🚨 UPDATE: 2.3M $ETH is now waiting 40 days to unstake. https://t.co/21Iioxqzwa ...

Core Insights - Fundstrat's Tom Lee expresses a cooling excitement around digital asset treasuries (DATs) but maintains strong confidence in Ethereum [1][10] Company Actions - Tom Lee purchased $1.5 billion worth of Ether following a market crash, viewing it as a long-term investment opportunity [3][10] - BitMine Immersion Technologies accumulated 379,271 ETH, valued at approximately $1.5 billion, through three major purchases [4][10] - BitMine has become the largest Ether treasury holder, now possessing over 3 million ETH, which is about 2.5% of the total supply, valued at around $11.7 billion [5] Market Dynamics - Lee compared Ethereum's potential to the historical transition from gold to equities, suggesting Ether could become a dominant store of value [6] - There are indications of cracks in the DAT market, with many companies trading below their net asset value (NAV), signaling potential overvaluation risks [7][10] - Research indicates that firms like Metaplanet and Strategy are trading at or below their NAVs, supporting concerns about market valuation [7] Future Outlook - Well-capitalized DATs with experienced management may still outperform in the next market cycle despite current market challenges [8] - Huobi founder Li Lin has raised $1 billion to establish an Ether-focused treasury fund, indicating ongoing interest in Ethereum [9]

RT Token Terminal 📊 (@tokenterminal)Top 15 stablecoin issuers on @ethereum 👇1. @Tether_to2. @circle3. @ethena_labs4. @SkyEcosystem5. @PayPal6. @Paxos7. @Ripple8. @FirstDigitalHQ9. @usualmoney10. @worldlibertyfi11. @aave12. @tusdio13. @global_dollar14. @fraxfinance15. @capmoney_ https://t.co/fKEJyGPR0f ...

RT Gareth Jenkinson (@gazza_jenks)So, how is it that Bhutan, a mystical, bhuddist kingdom came to own 13,000 Bitcoin AND use @ethereum for its national ID system 🤔@rkbaggs and I had @timourxyz on @Cointelegraph #CHAINREACTION on Friday to get the TL;DR 👇🗳️Kingdom turned democracy🙂Measuring gross national happiness over GDP⛏️Mining Bitcoin since 2020🌍 4th largest sovereign holder of Bitcoin❤️ & 🔁 ...

Layer-2 Scaling Solutions - MegaETH aims to push Ethereum to its limits and beyond [1] - The industry is exploring which other Layer-2 solutions (L2s) can achieve similar scalability [1]

Top 15 stablecoin issuers on @ethereum 👇1. @Tether_to2. @circle3. @ethena_labs4. @SkyEcosystem5. @PayPal6. @Paxos7. @Ripple8. @FirstDigitalHQ9. @usualmoney10. @worldlibertyfi11. @aave12. @tusdio13. @global_dollar14. @fraxfinance15. @capmoney_ https://t.co/fKEJyGPR0f ...

RT Milk Road (@MilkRoadDaily)Stablecoin supply on $ETH just hit a new ATH - $180B.That’s up +500% since 2020 and +$60B higher than the 2022 bull peak.Adoption is happening at a wild pace. https://t.co/JahpjH1J4w ...

RT Joseph Chalom (@joechalom)Ethereum hit $5T in stablecoin volume with a $180B supplyBullish ...

RT The Ether Machine (@TheEtherMachine)Ethereum is inevitable ...

💥BREAKING:🇺🇸 Tom Lee's Bitmine just bought another 72,898 $ETH worth $281,000,000!THEY KNOW ETHEREUM HITS $10,000 SOON. https://t.co/HPiEIWo4B2 ...