NorthFaceBets

a revolution is closing in on us, it does not even exist, it is merely digital

40% $BMNR
34% $ASST
14% $IREN
12% $MSTR

[Carl Moon 🌙 @TheMoonCarl]

$ETH is having its Google and Netflix moment.

We know what's coming next.

[NorthFaceBets @northfacebets]

@EthereanVibin I LOVE ETHEREUM, there will be some darkness before dawn, no worries, Ethereum is going high

[NorthFaceBets @northfacebets]

@AdrianoFeria Complaining a DAT is down despite having bought for years is a silly argument to make, because a DAT grows exponentially and their goal is for their latest purchase to be their biggest. If they stopped buying years ago they would have positive green numbers but much less assets

[Quinten | 048.eth @QuintenFrancois]

🚨 BITCOIN MONTHLY RSI JUST HIT EXTREME OVERSOLD 🚨

This has only happened 4 times in history

Every single time was the opportunity of a lifetime

[NorthFaceBets @northfacebets]

@ethcforg Hahahahah

[David Hoffman @TrustlessState]

Bitmine @BitMNR is following through on it's end of the bargain

The Ethereum L1 can support him by optimizing for L1 usage and activity, to do its best to burn as much ETH as possible

1+2 is a positive-feedback flywheel.

A strong L1 makes Tom Lee's STRC-instrument stronger and safer.

[David Hoffman @TrustlessState]

@mikez_eth 1. L1 grows in activity and revenue dominance, ETH burn increases up to or even slightly beyond issuance

2. Tom Lee issues an equity yield product that pays ~15%, it sees a faster rate of adoption than STRC

[Wolf Of Dubai 💲 @realwolfofdubai]

BREAKING: @fundstrat FULL Paris $BMNR Keynote from today 02nd June 2026

@BitMNR

[WASSIE @0xWassie]

the smartest people in the world are quietly buying ethereum right now

[Yannis @yannisDeFi]

This was an amazing podcast.

Main takeaway for me: Ethereum is still winning where it actually matters.

Not because CT suddenly flipped bullish on ETH.

It clearly did not.

ETH sentiment is still mixed, price action is still boring, and a lot of people are still rotating to whatever has the strongest short-term narrative.

But underneath that, RWAs, stablecoins, tokenized funds and settlement are already happening on Ethereum and its L2s.

@joechalom is a good person to listen to on this.

He spent years at BlackRock, worked on the Bitcoin and Ethereum ETFs, helped launch BUIDL on Ethereum, and is now building SharpLink around an ETH treasury strategy.

His point was pretty clear.

TradFi is not coming onchain because crypto people want it to.

It is coming because the current system is slow, expensive, full of settlement risk, and still relies on too many intermediaries.

If you can settle in seconds, reduce counterparty risk, use assets as collateral, and keep markets open 24/7, that is not a crypto fantasy anymore.

That is just better market structure.

This is where Ethereum has a real advantage.

Institutions do not only care about speed.

They care about trust, liquidity, uptime, security, validators, custody, and whether the chain has already handled real money for years.

That is why BlackRock tokenized BUIDL on Ethereum.

That is why stablecoins keep growing around Ethereum and its L2s.

That is why @Sharplink wants ETH as a productive treasury asset, not just a passive holding.

The interesting part is that we might eventually stop talking about TradFi vs DeFi.

It will just become finance running on better rails.

Price can stay boring for months and people will still call ETH dead.

But if the future is tokenized assets, stablecoins, settlement and onchain collateral, Ethereum is very far from dead.

Bullish ethereum:native

[The Rollup @therollupco]

The Ethereum Bull Thesis in 2026 (Why Now) with @Sharplink CEO @joechalom

Timestamps
00:00 ETH Is Not Dead
01:16 Second Largest ETH Holder
02:33 Ethereum Wins The Scoreboard
04:20 Step Function Moment Coming
04:45 The Jeff Bezos Analogy
06:42 EFF Not The Marketing Arm
10:04 Private Sector Must Step Up
12:39 Warren Buffett Capitulation Thesis
13:22 BlackRock Doubled Down At FTX
15:44 WTI Crude Predicts Bitcoin
16:49 Best Entry Point Right Now
22:01 160M Agent Payments Q1
24:50 Institutions Need Finality Not Speed
25:02 BlackRock Tokenizing $8B Fund
30:32 Fidelity Now Largest Investor
33:19 First DeFi In Public Company
35:41 Retail Capitulation Best Entry

[Adam Livingston @AdamBLiv]

I fully believe ASST is going to $100 in short order.

