moschus11

EVMaverick #298

[matze | growthepie 🥧 @web3_data]

It's refreshing to see how the content in my feed is slowly more optimistic again.

I think 2026 + 2027 will be big for Ethereum. I also see a solid chance for another run to #1 and to take on Bitcoin.

- Quantum roadmap for Ethereum is solid

- Robinhood, as one of the biggest (or even the biggest) finance app for consumers, is providing proof that L2s make sense for businesses -> many other businesses will evaluate and follow

- Crypto UX still isn't great but it's significantly better than during the last cycle

- Agents will use blockchains and prefer the one's with deep liquidity (Ethereum)

- Basic financial instruments that were novel 4 years ago "just work" now on EVM (stables, lending, options, etc.)

- Fundamentals, despite the bear, still look strong (easy all at 2x from previous bull)

- Ethereum keeps reinventing itself with new orgs like @ethlabs_org and @ethereuminsti

- Big L2s like Arbitrum, Optimism, Polygon, Base, MegaETH, Celo, Starknet, Taiko, Soneium, World, Linea, Ronin, Mantle, and many others are all helping with distribution (all in their own way)

- The Ethereum ecosystem is becoming more pragmatic in many ways and will learn from all these experiments that we ran in the past 4 years (DAOs, grants, tokens, etc.)

It won't happen overnight, but slowly many theses from Ethereum land will work out.

I'm bullish ethereum:native 😎

[Ethereum Institutional @ethereuminsti]

Ethereum L1 hosts ~$25B in tokenized assets.

More than any other public network, before even counting its growing L2 ecosystem.

That concentration of live assets, combined with Ethereum’s proven resilience, liquidity, and institutional ecosystem, is why the world’s largest banks and asset managers keep choosing Ethereum.

Banks:
→ JPMorgan
→ Bank of China
→ BNP Paribas
→ Crédit Agricole
→ Santander
→ UBS
→ Société Générale
→ Morgan Stanley
→ Standard Chartered
→ BNY
→ ANZ
→ European Investment Bank
→ ABN AMRO

Asset managers:
→ BlackRock
→ Fidelity
→ Amundi
→ UBS Asset Management
→ Franklin Templeton
→ Wellington
→ Apollo
→ New York Life
→ Hamilton Lane
→ Janus Henderson
→ Baillie Gifford
→ VanEck
→ WisdomTree

Bonds. Funds. Stablecoins. Deposits.

Onchain. Public. Permissionless.

Ethereum.

[GalaxyTrading @GalaxyTrading_]

$ETH

You do understand that at some point in the very near future the chart will look something like this?

All of the people I know right now are accumulating like crazy

This is the most obvious play and yet many will miss it unfortunately 👽 #Ethereum

RT if you agree 🔥

[Georgie Boy 👽 The Alien Boy @fockgeorgieboy]

@JoestarCrypto Ethereum doesn’t gain value based on revenue because it’s a commodity

[Ethereum Daily @ETH_Daily]

Most people are missing the ETH angle behind Robinhood Chain.

At first glance, it may seem like Robinhood launching its own chain has little to do with $ETH. The activity happens on Layer 2, fees are low, and users may never think about Ethereum mainnet.

But the deeper point is security.

Ethereum L2s do not exist in isolation. They rely on Ethereum mainnet for settlement, data availability, and security. If Ethereum’s security were compromised, assets and applications on its L2 ecosystem could also be affected.

According to the Ethereum Foundation’s report, around $76B worth of ETH is staked to secure Ethereum. The report also estimates that it would take about $50.7B worth of ETH to finalize a fraudulent transaction.

That is why institutional adoption on Ethereum matters for ETH.

Robinhood may be only one of the first major traditional finance platforms to build on Ethereum’s L2 ecosystem. If more banks, brokers, fintechs, and asset managers follow, the amount of value relying on Ethereum security could grow from hundreds of billions to trillions of dollars.

At that point, ETH is no longer just a gas token.
It becomes the economic collateral securing a global settlement layer.

That is the bullish case: as more real-world financial assets move onto Ethereum and its L2s, the market may be forced to reprice ETH based on the value it secures.

[moschus11 @Moschus11]

@grahamfergs @ethlabs_org @Securitize *choo choo* welcome back on the train

[moschus11 @Moschus11]

@muir_eth customer acquisition strategy

[⟠ @ryanberckmans]

@muir_eth Yes, ethereum charges only for congestion to maximize neutrality/decentralization, and the L1 is currently uncongested due to our ongoing scaling programs on both L1+L2, so Robinhood's enjoyment of ~free blobspace functions as a loss leader to grow eth's network effects. Few

[Jrag.eth @Jrag0x]

If you asked me to bet a significant part of my net worth on one of these 2 statements:

1/ In 30 years, BTC total supply will be <21M
2/ In 30 years, ETH total supply will be <120M

I'd choose the second one.

EIP-1559 sustainable burn is stronger than current social consensus.

[moschus11 @Moschus11]

I just minted Stand with Crypto https://t.co/dSxNjN19y2

[Patrick McHenry @PatrickMcHenry]

.@GaryGensler's tenure has been defined by recklessness. His agenda runs roughshod over process, precedent, & the #SEC’s statutory authority. I look forward to speaking with him today.

📺 Tune in at 10:00am 👇
https://t.co/qNdJ4wDkw5

[Navalism @NavalismHQ]

"Persistence beats timing. Execution beats luck. Not immediately, but eventually."

@naval

[moschus11 @Moschus11]

@MakerDAO Lindy

[696 | $m @696_eth]

1/7 🎺

🎖️ The Best for Twitter

Weekly Roundup #4 of Top Daily Doots

🎺daily doots curation cred:
https://t.co/NiJwiGWHT1

🗒️ weekly roundup curation cred:
@The_eth_Word

🎥 stream by
@ProDJKC

https://t.co/yZ85LIUaSc

[Blockworks @Blockworks]

DeFi classification flowchart

[Yano 🟪 @JasonYanowitz]

One of the great tragedies of FTX is that they killed Blockfolio

[moschus11 @Moschus11]

@haydenzadams money

[moschus11 @Moschus11]

@Codie_Sanchez r/ethfinance. You will not find another corner of the internet with such a welcoming, genuinely helpful and friendly crowd.

[Gabriel M Haines @gabrielhaines]

If you want to send me to the Bahamas to investigate the SBF/FTX situation it going to cost about $10,000

These funds will be used to cover flights, hotel and other accommodations for myself and my family

a crowd fund has been deployed https://t.co/hGMCMgv6Sh

[MariusVanDerWijden @vdWijden]

And we have liftoff 🚀

Multiclient withdrawal devnet with:

Lodestar
Teku
Lighthouse
Nethermind
Geth

Huge shoutout to @BarnabasBusa @M25Marek @Gajpower @n1shantd @EthDreamer

(Prysm should also work, but we had a config issue)