Yesterday, both Solana $SOL and Hyperliquid $HYPE experienced major setbacks. For about an hour, Solana's network only processed priority transactions, which are manually prioritized by validator owners, leaving retail users completely locked out.
Meanwhile, Hyperliquid triggered automatic deleveraging on users with just 2x leverage in the top 25 coins, hitting liquidation thresholds at 99%. This effectively wiped out billions from traders who should have weathered the storm without issue.
These incidents underscore Solana and Hyperliquid as failed experiments in the pursuit of scalable, reliable decentralized systems.
In contrast, Ethereum $ETH and Aave $AAVE operated smoothly without any disruptions, and Chainlink $LINK delivered reliable price oracles that prevented the kind of predatory liquidations seen on $HYPE.
From this point forward, it's crystal clear what the future of finance is.
The ticker is $ETH.
I am 100% aligned with almost all of what Tom @fundstrat says here.
Yes, Wall Street will stake because they currently pay for their infrastructure and Ethereum will replace much of the many siloed stacks they operate on (e.g. JPMorgam probably operates on several siloed stacks from all of the banks they've acquired and absorbed over the years). They will need their heads fully in our game, because our game will be called ... Finance. They will need to become a TradFi company that operates on decentralized rails, and that means staking, running validators, operating L2s/L3s/etc, participating in DeFi and writing smart contract software for agreements, processes and financial instruments, etc. This will be a relatively easy transition for JPM because they've been exploring and using Ethereum technology for their private blockchain networks since 2014-2015. And many other financial institutions also have solid Ethereum experience.
The narrative of L2s cannibalizing L1 will very soon be shattered. See @lineabuild and Proof of Burn at https://t.co/vrKG3vRuUe for an example of how this will soon pick up momentum.
Yes, ETH will likely 100x from here. Probably much more.
Yes, Ethereum/ETH will flippen the Bitcoin/BTC monetary base.
Yes, Tom and I are friendly and get on calls intermittently to discuss elements of the strategy and ways we can collaborate in the general furtherance of the strategy even while we compete in highly differentiated ways over time.
The one quibble that I have with what Tom has been saying, and I keep telling him this: he is not nearly bullish enough.
But the real problem is that it is not possible to be bullish enough. Nobody on the planet can currently fathom how large and fast a rigorously decentralized economy, saturated with hybrid human-machine intelligence, operating on decentralized Ethereum Trustware, can grow. Trust is a new kind of virtual commodity. And ETH, the highest octane decentralized trust commodity, will eventually flippen all the other commodities on the planet. Decentralized trust is all you need.
Ethereum is winning. Ethereum’s adoption moment has hit its structural inflection point.
Etherealize is laser-focused on making Ethereum the backbone of the global financial system—and the best is yet to come.
But we’re a taking moment to appreciate ETH hitting $4200.
(1/3)
The ETH narrative for Wall St has never been clearer:
- ETH = upside in stablecoin growth
- ETH = upside in tokenization
- ETH = institutional blockchain infrastructure
ETH’s era of outperformance—driven by secular fundamental adoption— is here at last:
(1/9)
J.P. Morgan is bringing banking onchain.
Kinexys by @jpmorgan is launching JPMD, a USD deposit token for institutional clients, on Base.
It will be the first token of its kind on a public blockchain, enabling fast, secure, 24/7 money movement between trusted parties.
OpenAI quietly dropped a 34-page technical manual on building AI agents that 99% of people will never read.
I spent 3 days coding every single pattern they revealed.
Here's the practical guide to autonomous AI agents:🧵
I’ll take the bet. Where do we sign up?
To clarify, you’re saying by June 2026, ETH will not get near 5k.
Since near 5k is not clear, would it be easier to say 4800? Also, this would mean if ETH hits 4800 on Jan 2026, you would immediately lose and would transfer the 10 ETH to me.
Bet
Ethereum is building the future with clean upgrades (Merge, Dencun, Pectra), stablecoin rails, and real world innovation (DeFi, L2 scaling, NFTs) while big bro Bitcoin is fighting over file sizes.
We are not the same.
There’s a lesson here …
Major shift from the SEC:
• Staking ≠ Securities
• Self custody + opensource dev ≠ brokerage
• DeFi = aligned w. US economic values
• ETH = internet of value
If this becomes policy, Ethereum gets clarity and the US becomes the global crypto capital
https://t.co/GUPMes6GOJ
In hindsight, Bitcoin's security budget crisis will solidify it's place as just another prototype in a long line of failed implementations.
eCash > B-money > Bit Gold > Hashcash > Bitcoin
Ethereum is the only chain with a sustainable security budget.
https://t.co/M8EFIjTkM2
8/
Massive respect to @VivekRaman23 for articulating the Ethereum vision at the highest levels of government.
If you care about the future of finance, decentralization, and innovation — go list his full testimony.
https://t.co/UHSFv4sxRy
Thoughts on Vivek Raman’s testimony to Congress on Ethereum.
TL;DR: It’s one of the most important, bullish, and visionary cases for ETH + decentralization I’ve seen in a policy setting.
Here’s why 🧵
Etherealize's core thesis - decentralization means:
- A network, just like the Internet, that is owned by none, and accessible by all
- For Ethereum, trust without a single point of failure
- Institutional resilience, maximum security, and minimized counterparty risk
(1/3)
7/
In short:
Ethereum is the internet of value.
The U.S. can either shape it or import someone else’s version later.
Vivek's message to Congress: the time to lead is now.