Ethereum

Agree

BlackRock: Blockchains Will Evolve from Speculative Rails into Decentralized Value Settlement Networks for AI Agents In a research whitepaper on AI and digital assets, global asset manager BlackRock highlights an unprecedented convergence between artificial intelligence and digital assets, noting that an autonomous AI agent economy urgently requires machine-native financial settlement rails. The whitepaper outlines three core intersection scenarios: first, high-frequency, automated machine-to-machine micropayments, where autonomous AI agents can settle natively in fiat-backed stablecoins without human intervention via protocols such as x402, Stripe and Tempo’s MPP, and OpenAI’s ACP. Second, the programmable interaction of tokenized financial assets, allowing AI systems to execute trades and manage funds directly via smart contracts across tokenized real-world assets (RWAs); and third, the financialization and collateralization of computer resources as digital assets. BlackRock emphasizes that against the backdrop of adjusted stablecoin transaction volumes surpassing $11 trillion in 2025 and emerging regulatory clarity across the US, Europe, and APAC, the blockchain layer is fundamentally evolving from a vehicle for human speculation into the decentralized value settlement network powering an autonomous machine economy.

Last week: ~$141M flowed out of $ETH ETFs. The last two days: ~$432M came back in. Sentiment changes fast. So do flows. Keep watching $ETH. Keep watching $BMNR.

$ETH is going to outperform everything soon Everything Not everything in crypto Everything Soon WARTIME ETHEREUM

BlackRock is bull posting CRYPTO x AI And you don't think we're gonna retire this cycle?

Eventually AIs will own most of $eth and most humans will be priced out. Sovereign AIs will use $eth on ethereum for paying each other because that is the only decentralised blockchain. Why would AIs use a blockchain which a human can control ? Hold $eth and win big in the AI economy boom The ticker is ETH

World’s largest asset manager is out w/ new white paper on intersection of AI & digital assets… BlackRock: “AI represents machine-native intelligence, while digital assets represent machine-native money.” "Several types of digital assets may support agentic commerce, but stablecoins are likely to lead transactional use." IMO, here’s most important paragraph from the 11 page doc…

As promised Why tokenization + AI will shift the macro debate from money supply to money velocity. When Wealth Becomes Money: Why Crypto Matters for Economists As Steve Jobs said, "here's to the crazy ones" - Think Different visserlabs.substack.com/p/wh…

Thanks Bill. We are on the same page. The response from people on tokenization changing M2 has led to demand for reading the whole paper. Later today, I will release the paper on Substack for anyone to see.

Ethereum

These are the three publications going out the next three days for those looking to benefit from the AI Crypto Macro Nexus point we are at now. This will explain Why Now. If you waited too long to understand AI, don't repeat the same thing with the rails needed to support the new agentic economy as the swarms have arrived.

1/ For those who have been asking, next week is the beginning of my weekly crypto video and research. The first question is WHY NOW? Because crypto has reached an important transition: from investing primarily in the promise of future adoption to investing in measurable economic activity. And AI agents are the catalyst.

I am an independent voter and generally agnostic to political party. That said, if you are against Bitcoin and data centers in America, you are opposed to the long term strength of America. After today, I will never vote for a Democrat again. I love my country too much.

I’m Bullish 🐂 as Hell on Crypto and Tokenization. I’m going to continue to Stack and add to my BTC, ETH and SOL positions the rest of the year. Not passing is a blessing. 🙏🚀🦾 @bmnr @Strive @solana #ETH #BTC #SOL #tokenization

Hero

The brave male juror who refused to find Lindsay Clancy not guilty was black. You can almost see heads exploding here. God bless this brave black man who stood for truth!

🇩🇪 The leader of the Right-wing party in Germany, Alice Weidel, is right: "A country that punishes for fishing without a license, but not for crossing its borders illegally, is a country governed by idiots."👏

St Louis Art Museum and Art Hill.  Over 7,000 flags each with a picture and a name, nearly all fallen veterans of the Global War on Terror.