Ethereum (ETH)

🏆 Pup Cup #1794 SOLD 💰 0.040 ETH 🐕 Opensea 🐕 0x1b0d…ecfa → 0x5c93…14aa https://t.co/n5i7UO6gT7 Join the World Pup Protocol: https://t.co/8ar6C5pcbP #PupCup #WorldPupProtocol https://t.co/3W5S9S9yK5

The obvious way to value ETH is using stock-to-flow on net issuance More transactions means less issuance. No need to complicate it further The base/bear case puts ETH at 8k as of right now The math is simple, assume current net issuance of say 1% and ETH supply at 120m - that’s 1.2m new ETH 120m / 1.2m = 100 stock-to-flow Plugging the numbers into the most conservative model, that puts eth at 8k Even assuming a ghost chain (so a 2% net issuance) that’s a 50 stock-to-flow so 4K/ETH!! If you give the curve any shape (stock to flow valuation curves are rarely linear), the numbers just get higher. At even modest curves, Tom Lee’s 250k price target sounds very reasonable Tl;dr; buy ETH, it’s much higher from here

GN CT! 🌙 Last vibe of the day, most people spend their time chasing narratives. I spend mine watching infrastructure. The projects I keep coming back to are solving very different problems, but they all share one thing: They make the ecosystem stronger underneath the surface. @wallchain Attention is becoming an asset class. Wallchain is building tools that help measure contribution, reward quality, and turn creator activity into something valuable. @useTria Crypto becomes useful when it feels simple. Trade, spend, earn, and move across ecosystems without constantly thinking about chains, bridges, or complexity. @RiverdotInc satUSD keeps expanding real utility across DeFi. The focus isn't speculation alone, it's creating a financial layer that works across chains and connects liquidity more efficiently. @quipnetwork While most people debate the future of quantum computing, Quip is already building quantum-classical infrastructure, useful compute networks, and post-quantum security solutions today. @Th

⚠️If you have ETH loaned on AAVE v3, withdraw them ASAP: Kelp just got hit for $300M, I’ll explain why this could be an issue for lenders in a few minutes. https://t.co/OV1jOki7Fi

John Gillen: The bull case for Ethereum's slow pace of change can be found in the U.S. Constitution. The Articles of Confederation in 1781 were "too decentralized" - they didn't have a strong enough executive. Then came the Constitution and an iterated presidency. "The constitution hasn't stayed static and neither will Ethereum." Crypto replacing Wall Street overnight was never realistic. What we're actually seeing is hybridization - and that's just chapter one. FT @BitcoinJesusETH @TrustlessState @CamiRusso @DefiantNews.

rsi on $sol daily has never in its history been lower then today https://t.co/pIi759KIkI