DAE.eth

Digital Asset Ecosystem ETHEREUM PERMABULL la .ethereum. cu selzdi

[DAE.eth @QeYcc]

@SolarEtherPunk @ec265 @brian_armstrong @ProofOf_ion Agree 👍🏼
$ETH is great but we are sort of only partially cooked — need Clarity Legal Green Light 🚦 plus our tech upgrades plus a lot more adoption
Patience, Faith and Courage

+Steel BALLZ when everyone else is convinced we are wrong 😅

[Eric Daugherty @EricLDaugh]

🚨 OMG. A MASSIVE India H-1B visa fraud ring has just been busted...nearly 90% PERCENT of India's visa applications contain FRAUDULENT INFORMATION

100,000 THOUSAND counterfeit certificates have been seized 🤯

"Law enforcement in India claim it has uncovered a network of universities that produce fake degrees which were possibly used to obtain these high skilled H1B visas, including one school which allegedly stole over 36,000 fake degrees. It cost as little as $1,400 for one of those."

"And while these are supposed to be high skilled employees during almost all of Biden's time in office, 83% got junior or entry level positions."

This is INSANE! SHUT DOWN THE H-1B SCAM!

@KenPaxtonTX is now going after this in Texas 🔥

@kayleighmcenany @SatAmericaFNC

[DAE.eth @QeYcc]

@BitcoinJesusETH @BMNRBullz

[DAE.eth @QeYcc]

@nextalphaa Zero leverage so
So I’m numb too
Not capitulating
Just NOT

[Senator Cynthia Lummis @SenLummis]

I've spent years building toward this moment. The Clarity Act is the most consequential financial legislation of this generation and we are going to get it done.

[DAE.eth @QeYcc]

@RaoulGMI @Jamie1Coutts @fundstrat
Thoughts ?

[Milk Road @MilkRoad]

Could the SpaceX IPO actually hurt crypto?

Bloomberg's Seyffart thinks it's a real concern.

"No matter what you or I say, the market views Bitcoin as a risk asset."

Trillions in IPO liquidity absorbing could pull capital away.

But crypto is changing too.

"The industry is changing from this retail driven cipher punk retail mania to more institutionalized viewing of investing."

The space is evolving whether you like it or not.

FT @JSeyff @LGDoucet.

[DAE.eth @QeYcc]

@ryanberckmans 💯

[DAE.eth @QeYcc]

Yes yes yes
That’s the heart of the argument.

Many crypto investors get mesmerized by TPS because it’s easy to measure.

But monetary assets don’t derive value from TPS alone.

Gold doesn’t win because it processes more transactions per second than silver.

U.S. Treasuries don’t dominate because they have the fastest database.

The question is:

Where does the highest-value economic activity choose to settle?

If, five years from now:

Most stablecoins are on Ethereum rails
Most tokenized stocks and bonds are on Ethereum rails
Most institutional collateral is ETH or Ethereum-based assets
Most RWAs settle through Ethereum security

then ETH’s monetary premium can become enormous even if some consumer transactions occur elsewhere.

Visa processes payments.
The Federal Reserve settles value.

Those are not the same thing.

Ethereum’s roadmap increasingly resembles an attempt to become the crypto equivalent of a global settlement layer rather than the place where every coffee purchase occurs.

That doesn’t guarantee success.

But it explains why Vitalik is willing to tolerate criticism about:

TPS
UX complexity
Rollup fragmentation

while remaining obsessed with:

verification
decentralization
security
credible neutrality

Because if Ethereum wins the settlement layer, those properties become extraordinarily valuable.

It’s:

Stablecoin market share.
RWA/tokenized asset market share.
ETH’s role as collateral in the ecosystem.
Institutional adoption of Ethereum settlement.
Whether L2 activity ultimately strengthens Ethereum rather than escaping it.

Those metrics are much closer to answering:

“Will ETH become a globally important monetary asset?”

than a raw TPS leaderboard ever will.

The next few years are essentially a giant real-world experiment testing whether economic gravity matters more than transaction throughput. If Ethereum keeps attracting the highest-value assets while scaling arrives, the market may eventually care a lot less about who won the TPS race in 2026.

[Paul Atkins @SECPaulSAtkins]

Clarity in our regulatory frameworks 🤝 Clarity in our historic fountains & reflecting pools

[DAE.eth @QeYcc]

Yes yes yes
That’s the heart of the argument.

Many crypto investors get mesmerized by TPS because it’s easy to measure.

But monetary assets don’t derive value from TPS alone.

Gold doesn’t win because it processes more transactions per second than silver.

U.S. Treasuries don’t dominate because they have the fastest database.

The question is:

Where does the highest-value economic activity choose to settle?

