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Bankless· 2025-08-06 11:16
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X @Bankless
Bankless· 2025-08-06 11:00
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]
X @Bankless
Bankless· 2025-08-06 10:29
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 ...
X @Bankless
Bankless· 2025-08-05 19:00
Listen to the full episode👇https://t.co/x4hEAffXwTSpotify:https://t.co/gxpAW5yWW4YouTube:https://t.co/38QhxqamUb ...
X @Bankless
Bankless· 2025-08-05 19:00
“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 ...
X @Bankless
Bankless· 2025-08-05 17:00
Listen to the full episode👇https://t.co/x4hEAffXwTSpotify:https://t.co/gxpAW5yWW4YouTube:https://t.co/38QhxqamUb ...
X @Bankless
Bankless· 2025-08-05 17:00
“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 ...
X @Bankless
Bankless· 2025-08-05 15:06
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]
X @Bankless
Bankless· 2025-08-05 13:59
Pump defined the memecoin era — but's been shaken out.Despite pulling in $780M over 18 months, the team’s rumored $600M raise at a $4B valuation triggered backlash. Critics questioned why a cash-rich platform needed more capital, especially when little had gone back into the ecosystem.Within weeks, BonkFun flipped it, now holding 81% of launchpad volume, while Zora leads in tokens launched.Here’s what happened.👇~~ Opinion by @davewardonline ~~Trust is the Real TechnologyCrypto runs on trustless systems, but ...
X @Bankless
Bankless· 2025-08-05 12:41
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