Alas, surveillance & disenfranchisement of the individual is on the rise. Fellow anons & degens, hear this: Self-sovereignty is your inviolable right—&moral imperative. Fight censorship, whenever encountered. The world is yours! Be brave, but just. This is our time. Ethereum🗽

Ethereum. ethereum:native

$ETH is looking good here.

Any man who must say, 'I am the Chad,' is no true Chad.

Introducing PQ1: The world’s first quantum-proof hardware wallet. If Q-day arrives, your assets are safe. Reserve now at freedomfactory.io

No, you don't get it. He does not have $1 trillion sitting in cash, it is 99% stock in his companies. To make that wealth liquid would mean selling all that stock which would swiftly destroy *both* the companies (Tesla, SpaceX, others) and the wealth. If he sold it all, he'd end up with maybe $100b max, several hundred thousand people would be out of work, the companies ruined and many of their suppliers also ruined. Okay, but now Elon has $100b in cash, and can "solve the world's problems". $100b divided by the world's 8 billion people is $12 If you were in charge, several of the most innovative industrial companies in the world would be destroyed, hundreds of thousands out of work, and space would again close to human civilization for another generation. But everyone on earth could have one nice meal and you could revel in your altruism.

$ETH Bag Holders right now:

I have never seen so many people capitulating out of $ETH or crypto. Some are writing blogs and essays explaining why it failed, mainly naming how other chains won the race, measured by fees taken in. Some of my thoughts, in these hard times: Time will tell, but I think many people are mistaken in treating $ETH like an end-stage $AMZN, as if the main question is already about mature margins, fees, and cash flows. In reality, Ethereum is still very much earlier in its economies-of-scale phase, with nearly all metrics in the top right corner and growing at mid double digits to tripple. Furthermore, most of the market is focused on the wrong battle: who can become the fastest and cheapest payment processor. Lower fees, higher throughput, faster settlement. But that is likely a race to commoditization, similar to the payment processors crash over the last years. If the only value proposition is speed and cost, then the moat gets thinner over time, easy disruptable. Someone can always be faster. Someone can always subsidize fees lower. Someone can always optimize one narrow use case. The real value may not be in the transaction fee itself. The real value is likely in the amount of economic activity secured by the network, the credibility of that security, the neutrality of the base layer, and the difficulty of replacing it once enough assets, applications, institutions, and users depend on it. That is where Ethereum seems different to me and why so many institutions are choosing $ETH. Most other projects still feel replaceable. They may have better performance in one area, better UX in another, or lower fees in the short term. But if their advantage is mainly technical efficiency, that advantage can be copied, competed away, or made irrelevant. The newest hottest thing today is replacing the hottest thing from last quarter. Ethereum’s bet appears to be much larger: become the most secure, decentralized, credibly neutral settlement layer for the internet economy. Not the cheapest rail. The hardest rail to replace. In the end, the most valuable network may not be the one with the lowest transaction costs. It may be the one people trust most to secure the highest-value assets and applications over the longest period of time. If $ETH can retain its market share while continuing to scale through upgrades that improve speed, throughput, and fees, its potential remains significant, especially if AI agents become truly crypto-native. If it combines all of the above and earn the crown as the leading value-secured network, then $ETH could eventually be viewed as something like a truly decentralized, inflation-adjusting global bond: securing the world’s assets, free from political meddling, and deserving of a premium market cap because of the value it protects on top of the deflationary pressures create incentives to stake, get yield and trust the equivalent of buybacks and griwth in value secured to provide additional value. Keep in mind over 1/3 of $ETH is now staked! In that scenario, $ETH would not just be another asset to hold. It could become one of the only truly neutral and secure bonds for the digital economy. ... But sure, lets compare it to $SOL with 6% inflation, no moat, no security, massive outages, decreasing validator nodes and alike. it just all feels like people are getting lost in short term fees and the easiest valuation attempt rather than what $ETH is actually built for, all while its testing its bottom range and players go full portfolio into AI.

Ethereum has been winning, is winning, and has never lost. The most-used subprotocol or subchain by actual users is EVM-based. Every major wallet either supports ETH natively or is built entirely on EVM architecture. Every chain that tried to compete failed to attract meaningful developer adoption. Algorand, Tezos, Polkadot - none crossed the threshold. Most “ETH killers” eventually found a single niche and settled: NEAR became a solid intent-based bridge layer, TRON became a USDT wallet. That’s not winning, that’s narrowing. Cheap L2s never retained long-term users either. The pattern is always the same: airdrop announcement, usage spike, MEV bots flood in because gas is cheap, then silence. Base is a clean example of that cycle. Ethereum sets the vision. Every fork and new proposal chases the EIP backlog because the entire infrastructure stack - Etherscan, Infura, Alchemy, Blockscout - standardized on EVM. Deviate from that standard and you’re on your own. That’s why deploying a forked contract to TRON is a nightmare, why Optimism shipped multiple broken hard forks chasing weird gas estimation edge cases, and why dapp developers refuse to write chains of if/else blocks just to handle behavioral differences across 10+ forked EVMs. No one wants that complexity in their JavaScript. No wallet team wants to maintain it either. Conform to EVM or get left behind. Ethereum didn’t enforce that rule - the ecosystem did.

Today I published an oped in @coindesk detailing the coming revolution in agentic finance, what it will mean for retail investors, and why it needs to be built on #Ethereum: coindesk.com/opinion/2026/05…

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𝘛𝘩𝘦 𝘱𝘳𝘰𝘣𝘭𝘦𝘮 𝘪𝘴, 𝘸𝘦 𝘭𝘰𝘰𝘬 𝘧𝘰𝘳 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘵𝘰 𝘨𝘳𝘰𝘸 𝘵𝘰𝘨𝘦𝘵𝘩𝘦𝘳, 𝘸𝘩𝘪𝘭𝘦 𝘵𝘩𝘦 𝘴𝘦𝘤𝘳𝘦𝘵 𝘪𝘴 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘵𝘰 𝘴𝘵𝘢𝘺 𝘢 𝘤𝘩𝘪𝘭𝘥 𝘸𝘪𝘵𝘩. — 𝘊𝘩𝘢𝘳𝘭𝘦𝘴 𝘉𝘶𝘬𝘰𝘸𝘴𝘬𝘪

Crypto solves this. $ETH

Don’t practice what you don’t want to become.

Absolute cinema

$TAO $SN3 👀👀

I try not to make these comparisons often, but @aave looks very cheap compared to lenders in TradFi. Price to sales: $AAVE trades at 2.2x Klarna trades at 8.9x Figure 19x Price to book $AAVE trades at 2.8x Klarna 4.1x Affirm 6.8x Figure 7.6x Loans Outstanding $AAVE $17b Klarna $10b Affirm $8.8b Lending Club $6.5b Net Interest Lending Club 6% Affirm 4% Klarna 0.8% $AAVE 0.6% (This is a competitive advantage imo) TLDR: Aave trades at a lower valuation, the loanbook is significantly undervalued, can operate with lower margins, and continues to dominate.

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