Risk pragmatist, taker of big bets
0x
Joined January 2022
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Marceau 🏝️ retweeted
Errrm guys…..
A €2.2 trillion asset manager called Amundi just launched a tokenized fund on Ethereum.
They didn’t ask anyone.
They just did it on November 4th and told everyone three weeks later.
You’ve never heard of Amundi because they manage European pension funds.
They’re bigger than Fidelity’s asset management arm. Bigger than PIMCO.
Number one in Europe, top ten globally.
And they chose public Ethereum. Not a private chain.
BlackRock chose Ethereum.
Franklin Templeton chose Ethereum.
Amundi chose Ethereum.
Europe's largest asset manager tokenized a money market fund on Ethereum this week.
€2.3 trillion AUM. Live on mainnet.
What also happened:
→ Visa expands stablecoin settlement across CEMEA
→ Bolivia integrates crypto into banking system
→ Deutsche Börse adds 3rd euro stablecoin
→ Tether exits EU, backs MiCA-compliant alternative
Read Enterprise Onchain Weekly 👇
open.substack.com/pub/enterp…
Marceau 🏝️ retweeted
You can't copy trade conviction.
Read my deep dive on Ethereum's technology roadmap over the next ~5 year time horizon.
🧵⏬
It covers:
- Upgrades to the Consensus Layer
(Single Slot Finality, Single Secret Leader Election, Preconfirmations)
- Upgrades to the Data Layer
(PeerDAS - How Ethereum can scale to 10M TPS)
- Upgrades to the Execution Layer
(Stateless Verification, Validity Proofs, zkVMs, Native Rollups)
If @Ledger has the courage to charge you 5bps on transactions, you can find the courage to ask her out.
Marceau 🏝️ retweeted
The market is not ready for $ETH to hit $10k in 2025.
It will be quite entertaining when it does.
Marceau 🏝️ retweeted
TVL on Ethereum L2s is about to break new ATHs📈
🔸Now $46.99 Billion.
🔸Peak 2024: ~$51.8 Billion.
My favorite all-time trade is buying discounted ETH. I'll take it every day. $BTCS
Marceau 🏝️ retweeted
ETHEREALIZE'S NEXT CHAPTER
We were born as a marketing and BD arm for Ethereum.
Today, we're excited to announce that we’re expanding our mission:
Etherealize is building for the next era of finance—where Wall Street merges with Ethereum.
(1/12)
It's me
Slowly came to the realization that I'm not an investor anymore, but rather a trader denominating in ETH, with a medium time horizon preference for a handful of trades per year.
To me, a successful trade is when I come out with more ETH. An open position is when I'm not 100% ETH. Steady state is 100% spot staked ETH.
I sleep soundly in ether, whereas always manically checking everything constantly when in USD or, rarely, an alt.
If the median degen trader is
- denominating in USD
- trading short term horizon perps
- targeting a level of risk to hope for 50-100x in 1-3yrs
In contrast, my trading strategy is to
- denominate in ETH
- trade medium horizon, only spot, never perps
- aim to 2-10x my ETH stack in 1-3yrs
ETH traders, unite ✊
Marceau 🏝️ retweeted
In episode 25 of Launch Pad, I talk to Charles Allen, @Charles_BTCS, CEO of BTCS - an Ether treasury company. Charles talks about:
- working in the early days of Bitcoin
- pivoting to Ethereum
- staking with @Rocket_Pool
- what sets BTCS apart from DATs
and much more!
Check Linktree in the bio for links to watch/listen elsewhere.
Chapters 00:00 Introduction to Charles Allen and BTCS
03:02 Charles Allen's Engineering Background and Early Career
05:26 Transition to Crypto and BTCS's Origins
11:10 Challenges and Strategies in Early BTCS
13:02 Pivoting to Bitcoin Mining
18:58 Developing a Digital Asset Strategy
21:07 Exploring Ethereum and Its Potential
25:08 Public Perception of Bitcoin and Crypto
29:48 The Boom of 2017 and M&A Deals
33:03 Navigating the Staking Landscape
36:50 Communicating Risks to Investors
38:06 Exploring Revenue Strategies
41:11 Regulatory Challenges in Staking
43:41 The SEC's Impact on Operations
50:07 Innovations with Rocket Pool
59:01 The Evolution of Digital Asset Treasury Strategies
01:04:32 Navigating Market Dynamics and Shareholder Interests
01:07:07 Investor Focus: Beyond Stock Prices
01:08:58 Leveraging DeFi: The Aave Strategy Explained
01:14:39 SEC Ruling Impact: Opportunities for Liquid Staking Tokens
01:18:53 The Future of Rocket Pool and Ethereum
01:22:56 The Evolution of Blockchain and Institutional Adoption
01:27:00 Ethereum's Role in the Future of Finance
01:32:37 Looking Ahead: BTCS's Strategic Vision
01:34:11 Personal Reflections: The Journey and Future Aspirations
As someone who is a personal fan of the em dash (—), I am sad to hear that it has been co-oped by the dark AI and their secret agenda.
It's time we stand up and reclaim what the robots have taken from us.
Marceau 🏝️ retweeted
Rocket Fuel, my daily crypto news show, used to focus mostly on @Rocket_Pool and staking news. Since @sassal0x hasn't been putting out The Daily Gwei as much, I have started covering much more Ethereum news. You can find content on the latest EIPs, core dev discussions, companies building on Ethereum, interesting takes on Ethereum and crypto, and much more.
It's (almost) everyday, and it's 100% free of charge. I don't even ask you to like and subscribe! You can find it on my twitter page, YouTube, and most places you get your podcasts (links in the Linktree in my bio).
It's a brand new Rocket Fuel for a brand new Ethereum.
