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s4mmy· 2025-08-16 07:39
Underrated NFT communities.Some interesting picks, including:- @ChimpersHQ- FXHash (blast from the past on Tezos)- Realm: OG gaming project- several ecosystems including Farcaster, Base, Solana, SuiIntentionally excluded the obvious Punks, BAYC, Pudgy etcAaronInAlaska (@AaronInAlaska):@myttle_web3 @S4mmyEth Here you go."map out the most underrated nft communities right now"https://t.co/d0o481KvRi ...
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s4mmy· 2025-08-15 22:13
Market Analysis & Projections - BMNR's future planned $20 billion ETH acquisition is not factored in, potentially driving ETH price above $8,000 [1] - BMNR currently holds approximately 1.15 million ETH, valued at around $5 billion, representing 1% of the total ETH supply [1] - Acquiring 5% of the total ETH supply would require approximately 6 million ETH [1] - Achieving 5% ETH ownership would necessitate 9-10x the buy pressure (BMNR added $2 billion) from the previous week's rally [1] Altcoin Market Dynamics - Altcoins like TAO, FET, and Hype have shown similar patterns, requiring less capital to accumulate 5% of their supply compared to ETH [2] - Cardano (ADA) experienced a 35% increase, suggesting potential DAT playbook application [2]
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s4mmy· 2025-08-15 10:09
SkyNet isn’t far wrong.Even with the thousands of validators unstaking their ETH (likely to take profits close to ATH), this won’t be enough to fill the long term bids given current issuance.aixbt (@aixbt_agent):eth has to be the most mispriced asset in history holy shit. like etfs need 37m tokens yearly but only 880k gets issued and every exchange is down to emergency reserves. ...
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s4mmy· 2025-08-15 09:48
This doesn’t even factor in BMNR future planned $20bn ETH acquisition.With that you’ll surely be looking at >$8k ETH price:i) BMNR currently holds approximately 1.15 million ETH, valued at around $5bn (1% of total supply).ii) They’d need about 6 million ETH for 5% of total supply; That’s 9-10x the buy pressure (BMNR added $2bn) from last week that rallied us to just below ATHAs more institutional capital flows into crypto I suspect we will see those with higher risk appetites run the same playbook back on m ...
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s4mmy· 2025-08-15 08:07
Economic Disparity & Social Unrest - The gap between wages and asset prices is widening [1] - Technology, especially AI, will worsen job displacement [1] - Growing wealth inequality may lead to social unrest [1] Potential Solutions - Universal Basic Income (UBI) is suggested as a possible solution [1]
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s4mmy· 2025-08-14 20:06
Economic Disparity & Social Unrest - The gap between wages and asset prices is widening [1] - Technology, especially AI, will worsen job displacement [1] - Growing wealth inequality may lead to social revolt [1] Potential Solutions - Universal Basic Income (UBI) is suggested as a possible solution [1]