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X @Bankless
Bankless· 2025-08-06 20:32
LIVE @ 5pm ESTUnpacking the @rstormsf VerdictW/ guests- @davidzmorris from @theragetech- @valkenburgh from @coincenterLive on X and on YouTube, link below ...
X @Bankless
Bankless· 2025-08-06 20:31
Market Analysis & Investment Strategy - Tom Lee is aggressively accumulating ETH, aiming to own 5% of all ETH [1] - At the current buying rate, Tom Lee could potentially hold 5% of all ETH by 2026, equivalent to 6 million ETH [1] - This ETH holding would be valued at $20 billion at the current price [1] - Tom Lee anticipates a potential 100x upside for ETH, believing it could surpass Bitcoin [1] Potential Future Value & Company Valuation - If ETH achieves a 100x increase, its total value could reach $40 trillion [1] - BMNR's valuation could potentially become one of the highest globally if ETH's value increases significantly [1] Strategic Implications & Government Involvement - ETH Treasury companies could possess significant strategic importance, potentially requiring government intervention to acquire their assets for establishing a public ETH treasury [2]
X @Bankless
Bankless· 2025-08-06 18:01
RT Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat)Yas 👏 ...
X @Bankless
Bankless· 2025-08-06 16:42
Overview of Aztec Network - Onchain privacy is gaining momentum with new funding, court cases, and technical advancements [1] - Aztec Network is a privacy-first Ethereum Layer 2 solution that supports both public and private smart contract functions [1][2] Technology and Architecture - Aztec uses a dual execution model: private smart contracts run client-side, public ones on Aztec's decentralized node network [2] - Interoperability between private and public computation is achieved through zero-knowledge proofs (ZKPs) [2] - Aztec uses its own language, Noir, instead of EVM compatibility, to enhance privacy without security tradeoffs [2][3] - The Private Execution Environment (PXE) is Aztec's client-side privacy engine, managing secrets, building transactions, and tracking private assets [3][4][5] - The Aztec Virtual Machine (AVM) runs public smart contract logic and communicates with PXE for hybrid logic [5][6] Functionality and Use Cases - Hybrid logic enables public price data for private swaps and public NFT auctions settling to private addresses [6] - Aztec rollups compress both private and public transactions into batches, posting them with proofs to Ethereum [6] Development and Testing - Aztec has launched its "Adversarial Testnet" as a permissionless trial ahead of its upcoming mainnet [1] - Tools available for testing include Aztec Sandbox (local dev environment) and Aztec Playground (browser tool) [7][8] - Users can join the Validator Set by registering with ZKPassport and running nodes [8]
X @Bankless
Bankless· 2025-08-06 15:00
We asked Tom Lee for his ETH predictions."Ethereum could flip Bitcoin in terms of network value."It's Wall Street moving finance onto blockchains.It's the US Government.It's AI.@fundstrat's case for ETH having bigger upside than BTC 👇 https://t.co/UThf1wNucF ...
X @Bankless
Bankless· 2025-08-06 13:06
It's Tom Lee day at Bankless.Post your fave tom lee photo. https://t.co/LIYIPWZaiA ...
X @Bankless
Bankless· 2025-08-06 13:00
This is the biggest ETH bull we've ever seen.5% of total ETH supply.And $BMNR is moving faster than @saylor.@fundstrat says that this is the vehicle that Wall St. and the US Government want to see. https://t.co/LX6o3RyK9Y ...
X @Bankless
Bankless· 2025-08-06 12:00
There's THREE reasons to be bullish on ETH Treasuries, according to @fundstrat 🤔1. You can stack more ETH per share (ETFs are 1:1)2. Real income from a native yield-bearing asset3. Scarcity.That's the formula.Now, $BMNR is as liquid as Uber. https://t.co/jbq0NmoJjq ...