Joe Lubin: "There is no more high-powered money in the world than Ether."
Demand is coming from three directions right now: TradFi, machine intelligence, and the native degen crowd.
(And that combination about to eat up serious block space.)
More $ETH gets staked → less $ETH
The Summer of Ethereum Love is gaining steam:
- New credibly neutral steward organizations to magnify capabilities and accelerate through parallel tracked activities. These will grow and others will emerge.
- Impactful reports and a new organization to help the incumbent
Ethereum is entering a new phase: Organizations focused on infrastructure, go-to-market, and more are launching to accelerate the growth of the coming institutional supercycle.
Here is what just happened in this new Ethereum era, and how @Sharplink is helping to drive it
Ethereum's biggest catalyst isn't another ETF. It's demand.
@ethereumJoseph says the next wave won't come from traders; it'll come from AI agents, tokenized assets, stablecoins, and institutions settling trillions onchain.
If that plays out, today's price looks very different
1/ Announcing Ethereum Institutional
An independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.
1/ Today, the Global Policy Strategy (GPS) team is publishing Ethereum Basics for Governments and Institutions, a non-technical primer to equip the leaders making policy and deployment decisions with an understanding of how Ethereum works, how it's governed, and how it compares
Predicate powers automated compliance for @MetaMask USD (mUSD): The @Consensys stablecoin built directly into the MetaMask wallet.
For months, we’ve worked with the Consensys team to implement a robust, real-time compliance policy that can scale to MetaMask’s millions of users.
We sat down for the first time with @ethereumJoseph, Founder and CEO of Consensys and Co-Founder of Ethereum, and @keoneHD, Co-Founder and GM of Monad Foundation.
A conversation about where the future of money is headed, AI, and the new @MetaMask Money Account.
Timestamps:
Last week at the Institutional Digital Asset Financing Summit at the @NYSE, hosted by @ICE_Markets and Clearmarkets, our CEO @joechalom joined:
- Tom Lee (@fundstrat / Chairman @BitMNR)
- Will Su (Head of Digital Assets Research @BlackRock)
- Andrew Kang (CFO @Strategy)
- Fred
It’s time for you to Predict the Pitch.
Up to $75,000 in mUSD is at stake. 🦊
Take positions on the tournament’s biggest markets, powered by @Polymarket - the top 20 traders by ROI will win.
Wallets are becoming money apps and every extra step in the user onboarding process is a potential drop off point for users.
In most wallets, buying crypto still means leaving the app: a pop-up, a third-party redirect, a repeated KYC check, fees you cannot see clearly.
