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nΞxt alphaa 🛡️
@nextalphaa
⟠ | decentralized crypto rails matter | ETH is the ultimate freedom asset and a productive SoV – securing the global economy onchain | member of dopest dao |
Ethereum
Joined February 2021
2.2K Following
2K Followers
28.2K Posts
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I’m doubling down on ETH
(and there’s nothing FUD bros can do about it)
@BlockHostOS the institutions disagree with you
https://t.co/LAnDn9P01s
’Ethereum not ETH’
CURRENT CONSENSUS:
it’s pretty much consensus that Ethereum here to stay and will take most as the TVL and economic activity as a network hosting and securing the global financial system
we’ve come a long way when this isn’t that much of debate
THIS SENTIMENT IS A BULLISH MOVE IN BELIEF FOR US ETH BULLS
THE CURRENT CONFLICT:
’regardless of Ethereum’s massive success, ETH will not be valuable at all’
vs
’the market will find out that when the world’s institutions and protocols store, settle and secure the many $ TRILLIONS on Ethereum, it’ll violently reprice ETH to the upside’
the incentives for everyone outside Ethereum is to see ETH fail
we’ll see how mr market views ETH the coming years
i know where my bet is
ETH to 100k
This week, our lead crypto analyst @m0xt_ sold the last of his $ETH.
He's still bullish on Ethereum as a network. He just doesn't believe owning the token is how you make money from it anymore.
And one of his own teammates thinks he's got it all wrong (save this).
@m0xt_'s case starts by splitting two things people usually treat as one...
→ Ethereum winning as a network is one bet.
→ $ETH price going up is a separate bet.
He's confident in the first. He's no longer sure the second follows from it.
His first worry is about people.
Top engineers have been leaving the Ethereum Foundation.
@m0xt_ thinks having so many of the best people in one place was a big reason serious investors got comfortable buying $ETH.
When a large fund does its homework on Ethereum, talent is a green light. Thin it out, and the signal isn't as strong.
But the main reason is all about price...
$ETH is down more than 60% from its 2025 high (~$5,000).
With a stock, a drop like that on a healthy business is @m0xt_'s cue to buy more, because he knows what the company is worth.
$ETH gives him no such anchor. Nobody can say what a fair price for it really is. So a 60% fall tells him nothing useful. It hands him no edge and no reason to add.
He's open to coming back, on one condition:
The market has to start valuing $ETH the way it values $BTC. Right now most people price $ETH like a company, off the fees the network earns. He thinks that's the wrong way to look at it.
He wants $ETH valued as money, the way gold and Bitcoin are prized for being scarce and trusted, not for any cash they produce.
The day the market treats $ETH as a better Bitcoin, he buys back in.
That's one way of looking at it all...
Within the same analyst team, looking at the same facts, John Gillen @BitcoinJesusETH has landed on the opposite call.
He isn't selling a single coin. Hell, he's locking it up in staking contracts.
John's point is that it's far too early to declare the "ETH is money" idea dead. We're still near the very beginning of crypto going mainstream.
Calling the game over now, he says, is like calling American self-government a failure in 1781, back when its first rulebook barely worked.
Big things take time to settle.
And on price, John pushes straight back.
You can't value Ethereum off network fees, he argues, because it was never a normal company. The market already pays a premium for $ETH. He says that premium is there for real reasons, and judging $ETH on fees alone misses what it actually is.
John's view on $ETH is binary:
Either this whole asset class grows into the tens or hundreds of trillions of dollars, or it goes to zero.
John sees no world where $ETH just sits between $200-300B forever.
And the way he reads the data, the arrow points up:
Network use is near record highs, fees are near record lows, the line of people waiting to stake keeps growing, and the Foundation is still shipping upgrades.
Most of today's gloom, he thinks, is just fatigue after a long stretch of $ETH lagging everything else.
This is the short version of both sides of each argument.
@moxt_ is selling and reallocating. @BitcoinJesusETH is taking his $ETH to the grave.
