vintidui.eth

Excited for this decentralized adventure that we've embarked on together and to see what new possibilities are realized.

[RYAN SΞAN ADAMS @RyanSAdams]

Time to say something out loud.

The first era of Bankless has concluded. A six year collaboration between David and myself exploring crypto, defi, and maximizing Ethereum.

We're in the second era now.

In this second era I'm planning to take more of a backseat role supporting @TrustlessState as he explores new frontiers in crypto and beyond.

I'll still be the pod every week (would never miss a rollup) but less in the role of content direction and guest interviews.

David has the helm. He has my full support.

For my part, I'm still bullish ETH. And bullish Bankless.

[Erik Voorhees @ErikVoorhees]

Venice delivers in <5m

Available for Free to Pro users and DIEM holders in API

(this model is killer for agents... first one that feels anecdotally comparable to opus imho)

[GUBA @gubatron]

First, AIs took our jobs & nations crumbled.
Then, an entirely new future emerged.

The Last Nation.

A stunning vision of a post-labor, post-government world rebuilt on a radical new economic foundation.

Essential viewing for those shaping what's next.

#TheLastNationFilm

[Clemente @clementetv_]

Every person after reading the Citrini article be like

[Peter Girnus 🦅 @gothburz]

I'm a Reserve Manager at a central bank.

My job is buying gold.

297 tons this year.

Quietly.

While we print money.

Loudly.

Gold hit $5,000 an ounce yesterday.

We've been buying since it was $1,800.

That's called "reserve diversification."

Diversification means we don't trust our own currency.

But we can't say that.

So we say "diversification."

The Governor went on television last month.

He said inflation is "anchored."

Anchored means 6%.

Used to mean 2%.

We moved the anchor.

That's monetary policy.

He said the currency is "sound."

Sound means losing 20% of its value.

Per year.

But it sounds sound.

That's what matters.

We bought 45 tons in November.

Poland bought 95 tons.

Brazil bought 43.

China reports 1 ton.

China is lying.

We all know.

Nobody says it.

95% of central banks plan to buy more gold next year.

That's a survey.

We surveyed ourselves.

On whether we trust ourselves.

We don't.

We trust gold.

Citizens ask why prices keep rising.

We say "supply chains."

We say "external factors."

We don't say "we printed 40% of all money in existence since 2020."

That's not external.

That's us.

The Finance Minister asked if gold is a hedge against our own policies.

I said "gold is a strategic reserve asset."

Strategic means yes.

I just can't say yes.

Gold is $5,000 now.

Our currency buys less every day.

Our gold buys more.

That's the strategy.

For us.

Not for you.

You get the currency.

We get the gold.

That's central banking.

[vintidui.eth @vintidui]

@StockOptions888 Withdrawal

[Dumb Money @DumbMoneyTV]

The Next BIG AI Play 📈

[Elon Musk @elonmusk]

https://t.co/Mg0oHBVoxf

[@levelsio @levelsio]

Nano-banana is probably the best image editing model right now

- Left: my input photo
- Prompt: "show the man holding this in the bed"
- Right: nano-banana's output

Sergey Brin + @OfficialLoganK are really saving Google!

[Gnosis Chain @gnosischain]

use @gnosispay
use @gnosishq
use @metri_xyz
use @aboutcircles
use @kpk_io
use @safe
use @CoWSwap
use @GnosisGuild
use @Gnosis_VPN
use @gnosischain

[Gnosis Chain @gnosischain]

use @zealwallet
use @monerium
use @fileverse
use @poapxyz
use @Balancer
use @BungeeExchange
use @autonolas
use @dappnode
use @blockscout
use @BackedFi

[DCinvestor @DCinvestor]

THE MOST BULLISH MOMENT IN CRYPTO HISTORY??

the dynamic of ETH cyclical rotation with ETHBTC breaking out + ETHUSD breaking out

after a brutal shakeout where all weak hands have already been rinsed just mere months ago

coupled with new multiple treasury org near-infinite bid

coupled with well-established ETF conduits and financial advisors ready to recommend allocation

coupled with 401K pathways getting turned on

coupled with max hype hitting hard at a relatively mature point in the cycle

coupled with massive onchain deregulation and legalization

all make ETH *THE TRADE* for the next several months

soon, everyone will come to this conclusion. you are literally fighting against the most insane confluence of dynamics i can ever remember behind one single asset in crypto

maybe i'm wrong, but i feel like we are about to see ONE OF THE MOST INSANE RUNS IN CRYPTO HISTORY IN ETH

what happens if literally everyone just buys the same asset at the ssame time?? all of CT? all of TradFi interested in crypto? all of retail interested in crypto? EVERYONE

perhaps this is just moon talk, but anyone who's been around for a while and reads the above knows that i am right. i honestly do not think i am capable of being bullish enough. good god, it's almost scary just thinking about it

[Miles Deutscher @milesdeutscher]

This is a CRAZY number.

$27b in dry powder is waiting to buy more $ETH across treasury companies.

For context, that's:
• 5% of total supply (6m ETH)
• 1/3 of all ETH currently on CEXs

The supply squeeze will be glorious.

(h/t: @dunleavy89 & @RiskOnBobby)

[John @CryptoGodJohn]

$SBET holds more $ETH in terms of value $2.8B than its actual market cap of $2.2B…..and they’re still buying daily

Feel like it’s setting up for a monster move after it’s earnings Friday

Could be a big momentum shifter

[Miles Deutscher @milesdeutscher]

In a bull run, fast information is your moat.

Here's a list of sites you can use to track data (many are free).

Bookmark this for future reference.👇

[borovik @3orovik]

why ETH is going to $80,000

- Institutions buying billions in ETH
- Billions in ETF inflows
- Genius Act = stablecoins (trillions)
- Large companies launching L2s
- Stock market going on-chain
- Vitalik still washes his clothes by hand

Like if you agree, RT if you’re bullish

[fabda.eth @fabdarice]

Sharplink Gaming $SBET is sitting on $529M in profits.

Yup, good business.

[Bruce | AI & Crypto Macro @Bruceai]

With $ETH surging past $4,000, the market is taking notice of ETH treasury plays! 🔥

@BitMNR, the largest publicly traded Ethereum treasury, rocketed up nearly 30% today. A quick look at the data shows why the excitement is building. @fundstrat $BMNR

Key Data Comparison:

🔸ETH Holdings: $BMNR leads with a massive 833k ETH, dwarfing competitors like $SBET (522k) and $DYNX (345k). @sharplink @TheEtherMachine

🔸Profitability: BMNR boasts a staggering $456M P&L on their holdings.

🔸Valuation: With an mNAV of 1.9x, it presents a compelling valuation case.

On top of their current holdings, BMNR has a stated goal of acquiring 5% of the entire ETH supply.

The gap in treasury size is massive, and their ambition is even bigger. Is the market just waking up to the scale of BMNR's ETH strategy?

#ETH #BMNR #Crypto #Stocks #EthereumTreasury $SBET $DYNX $ETHM

[everstake.eth (💙,💛) @eth_everstake]

Something big is happening in Ethereum staking.

The Ethereum validator exit queue just hit its highest level in over a year - more than 520,000 ETH that’s over $1.9 billion at current prices, lined up to leave.

This queue will take ~19 days to fully clear.

Thread: 👇

[fabda.eth @fabdarice]

Welcome to @TheEtherMachine (NASDAQ: $DYNX) on the SΞR Leaderboards as the 11th entrant.

Just three days ago, it looked like a two-horse race between $SBET and $BMNR for the top spot.

Today, it's a trio. Tomorrow? Who knows.