Tom Lee's BitMine expands Ethereum holdings after $820 million week of buying https://t.co/3CjaaL0kV2 ...

RT Fede’s intern 🥊 (@fede_intern)I’ve been saying for the past two years that the influence of @paradigm within Ethereum could become a relevant tail risk for the ecosystem. I believe this will become increasingly clear to everyone in the months ahead.Some people think I have a personal issue with them. I don’t. Compared to many other crypto funds, Paradigm has actually created valuable things for the community. I respect that. I would write the exact same piece for any fund that was in their position and i ...

Starknet’s final form isn’t even close.StarkWare (BTCFi arc) (@StarkWareLtd):We disrupted, and continue to disrupt, the scaling sector for Ethereum & Bitcoin with ZK.The next natural sector we’ll disrupt: privacy.Starknet’s final form isn’t even close. ...

'Ethereum investors buy the dip' amid $513 million in weekly global crypto ETP outflows: CoinShares https://t.co/Mvv2HmSnMu ...

⚡️JUST IN: Ethereum co-founder Vitalik Buterin released a GKR tutorial, diving deep into the cryptographic proving system behind ultra-fast ZK-provers.GKR's efficiency comes from only requiring the prover to commit to inputs and outputs. https://t.co/H93WYRn6Kt ...

Market Trends & Potential Catalysts - Potential crypto market boost from Trump-Xi meeting on October 31 [1] - Bitcoin could soar due to renewed bank stress and potential Fed response [1] - Ethereum potentially flipping Bitcoin, similar to gold post-1971 [1] Digital Asset Investments & Treasury - Ripple launching a $1 billion fundraise to buy XRP for a new digital asset treasury [2] - Public companies accumulated $193 billion (95%) worth of corporate ETH in Q3 alone [2] Ethereum Supply Dynamics - Ethereum is set to go "nuclear" with 3 active supply vacuums [2]

Technology & Protocol - GKR 协议是一系列能够实现极速证明系统的协议 [1] - GKR 协议是快速 ZK-EVM 和 zk-ML 证明的核心协议 [1] - GKR 协议针对具有多个低阶层和许多重复函数应用（例如哈希和神经网络）的计算进行了优化 [1] - GKR 协议只需要对输入和输出进行承诺，而不需要中间层，大大提高了效率 [1]

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 ...

🚨 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]