If, five years from now:

Most stablecoins are on Ethereum rails
Most tokenized stocks and bonds are on Ethereum rails
Most institutional collateral is ETH or Ethereum-based assets
Most RWAs settle through Ethereum security

then ETH’s monetary premium can become enormous even if some consumer transactions occur elsewhere.

Visa processes payments.
The Federal Reserve settles value.

Those are not the same thing.

Ethereum’s roadmap increasingly resembles an attempt to become the crypto equivalent of a global settlement layer rather than the place where every coffee purchase occurs.

That doesn’t guarantee success.

But it explains why Vitalik is willing to tolerate criticism about:

TPS
UX complexity
Rollup fragmentation

while remaining obsessed with:

verification
decentralization
security
credible neutrality

Because if Ethereum wins the settlement layer, those properties become extraordinarily valuable.

It’s:

Stablecoin market share.
RWA/tokenized asset market share.
ETH’s role as collateral in the ecosystem.
Institutional adoption of Ethereum settlement.
Whether L2 activity ultimately strengthens Ethereum rather than escaping it.

Those metrics are much closer to answering:

“Will ETH become a globally important monetary asset?”

than a raw TPS leaderboard ever will.

The next few years are essentially a giant real-world experiment testing whether economic gravity matters more than transaction throughput. If Ethereum keeps attracting the highest-value assets while scaling arrives, the market may eventually care a lot less about who won the TPS race in 2026.

[Christopher Perkins 🦅🌎⚓️NYC @perkinscr97]

No, crypto isn’t dead.

Just walked into the @Vault__Summit at @NYSE and it’s packed. High energy; excitement.

Utility never dies.

[DAE.eth @QeYcc]

@wmougayar @Irenezhao_ Yup 👍🏼

[DAE.eth @QeYcc]

Vitalik wasn’t trying to maximize every metric simultaneously:

There was NO path to:

Maximum decentralization,
Maximum security,
Maximum throughput,
Minimum fees,

all at the same time!!!

Something had to give.

The real debate is not whether Ethereum gave something up—it clearly did.

The debate is whether what Ethereum gave up (some user-facing activity and market share) is worth what it gained (security, neutrality, and institutional trust).

We’ll probably have a much clearer answer by the end of this decade, when we see where stablecoins, tokenized stocks, bonds, money-market funds, and real-world assets actually settle.

One thing I find interesting is that despite all the talk about Ethereum “losing,” many of the largest traditional finance players entering crypto have continued to build around Ethereum or Ethereum-compatible infrastructure. That doesn’t prove ETH wins, but it suggests the market may value different things than Crypto Twitter values on any given week.

[DAE.eth @QeYcc]

@ryanberckmans It’s too bad that this cycle hot liquid money went to chase AI and energy for AI … … there is just no liquidity for crypto … that said, AI will eventually be a huge tailwind for $ETH so capital will rotate in due course we just need to wait patiently (and Courageously)

[DAE.eth @QeYcc]

Our only problem this cycle is that the risky money went to Chase AI and energy for AI and more AI —- there is just no $$$$ left for crypto until liquidity rotates and or increases by a lot

That said
AI will be a huge tailwind for ETH down the road so we just need to be patient and not get shaken out

[Etc. @ec265]

Imagine thinking that everyone is going to use Ethereum and yet nobody is going to want ETH

It’s like saying the US economy won’t use the US dollar and will use Turkish Lira instead

But ETH is a global asset that is at the heart of a global network

The bigger the network gets, the more valuable the global asset is to everyone

You may not be able to put this in to a nice model, but that doesn’t mean that it isn’t valuable to a lot of people

Being valued and having demand is what will drive the price, rather than trying to attribute it a value based on a narrow framework

[MAGA Voice @MAGAVoice]

BREAKING: Elon Musk just called on EVERYONE to vote out the Senators who voted Against the Save America Act

Elon Musk: “Vote them out”

I AGREE 💯

[DAE.eth @QeYcc]

@TrustlessState @RyanSAdams @VivekVentures your thoughts on ☝️☝️☝️☝️this debate ??

[Vivek Raman @VivekVentures]

1/ ETH is the best positioned asset:

- To become self sovereign money
- To have a native, uncorrelated yield
- To be globally censorship resistant
- To have customizable privacy
- To be quantum resistant
- To stay decentralized
- To achieve the potential BTC was supposed to

[DAE.eth @QeYcc]

@BitcoinJesusETH @materkel We just need to hang in there with double-diamond hands until risk capital rotates out of AI&energy back into crypto etc
Our turn will come
Eventually

[DAE.eth @QeYcc]

@ryanberckmans @TrustlessState If AI & related Energy deals did not suck out allllll of the available risk $capital this time around $ETH PA would not be this miserable …

That said
Capital will rotate at some point so we need to be patient with diamond hands