V.ETH

[Joseph Lubin @ethereumJoseph]

In my opinion, Ethereum L1 revenue fees should stay low to foster growth. Tens of thousands of companies will set up shop over the next 2-3 years on some mix of Ethereum L1, L2s, and private permissioned EVMs like Besu chains which will be fully interoperable with L2s and L1s. Monetary premium will grow very large, "fee revenue" to L1 from so much activity will grow significant, staking and other locking away of ETH will reduce supply, and net burning of ETH under ultrasound conditions will further grow the value of ETH.

[MetaMask 🦊 @MetaMask]

Ten years ago, one developer pushed 598 lines of code the day after Ethereum came alive, on the bet that people should be able to hold and use their money directly.

A hundred million downloads later, the bet is the same.

Here's what's coming next 👇

[David Hoffman @TrustlessState]

The unbundling of the EF continues…

Congrats to @eth_systems on the launch!

Privacy is such an important frontier, glad someone is taking ownership over it!

[Coinbase 🛡️ @coinbase]

Like this post to put crypto twitter back on your feed.

[BSCN @BSCNews]

Robinhood might have pulled off the biggest blockchain launch since $ETH.

Stablecoin market cap at $294M, bigger than $NEAR, $DOT, $ALGO and many others.

TVL at $140M, accrued in under two weeks.

Seven day DEX volume at more than $3B .

We might be witnessing history in the making here.

[Ethereum Maxis @Ethereum_Maxis]

BREAKING: 1/3 of all ETH is now staked

[Lorenzo Valente @LorenzoARK]

The Robinhood Chain is the cleanest case study of what happened to ETH's economics over time.

Since inception, @RobinhoodApp Chain has grossed ~$816K in revenue.

@Arbitrum, the middleware provider, takes 10%: ~$80K.

Arbitrum then pays Ethereum for settlement: $1,538.

The margin profile roughly:

Robinhood: 89%
Arbitrum: 10%
Ethereum: 0.15%

If your thesis is "ETH is money," Robinhood building here is ultra bullish. More activity, more ETH collateral, more lindyness.

If your thesis is "ETH is a revenue generating asset," this is the ultra-bear case.

And here's the uncomfortable truth: Robinhood was never going to build on Solana, Sui or any monolithic L1. They want the stack customization. They want to be landlords, not renters. Ethereum won this deal on merit.
It's just not pricing it right.

A healthy split to me looks more like:
Robinhood: 75%
Arbitrum: 10%
Ethereum: 15%

Ethereum sells the most valuable settlement layer in crypto at marginal cost. Things need to change. @ethlabs_org

[Etherealize @Etherealize_io]

Proud to support @eth_systems - a new institutional node for Ethereum focused on privacy.

Ethereum is positioned to become the settlement layer for global finance, and privacy will be essential to onboard Wall Street.

We're glad to be building alongside them to accelerate institutional adoption.

[@levelsio @levelsio]

💸 Today I invested in a new thing:

Ethereum is essentially a public spreadsheet with every transaction being visible for everyone forever

But that makes it impossible to use for banks because it's not private. Imagine you buy something and everyone in the entire world can see it? That'd be never be accepted

So my friend @oskarth has been working on a new thing called @eth_systems that lets banks use Ethereum but while keeping transactions private

Before this he was working for 10 years on stuff like zk-SNARK (math tricks that let you prove something is true without revealing the details) and advising the Ethereum Foundation, he's the most high IQ person I know, so when he started something that's for-profit (after lots of non-profit work) I asked to invest immediately

YC always taught me to invest in people not companies, the companies (and product) can change (and should) and it can pivot into lots of other things, but if you trust the person you can estimate a higher likelihood of it (and your investment) working out

If you like to see what they will make, follow @eth_systems 😊😊😊

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Congrats @eth_systems on the launch

Institutions want confidential systems using ethereum as the settlement layer

This launch strengthens $ETH is the future of money

👏👏👏👏👏👏

[Ethereum Institutional @ethereuminsti]

Congrats on the launch @eth_systems 🤝

[Watcher.Guru @WatcherGuru]

JUST IN: $12 trillion Vanguard is hiring new head of crypto.

[⟠ @ryanberckmans]

Robinhood 7 days old and yesterday bought ~1 GB of blob data from eth L1. Slowly then suddenly. We're in the middle of "slowly"

[Digital Oil @TokenizedDollar]

The conditions are perfectly aligning for $ETH to have its first parabolic bull run + big repricing since 2020-2021 where it went from $90 -> $4,700 in 1.5 years a 50x move ~
• Tokenization Supercycle with 50%+ dominance
• Treasury Asset + Institutional adoption
• Fundamentals + Staking ATH’s
• Ethereum roadmap + New organizations
• Clarity + Genius Acts
• Interest rate cuts
• Inflation

I believe this big move is coming in 2027-2029 ~
• Once we clear the $5,000 ATH the sky is the limit
• $10,000-$60,000 by end of 2029

Are you prepared for Ethereum + ETH to lead the bull run?

[Joseph Lubin @ethereumJoseph]

The Summer of Ethereum Love is gaining steam:

- New credibly neutral steward organizations to magnify capabilities and accelerate through parallel tracked activities. These will grow and others will emerge.

- Impactful reports and a new organization to help the incumbent corporate and government systems of the world understand the game changing value propositions of building on a sovereign network platform that is credibly neutral, censorship resistant, permissionless at its base, natively global and has operated with 100% uptime in the nearly 11 years since its birth.

- Ethereum's and ETH's long-term high-value proposition is powerfully coming into focus for many major financial institutions. They are building on Ethereum.

The Summer of Ethereum Love extends a warm welcome to all to the new Ethereum era.

[Cointelegraph @Cointelegraph]

🔥 LATEST: BitMine outlined a bullish Ethereum thesis, arguing that stablecoins, enterprise adoption, tokenization, and AI are expanding ETH’s total addressable market (TAM).

[Fernando Pertini @DecodeMarkets]

Open your eyes. This is a big deal.

By the time the masses rediscover $ETH, there simply won’t be enough supply

That’s how parabolic moves happen

[Ethereum Maxis @Ethereum_Maxis]

We are witnessing the rise of the Ethereum global adoption trifecta:

@ethlabs_org
@ethereumfndn
@ethereuminsti

Innovation, decentralization, and adoption. When the Ethereum community unites, it is unstoppable.

ETH will become the global commodity of the internet economy.

[Davinci Jeremie @Davincij15]

This cycle will humble the impatient and reward the obsessed.

[CoinMarketCap @CoinMarketCap]

LATEST: ⚡ Standard Chartered says it executed its first live digital asset prime brokerage trades, covering spot Bitcoin and Ether with T+1 settlement through LMAX Group.