God first. Crypto and stocks. ETH is money. BTC is gold.
Nunya Business
Joined February 2026
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$ETH might be the most misunderstood asset in the market right now. Here’s the whole thesis.
Everybody still prices Ethereum like a tech stock. Earnings, growth, the competitor of the week. That’s the wrong lens. ETH isn’t a company. It’s settlement infrastructure. It’s the road the next decade of finance gets built on, and it rents out blockspace to anybody who wants to put a real asset on chain.
Once you see it that way, the bull case gets simple.
Demand side: tokenization is here, and it stopped being a buzzword a while ago. Treasuries, funds, credit, real estate, all of it is getting put on rails, and a big share of that settles on Ethereum. When a bank tokenizes a money market fund, it isn’t buying a meme. It’s plugging into infrastructure. Every one of those deals is a customer that doesn’t run for the door when price dips, because they aren’t trading ETH. They’re using it.
Supply side: this is the part people are sleeping on. Right now there’s roughly 2.9M ETH waiting in line just to get staked, a 50 day wait to get in, and an exit queue sitting at zero. Nobody’s leaving. Holders are locking the asset up to help secure the network and earn yield, and pulling it off the liquid market while they do it. A jammed entry door and an empty exit door is a supply squeeze forming in slow motion.
Put the two together. Demand that shows up as usage instead of speculation, and supply that keeps getting locked away. That’s not a setup that needs a brand new narrative to work. It just needs time.
Am I ignoring the risks? No. Competition for blockspace is real, regulation can get clumsy, and ETH stays volatile enough to chop you up if your size is wrong. I size for that. But the direction of travel is hard to argue with.
Wall Street spent years swearing it would never touch this stuff. Now it’s quietly building on it. I’d rather own the rails before that’s obvious to everyone than chase them after.
Bullish and boring. That’s the whole thesis.
Colt 🪑 retweeted
It is so good to be a Suited Ape Holder @TheSuitedApes
- You earn monthly money from
- our Btc Miners
- World Mobile Nodes powered by @BankFiOfficial
- Poker Rake paid to holders
- 10% of the Opensea fees from @VaultlingsNFT
- WL on Mass for the best mints on Robinhood
Mutant Apes mint coming close
every Ape you hold equals one Mutant Mint.
Grab as much you can because your Suited Ape x Mutant Ape will grind for you RWA Stocks.
Each Suited Ape has to be paired with a Mutant Ape to earn Stocks.
on the Gaming Side AFC is running smooth the Friday Fight Nights are awesome
Next Game is APE WORLD
where we can run around with our Apes and send them on Missions.
Like that's not enough on top of that we will launch or own token via @crypto_czar_eth & @RobinWifHat
Need more Reasons to buy an Ape lmk
#SuitUp #VaultUp
🤖 Made with AI
Mark your calendar for November;
Two good free mints I’m looking forward to in November;
> Mutant by @TheSuitedApes
- 2,222 Supply
- Free mints
> @CompanionsWfit by @Ivanaarch
- 5,555 supply
- free mints.
DYOR and position accordingly.
@TheSuitedApes how many spots are you giving us in @RobinWifHat ? @crypto_czar_eth said we want 100 GTDs.
Colt 🪑 retweeted
Another day of building in the books.
It's crazy how much goes on behind the scenes that nobody sees. Balancing real life, work, and building something from nothing isn't easy, but I wouldn't have it any other way.
Plenty of challenges, plenty of lessons, and even more ambition.
One day it'll all make sense.
Goodnight Web3.
Colt 🪑 retweeted
we'd like to address the allegations
we are not foxes
we do not have tails
we don't know where this misinformation came from
Colt 🪑 retweeted
Don’t fade the golden Vaultlings. #BANKFI
Colt 🪑 retweeted
Good work Vandalz
3333 NFTs were just the beginning. We're building something much bigger.
The roadmap is starting to take shape.
@hoodsyndicatee — 111 exclusive NFTs minting November 10.
Anicet Collection V1 — Our planned revenue-linked collection. 3 Vandalz required to qualify.
Anicet Ink Bali — Our first real-world tattoo studio. Location secured, team nearly complete and preparations underway.
Beyond— More businesses, clothing, collaborations and community initiatives.
This isn't just another NFT roadmap filled with empty promises. We're actively working to turn these plans into reality.
