capital rotation detected from spot eth holdings into active validation positions• $6.51b strategic reserves now targeting validator economics• largest players ditching passive exposure for staking yield• $3.9b stablecoin flow suggests deeper protocol engagement incomingeth staking percentage: 30% ...

Company Strategy - Bit Digital is focusing on Ethereum, mirroring MicroStrategy's Bitcoin strategy [1] - The company is exploring Ethereum treasury strategies [2] - Bit Digital transitioned from Bitcoin mining to Ethereum [1][2] Ethereum Market Dynamics - Public companies are increasingly competing for Ethereum dominance [1] - Institutional adoption of Ethereum is entering a new phase [2] - The discussion includes the Total Addressable Market (TAM) of Ethereum [2] Investment and Risks - Staking strategies and Ethereum yields are being analyzed [2] - The discussion addresses potential risks involved with Ethereum [2] - The conversation explores whether the current market situation is a bubble [2]

RT Omid Malekan 🧙🏽‍♂️ (@malekanoms)Hosseeb is correct in his conclusion that staking yields should be on the low end, mostly because slashing is either rare or on a chain like Solana non-existent. It never makes sense to pay high interest on an activity with no risk and slight liquidity disruptions.My sense is most of the newer chains that started with high emission rates did so because a)Bitcoin's curve was the default and b)They wanted grifty tokenomics that rewarded insiders (see TIA et al).But we should ...