ZeroNoLedger.eth 🛡️

zeroed in on crypto and onchain advocate

[brantly.eth @BrantlyMillegan]

oh you're bearish? meanwhile, the government of Turkey is hosting government documents on @ensdomains 🤯

[plunge @xcoldplunge]

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.

[koeppelmann @koeppelmann]

Ok, Ethereum will become the world’s settlement layer.
Price discovery for assets like fiat currencies (FOREX), gold, and equities will take place here.
New powerful entities (aka DAOs) will exist, where people organize with each other beyond the main entities that exist today: nation-states and companies.
And then a whole lot of things we don’t even know about yet.

[Michael Egorov @newmichwill]

I see a lot of doomposting about Bitcoin and crypto because crypto is somehow not the favourite toy of the market at the moment (AI stonks are).

I want to remind that crypto is not a toy, and it's serving its true purpose - self-sovereignty of every user, financial rails which are always on and do not stop working. Institutions are also into adopting something which has no clunky intermediaries now, so fundamentally we are better than ever.

AI is foundational, but it will go through its own valley of death: replacing humans by AI would put AI outputs into AI inputs, quality will degrade, and costs will grow exponentially to maintain it. Large companies who push AI everywhere aren't necessarily using it correctly, so they report some overly large expenses.

Both technologies - crypto and AI - are foundational. They are not the same thing though, and they are not competing with each other in principle.

Crypto is the future of Finance!

[sassal.eth/acc 🦇🔊 @sassal0x]

$ZEC is down 30%+ in 24 hours

But thats okay, Zcash works great regardless 👍

[RYAN SΞAN ADAMS - rsa.eth 🦄 @RyanSAdams]

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.

[Fede’s intern 🥊 @fede_intern]

This changes the WHOLE game. @ethereum will finally win.

USDC/USDT spread in Ethereum right now for 100k dollar trades is only 1.6 bps. @binance has 3.56 bps.

Part of the problem we had in crypto is to believe that the correct way to price an asset was by calculating the price on chain with a mathematical formula. Each agent of the market needs to be able to set their own price. Now thanks to PropAMMs we have this in Ethereum and this will make Ethereum the best place to trade. This will bring all the liquidity on chain.

This seems something small but it will have incredible consequences.

[AdrianoFeria.eth 🦇🔊 🛡️ @AdrianoFeria]

While Saylor is testing selling BTC...

and Charles is delivering eulogies for Cardano...

and Solana’s validator count continues to decline and the memecoin casino is over...

and BTC miners are entering existential panic mode...

and while everyone is freaking out about price...

ETH’s supply staked just hit a new ATH.

[Fede’s intern 🥊 @fede_intern]

@smyyguy @ethereum @binance @Uniswap thanks, things are going to change very fast. i'm very bullish on ethereum. with @eth_proofs and @leanEthereum plus PropAMMs i don't think anybody will be able to compete with it.

[Etherealize @Etherealize_io]

Avichal Garg on why he’s bullish ETH

“What ETH has that is very difficult to reproduce is credible neutrality. And if you think there’s going to be a global financial system settlement layer, I think that is the critical thing — that trust and neutrality is basically irreproducible… ETH has that.”

“For me the turning point for ETH was when the United States decided to seize Russian assets and weaponize the dollar… If you’re Germany, France, India, Turkey, Brazil, or most of the world, you’re looking at the world and saying, I don’t think I want to be allied with the Chinese — India certainly doesn’t — but now I’m worried that if I ally with the US and then they want me to do something and I don’t do it, they’re just going to take all my money? What you want is a US dollar denominated system that the US cannot single-handedly decide to boot you from and where the United States cannot just take all your assets. That’s literally what Ethereum is.”

“[Ethereum is] a US dollar denominated system, that nobody in the world controls, that anybody can mutually agree to transact upon, where the United States can’t steal your assets — and there are ways to structure synthetic dollar assets that are not sitting in US banks, just like the Eurodollar system. What is that worth? I think that’s worth a lot of money.”

“If you’re any bank, country, or central bank, [Ethereum] is the only place you can do that. Now how does that get valued? Does that mean ETH becomes a store of value as the endogenous backing asset for the thing which can be used as collateral? We tend to think that those things are true, and we’ve written about this.”

“You can go talk to anybody on Wall Street. Where are they building? Everybody’s trying to build on ETH. Where’s Coinbase building? Where’s Robinhood building? Where’s SoFi building? Underneath it all, all of the activity for that sort of behavior — geopolitically, central bank level, important behavior — is happening right now in this space [on Ethereum], and I think it will take some time for people to appreciate and underwrite that.”

“In 10 years people will look around and be like, ‘Oh wow, that’s really important, and I should own a piece of that.’ I don’t know when it rerates, but I think at some point people will get their heads around that there is something unique to this thing that nobody else will be able to reproduce, and that thing is valuable.”

