AlpenglowCapital.eth

TradFi by day, DeFi by night. Moon it.

[AlpenglowCapital.eth @AlpenglowCapeth]

Some Ethereum use cases below. Probably nothing.

💳 PAYMENTS & STABLECOINS: Direct payments; nearly free and instant, cross-border, available 24/7/365; stablecoins [Dai - a stablecoin from MakerDAO, pegged to the USD; USDC - a fully collateralized USD stablecoin]

💰 SELF CUSTODY & WEALTH STORAGE: (Re-)Staking rewards and burning EIP-1559 can be compared to dividend payments and share buybacks [Lido - stake ETH and receive stETH; Rocket Pool - decentralized Ethereum staking]

🏦 DeFi LENDING: DeFi lending platforms help people borrow and lend funds which allow the crypto holders to earn income [Aave - lending and borrowing crypto; Compound - interest rate protocol on Ethereum]

🤖 AI AGENTS: Agentic interaction uses Ethereum as the global settlement layer [Virtuals Protocol - for AI economies; AIXBT - AI trading bots; Luna - AI influencer who uses crypto wallets to act economically, rewarding engagement with her content through on-chain transactions]

🔮 PREDICTION MARKETS: Decentralized prediction markets enable people to buy and sell contracts on future events [Polymarket - provides value as an additional financial information tool and for event betting or hedging; Augur - prediction markets]

🪪 DIGITAL IDENTITY: Control and ownership of your digital identity and personal information [Sign In With Ethereum (SIWE) - use ETH address for website logins; uPort - self-sovereign identity]

🚛 LOGISTICS: Track shipments and inventory through the supply chain and verify authenticity of high value items [OriginTrail - supply chain on Ethereum]

🦄 DAOs: DAOs as innovative and efficient frameworks for governance and collaboration [Uniswap - governance through UNI; MolochDAO - for Ethereum ecosystem funding; VaderDAO as an investment DAO in the broader sense centered around the Virtuals Infrastructure; Ethlizard as a GameFi and DeFi-focused investment DAO; EVMavericks DAO as a community-driven DAO focused on advancing the Ethereum ecosystem]

📈 TOKENIZATION: Cheaper and transparent trading and T+0 settlement of securities, bonds, commodities, etc. [Polymath - for security tokens; Harbor - for tokenized assets; RealT - Tokenizing real estate assets on the Ethereum blockchain, allowing fractional ownership of properties] // The Texas Exchange, anticipated to be announced in Q1 of 2025, could play a significant role in advancing the tokenization of assets

🗞️ LEGAL PROCEEDINGS: Own and control your own property & real estate, health, or education records [OpenLaw - legal agreements on Ethereum; ujo - managing IP rights]

🧠 DIGITAL WATERMARKS: Digital watermarks on Ethereum in the new world of deepfakes [Mediachain - proves content provenance; uPort - While primarily focused on decentralized identity, uPort’s framework could be extended to include mechanisms for verifying and securing digital content]

🌐 DATA STORAGE AND WEB HOSTING: Affordable web hosting and decentralized data storage [IPFS - decentralized storage; ENS - domain names for Web3 apps]

🪙 MICROPAYMENTS: Automated micropayments integrated with website browsers [Brave Browser with BAT - rewarding content; Ethereum’s gas model]

🗳️ VOTING: New trustless voting, polling, and election systems [Aragon - decentralized governance; Snapshot - off-chain voting]

🎮 GameFi: Digital collectibles and video game integration [Axie Infinity - earn through gameplay; Decentraland - buy land as NFTs]

🎹 MUSIC & ART: Artists sharing royalties with fans [Audius - music streaming; SuperRare - for art sales]

🎟️ EVENTS: Simpler ticketing platforms for live events [Ujo Music - event ticketing; GUTS Tickets - anti-scalping]

👕 MARKETING: Prove ownership and transfer rights to physical goods [Rarible - digital assets linked to physical goods; Community NFTs as marketing tools for exclusive access, rewards and inzentives/airdrops and build a vibrant, engaged community around their identity, fostering loyalty and creating unique, memorable experience]

(1/2)

[AlpenglowCapital.eth @AlpenglowCapeth]

LinkedIn: the largest recycling factory on Earth. Now full of recyclers, AI generated posts, and corporate people publicly high-fiving each other for surviving another pointless meeting.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ RIP

[AlpenglowCapital.eth @AlpenglowCapeth]

The universe expands. Markets discover. SpaceX executes.

