@RaoulGMI Thought provoking for sure. ETH is built to increase in price exponentially too. Tokenomics designed to improve as usage increases. New tokens only go to Long Term holders. The owners become ever larger owners as the asset becomes more and more scarce
@fundstrat Everything is driving fundamental growth. Stables, DeFi, RWA, Agentic AI transactions. The tokenonics (Staking yield which goes to stakers who are largely LT investors; supply dynamics that improve as usage increases) it’s designed for the price to increase exponentially.
@Downtown when hyper scalers begin to monetize their sizable investments in AI, most of it will take place on the Ethereum network. Thoughts on ETH now?
@WatcherGuru Now JP Morgan is in favor of the Clarity Act. Robinhood, Google, BNY, Visa, Citigroup, Samsung, Standard Chartered, Mastercard, Amex, PayPal, Shopify, US Bank, Stripe, etc all NEED it to pass. They have considerable influence
@TheDeFinvestor Regular people will start reading and hearing about the enormous success of Robinhood’s new ETH-based crypto project and the SWIFT launch on ETH- which I think eventually will be even bigger- so far it’s just crypto enthusiasts
@BMNRBullz It is amazing. But I think SWIFT’s L2 (same exact strategy as HOOD launched yesterday) will ultimately do A LOT more volume than HOOD’s. Might take a little more time but it will be huge too, and in addition to Robinhood’s enormous volume
@Travis_Kling Robinhood and SWIFT are both using Ethereum. Think of Ethereum as the internet. HOOD and SWIFT launched killer apps on it this week (like Amazon and Netflix launches). And OUSD - 140 tech and finance giants - uses 6 public chains. BASE (ETH), SOL, ETH, APT, XLM, and Tempo
@DecodeMarkets SWIFT (and 17 huge global banks) launched their own L2 yesterday. Same approach as Robinhood essentially. I expect that token to have even greater usage than Robinhood’s. Give it a few days/weeks
@Ethereum_Maxis On top of the 40.4 million plus 2.7 million waiting to be staked, 38.8 million more ETH tokens are locked in DeFi applications. And 3.6 million are in non staked ETFs. There’s very little actually free floating supply
@ETH_Daily SWIFT’s new token also runs on Ethereum. Robinhood and SWIFT adopting Ethereum in the same week. And OUSD (launched by 140 tech and finance companies last week) will use SOL and BASE (which is ETH) initially with 5 other tokens including ETH to be launched later in the year
@Downtown There have been Trillions invested on the premise that AI wasn’t regulated. No laws passed, but the US government (and China’s and the EU) are now regulating AI by decree. Picking winners and losers. Regulation risks for companies investing in AI have increased 10X
@jimcramer The bigger underlying problem is that AI is now being regulated by the US government. No rules or laws passed. Regulation by decree. The risks associated with companies investing in AI are way higher than 6 months ago. There will be an Enormous pull back in CapEx spend
@WatcherGuru 1) AI regulation is coming fast and it’s going to be messy to implement. All the money spent will be questioned until we know the rules in 5 or 6 years 2) AI is about 99% spending of money and 1% revenue at this point