ETHEREUM AS THE GLOBAL SETTLEMENT LAYER FOR TOKENIZATION ~
• Total global assets - $600 trillion
• Total tokenized assets - $330 billion (0.06% of global assets)
• Tokenized assets on Ethereum - $170 billion (52% of tokenized assets)
$ETH AS THE SECURITY LAYER FOR ETHEREUM ~
• ETH market cap - $220 billion
• Tokenized assets on Ethereum - $170 billion
• Market cap/Tokenized assets Ratio - 1.3
• Historical ratio over last year ~ 0.8-2.5
• The floor - 0.8x as the market cap of ETH must stay large enough to secure the tokenized assets on Ethereum.
• The peak - As high as 2.5x the tokenized assets on Ethereum.
THE MATH OF ETHEREUM BECOMING THE GLOBAL SETTLEMENT LAYER FOR TOKENIZATION ~
• Total assets - $600 trillion
• 1% tokenized = $6 trillion
• 50% on Ethereum = $3 trillion
• Floor price - 0.8x = $2.4 trillion ($20,000 ETH) Bear market low
• Peak price - 2.5x = $7.5 trillion ($61,000 ETH) Bull market high
• 5% tokenized = $30 trillion
• 50% on Ethereum = $15 trillion
• Floor price - 0.8x = $12 trillion ($98,000 ETH) Bear market low
• Peak Price - 2.5x = $37.5 trillion ($307,000 ETH) Bull market high
• 10% tokenized = $60 trillion
• 50% on Ethereum = $30 trillion
• Floor price - 0.8x = $24 trillion ($196,000 ETH) Bear market low
• Peak price - 2.5x = $75 trillion ($614,000 ETH) Bull market high
The bull case for $ETH as The Global Settlement Layer is the World being tokenized!
We should be asking how quickly will 1% 5% 10% of the World’s assets be tokenized?
And will Ethereum maintain a 50%+ share?
If the answer is quickly and yes we are going much much higher!
TOM LEE'S BITMINE $BMNR NOW HOLDS 4.8% OF ALL ETHEREUM
- Share of ETH supply: 4.8%
- Total ETH held: 5,742,237
- Current value: $10.26B at $1,786.39 per ETH
From zero to 95% of the 5% target in 13 months.
One company now owns 1 in every ~21 ETH in existence.
LATEST: 🚨 Coinspect says a flaw dubbed "Ill Bloom" has exposed thousands of software wallets across Bitcoin, Ethereum, Solana and more, draining over $5M since May 27.
BREAKING: Tom Lee's BitMine has bought $74,000,000 worth of Ethereum.
In total, they hold 5,742,237 $ETH worth over $10 billion, or 4.8% of the total supply.
Tom Lee predicts $62,000 ETH in long term.
🚨 ETHEREUM BIGGEST UPGRADE 🚨
Vitalik Buterin says Ethereum is moving toward quantum-safe upgrades and aims to become fully quantum-resistant by 2030.
Why? Quantum computers could break today's encryption within 4-6 years, putting $100B+ in $ETH at risk.
Everyone is waiting for the Next Bottom…
What if the real move has already started ?
In 2020 (covid crash), market was also hunting for a bottom when Ethereum broke the exact same longterm accumulation structure.
Extended bottom that has been forming since 2022 and the current test of the 2026 Range look almost identical to that period. If this range breaks up
bull market won’t just arrive it will explode.
$ETH
🔥 Vitalik Buterin just shared Ethereum’s updated long-term roadmap after a researchers meeting in Berlin.
He calls the next phase “Lean Ethereum” — a series of upgrades that will roll out over the next 3 to 4 years. This is positioned as Ethereum’s third major iteration, on the same level as The Merge.
Key focuses include:
- Making the protocol quantum-safe to protect against future quantum computers
- Treating privacy as a first-class goal from the start (not an afterthought)
- Big improvements in scalability through new consensus design, multidimensional gas, and smarter state storage
- Using recursive STARKs for much more efficient verification instead of re-executing everything
- Exploring a new VM (likely leanISA or RISC-V) alongside or on top of the EVM for better performance and privacy
Vitalik stressed that the changes will minimize disruption for existing apps. Many use cases (like ERC20s and NFTs) can optionally switch to new, more efficient state formats and get over 10x lower fees, but it’s not required.
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