when all is said and done, Ethereum will have operated just far enough from the mainstream
to allow one of the most asymmetrical trades of our generation to quietly form
⏳
The Ethereum not ETH stuff is the mental fallacy that triggered me into writing and podcasting in the first place.
There is no strong Ethereum without an ETH worth trillions. Without ETH as a global store of value, Ethereum is a failed project. Full stop.
ETH is economic bandwidth for DeFi. It is the only asset maximized for CROPs, fail at high value ETH, fail at CROPs, fail at Ethereum.
Saying you’re bullish Ethereum not ETH is like saying you’re bullish America not the American economy. They are one and the same - economic engines.
Better to admit Ethereum is a failed project than “Ethereum not ETH”.
So spew that weak blockchain not crypto stuff out of your mouth, it doesn’t make sense for BTC, ZEC, ETH, or any truly crypto native project.
shout out to all the Ethereans fighting the good fight on the timeline
sad to see the main character is one of our own
it all comes down to patience
some have it, most do not
$ETH went from under 1B to 500B+ in just 5 years
taking a breather doesn't mean it's dead
quick question for those who care to discuss:
does this current sentiment/price action feel worse to you than last year during the Tariff tantrum or similar?
for reference, $ETH went to $1400 mid April 2025
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.
@joechalom Well done. It’s just bear market things. People get emotional. It’s important to take a step back and realize what’s being built before our eyes. Patience.
this is much better than last April imo
price is higher (so far) and bears just threw the same narrative at us again
except this time it’s just getting old and predictable
we’ve now seen “Ethereum, not $ETH” in 2020, 2025, and now again in 2026
$ETH will survive once again
JUST IN: Standard Chartered compares Ethereum to Amazon during the 2001 dot-com bubble burst, says ETH will catch up to internal metrics
- The ether price has fallen sharply in recent months, but the underperformance does not reflect continuing improvements in Ethereum's internal metrics, according to Standard Chartered Bank's Global Head of Digital Assets Research, Geoffrey Kendrick.
- Kendrick compared ETH to Amazon stock during the 2001 tech bubble burst, saying ETH will catch up to internal metrics and that "it is just a matter of time."
- Kendrick maintained his ether price targets of $4,000 by end-2026 and $40,000 by end-2030.
Full story soon...