The Internet of Money is happening.
The lego pieces are ready to be assembled for consumer utility.
1. Base -> helping blockchains scale
2. ENS -> identity
3. USDC -> stable medium of exchange
4. Smart Wallets -> reduce onboarding friction
etc
17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down.
@SenateDems could learn something from that.
Following the October’s liquidation event, smart money flows (investment funds, market makers, venture capitalists, and consistently high-performing traders) indicate selective re-risking.
Smart money has notably rotated towards the Ethereum Virtual Machine (EVM) stack, particularly Ethereum and Arbitrum.
In contrast, Solana and Binance Smart Chain (BSC) have seen a decrease in smart money inflows, suggesting a shift in investor confidence and interest.
But why?
We think flows are gravitating to sectors with clearer revenue paths, credible incentives, and institutional touchpoints.
Could October’s event have marked a prelude to medium- to long-term strength providing a clean slate for potential Q4 upside?
blackrock's buidl fund deployed $2.9b across avalanche ($554m), aptos ($544m), polygon ($530m), ethereum ($991m). zero on solana. the largest asset manager on earth just told you which chains get the $2 trillion in tokenized assets by 2028. sol etf hype won't change where treasuries settle.
Privilege to partner with Sharplink!
@sharplink is deploying $200M into restaking on Eigenlayer and DeFi on Consensys' Linea.
This deployment enables users to access ETH DeFi yield by simply holding SBET shares, showcasing its foundational departure from BTC and Microstrategy, which has no comparable yield.
Every validator restaked and each AVS secured increases the security and utility flowing through the EIGEN economy, powering a new generation of verifiable apps and AI agents.
Don’t simply hold your ETH.
Put it to work on EigenCloud.
HODL ETH better with SBET!
I just had a long conversation with an economist who works in TradFi which gave me a new perspective on crypto. There is so much cool stuff we take for granted in DeFi that simply doesn't exist offchain.
1/3
Historic moment for Ethereum ETFs!
Ethereum just had its strongest ETF inflow quarter ever, pulling in $9.58B in Q3 2025 and outpacing Bitcoin for the first time.
Thread: 👇
This year Tom Lee @fundstrat was the star of Token2049 Singapore @token2049 with the most amount of views on both his keynote Wall Street’s Biggest Macro Shift Since the Gold Standard (14k views in 6 days) and panel The Rise of Digital Asset Treasuries (11k views in 6 days)
On his keynote, Tom made some powerful statements:
> 1971 was the moment the dollar went synthetic. 2025 is the moment finance goes fully on-chain.
> People still think stablecoins are a crypto story. They’re actually a U.S. geopolitical strategy.
> Wall Street didn't accept the end of the gold standard - it built an entire financial system to make sure the dollar stayed dominant. That’s exactly what they’re doing with stablecoins today.
Tom made some extremely bullish statements for Ethereum. Here's some of them:
> Bitcoin is digital gold. Ethereum is the financial rails Wall Street is migrating to.
> Bitcoin was the rebellion. Ethereum is the institutional settlement layer.
> Bitcoin is where wealth is stored. Ethereum is where power is settling.
> In 1971, the US dollar lost its backing but gained a financial empire. Ethereum is about to have its own version of that moment.
> If half the world’s financial activity goes on-chain, the chain that settles it becomes bigger than any bank or exchange. Today, that chain is Ethereum.
(these are all quotes from his keynote)
If right, these are some turning points to pay attention to:
→ Stablecoins crossing $1T in U.S. treasuries = Marks the flip, crypto becomes largest financier of U.S. debt.
→ SEC Project Crypto progress = Signals official Wall Street migration into on-chain rails
→ Swift experimenting with ETH Layer-2 = Settlement systems moving, irreversible institutional anchor
→ AI + blockchain intersection (proof of human, machine royalties, real-time data oracles) = Entirely new financial primitive categories beyond DeFi/trading
→ ETH staking yield becoming financial baseline = Ethereum becomes a native yield curve (replaces treasury rates on-chain)
→ ETH/BTC ratio breakout above 0.087 = Confirms ETH narrative flip to institutional dominance
I recommend watching his keynote, weather you agree or not with his statements above
ETH is going to $18K by end of year
> stablecoins are the future of TradFi
> Tether is valued at $500B
> SEC is approving staking ETF
> DATs are generating insane yield on ETH
> Bonds are not the most interesting asset anymore
> World's runs on ETH
> 30% staked
CT is sidelinETH