[AlpenglowCapital.eth @AlpenglowCapeth]

The easiest sign someone’s been manipulated by mainstream media: They suddenly rant negatively about the World Cup despite never caring about football. People who genuinely don’t care about the sport stay silent.

[Joseph Chalom @joechalom]

https://t.co/CEhi4vF5rL

[Stani @StaniKulechov]

Every bank will have crypto custody.

Every bank will access to DeFi.

[AlpenglowCapital.eth @AlpenglowCapeth]

While equities and risk assets broadly held their ground, BTC has been noticeably lagging lately with sharp ETF outflows the past two weeks. Institutions appear to be unwinding the “debasement trade” that had been powering the BTC/gold narrative amid geopolitics; looks more like positioning for a potential Iran-US thaw than a clean rotation into bullion.

Gold held up marginally better but still saw some selling; meanwhile BTC futures positioning pulled back hard, and CTA momentum signals cooled across both. Adding to the picture: BTC vol and its correlation to gold have converged sharply, confirming the debasement playbook is losing steam.

Once this BTC leg finds a floor (not calling bottoms), ETH stands out as the most compelling story in the entire space. The narratives are all set up. Real new financial infrastructure - tokenization, AI agents, and stablecoin rails all running on it. When the selling exhausts, ETH should outperform BTC with conviction. Eyes open.

The ticker is ETH. Always has been.

[shift @joinshift]

Today, we're launching shift. We're starting by cleaning your apartment in New York City, for free.

Here's how it works. Book a shift cleaning. A vetted shift operator comes to your home wearing one of our devices. They clean. They leave. You pay nothing.

In exchange, we record the cleaning. Robotics is being built on data about how people do daily tasks, and the value of that recording is what funds the service. Anything personal in it is anonymized before the recording is processed.

By now, you have heard about the shift to AI more times than you can count. About the shift toward you, the part where you actually feel it, you have heard almost nothing. Shift is what starts to make it concrete, in specific cities, with specific services.

Today, cleaning in New York. Soon, handymen, repairs, and errands across the globe. And this is just one side of shift, with more on the way.

Comment “shift” and we’ll send you an early access link.

[AlpenglowCapital.eth @AlpenglowCapeth]

@BitcoinNews @grok If forced to pick which Jamie Dimon’s more a fan of based purely on his words and the JPM’s moves he oversees? BTC or ETH?

[AlpenglowCapital.eth @AlpenglowCapeth]

He is talking about Ethereum.

[Chainlink @chainlink]

NEW: @sixgroup, the operator of the Swiss & Spanish national exchanges, adopts Chainlink to bring its premium European equities data onchain.

Chainlink and SIX Group are unlocking the tokenization of €2+ trillion in European equities.

[AlpenglowCapital.eth @AlpenglowCapeth]

Probably nothing…

[Intel @intel]

Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology.

Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics.

It was fun hosting @elonmusk at Intel this past weekend!

[AlpenglowCapital.eth @AlpenglowCapeth]

@iamtobi

[AlpenglowCapital.eth @AlpenglowCapeth]

Qatar LNG crisis = 2022 Russia playbook reloaded for Glencore

LNG/oil rerouting arbitrage, coal price spikes & trading volatility drove Marketing EBIT +73% to $6.4bn last time; round two is here.

[AlpenglowCapital.eth @AlpenglowCapeth]

Probably nothing

[Etherealize @Etherealize_io]

On Monday in NYC:

Etherealize will join 150+ executives from major US institutions at the Institutional Ethereum Forum, hosted by @ethereumfndn.

$250+ trillion in assets represented in one room to discuss Ethereum's role as infrastructure for the future of finance.

[Erik Voorhees @ErikVoorhees]

It may be obvious in hindsight that we actually built crypto for the machines

[Brian Armstrong @brian_armstrong]

Very soon there are going to be more AI agents than humans making transactions.

They can’t open a bank account, but they can own a crypto wallet. Think about it.

[gabe @allgarbled]

Uber driver last night told me that AI doesn’t create new code, it just repeats what was already in the training data

[John LeFevre @JohnLeFevre]

84% of people have never used AI, and just 0.3% of users pay for premium services.

Anyone who thinks AI is a bubble isn't paying attention.

[Consensys.eth @Consensys]

The agentic economy will run on Ethereum.