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Tom Lee: AI still has many years to propel earnings surprise and innovation
CNBC Television· 2025-09-15 20:21
So here to share how he's positioning is Fundstrap Global Advisors head of research Tom Lee. He is of course also a CNBC contributor. First off Tom, I want to mark a milestone because it is now a big anniversary day for Fundstrat.It it is indeed. It's our 11th year since we started Fundstrat, which was September 15th, 2014. Blink of an eye. It's a blink of an eye.Yes. Because this is still midcycle for the bull market as well. All right.So since you said midcycle for the bull market, let's get right into th ...
X @Ethereum
Ethereum· 2025-09-15 19:58
RT Securitize (@Securitize)Trillions in RWAs are moving to the financial internet.In fact, the tokenized treasury market is up 860% since the day that Securitize & BlackRock launched BUIDL on Ethereum.With that momentum, @Etherealize_io released a new report outlining why Wall Street is ready to move onchain, and why it should be done through native tokenization.The tipping point for global finance has arrived. ...
X @Decrypt
Decrypt· 2025-09-15 19:40
Ethereum treasury firms poised to outperform Bitcoin rivals as staking yields boost sustainability, Standard Chartered analyst predicts.Read more: https://t.co/pC47qEF8uu ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-15 19:16
"im convinced that none of the L2s are pro ethereum. if given a chance in future, they will pivot to an L1 and we will see base doing so as well."Unless your structural advantage is derived explicitly from not being an L1 (i.e. having a validator set with consensus).It's counter-intuitive, but the least "aligned" chains (i.e. validiums/optimiums) by current metrics are very likely the most ride-or-die so long as Ethereum maintains its core ideology (decentralization).If Ethereum gives in to performance to t ...
X @The Block
The Block· 2025-09-15 17:50
The Daily: Base's potential native token, Polkadot's new supply cap, Ethereum's stablecoin record, and more https://t.co/btyUDauh7t ...
X @Ethereum
Ethereum· 2025-09-15 17:22
RT Seer (@0xjoph)StarkNet and StarkWare: Scaling Ethereum with Proofs.What @StarkWareLtd is buildingStarkWare is a company founded in 2018. They develop cryptographic proof tech called STARKs (Scalable Transparent ARgument of Knowledge).They built two main products so far:1. StarkEx — a scaling engine for specific apps (NFTs, trading, etc.). It is more permissioned.2. StarkNet — a permissionless layer-2 network above Ethereum. It lets any developer deploy smart contracts; it scales Ethereum using STARK proo ...
X @Wendy O
Wendy O· 2025-09-15 17:03
Crypto things you might have missed:-Fed rates are coming 9/17-BlackRock's secret plan-REX-Osprey $XRP ETF coming this week!✅-New privacy roadmap for Ethereum-Solana DeFi TVL hits new ATH-@cz_binance says banks need to adopt BNB- Crypto is downLIVESTREAM LINK IN BIO ...
X @The Block
The Block· 2025-09-15 16:30
Standard Chartered says Ethereum to benefit more from DAT buying than Bitcoin or Solana https://t.co/Jx1CuSYhse ...
X @Ethereum
Ethereum· 2025-09-15 15:00
RT Base (@base)Join us for the State of Base, streaming live from BaseCamp.https://t.co/8RdFlH6LUY ...
X @Decrypt
Decrypt· 2025-09-15 14:59
Tom Lee's Ethereum Treasury BitMine Boosts ETH Holdings to Nearly $10 Billion► https://t.co/SdfmWqKCwb https://t.co/SdfmWqKCwb ...