#Uniswap与Bankless创始人ETH观点

33% of ETH is now staked and the digital asset treasuries holding it don't sell in downturns or upturns. Joseph Chalom on why "permanent capital" quietly removes ETH supply in both directions: "We are long-term stewards. We think of this as permanent capital. When I deploy my ETH, it's not just staking, it's multi-year DeFi." "So there's less supply in a downturn and certainly in an upturn. And we operate exactly the same whether sentiment is good or not."

ETH is sitting at just $1,900 right now Imagine once interest rates are LOW and the Clarity Act passes: MEGA bullish for ETH We could finally see a $10,000 ETH Just my personal prediction https://t.co/8gW8rK25UN

🔥 LATEST: BitMine outlined a bullish Ethereum thesis, arguing that stablecoins, enterprise adoption, tokenization, and AI are expanding ETH’s total addressable market (TAM). https://t.co/q1NHXuKqK5

Robinhood will run with ETH as a SoV and asset of choice for treasury. Coinbase is fumbling this because of Brian's personal BTC maximalist mindset... this will cost them dearly. If you are going to be running your orgs finance on Ethereum and have confidence that the whole world will do the same, then you might as well pick ETH as its preferred SoV, especially considering that it is structurally superior to BTC.

Ethereum's the hub of all DeFi, $ETH is the ticker

In July, SPX down 3%, NASDAQ down 10%, and AI traders getting liquidated Meanwhile... - $BTC up 11% - $ETH up 22% - $UNI up 52% @RyanSAdams and @TrustlessState talk optimism in ETHBTC, and UNI trading activity shows a healthy Ethereum economy Is ETH in for a resurgence? https://t.co/jnlmkwNpzP

⚡ UPDATE: No one is unstaking $ETH. However, over 2.5M ETH is waiting to be staked. https://t.co/ovqSi3sbBN

$ETH BREAKS ABOVE $1,900. https://t.co/13qyejDipG

@TrustlessState The mechanism is ETH getting used as a SoV, medium of exchange, or unit of account. ETH as money. We did like 100 podcasts on this? You can believe it’s not happening or will never happen or can’t happen. But the mechanism is clear and has always has been clear.

ETH is holding around $1,900 is bullish I predict we will see $10,000 within 2-3 years We will eventually get rate cuts, and sooner or later the Clarity Act will pass RWA, Stablecoins, tokenized stocks… all coming to Ethereum, which is why I’m bullish https://t.co/YYYgvwVlgH