I’ll pick the winner on Monday. ...

Caption contest, whatever I think is the funniest / most insulting comment wins 10 ZEC. https://t.co/SkYIcaPA6V ...

RT ether.fi (@ether_fi)“Why https://t.co/gbHcksxzp2?”⁦⁦@CryptoHayes⁩ explains his views to ⁦@KevinWSHPod⁩ https://t.co/si6vo6hh0B ...

RT Bankless (@BanklessHQ)Tom Lee ( @fundstrat ) frames markets as truth-finding;“The 2024 election and Trump Polymarket… tells me that it’s not just for entertainment It’s really serious wisdom of the crowd knowledge.”Arthur Hayes ( @CryptoHayes ) goes even further:“markets bring transparency… what the people actually want versus what governments are delivering… are at odds… it’s a philosophical indictment on the bankruptcy of global governments.” ...

“Long Live the King!” an essay on why the $BTC 4yr cycle is dead.https://t.co/7RldfQVqT5 ...

RT MR SHIFT 🦁 (@KevinWSHPod)Revenue and buybacks: fundamentals or just another crypto meme that creates mindshare but doesn't ensure outperformanceAs @cryptohayes puts it, most protocols either have no product market fit or generate no cash flow. And the few that do still fail to reward token holders.Projects like @ethena_labs and @ether_fi have real users, real revenue, and real value returned - that makes them worthy of investing in!Podcast out this week@MaelstromFund ...

RT MR SHIFT 🦁 (@KevinWSHPod). @ethena_labs is the fastest-growing USD stablecoin in crypto history@cryptohayes is placing his highest conviction bet on the stablecoin meta - specifically Ethena, which is now the fastest growing USD stablecoin in crypto history.As the US monetary strategy leans into exporting dollar stablecoins, there’s a macro tailwind few are pricing in.And with buybacks underway and the token now listed on Binance, this isn’t just a product bet - it’s a full macro thesis in motion.Podcast ...

Market Narrative - TradFi (Traditional Finance) 新的叙事主题是“货币贬值交易”[1] - 传统金融机构用了近 20 年才注意到这一点[1] - 不要相信他们会因为比特币的“4 年周期”而忘记这一点[1] Investment Strategy - 银行家们将向客户出售黄金、加密货币和科技股票衍生品[1]

Financial Performance - Etherfi holds $1163 billion TVL [1] - Etherfi generates $337 million in annualized fees [1] - Etherfi achieves $83 million in revenue [1] - $15 million flows directly to holders [1] Market Valuation - ETHFI feels absurdly underpriced [1] - ETHFI trades at only a $936 million market cap / $181 billion FDV [1] - Valuation is roughly 4x lower than projects with comparable fee capture [1] Staking and Infrastructure - ETHFI has $106 million ETHFI staked, representing 114% of supply [1] - Etherfi is a top-tier on-chain yield and infrastructure protocol [1] Product and Narrative - Etherfi has the best crypto card [1] - Neobank narrative is heating up [1]

RT Iolite（アイオライト）Web3.0 Front line (@Iolite_japan)世界的に著名な暗号資産アナリストとして知られるアーサー・ヘイズ氏（@CryptoHayes）。2025年末までのビットコイン価格“250,000ドル”に必要な条件、そして日本市場に対する考えなどについて迫った。🔍アーサー・ヘイズが語るビットコインと来たる分散化時代の未来予測https://t.co/6hIr6tGYhk ...