Confucius retweeted
$ETH isn't going up in price
The very simple and very obvious reason is because the world hasn't started mass tokenization of assets and global currencies.
Yes... we have some tokenization (yellow dotted line), but to put this into perspective. There's roughly $600 trillion assets that need tokenization. We are ~$244 billion as of now.
Once mass tokenization starts the value of ETH will be dragged higher with the value it secures. The market will price in an appropriate value of ETH relative to the assets it secures and economic activity it enables.
ETH is the SoV monetary collateral of the emerging financial system.
Confucius retweeted
When we no longer trust the system, buy ETH
ETH has less issuance than Gold and pays a staking yield:
Central banks spent 40 years dumping gold.
Now they're buying it back. ❗️
🔹 1980: gold was ~70% of reserves (ex-US)
🔹 2000s: crushed down to ~10–15%
🔹 Today: climbing past ~20% again
They don't buy gold for fun.
They buy it when they stop trusting the paper system.
Hard money is back on the balance sheet.
Confucius retweeted
Brutal year because bitcoin hasn't done shit.
This most recent rally is because #Ethereum has delivered
• Robinhood Chain
• Coinbase Base
• JPMorgan's JPM Coin
• BlackRock tokenization
• Upcoming Glamsterdam upgrade
Ethereum is building the future of finance, bitcoin isnt.
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
Confucius retweeted
ETH staking demand is floor-forming
Absorption continues until the sellers run out of ETH to sell
The bigger the base, the higher in space 🚀
Confucius retweeted
The War Department has designated Confucius Institutes as a threat to our national security.
Confucius retweeted
Ben has for many years been the best analyst in tech. I’m very much looking forward to this new @stratechery + @stripe partnership.
stratechery.com/2026/present…
Confucius retweeted
puts things into perspective a bit
ETH supply is up about 1% since the Merge.
In the same time period:
> solana:So11111111111111111111111111111111111111112 supply grew 66%, from 354M to about 589M.
> ripple:native supply grew 27%, from 49.83B to about 63.1B.
> cardano:native supply grew about 10%, from 34.18B to about 37.5B to 38B.
> bitcoin:native supply grew 4.96%, from 19.15M to about 20.10M.
> ethereum:native supply grew 1.0%, from 120.52M to about 121.7M.
Confucius retweeted
ETH supply is up about 1% since the Merge.
In the same time period:
> solana:So11111111111111111111111111111111111111112 supply grew 66%, from 354M to about 589M.
> ripple:native supply grew 27%, from 49.83B to about 63.1B.
> cardano:native supply grew about 10%, from 34.18B to about 37.5B to 38B.
> bitcoin:native supply grew 4.96%, from 19.15M to about 20.10M.
> ethereum:native supply grew 1.0%, from 120.52M to about 121.7M.
Confucius retweeted
JUST IN: $13 trillion Charles Schwab fully launches Bitcoin & Ethereum trading to its 40 million eligible retail clients.
imagine @Charles_Leclerc ripping a lap at COTA in this at the US Grand Prix - @Tesla
Roadster xitter.cf/i/broadcasts/1yKAPwNgg…
0:00
Tesla
Roadster
Confucius retweeted
I'm not a tesla booster at all. not a fanboy. never have been. finally bought a Y and I keep thinking this is a completely novel car experience. it's like car 2.0. features I could never have conceived of. and it involves almost no driving. nuts





