To see exactly where @m0xt_ is reallocating, and John's 'ETH hoarding' roadmap - click the link in our bio and join Milk Road PRO (7 days for $1):
@MilkRoad
ETH is the maximum asymmetric bet
ETH to 100k
@Ethereum_Maxis @MKjrstad i say this - they want ETH to fail (they accept that Ethereum will win most)
’Ethereum not ETH’
CURRENT CONSENSUS:
it’s pretty much consensus that Ethereum here to stay and will take most as the TVL and economic activity as a network hosting and securing the global financial system
we’ve come a long way when this isn’t that much of debate
THIS SENTIMENT IS A BULLISH MOVE IN BELIEF FOR US ETH BULLS
THE CURRENT CONFLICT:
’regardless of Ethereum’s massive success, ETH will not be valuable at all’
vs
’the market will find out that when the world’s institutions and protocols store, settle and secure the many $ TRILLIONS on Ethereum, it’ll violently reprice ETH to the upside’
the incentives for everyone outside Ethereum is to see ETH fail
we’ll see how mr market views ETH the coming years
i know where my bet is
ETH to 100k
lol i write what i want – i don’t think i can persuade you and it’s not my job
if you haven’t gone deep in the Ethereum and ETH rabbit hole, lack imagination and have low risk tolerance then there’s nothing i can say that would make you consider a different view
BUT if you’re serious to learn and want to challenge your current opinion, here’s the full resource
https://t.co/ppjjISaBnT
@MikeIppolito_ also we should also call them ’business tokens’ – relying on rev, cash flow, and they are centralized to semi-centralized etc
hype, sol and near et al are business tokens
ETH is a CROPS token
@ajwarner90 sol is a ’business token’ not a crops one
@ajwarner90 ETH is the only programmable CROPS L1 so there is a category mistake to put sol in the same bucket
@llamaonthebrink business tokens VS shelling point of the global financial system
the current crypto market meta is that all tokens should be valued as a cash flowing business tokens
yeah the decentralization larp is on for every business token and works so far – the market doesn’t care (so far at least)
on ETH; the market doesn’t agree with the us ETH bulls – that’s a fact (also a fact for most tokens and altl1s though…including btc)
the contrarian bet is that Ethereum is on its way to become the schelling point for the global financial system, tokenize trillions in assets and that ETH as the native productive trust asset will move towards 100k and beyond due to the trust and usefulness
the market will eventually say how ETH accrue value – is it the via the lense of TradFi cash flow business or is ETH the productive confidence store of value asset that we ETH bulls see?
place your bets on the time horizon you have
tldr valuing a CROPS L1, the Schelling point – security and settlement layer for the global financial system as a ’business token’ is a category mistake
that’s the bet ETH bulls make
some more nuance here 👇
the current crypto market meta is that all tokens should be valued as a cash flowing business tokens
yeah the decentralization larp is on for every business token and works so far – the market doesn’t care (so far at least)
on ETH; the market doesn’t agree with the us ETH bulls – that’s a fact (also a fact for most tokens and altl1s though…including btc)
the contrarian bet is that Ethereum is on its way to become the schelling point for the global financial system, tokenize trillions in assets and that ETH as the native productive trust asset will move towards 100k and beyond due to the trust and usefulness
the market will eventually say how ETH accrue value – is it the via the lense of TradFi cash flow business or is ETH the productive confidence store of value asset that we ETH bulls see?
place your bets on the time horizon you have
everyone want’s ETH to fail – they are incentivized to it
that’s part of the generational price entry gift you are given as a contrarian
place your bets.
The bearish thesis for Ethereum is that everything around it wants to see it fail.
Bitcoiners want it to fail because they don't want ETH competing for monetary premium.
Shitcoiners want it to fail because they want the network and institutional adoption that Ethereum has.
Bankers want it to fail because they don't want financial services to become cheaper and more competitive.
These are the forces fighting against Ethereum. No one said it would be easy.
the current crypto market meta is that all tokens should be valued as a cash flowing business tokens
yeah the decentralization larp is on for every business token and works so far – the market doesn’t care (so far at least)
on ETH; the market doesn’t agree with the us ETH bulls – that’s a fact (also a fact for most tokens and altl1s though…including btc)
the contrarian bet is that Ethereum is on its way to become the schelling point for the global financial system, tokenize trillions in assets and that ETH as the native productive trust asset will move towards 100k and beyond due to the trust and usefulness
the market will eventually say how ETH accrue value – is it the via the lense of TradFi cash flow business or is ETH the productive confidence store of value asset that we ETH bulls see?
place your bets on the time horizon you have
newly saved altL1 business boys are ETH grave dancing
$ETH is down 30% over 30 days
But thats okay, Ethereum works great regardless👍
I hate asking for money. But that’s how the system works.
Legal defense isn’t free, and I need the community’s help to keep fighting.
Please donate, share, or retweet → https://t.co/lx9E4ILDrn
Until this case is dismissed, building DeFi - protocols, UIs, tooling carries real legal risk for everyone in this space. The outcome here affects all of us.
@TrustlessState I loved joining @DeFi_Dad in a popular ep around $1.5k last year.
Then I had the pleasure of going on gwart's show the week before ETH did +50% in 3 days.
I've been consistent for years: onchain wins globally, eth L1+L2 wins onchain, and ETH rerates to trillions.
@lex_node revisit
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