BETHC

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Military has conducted new strikes in the area of the Strait of Hormuz, per Axios.

This would mark the first US strikes in the region since the “Memorandum of Understanding” was signed.

[Nick W @Hattusilis_III]

Cushing below operational minimum.
SPR at 43-year low.
Global inventories lowest in recorded history.
Mkt pricing Brent at $70.

Two spikes coming.
First: US can no longer absorbs global supply gap. Second: global reserves exhaust.

Market thinks crisis is over. It isn’t.
🔗👇

[JustDario @DarioCpx]

Kind reminder: within the next 24 hours Cushing oil tanks will hit rock bottom

[Ethlabs @ethlabs_org]

Announcing Ethlabs: a non-profit R&D lab for Ethereum and ETH

Our mission is to make Ethereum the settlement layer of the global economy.

The internet became global because shared protocols created a common language between networks. Private systems remained useful, but bounded. Finance is approaching a similar moment. As value, assets, and markets become digital, the world needs shared settlement infrastructure.

Ethereum is uniquely positioned to become that shared base layer, the neutral foundation on which users, institutions, and agents can transact without intermediation.

What we believe:

• We believe credible neutrality matters. Ten years of uptime and the lowest counterparty risk. Ground that cannot be pulled away by any one country, institution, company, or person.

• We believe ETH matters. The most valuable, programmable store of value. A decade of broad distribution, deep liquidity in onchain markets, and maximally trustless asset on Ethereum.

• We believe DeFi matters. Markets, liquidity, credit, exchange, and coordination, open to anyone.

• We believe adoption matters. Principles do not change the world until people benefit from them.

We sit between two worlds: real usage from the builders at the frontier, and the protocol that has to support it. We work with users, applications, wallets, L2s, infrastructure teams, institutions, ETH holders, core devs and researchers, then turn what they actually need into protocol work, shared standards, infrastructure, and shipped products.

Ethlabs is independent but Ethereum is a shared project. We are one node in a much larger network of stewards. This is the multi-node future.

We have spent the better part of the past decade contributing to Ethereum core research and development.

We are opinionated and transparent. We move with urgency, learn in public, and course-correct when we’re wrong.

We are building a lean, talent-dense team for people who want to do the most important work of their careers: [email protected]

[JustDario @DarioCpx]

With all due respect, but this behaviour is becoming beyond reckless. He knows he is talking to trading algorithms and knows triggering them strengthens the trend he wants to push. But oil cannot be printed out of thin air and he is worsening the biggest market dislocation ever.

[Sean Paul Kelley @seanpaulkelley]

Tank Bottoms Now Official.

“Cushing—the “pipeline crossroads of the world”—has hit operational tank bottoms with only ~21.64 million barrels of crude. This is a major concern because refineries may not be able to access the oil they need, and the situation could spike oil prices. Cushing is the primary delivery and pricing point for WTI (West Texas Intermediate) futures.”

There you have it. The shock begins. What happens next? Mad scramble for companies to get crude anywhere. Price rises expected asa well.

https://t.co/QhV3nOG4e6
@ProfSteveKeen @KidNate @iwelsh @iangarrickmason @Known__Unknowns @EPHaury

[JustDario @DarioCpx]

I just noticed that something very odd happened in the oil market yesterday, while the price was crushed into the options expiration window, volatility spiked as if someone placed a big long bet in the market. What does he know? Time will tell

[THE FUDA @theFudaa]

سوبر سايكل المنقذ و هو الايثريوم!!

استمرار الارتداد من هنا اتوقع للمقاومة ثم استمرار الهبوط بشكل زجزاج لقاع اخير بين 1200$ و 800$

و من هناك لا تبيع الايثريوم الا عند 10,000$ للحبة الواحدة و الايثريوم الوحيد الي هيعطي دفعة لعملات السوق مرة اخري وقتها

#eth

[THE FUDA @theFudaa]

برميل النفط الي 150$ و الذهب الي 3800$؟

النفط يستمر في تكوين مثلث له اعتقد ان هيرتد من الدعم و يصعد داخل المثلث مرة اخري و هدف هذا المثلث هو 150$

لا اعتقد ان الحرب هتتوقف فعلا و اعتقد ان ترجع و تستمر و يصعد النفط بينما يستمر الذهب في النزيف لهدفنا

#usoil

[Bleu Blanc Rouge ! 🇫🇷 @LBleuBlancRouge]

🗣️ Jordan Bardella : « Au Salvador, pays de 6 millions d’habitants, Monsieur Bukele a construit en 8 mois 40 000 places de prison. »

🗣️ Journaliste : « Oui enfin vous avez vu l’intérieur de ces prisons. C’est un modèle franchement ? Vous avez vu ces images ? »

🗣️ Jordan Bardella : « Vous avez le droit de vous soucier de l’épaisseur du matelas de l’assassin de la petite Lyhanna, moi ce n’est pas mon problème. » 👏🏻

[koeppelmann @koeppelmann]

ICOs are back on Ethereum.

