Ethereum is special because it is the only thing that two opposing nation-states can use. China would never use the US’s blockchain, and the US would never use China’s blockchain. So a neutral substrate must emerge to house the global digital economy. & that’s Ethereum.

Sep 21, 2026 · 11:03 AM UTC

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This hard neutrality is why, to date, the lion's share of existing crypto money stays on Ethereum L1. Here, no one king, company, or person can rug you. So now, as we globalize finance further and make it even more digital across assets, with money or other forms of value, this trend is going to be very hard to break. If we are to have an internet of value, it is going to be on the one place where it cannot be shut off. nitter.net/StaniKulechov/status/2…
Aave is sticky on Ethereum.
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Replying to @binji_x
Few
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Thanks for helping create this Ethereum thing Steve (: let’s catch up soon
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Replying to @binji_x
you would also need to have a non-OFAC compliant node process your transaction.
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Replying to @binji_x
*ETH will become the global reserve currency - store of value – secure and credible scarce (even deflationary) - decentralized and censorship-resistant – no nation controls it - borderless trustless transactions with anyone including adversaries - scalable liquidity – finance everywhere, instantly - energy-efficient – sustainably powering the future - programmable money – smart contracts unlock innovation The ticker is ETH
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Replying to @binji_x
This is Ethereum 🙏📖
This is Ethereum. There are 291 projects, companies, protocols and communities in this image. It is still only a fraction of what has been built. What makes this remarkable isn't just the scale. It's how that scale was created. There is no parent company behind all of this. No CEO allocating capital across these projects, no central entity deciding who gets to build or what the ecosystem should become. Thousands of independent teams, communities and individuals have built their own piece of Ethereum, often with completely different goals, while sharing the same underlying infrastructure. Finance, credit, stablecoins, payments, RWAs, privacy, identity, gaming, social applications, infrastructure, culture and public goods are increasingly becoming parts of the same composable economy. That structure matters. Value isn't concentrated in one company at the top. It is distributed across protocols, builders, users, communities and assets. Yet they can still reinforce each other because they share Ethereum as common infrastructure. And underneath that economy sits ethereum:native. ethereum:native secures Ethereum, pays for its blockspace and is used throughout the ecosystem as collateral, liquidity and money. As more applications, assets and economic activity settle on Ethereum, the economic role of ETH grows with it. This is why we believe ETH remains heavily undervalued. The market often looks at ETH as another crypto asset. We look at what is actually being built around it. 291 logos in one image, with many more still missing. And most of the world's people, assets and economic activity haven't even moved onchain yet. Ethereum is no longer just an experiment in decentralized technology. It is becoming an entire economy, built by many, owned by no one, with ETH at its core. BOOElieve in the future of Ethereum and ethereum:native
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Replying to @binji_x
Why not solana?
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Replying to @binji_x
you raise a good point man, majority of these new chains have their base in the US and that makes them US controlled
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Replying to @binji_x
Yes because privacy and data sovereignty aren't things they consistently ask for and usually require(in the US for anything at meaningful scale, China you can have no conversation without having data sovereignty).
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Replying to @binji_x
I mean as a general statement I have a pretty high opinion of Ethereum, but this is a weird kind of confirmation bias. Seems like ZCash shielded transactions are a bit closer to neutral here.
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And non would use an EU blockchain either. But the EU would never use Ethereum because it can regulate it. So they are out twice.
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Replying to @binji_x
neutral rails, politically expensive alternatives
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Replying to @binji_x
it is essentially digital switzerland
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Replying to @binji_x
🇺🇸 US: 41.0% (~369k validators) 🇩🇪 DE: 19.7% (~177.3k validators) 🇬🇧 UK: 9.2% (~82.8k validators) 🇷🇺 RU: 7.9% (~71.1k validators) 🇦🇺 AU: 3.2% (~28.8k validators) 🇮🇷 IR: 3.1% (~27.9k validators) 🇨🇳 CN: 2.5% (~22.5k validators) 🇯🇵 JP: 2.0% (~18k validators) 🇫🇷 FR: 1.7% (~15.3k
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Replying to @binji_x
neutral ground always wins
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Replying to @binji_x
Rival states need shared neutral rails.
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Replying to @binji_x
Ethereum being neutral is a nice idea but its still heavily influenced by US developers and validators China would never rely on that
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Replying to @binji_x
TRON is heavily used in China and by all sanctioned states just to avoid dealing with Ethereum and hence the USA
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Replying to @binji_x
Or BTC.
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Replying to @binji_x
绝对的中立可信,你怎能不爱以太坊?
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Replying to @binji_x
Indeed it is Amen 🙏📖
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Replying to @binji_x
that's an interesting take
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Replying to @binji_x
monopoly on credible neutrality smart contracts
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Replying to @binji_x
Why is it the "only" one? Why couldn't they for example use FartChain or SpankChain or oh I don't know, Bitcoin?
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Replying to @binji_x
Yeah the global digital economy needs something neither can turn off !!
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Replying to @binji_x
Ethereum is the global layer
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There are lots of blockchains that are creditable neutral with much better performance
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Replying to @binji_x
Isn't this argument/moat applicable to other decentralized chains?
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Replying to @binji_x
So a neutral substrate must emerge to house the global digital economy. Atomic Ownership Blockchains are more decentralized.
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Replying to @binji_x
Lots of haters, but they'll start buying when the memes drop.

ALT football video GIF

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Replying to @binji_x
yahiiii
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Replying to @binji_x
It’s true
Amazon and Walmart don't trust each other, but they don't need to because they can trust Ethereum America and China don't trust each other, but they don't need to because they can trust Ethereum Ethereum is the base layer of trust and this service is priceless
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Replying to @binji_x
Good argument, but I wonder what about a 33% slashing event? Seems like the network would split in 2, each refusing to honor the other’s validator set, and each network would only process RWAs/Stables withdrawal on their own version.
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Replying to @binji_x
I respect the view that there needs to be a neutral ground, but I don't agree that Ethereum is a non-US blockchain. 1/3 of the validators are in the US and the vast majority is US-friendly western countries (stats here ethernodes.org/countries)
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