evmlion

@evmlion.eth

579 Following

433 Followers

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Ethereum as of today essentially is derisked Independent of flows the ETF is approved and the SEC stopped investigating This is HUGE news and the market hasn't priced it in yet

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The moment when newspapers like the Financial Times give Blockchain a name 👀

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Interest rates still need to come down from historically high levels. The fact this is not yet priced into the markets makes me almost certain we haven't seen the top for any of the crypto majors this cycle.

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And indeed it was a sign for things to come $ETH

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GM The market is slowing starting to price in the ETH ETF after Gensler confirmed it will go live this summer.

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As mass adoption, breakthrough apps and tokenization gain traction ETH should be worth 3x the mcap of Bitcoin at least Bitcoin already achieved it's full potential as digital gold today with the ETF approved and is currently likely fairly priced ETH is not. There's still tremendous information asymmetry in the market

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CT thinking how much money from BTC ETFs flowing into ETH ETFs I'm thinking which percentage of Nasdaq money will rotate into ETH ETFs We are not the same

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Now that Ethereum gets the ETF and it's legal status as commodity is cemented it's better thak BTC on every possible dimension. It's a better and more deflationary store of value. + it comes with additional use & functionality, a yield and is environmentally friendly. The FLIPPENING is written on the walls!

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Ethereum is the ownership layer of the internet Nobody controls it yet everyone can access it

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After the Ethereum ETF was approved the first thing that needed to happen was for the ETHE discount to close. Now that this is done it's time for ETH steadily growing into it's new fundamentals.

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Farcaster is printing new records for daily active users right before the Ethereum ETF news 👀

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Soon this will read: Sounded ridiculous, but no longer is.

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Gold is commanding a 16 trillion USD valuation and the ultimate store of value since thousands of years & you're telling me BTC is going to flip gold? IMO not going to happen any time soon but the world's decentralized settlement layer that combines store of value with economic utility? I can see ETH getting there

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Lower rates are on the horizon for the year to come. If they happen they're tailwinds for crypto and long duration tech stocks.

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BTC 120k$ ETHBTC 0.12 ETH 14.5k$ Sounds ridiculous, but it isn't.

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Time to disconnect from crypto and unpack the sails ⛵️

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The SEC didn't mind Coinbase going public, token listings nor DeFi as long as SBF was the biggest donor of the incumbent party. Lesson in there.

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From the current top 10 ETH has the most upside left this cycle.

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Ethereum development has made significant progress the past years. Most importantly we have scalability today. It's prime time now: Ethereum needs to show what it can be used for. I never believed in Bitcoin. So if ETH mcap won't outperform BTC mcap within the next 5 years I'll consider Crypto a failed technology.

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Never before has a technology flourished so much despite the opposition of governments and media. Tells you something about the space we're in.

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