[Louis # 5017 📽🎬👁💯 @LouisBaltimore]

Ça se voit qu'ils sont pas habitué à inviter des vrais hommes sur ce plateau.. Regardez les têtes de lémuriens qu'ils font quand il a dit ça mdrr.

[DeepBlueAlpha @DeepBlueAlpha]

🧵 RESEARCH: $LDO — the $223M token running a $14.9B machine.

Lido is the largest liquid staking protocol on Ethereum: ~24% of all staked ETH, ~$14.9B in deposits. The token that governs it? A $223M market cap — down 96% from its 2021 high.

We pulled the on-chain data, the whale flow, and the competitive map. 8 tweets 👇

@LidoFinance

[RYAN SΞAN ADAMS @RyanSAdams]

The Ethereum not ETH stuff is the mental fallacy that triggered me into writing and podcasting in the first place.

There is no strong Ethereum without an ETH worth trillions. Without ETH as a global store of value, Ethereum is a failed project. Full stop.

ETH is economic bandwidth for DeFi. It is the only asset maximized for CROPs, fail at high value ETH, fail at CROPs, fail at Ethereum.

Saying you’re bullish Ethereum not ETH is like saying you’re bullish America not the American economy. They are one and the same - economic engines.

Better to admit Ethereum is a failed project than “Ethereum not ETH”.

So spew that weak blockchain not crypto stuff out of your mouth, it doesn’t make sense for BTC, ZEC, ETH, or any truly crypto native project.

[북극성 @PolarisLog]

내가 이더리움을 포기 못하는 이유

- 미국이 2025년 7월 GENIUS Act에 서명하면서 스테이블코인 발행사가 발행량만큼 미국 국채나 현금을 의무 보유하도록 법으로 못 박음

- 스테이블코인이 팔릴수록 미국 국채도 팔리는 구조라 미국 입장에서 스테이블코인을 키울 이유가 분명함

- 스테이블코인 대부분이 달러 기반이라 전 세계가 쓸수록 달러 패권도 같이 강해지니 미국이 굳이 막을 이유가 없음

- 스테이블코인으로 시작된 흐름이 이제는 주식, 국채, 부동산 같은 실물 자산을 블록체인에 올리는 토큰화로 번지고 있음

- 토큰화란 쉽게 말해 현실 세계의 자산에 블록체인 주소를 붙이는 것임

- 블랙록, 피델리티 같은 전통 금융 대형 기관들이 이미 토큰화 상품을 굴리기 시작했다는 게 핵심임

- 이 기관들이 움직인다는 건 단순한 실험이 아니라 실제 돈이 이 구조 안으로 들어오고 있다는 신호임

- 자산이 토큰화되면 지금까지 불가능했던 일들이 가능해짐

- 예를 들어 삼성전자 주식 토큰을 담보로 대출을 받거나 그 토큰으로 음식점 결제까지 할 수 있게 됨

- 기존 금융에서는 주식은 주식이고 현금은 현금이었지만 토큰화되는 순간 자산과 화폐의 경계가 사라짐

- 경계가 사라지면 그 위에서 만들어질 수 있는 서비스의 종류가 폭발적으로 늘어남

- 24시간 거래, 자동화된 수익 분배 등 기존 금융 인프라로는 구현하기 어려웠던 것들이 기본 기능이 됨

- 이런 서비스가 가장 많이 만들어지는 블록체인이 어딘가 하면 바로?

