RT Milk Road (@MilkRoad)Apps built on $ETH now hold $370 billion in user assets.Thats nearly 5× larger than any other chain.When real money moves onchain, funds, RWAs, ETFs, stablecoins, it almost always lands on Ethereum first.All time highs are closer than you think. https://t.co/EvtYmVgOMi ...

RT BSCN (@BSCNews)Japan’s @Quantum_SKK2338 just became the largest non-US Ethereum treasury, after buying another $8M in ETH in one day. Backed by @CathieDWood 's @ARKInvest , the firm now leads Asia’s push into corporate crypto holdings. @FrancisBZhouhttps://t.co/LKkDYg1RXw ...

🇯🇵 BIG: Japanese startup, JYPC launches the world's first yen-pegged stablecoin, with initial deployment on Ethereum, Avalanche, and Polygon. https://t.co/nFm5QxYRG5 ...

Asset Management - Fidelity's tokenized money market fund on Ethereum exceeds $230 million in AUM [1] - Fidelity, a private company, manages approximately $6.4 trillion in assets [1]

AI & Market Bubble - The AI sector is not in a bubble because Nvidia, a key AI chip maker, trades at 27 times forward earnings, cheaper than Costco (50 times) and Walmart (34 times) [1] - AI spending is accelerating as enterprises see payoffs, contrasting with past bubbles where absurd behaviors were prevalent [1][2] - The more people who yell bubble, it seems like the less likely we're in one [1] Valuation & Monetary Policy - Traditional valuation methods may not apply due to a "monetary premium" in stocks [2] - Stock valuations are dynamic; P/E ratios can rise even with rising nominal rates if earnings accelerate [2] - The 10-year bond at 4% implies a 25 P/E ratio, suggesting the bond market is expensive [2] Economic Data & Sentiment - The University of Michigan survey's inflation expectations are skewed due to a higher proportion of Democratic respondents, making the data potentially unreliable [4][5] - Prediction markets like Polymarket may offer better signals than traditional surveys for economic indicators [5] - The current stock rally is "the most hated," with the AAII net bulls index averaging -117%, similar to bear market years [15][16] Crypto & Blockchain - Crypto companies breaking into the mainstream often outperform their legacy counterparts; Tether is highlighted as an example [8] - Tokenized dollars (stablecoins) function better than traditional US dollars [8] - AI and robots are increasing the use case for crypto [4] Bitmine & Ethereum - Bitmine aims to acquire 5% of the Ethereum supply; it currently holds 323% million ETH [25] - Bitmine's primary strategy is to hold Ethereum as a treasury asset and benefit from staking rewards [26][28] - Ethereum is in a super cycle similar to Wall Street in 1971, with potential for significant price appreciation; a target of $21000 per token is mentioned [32] Future Trends - Sovereign security, longevity, and Generation Alpha are potential new super cycles to watch [3] - Embodied AI and humanoid robots are part of the global labor supplier theme [3] - Taxing robotic activities through micropayments could replace lost tax revenue from human labor [4]

Asset Management - Fidelity's tokenized money market fund on Ethereum exceeds $230 million in AUM [1] - Fidelity has approximately $6.4 trillion in assets under management [1]

ETH ⟷ BTCRotate onchain, keys in hand. 🔐FLIP InfoBot (@ChainflipBot):🐳 Swap https://t.co/I2w59N7O4y📥 100 ETH on Ethereum ($397,134.89)📤 3.539248 BTC ($393,938.28)⏱️ Took: 9 min🟢 Delta: -$3,196.61 (-0.80%)📓 Chunks: 40/40🏦 via Broker as a Service🏰 Affiliate: ShapeShift#chainflip $flip ...

"We want to give MegaETH and Ethereum supporters larger allocations, while giving many strong entrants the minimum ($2.6k)"Which of these better gets that point across? https://t.co/3SfrQouaws ...

if I told you at the beginning of this year...- sbf is teasing about being released on x- coinbase bought echo for 375m- bitcoin to underperform gold- stablecoins would be announced as collateral for nasdaq trading- cz would be pardoned by trump- hyperliquid would have a $1B treasury company- robinhood, Stripe, Circle would announce their own chains- Tom Lee & Joe Lubin would buy billions of Ethereum- ETH would hit $1,400 then rally to $4,800 in a few months- pumpdotfun launched a token- trump would announc ...

You can build for Ethereum. You can build for Bitcoin.Or you can build for both, by building on Starknet.It’s that simple. ...