Time for ETH to decouple from BTC, enough is enough.
You can't keep dragging down an entire tokenization industry because the orange memecoin goes down again.
The internet economy is built on Ethereum and we need ETH to lead the way out.
This is how brain-dead the crypto industry still is:
It costs roughly $30M per year to keep developing Ethereum L1, which is effectively becoming the settlement layer for the internet of finance.
Bitcoin’s PoW burns through roughly the same amount of money every single day.
One funds open-source global financial infrastructure backed by the most sound digital store of value in the world.
The other pays for an energy-intensive security model attached to an asset that is structurally and economically inferior as a store of value, not useful for real-world finance, and increasingly hard to justify based on Bitcoin’s own fee and security-budget metrics.
This is the quiet part said out loud, the thing talking heads in this space will not dare to say, but should, because it is the truth.
What people are missing about the US government's AI regulation announcement:
ID verification will now be forced on all accounts to prove citizenship.
Frontier labs will take your data, and your sovereignty is officially dead.
A permanent underclass division and a total control society are beginning right now.
People ignored me when I started saying this last year, but it is happening right in front of our eyes.
Get into Open-Source and Sovereign AI.
Advancing together through collective intelligence is the only way to fight back.
BREAKING:
Europe is considering Ethereum as the settlement layer for a Euro stablecoin.
Not a pilot. Not a sandbox test.
Real financial infrastructure. For sovereign money.
Public blockchains being assessed for sovereign-grade settlement.
Transparency. Uptime. Security.
Now policy considerations.
UBS chose Ethereum.
BlackRock chose Ethereum.
Franklin Templeton chose Ethereum.
Now potentially the European Central Bank.
Crypto rails are moving from markets to institutions to governments.
This is not about hype.
This is about who controls the financial rails of the future.
And Ethereum just entered the sovereign conversation.
I wouldn’t be surprised if BTC mostly ranges between $25K and $100K over the next 3–5 years.
Essentially an ETH-style consolidation, all while ETH itself rips to $25K–$100K.
ETH/BTC to 1 😘
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Most people still holding $eth are likely ready to go down with the ship; at least I am.
Ethereum is a bastion of freedom and self-sovereignty in an increasingly controlled world.
No amount of number go down could get me to sell. Even with most of my net worth in eth, I would hold it to literal zero.
I would rather take a chance on eth and be wrong than give up hope on the most inspiring invention of my generation.
Come zero or valhalla, I'll be here.
Believe in somΞthing.
Over the years so many people have come up to me at conferences or slid into my DMs to say that they used to be a Cardano believer and thanked me for my book
Let’s take a trip down memory lane …
Tom Lee is an infinitely better steward for $ETH than Michael Saylor is for $BTC
No cringe AI slop ads
No ridiculously complicated debt instruments
No selling
ETHBTC will soon reflect this
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.
🔥 Tom Lee made a point about Ethereum that most people are not paying enough attention to.
The Ethereum Foundation used to hold 17% of the ETH supply.
Today, it holds only 100,000 ETH, or about 0.1% of supply.
That is a huge shift.
And according to Lee, it means the old funding model is no longer enough.
Under a traditional foundation model, he estimates the Ethereum Foundation could support only around $10 million in grants.
For a network trying to become the future of finance, that is tiny.
But this is where the story gets interesting.
BitMine, SharpLink, and other public Ethereum treasuries now own around 7% of the ETH supply.
And because that $ETH can generate staking yield, Lee says these treasuries are producing about $500 million a year in rewards.
That completely changes the game.
Ethereum no longer has to depend on one foundation to fund everything.
A wider network of public companies, treasury vehicles, staking rewards, ecosystem grants, L2 builders, and private-sector teams can now help support Ethereum’s growth.
This is why Lee believes Ethereum is entering a new phase.
Not a single foundation carrying the whole ecosystem.
But an entire capital network forming around ETH.
Whatever the narrative is, Ethereum has it covered.
Security: #1 by far
Decentralization: #1 by far, huge node and validator count
Scalability: Cheap transactions now and an aggressive roadmap to hyperscale + L2s
Neutrality: EIPs 7805 and 7457 make the network effectively uncensorable
Reliability: Never been down ever even through hardforks and the ETH2 network upgrade
On Chain Economy: Dwarfs all other chains in TVL and is always among the top in DEX volume
(d)Apps: The most ambitious teams choose Ethereum on which to develop their products. App innovation starts on Ethereum and is copied downstream.
Privacy: Tornado, Privacy Pools, and Railgun are all good options already, and Kohaku will improve privacy even more
Institutions: Overwhelmingly choose Ethereum
Dev Tooling: Great tooling and resources for solidity and vyper development, nothing comes close
Flexibility: App specific L2s, for example Lighter, host applications that are usually challenging to run on blockchain L1s while inheriting Ethereum security
AI: Base L2 is a leader in pioneering agentic finance with their innovations applicable to the L1 more and more as Ethereum scales
SOV: ETH the hardness properties of BTC, a multitude of ways to utilize ETH productively on and off chain, has an internet native bond, and very low inflation with it having periods of deflation.
The main issue here is that the narrative makers all galvanize around one narrative and then pick which projects to shill around it so they can be early and then dump on you, whereas with ETH, even though it fits whatever narrative is hot, they cannot pnd it and profit from you.
I'd rather just keep it simple and be patient, it's cleaner.
The reason Ethereum is so hated on CT is that, if it succeeds, there’s little reason for any other L1 construction to exist.
However, a world where Ethereum loses is basically a free-for-all. Everyone and their shitcoins will be happy, but the world will have lost "everything" in the process.
Ethereum is our last hope for a truly decentralized and credibly neutral internet of value.
That’s why it’s so important that we win. There is simply no alternative.