Source: @theempirepod (Jun 2026)

[SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH]

$ETH "WORTH ALOT OF MONEY"

Avichal Garg of Electric Capital believes Ethereum has something impossible to replicate:

Credible neutrality.

Bitcoin has credible neutrality too.

But $BTC isn't designed to be the transaction layer and settlement layer for the global financial system.

In a world where countries from China to India to Brazil are looking for financial infrastructure that isn't controlled by any single nation, credible neutrality becomes incredibly valuable.

"You talk to anybody on Wall Street... everybody's trying to build on $ETH."

ETFs are here.

Coinbase is building on ETH.

Robinhood is building on ETH.

Sofi is building on ETH.

What's a global financial network that neither the U.S. nor China controls worth?

"A lot of money."

Sidenote: Avichal Garg's firm Electric Capital, is one of the more respected crypto native VCs. Avichal was mining Bitcoin as early as 2010.

[Etherealize @Etherealize_io]

Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem

“The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.”

Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision.

“Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.”

As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement.

“This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.”

“I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.”

[ZeroNoLedger.eth 🛡️ @zeronoledger]

Well said. See the bigger picture.

[A.J. Warner @ajwarner90]

Crypto token valuations have finally started to mature. Investors (both retail and institutional) are looking for exposure to high quality opportunities. This is objectively a good thing.

I am surprised though by how easily the narrative has turned towards looking at revenue as the purest heuristic for investment. I say this despite being a staunch advocate for many years that not enough emphasis has been placed on sustainability and fundamental business practices in this industry.

The missing ingredient today is that investors are looking at current revenues and not looking at how much revenue a project could be credibly charging. Crypto protocols, particularly blockchains, are not like selling goods. It is extremely hard to optimally maximize price x quantity for what you are selling. The reason for this is because you are charging for compute irrespective of the value of the transaction. Ethereum makes nearly the same amount of money if someone moves $0.01 or $100m.

Five years ago, Ethereum's problem was it charged too much for each transaction, by an order of magnitude. Today, it is probably charging too little by an order of magnitude for the value it provides and secures. Investors are punishing it on both sides.

For Ethereum believers, the good news is that in the long-run this is highly likely to correct. When it does, especially with added scale, Ethereum is going to be in an awesome place. I don't know how to value blockchains, I don't think anyone truly does, but $ETH has the highest demand for any native asset, has the most credibility as censorship resistant money alongside Bitcoin, and it secures hundreds of billions of dollars in assets today. I would expect that to approach a trillion in the next couple of years. It's pricing power is only going to go up not down.

Where Ethereum is at risk in my opinion, is whether it has the right diversity of talent to lead it to that next step. Vitalik and the current EF has an incredibly technical vision for the product and ecosystem and that is good. What Ethereum is trying to solve for has no competitors on the market. But, Ethereum does need others to step up and ensure that the institutions are coming to deploy assets and build on top of it.

@Offchain has been making a concerted effort to be that broader enterprise engine. We have seen incredible demand across @arbitrum @zerodev_app and our other products. The world is moving onchain quickly. The story is realy just beginning.

[Michael Nadeau | The DeFi Report @JustDeauIt]

My conviction is building that there is going to be a massive capital rotation to crypto.

Not sure when it happens.

But it’s going to be shocking to many when it does.

Sad part is many crypto natives are rotating out and chasing the “latest thing” at the precise moment to double down.

Happens every bear market…

[Konstantin Lomashuk cyber/acc @Lomashuk]

When Ethereum solves cross-rollup fragmentation through EEZ and native rollups, value capture snaps back to L1 - and ETH reprices and decouples from the rest of the market. Underpriced right now.

[Mike Novogratz @novogratz]

Since when do banks get to decide on legislation? The way I understand basic government from the 10th grade is that our elected representatives write and pass laws.

It’s time for Washington to do the right thing. They have heard all sides for 18 months.

Pass a bill that is good for our country! Period.

[Patrick Witt @patrickjwitt]

This is an odd clip. I find it hard to believe that the CEO of a major BBB could be this uninformed about a major piece of financial legislation.

The Clarity Act “doesn’t do anything for AML/BSA.” Really? Have you read Titles II or III?

“It allows them to effectively pay interest on deposits.” False. Section 404 explicitly prohibits digital asset companies from paying any form of interest or yield on a stablecoin balance in a manner that is “economically or functionally equivalent to the payment of interest or yield on an interest-bearing bank deposit.”

It is becoming increasingly clear that bank opposition to the Clarity Act is more about personality than policy.

[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.

[trent.eth @trent_vanepps]

https://t.co/GajUKQC8li

[Peter Van Valkenburgh @valkenburgh]

Around $3 Trillion dollars were laundered through banks in 2025 and they want you to believe that a bill in Congress that clearly applies AML/BSA obligations to crypto exchanges is somehow the problem. Literally nonsense.