Here’s an updated institutional report from Fundstrat with updated mNAV spreadsheets:

just sad TradFi is the one to build Ethereum and ETH up to the masses while most of the space has spent the past several years trying to relentlessly tear it down Ethereum is incredible

let me spell it out for you: if BlackRock says only ETH and BTC get ETFs for now, then it is somewhat likely that ETH and BTC are the only cryptoassets which most people will be able to buy in their retirement funds (via Trump’s new EO) without jumping through significant hoops it is also very likely ETH and BTC are the only cryptoassets financial advisors will risk recommending to their clients to any significant degree i feel the need to say this before the alt-L1 VC psyops start thank you for your attention to this matter

🤣so good. @jon_charb @MikeIppolito_ @JasonYanowitz @blknoiz06 The worst to ever do it.

Imagine if people had this crazy idea that a decentralized and reliable blockchain (Ethereum) that provided utility via stablecoins, tokenization, and progressively gained institutional adoption would eventually be bullish for $ETH. I guess the key was @fundstrat! He managed to take a investment thesis that was "regurgitated" for years and often dismissed, only to convince everyone in 2 months! Also simultaneously fixing major ETH issues like parasitic L2s and value accrual! Don't listen to Ethereans like @sassal0x that were bullish ETH sub $200 for the exact same reasons as Tom. It's probably better to wait another 5+ years for confirmation to play it safe!

It puts a smile on my face to see ETH shorts get smoked today. Stop betting against BTC and ETH - you will be run over.

This is a nail in the coffin for any $XRP or $SOL ETF that actually has inflows. The ticker is $ETH.

So many analysts hated on ETH at the bottom because they look at charts all day, submitted to FUD and don't look at fundamentals. Now they're championing it like that never happened. @Jamie1Coutts @JasonYanowitz @Blockworks_ @fejau_inc @ForwardGuidance @qthomp @IfindRetards

Joe McCann's treasury cancelled Charbonio posting that REV is irrelevant All of our nemesis are either dying or turning coats.

Quadruple top incoming Bull Trap VC L1s with REV will outperform from here 🤣 The amount of cope on here is unbelievable The biggest mistake you can make is logging on this app everyday and being under exposed to ETH. This is Ethereum’s decade.