Here I use the CEBE framework to totally declaw the Strive bear case and project out what the daily SATA dividends are going to do for ASST shareholders:

[Adam Livingston @AdamBLiv]

🔥WHY I AM EVEN MORE BULLISH ON STRIVE (ASST) - TOTAL, UTTER, COMPLETE BITCOIN BUYING DOMINATION🔥

I could not possibly be more bullish on ASST.

Here I break down the recent performance of SATA + ASST, and why I believe ASST will go to $100 sooner rather than later.

I think this is a $1.2 billion company that will become worth $120 billion in relatively short order.

THIS ISN'T YOUR GRANDMA'S BITCOIN TREASURY COMPANY, KIDS.

I AM GIGA-BULLISH:

[Joseph Lubin @ethereumJoseph]

Very thoughtful piece from a man who’s been on the inside of TradFi for decades and has brought his wisdom and perspective to the intersection of TradFi and Ethereum at Sharplink.  He is a voice of reason and a steady hand.  He’s built an outstanding team that can weather the lulls and capitalize on the surges.

The institutional group at Consensys is doing the work: bringing Ethereum to major global financial market infrastructure hubs and major financial institutions.

TradFi keeps choosing Ethereum, but TradFi doesn't announce that they're going to announce something. TradFi comprehensively covers the bases and then launches.

So Joseph's steadfast outlook is very well informed. The surge is coming.

[ProffEtherPrints @ProffEtherPrint]

When you realise you sold your $ETH at the bottom and have to think of some sort of FUD to satisfy yourself

[Adam Livingston @AdamBLiv]

ASST from $17 to $793.

From May 1st to May 22, the company has reported $150 million deployed into Bitcoin.

Let's assume they raise even less. Let's go with $100m per month with SATA issuance.

$100M/month preferred issuance buying BTC, 13% preferred cost, dividends paid via share issuance, CEBE mNAV held flat at 1.7x.

Common stock sold to buy Bitcoin, zero common stock issued to buy Bitcoin.

30% BTC CAGR.

Starting point:

$17.67 ASST
16,500 BTC
14,080 CEBE sats/share
35.3% senior claim drag

Year 5:
$153/share
61,264 BTC
32,825 CEBE sats/share
8.7x from today

Year 10:

$793/share
73,320 BTC
45,845 CEBE sats/share
44.9x from today

And the psychotic part is the model keeps CEBE mNAV flat at 1.7x the entire time.

No multiple expansion required.

The senior claim drag falls from 35.3% to 16.7% because fixed fiat claims get slowly humiliated by BTC appreciation.

Bitcoin goes up, residual common equity exposure grows, and the bears are left screaming at a spreadsheet like it owes them child support.

Bullish ASST.

[NorthFaceBets @northfacebets]

@TrustlessState Someone is afraid of being wrong after selling their ETH, keep hating to convince yourself

[BMNR Bullz @BMNRBullz]

ETHEREUM COFOUNDER JOSEPH LUBIN: “THE SURGE IS COMING.”

Lubin says TradFi keeps choosing Ethereum, but TradFi does not announce every step before it happens.

It covers the bases, then launches.

🔹 Major institutions
🔹 Market infrastructure hubs
🔹 Consensys doing the work
🔹 Ethereum as the settlement layer

The quiet work is already happening.

Ethereum’s launch phase comes next.

$ETH

[The Wolf Of All Streets @scottmelker]

STANDARD CHARTERED REAFFIRMS $40K $ETH TARGET BY 2030, CITES DEFI AND TOKENIZATION DOMINANCE

[Badie @Badie912]

Anybody notice how multiple big financial companies announced agentic payment platforms today?

Most of it is on eth l1, l2