- 이더리움임

- 피델리티는이더리움 위에 머니마켓 펀드 토큰을 출시했고 블랙록의 BUIDL도 이더리움 기반으로 운용 중임

- 기관이 수조 원짜리 자산을 올리려면 절대 멈추지 않는 인프라가 필요함

- 그런데 이더리움과 비슷한 코인들이 여러 차례 다운된 적이 있음

- 가장 강력한 경쟁자인 솔라나는 2021년부터 2024년 사이 여러 차례 다운된 적이 있음

- 반면 이더리움은 2015년 출시 이후 단 한 번도 멈춘 적이 없음

- 이런 면들이 많은 기관들이 이더리움을 선택한 이유임

- 며칠 전 비탈릭은 이더리움 재단을 더 작게 줄이고 속도 경쟁 대신 탈중앙화, 검열 저항, 프라이버시, 보안에 집중하겠다고 밝힘

- 이런 점들에 많은 기관들이 이더리움에 대한 신뢰성을 가지게 됨

- 이러다 보니 이더리움 안에서 발생하는 트랜잭션은 폭발적으로 늘어나는 중임

- 하지만 아직은 이 트랜잭션이 늘어나도 이더리움 가격을 끌어올리는 힘이 충분하지 않은 상태임

- 현재 이더리움은 트랜잭션 수수료가 레이어2로 대거 이동하면서 메인넷 수익이 급감한 상태임

- 즉 네트워크는 활발하게 쓰이는데 정작 ETH 가격을 밀어올리는 수요는 따라오지 못하는 구조적 괴리가 생김

- 그러나 이 괴리는 결국 메워질 가능성이 높음

- 토큰화 자산이 본격적으로 확산되면 고가치 정산 트랜잭션이 메인넷에 집중되면서 ETH 소각량이 늘어날 가능성이 높음

- 일반 거래는 레이어2에서 처리되더라도 최종 정산은 반드시 메인넷을 거쳐야 하는 구조이기 때문임

- 트랜잭션이 늘면 가스비로 소각되는 ETH 물량이 증가하고 공급이 줄면서 희소성이 올라가는 구조임

- 여기에 스테이킹 수요까지 겹치면 시장에 유통되는 ETH 물량은 더 빠르게 줄어들게 됨

- 결국 이더리움의 상승 논리는 단순한 투기가 아니라 실제로 쓰이는 인프라가 가치를 만들어내는 흐름임

- 강남 땅값이 오른 건 강남이 인기여서가 아니라 그 위에 건물과 상권이 들어섰기 때문임

- 이더리움도 마찬가지로 그 위에 금융 서비스가 쌓일수록 땅값처럼 가치가 올라가는 구조임

- 쓰임새가 가격을 따라잡는 시점이 오면 지금의 저평가가 오히려 기회였다는 평가를 받을 가능성이 높음

- 2030년이면 우리 엄마도 블록체인을 사용하는 세상이 올 것 같음

ethereum:native

[The Analyst @MMatters22596]

$ZETA breaking out of a multi-year wedge on high volume.
We all know what this means.

The last buy we shared subs is already up over 50%.

But we're holding this all the way up to our wave 3 PT at $66.

There is no other software company in such an attractive position right now.

[Retail Mourinho @retail_mourinho]

Kraken Robotics $KRKNF 🦑 deep dive by my friend @CoffeeStocksGuy.

Everyone who is thinking about buying into $KRKNF should read it.

[The Dean @Schoonerguts]

Desjardins Stock of the week: Kraken Robotics Inc. $PNG.V
Price Target: $14 Cdn

"Since the United States Navy started clearing mines in the Strait of Hormuz , St. John’s-based Kraken Robotics Inc. (PNG:TSX) and Covelya Group Ltd., which Kraken announced in March it was buying — have logged orders worth approximately $40 million over a month and a half, Benoit Poirier, an analyst at Desjardins Capital Markets, said in a note on May 28.

“We view the opportunity as one of the most compelling in our coverage,” Poirier said of the prospects for shares of the marine technology company. He has a price target of $14 for Kraken, well above the 12-month price target of $10.80 based on the calls of five analysts, according to Bloomberg."

[stock goat @kylewhitegoat]

$SOFI 🚨BREAKING NEWS🚨

SOFI JUST DROPPED A NUKE ON FINANCE 🔥

They launched SoFiUSD (SOFID) — America’s FIRST stablecoin issued by a real nationally chartered, OCC-regulated U.S. bank — now live inside the app for 15 MILLION members! 📈

Fully 1:1 backed by cash at the Fed, running on Ethereum+ Solana for instant 24/7 global payments.

This is the regulated bridge TradFi has been begging for. The stablecoin wars are OVER. $SOFI just became the everything-app powerhouse of the future. Parabolic run incoming 🚀

[Kraken Robotics @KrakenRobotics]

Kraken Robotics Reports Q1 2026 Financial Results with 35% Year-Over-Year Revenue Growth and Reiterates 2026 Guidance.

For the full announcement, read our news release: https://t.co/U7e3E68L6y