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Investment Thesis - Fundstrat's Tom Lee has positioned $BMNR as the world's largest ETH treasury, holding over 800,000 ETH [1] - The analyst predicts ETH is poised for a Bitcoin 2017-like surge [1] - The analysis suggests potential for 100x returns on ETH [1] Market Analysis & Strategy - The report highlights a 5% ETH investment strategy [1] - The discussion covers the increasing role of Ethereum in Wall Street [1] - The analysis addresses Wall Street's potential misunderstanding of crypto [1] Valuation & Risk - The report includes estimations of ETH's potential value [1] - The analysis includes navigation of market risks associated with Ethereum [1]

David Morris' coverage of @rstormsf has been an incredible service to the Ethereum community 🫡We've sent @theragetech $5,000 USDC for work covering @TornadoCashIf you like, you can donate to The Rage here:0x8570Cac50327839880079F40953aCb8507075b00Privacy is not a crimeDavid Z. Morris (@davidzmorris):Ethereum community not yet really showing its appreciation for @theragetech coverage of Tornado Cash.Sad.https://t.co/tAKP9YgxuC ...

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“You can’t really have alt season if ETH/BTC keeps going down… ETH is arguably the index for the altcoin market.”Ben Cowen ( @intocryptoverse ) explains why Ethereum’s strength relative to Bitcoin is the key alt season signal most people overlook. https://t.co/hbxdqz5a3S ...

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“You don’t need a basket of 10 different altcoins to make money. If you just focus in on one good trade for a few months, you can make a lot of money from that one good trade.”Ben Cowen ( @intocryptoverse ) on why betting big on BTC or ETH beats chasing every alt narrative. https://t.co/PLGte7qU38 ...

Regulatory Focus - Hester Pierce delivered a speech advocating for financial privacy in peer-to-peer transactions and a reevaluation of Bank Secrecy Act laws [1] - The speech highlights the need to rethink existing regulations concerning financial privacy [1] Industry Perspective - The industry acknowledges Hester Pierce's stance as "absolutely right" and praises her as a "legend" for addressing these issues [1]

Market Dynamics & Competition - Pump's rumored $600 million raise at a $4 billion valuation triggered backlash due to perceived lack of ecosystem reinvestment [1] - BonkFun flipped Pump, now holding 81% of launchpad volume, while Zora leads in tokens launched [1] - BonkFun and Zora rebuilt trust, offering reinvestment and alignment, contrasting with Pump's extraction model [7] Trust & Incentives - Crypto relies on trust, and Pump's fall highlights the need for operators who structure incentives for mutual benefit [1] - Bonk and Zora align platform wins with user wins, fostering a positive cycle of revenue and user engagement [1] - Platforms win by structuring for reinvestment and alignment, not extraction [7] BonkFun's Strategy - BonkFun recirculates economics instead of extracting, leveraging community timing and conviction [2] - $USELESS, promoted by BonkGuy, surged from ~$10 million to $300 million, validating BonkFun [3] - BonkFun's momentum snowballed as Pump users migrated [3] Zora's Approach - Zora hosts creator and content coins on Base, with an Instagram-style interface for easy token creation [4] - 50% of trading fees on Zora go back to creators as ZORA, creating a revenue loop [4] Cultural Alignment - Memecoin platforms thrive on cultural waves, harnessing entertainment and trading risk [5] - BonkFun's cultural alignment with Solana's mascot and humor contributed to its success [5]

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