🚨 ETHEREUM TPS IS ABOUT TO INCREASE 300%+
GLAMSTERDAM could raise Ethereum’s gas limit from 60M to 200M.
That means Ethereum can fit far more activity into every block.
🔹 More transactions
🔹 Cheaper fees
🔹 More room for apps
🔹 Safer bigger blocks with EIP-8037
Ethereum already settles stablecoins, RWAs, DeFi, and institutional flows.
Now the chain everyone already uses is preparing for 3x more activity at lower cost.
EIP-8037 reprices state growth so bigger blocks don’t break the network.
The “ETH is too slow” argument is aging badly.
$ETH
BITMINE WEEKLY UPDATE
Bitmine just added another 111,942 $ETH in one week
Updated holdings:
🔹 203 Bitcoin
🔹 $444M cash
🔹 5,390,404 ETH worth $11.5B
🔹 4,712,917 ETH staked worth $10.1B
🔹 $95M stake in Eightco $ORBS
🔹 $200M stake in Beast Industries
Bitmine now owns 4.47% of the entire ETH supply.
89% of the way to its 5% target.
$ETH $BMNR
THIS IS A PARADIGM SHIFT
Ethereum is starting to show its war face.
LARRY FINK spoke at WEF about the need for “one common blockchain.”
Now look at what is happening.
Ethereum is becoming the settlement layer for stablecoins, tokenized assets, institutions, AI agents, payments and ETH treasury companies.
Not just a blockchain anymore.
The market is slowly realizing what has been built.
$ETH $BMNR
🚨 EX-BLACKROCK EXEC: ETHEREUM IS BECOMING THE SETTLEMENT LAYER FOR GLOBAL FINANCE
Joseph Chalom, $SBET CEO, says Ethereum’s first major use case will be powering global finance.
The thesis: finance is rebuilding on open infrastructure.
🔹 24/7 markets
🔹 AI Agents
🔹 Tokenized assets
🔹 Stablecoins
Ethereum is leading at scale.
ETH is becoming the reserve asset for next gen capital markets.
$ETH $BMNR
🚨 ETHEREUM STAKING DEMAND IS EXPLODING
The exit queue is nearly zero while the validator entry queue is back near all-time highs.
That tells you exactly what long-term holders are doing.
🔹 Very little ETH wants out
🔹 3.5M+ ETH is still waiting to enter
🔹 Supply is moving into lockup
🔹 Staking demand is still accelerating
Everyone is watching price.
The real signal is supply.
ethereum:native $BMNR
🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER
TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk.
His key point is simple:
The US has two major structural advantages right now.
🔹 AI leadership
🔹 Energy independence
🔹 Resilient earnings
🔹 Trillions in private IPO wealth coming
He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors.
That wealth effect becomes a tailwind for the economy later this year.
Oil is the risk.
AI, earnings and liquidity are the upside.
TOM LEE still sees more upside into year end.
🚨 THE BEARISH SIDE OF BITMINE $BMNR 13F FILINGS
Not every major institution added.
Some recognizable names cut exposure sharply in Q1:
🔹 JPMorgan: -89%
🔹 Fidelity/FMR: -84%
🔹 Goldman Sachs: -62%
🔹 Royal Bank of Canada: -39%
JPMorgan’s position is now just 223,728 shares.
Fidelity/FMR is down to 557,808 shares.
Both sides of the 13F data matter.
$BMNR
🚨 MORGAN STANLEY CONTINUES ACCUMULATING BITMINE $BMNR
Latest filing:
🔹 13.79M shares
🔹 Position worth over $273M
🔹 +13.05% increase QoQ
Last quarter, Morgan Stanley increased its position by another 25.79%.
One of the largest financial institutions in the world now holds nearly 14 million shares of Bitmine.
Wall Street exposure to the Ethereum treasury model keeps growing.
$ETH
🚨 THIS IS WHY BLACKROCK CHOSE ETHEREUM
BlackRock’s tokenized money market fund runs on Ethereum because liquidity matters.
Ethereum already controls 54% of all DeFi TVL.
Now Glamsterdam could push L1 capacity 300%+ higher.
The chain institutions already trust is about to get more room to scale.
$ETH $BMNR
BREAKING:
🇺🇸 $14 trillion just chose Ethereum as its home.
BlackRock launching tokenized money-market funds on Ethereum.
The Ethereum adoption story keeps growing:
UBS: repo markets on Ethereum.
Franklin Templeton: ETFs on Ethereum.
Europe: evaluating Ethereum for Digital Euro.
Now BlackRock: tokenized money-market funds.
Vitalik said it best:
"The secure chain. The decentralized chain. The chain you can rely on."
Institutions don't choose Ethereum because it's fast.
They choose it because it's trusted.
$14 trillion just confirmed that.
This week's $BMNR Recap was 34 mins (link below)
Here's a small snippet of one of the more controversial topics.
I want to keep my assessment honest, bullish or bearish. No echo chambers.
We got GREAT movement on Clarity, but this is the nr. 1 news I didn't love this week.
I own $BTC and $ETH
Jordi Visser says he’s been buying Ethereum because he believes AI + tokenization are about to collide.
He thinks most people still underestimate tokenization and AI.