Ethereum (ETH)

In a recent @Edge_Pod, Tom Dunleavy (@dunleavy89) from Varys Capital breaks down why he estimates ETH's fair value to be more than 3X today's price, even in a bear market. "Two-thirds of DeFi still operates on Ethereum today. So, okay, if we think finance is the use case of crypto... real world assets, you know, $10+ billion, 55% of total RWA activity still on Ethereum today. Stablecoin activity, which is obviously the most salient use case in crypto today, nearing $200 billion just on Ethereum alone in stablecoin activity... And stablecoins are only going one way. RWAs are only going the long way. DeFi has had its challenges but continues to go up. I don't think fundamentally, you can have all of these assets continue to appreciate without it having a tie back to ETH, the asset, because it helps protect all of these assets on top of it." Listen to the full episode on The @Edge_Pod below.

#ETH back inside the Ascending Channel. Deviation complete? https://t.co/bTU8T7JDYL

ETH is on the verge of unlocking orders-of-magnitude more network usage and economic activity, directly increasing demand for ETH as the native gas token and staking asset. Add quantum safety and built-in privacy, and Ethereum becomes the ultimate secure home for major institutions. Massive upside. Markets are speculative by nature, and ETH will likely be repriced well before these catalysts arrive.

You're not totally aware of HOW FUCK EARLY YOU ARE on tokenization + real-world assets... Just saying. ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 base:0xd6aaf4d477999fa50c5a1aa35f708862113a73cc $LBM ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 https://t.co/9ZiUov8UXt

Ethereum is uniquely exciting in its ambition; the next few years will be its most dynamic yet. When Lean Ethereum is deployed and functional it will be a modern marvel.

Two weeks ago, Ethereum researchers met in Berlin to continue charting the protocol's long-term trajectory, following along discussions with client teams in Svalbard in April. The updated strawmap is at https://t.co/9e2AQ6rhz6, and I attached a picture of it to this post. My own high-level takeaways: * "Lean Ethereum" is not a single one-shot upgrade, it is a collection of improvements that will come online to the Ethereum network over the course of three or four years. But make no mistake, this IS the third major iteration of Ethereum in the same way that the Merge was the second. Almost every major piece of the protocol will be replaced: - Verification through recursive STARKs, rather than direct re-execution. Recursive STARKs become an enshrined first-class core component of the protocol - Replacing everything quantum-vulnerable with quantum-safe alternatives - Consensus: decoupled available chain and finality, one or two-round finality. Theoretically optimal security properties, simpler than today, an

This Could Start The Next Bull Run 👀 0:00 - breaking news 2:09 - Clarity Act (Final Chance) 3:30 - Saylor vs Channel 4 7:10 - CZ stands up for Saylor? 8:41 - bull case for Ethereum Watch This IMMEDIATELY 👇 https://t.co/qoi68X6ulF

⚡️EUROPEAN BANK PUTS THE EURO ON ETHEREUM On the day MiCA came fully into force, Crédit Agricole launched EURXT, a MiCA‑compliant euro stablecoin on Ethereum. The EURXT is issued by CACEIS, Crédit Agricole’s securities services arm, which holds about €4.6 TRILLION in assets under custody. 20 million EURXT are in circulation, backed 1:1 by euro reserves on CACEIS Bank’s balance sheet.