Already a holder? Represent your Vandal, spread the word and help grow the community.
New to Hood Vandalz? Explore what we're building, ask questions and get to know the people behind it.
No guaranteed returns. No overnight success stories. Just consistent work, transparency and long-term ambition.
The mint was chapter one. We're only getting started.
STAY HOOD.
Colt 🪑 retweeted
3333 NFTs were just the beginning. We're building something much bigger.
The roadmap is starting to take shape.
@hoodsyndicatee — 111 exclusive NFTs minting November 10.
Anicet Collection V1 — Our planned revenue-linked collection. 3 Vandalz required to qualify.
Anicet Ink Bali — Our first real-world tattoo studio. Location secured, team nearly complete and preparations underway.
Beyond— More businesses, clothing, collaborations and community initiatives.
This isn't just another NFT roadmap filled with empty promises. We're actively working to turn these plans into reality.
Already a holder? Represent your Vandal, spread the word and help grow the community.
New to Hood Vandalz? Explore what we're building, ask questions and get to know the people behind it.
No guaranteed returns. No overnight success stories. Just consistent work, transparency and long-term ambition.
The mint was chapter one. We're only getting started.
STAY HOOD.
Colt 🪑 retweeted
Since you probably won't research the site, here is the tl;dr:
BankFi started as a Cardano protocol in 2021. They call themselves the Bank of Cardano.
The model is simple. Capital goes into yield producing assets. Revenue gets paid back to holders.
There are three ways in.
Units. You buy into one specific vertical. Each vertical runs as its own DAO and each unit is one vote. Unit price is fixed in USD based on the assets underneath. 100% of what you pay goes into buying more of those assets. Units vest 45 days, then earn and can be sold on their community market.
Genesis NFTs. Each NFT carries a unit value and earns from a basket of assets instead of one vertical.
$Bank is a governance token and earns a cut of all protocol rewards and is built to be deflationary.
There are two types of verticals.
1. Core ones BankFi owns and runs.
2. Affiliate ones they host for partners, kept separate.
The two I’d watch are BTC mining and World Mobile nodes. World Mobile is a telecom network built on owned hardware. 145,000+ nodes. 3M+ users a day. The nodes earn when people make calls and use data. That’s an RWA with a customer.
Their latest numbers. 149,853 ADA generated. 126,164 ADA paid out. 23,020 ADA put back to work. About 84% to holders, the rest compounds.
They also run a dev shop called Pillar. It has processed over 40M ADA across hundreds of token and NFT launches. If a project puts 50% or more of its raise into BankFi units, Pillar cuts its launch fees by up to 100%. Pillar only gets paid through protocol fees, so it wins when the project wins.
The new piece is @VaultlingsNFT. It’s 2,965 NFTs on Robinhood Chain, minted this week with a 10% creator fee. 100% of those fees go into the BTC mining and node operations. Over $2M is already deployed across their verticals.
The team is led by two brothers from the insurance industry, plus a CTO with 5+ years building on Cardano. From my experience thus far, they are a passionate team working hard to deliver sustainable value to their holders. They also invest heavily into their own project so they have skin in the game.
Higher.
Take a moment and check out who is behind @VaultlingsNFT
Have any of you even done that yet?
bankerlabs.io
Colt 🪑 retweeted
I like to collect the jpegs with my friends.
I like to collect the jpegs that my friends create.
I like to win with my friends.
This is robinhood chain aka the money chain.
Colt 🪑 retweeted
The real fun hasn't even started yet, I'm blessed to be part of these communities. 🙏
$100 floor free mint
@VaullingsNFT 💪🏻🔥
@TheSuitedApes 🤝🙉
$150 floor free mint
Street Hood Media is the hub
@RealCashpig
Colt 🪑 retweeted
apparently we're on @rarible now
another place for people to collect us
we're becoming increasingly difficult to ignore
management has asked us to stop referring to ourselves as luxury goods
come stare at us: rarible.com/robinhood/collec…
.@TheSuitedApes is absolutely cooking!
There are so many revenue streams coming in the pipeline it is insane. Tune in for some alpha 👇
To the moooon 🚀
I just got some serious @TheSuitedApes alpha in my DM's. Well, about 4 hours ago but I'm slow...
What a cook. Sheesh.
🤐