SamAlτcoin.eth ☀️

🐂 Deepfaking the bull market back
✂️ Clipping Podcast Yaps

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

🚨 $ETH is heading to $80,000.

@leolanza believes Ethereum inevitably flips Bitcoin this cycle.

He argues you can’t recreate $ETH or $BTC today – VC L1s like Solana $SOL aren’t credibly neutral and carry real counterparty risk.

In his view, ETH’s floor value comes from the TVL it secures, and his "China buys $ETH for $20 and owns America’s financial system" analogy shows why the asset must be worth trillions as global collateral.

[Cantonese Cat 🐱🐈 @cantonmeow]

#Ethereum CME futures show that it's been heavily accumulated between $1500 and $2500, and it has a huge monthly CME gap above that won't fill until $2700.

For years, the issue with #Ethereum is that the majority of it is held by retail, and that institutions haven't had a chance to get their hands on it.

What's the best way to accumulate #Ethereum from retail besides having it chop sideways in a brutal range for 5 years and making even the biggest and loudest #Ethereum bulls capitulate?

I am not advocating you to reallocate assets you own that has momentum and sell all of your $MU $MRVL or $AMD for #Ethereum, because I don't know when #Ethereum will start running up and I don't think that the currently-hot momentum plays will exhaust their bull trend anytime soon.

But I do think there's a role of #Ethereum and related assets in the portfolio if you don't want to chase momentum, don't mind "opportunity costs", want the time to accumulate underappreciated assets that institutions are buying, don't mind the short term volatility, and are willing to see how things play out over the next 2 years.

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

@rasmr_eth $WLD is the sleeper nobody is talking about.

[John Gillen - WartimeEthereum.eth @BitcoinJesusETH]

I need you to stop scrolling and try to understand something.

@jvisserlabs hasn't been perfect on everything, but he has called markets much more accurately than most. For decades.

The whole market has been two steps behind him on AI investing since this all started.

What is Jordi buying right now?

Ethereum.

Jordi Visser is buying $ETH.

Not loudly. Not even aggressively. He's just calmly building a position while everyone else top blasts AI.

Read this over and over until you understand what's happening here.

Two of the most prominent macro analysts alive, who built their careers at Goldman and Morgan Stanley, agree on this.

Raoul said Ethereum was, "fking obvious."

You don't have to agree with them on everything. I'm not telling you what to do.

What I am saying is simply, try to understand this.

[shibatarzan.booe.eth @Cryptotarzan19]

The bull case for $ETH is actually very simple.

If Ethereum becomes the settlement layer for stablecoins, tokenized assets, payments, DeFi, HardFi, digital ownership, etc… -> then trillions of dollars in economic activity will depend on Ethereum.

And if trillions of dollars depend on Ethereum, securing the network becomes increasingly important.

$ETH is the asset that helps secure that economy.

More adoption.
More value onchain.
More $ETH staked.
More validators.
More economic security.

This is how we should value $ETH 🙏📖

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

@BNC619676018611 did he?

I wasn't aware of that and I don know if he has a second account.

That's a shame.. hope he gets it back.

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

The stage is set for Sam Altman’s $WLD.

Anthropic just showed how fragile centralized AI access can be.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

@AustinBarack @OpenAI BULLISH $WLD
https://t.co/xGUug1XIzg

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

OpenAI x $WLD is inevitable.

Tiago's smile says everything the NDA won't let him say out loud. 😉

"They all need something like this."

Sam Altman is running both sides of this equation. As AI scales toward a billion users, someone has to verify who's human.

Worldcoin is the only protocol built at this scale, for this problem.

[Stablecoin Sean @seanlippel]

i like this $wld thesis, send it

[Austin Barack @AustinBarack]

I think the odds increased materially that @OpenAI integrates $WLD in some capacity

[Alex Finn @AlexFinn]

This is your wakeup call.

Anthropic just took down Fable 5. It's over.

Here's the thing tho: no company or government will EVER be able to take away your local models.

There are Opus level models you can run right now on your home GPUs, and nobody can ever stop you from using them

This is only the beginning of events like this. Day 1. More government overreach will happen. This will only keep happening more and more as models get closer to AGI

Become sovereign. Buy your own compute. Before even that becomes illegal

[Etherealize @Etherealize_io]

Erik Voorhees: “ETH is still the king, and I don’t see it being dethroned"

The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies:

“I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.”

Erik continues:

“I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.”

However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”:

“Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.”

Source: @CoinDesk (Dec 2025)

[IDiot 🌐🖖🏻 @IDiotWLD]

At this point, I want $WLD even if it is a scam

[BMNR Bullz @BMNRBullz]

TOM LEE: THIS IS CASH RAISING, NOT THE TOP

Tom Lee @fundstrat says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO.

They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket.

That means selling recent winners.

But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

@blknoiz06 $ETH $WLD

[Crypto Meme Italia @CryptoMeme_Ita]

Lmao

[Etherealize @Etherealize_io]

ETH investor Stanley Druckenmiller: “Our whole payment system will be stablecoins in 10-15 years”

BitMine (BMNR), the ETH treasury company chaired by Tom Lee, holds almost $10 billion of ETH. Legendary investor Stanley Druckenmiller is listed among key backers like Founders Fund, ARK's Cathie Wood, and Bill Miller. This aligns with his recent bullish comments on stablecoins and blockchain payments:

“Blockchain and the use of stablecoins — if you want to throw crypto and tokens into that — are incredibly useful in terms of productivity. I assume our whole payment system will be stablecoins in 10-15 years. Efficient. Quicker. Cheaper.”

[Coin Bureau @coinbureau]

🔥SAYLOR’S “NEVER SELL BITCOIN” PROMISE COMES BACK TO HAUNT

Michael Saylor recently claimed he never said Strategy would never sell its BTC.

But an old clip tells a different story: “I promise not to sell Bitcoin… we’ve got a PhD in HODLing.”

[まーちゃん🐾 @tesla_machan]

$ETH いや、トム・リー強っ🫢

[Efe #BIP-110 @btcefe]

Honest question to $MSTR holders,

how will you believe anything that @saylor says from now on?

He lied right to your faces.

[Nicolas Flamel @NicolasFlamelX]

$GLXY