to grow USDC supply by approximately $38 billion to maintain current profitability [2] - The relationship between interest rates and USDC in circulation is complex, highly uncertain, and unproven [3] - Rate cut cycles occur at an aggressive pace once incited [3] - Circle faces mathematical challenges with lower interest rate dynamics [3]

Interest Rate Impact - Decreasing interest rates may reduce Circle's interest income per dollar of reserves, potentially impacting profitability [1] - Financial commentators suggest that current interest rates are "restrictive," implying potential for rate cuts [1] - Interest rate cuts could stimulate economic growth, maintaining employment levels, lowering credit costs, and boosting crypto markets [2] Crypto Market Implications - Lower interest rates could lead to cheaper loans, increased liquidity, and higher demand for risk assets, benefiting the crypto market [2] - A potential economic upswing driven by rate cuts may increase demand for crypto-native stablecoins, especially those offering high DeFi yields [2]

RT RYAN SΞAN ADAMS - rsa.eth 🦄 (@RyanSAdams)Here's the key unlock in this episode.ETH is proving itself as a high quality liquid asset (HQLA) this cycle. Like Treasuries, like Gold, like Bitcoin.This unlocks a vast world of TradFi capital which will propel ETH to new heights.ETH is institutional grade.Bullish. ...

LIVE NOW -- ETHZilla: Ethereum’s Monster Treasury Company | McAndrew Rudisill & Avichal Garg@ETHZilla_ETHZ wants to turn ETH into Wall Street’s new reserve asset, and they’ve built a plan to do it. @RyanSAdams sits down with @avichal (@ElectricCapital) and Mac Rudisill (ETHZilla) to unpack why ETH treasuries exploded this cycle, how credit markets (converts, preferreds, and debt) supercharge accumulation, and why stablecoins → DeFi → ETH forms a flywheel that turns Ether into high-quality collateral. We dig ...

RT sanctum ☁️ (@sanctumso)Horizon 2025 https://t.co/qXZervjfCf ...