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the reality is any US war against Iran (direct or through proxy) has only one outcome when you remove traditional restraint (seemingly gone in current international order) the asymmetry in war-fighting capability is so absurdly skewed, it’s mind-boggling nukes equalize this

now seems pretty clear that Trump made Saudi/MBS pump up oil production in advance of all of this to help blunt this kind of shock (even though it cost them bigly) and seeded media with “US pissed at Israel” during the Arab tour to throw off the Iranians

Coinbase was a “crypto company” which has become a “fintech company” looking to disrupt TradFi by using crypto/onchain rails to do so because it’s such a huge opportunity expect their tone to change more and more to reflect this over time this make sense for Coinbase tbqh

in a way, an understated military parade which some say “made the US military look weak” the same week people are talking if it should drop MOABs on Iran to end their nuclear program is right on brand tbh

Microstrategy $MSTR Semler Scientific $SMLR created an investment class of #Bitcoin treasury $SBET Joseph Lubin is the first for Ethereum and bridges crypto-traditional finance in a staking ecosystem. Positively enhances the layer 1 network FS Insight Sean Farrell

just from a level of turmoil perspective i feel like the 2020s have to be pretty close to the 1970s

the hype is real: the new Nintendo Switch 2 Pro controller is probably the best gaming controller ever made - no seams in the plastic where your hands make contact with the controller - contoured so your index finger is on the grip completely when holding it - best soft touch

yo uhh hmm

US Senate likely to pass stablecoin legislation tomorrow & most people still don’t know what ether is… So early.

the businesses accepting stablecoins have to explicitly give something to the customer to gain real traction rebates, rewards programs, cheaper pricing vs credit cards where it may be permitted, access to cheaper alternative lending systems, etc. otherwise most people will just

the globalists may be waning but it sure as hell is becoming way, way more difficult to be a “rogue” state these days

it hard for me to imagine there will be “peace talks” in Iran, especially anytime soon it’s either 1) surrender and flee to Russia or 2) fight it out with likely death for the current regime (with peace talks possible after a long period of time if they prove particularly

getting payments onchain is important because it will be the first, likely consistently growing, non-speculative source of demand to use Ethereum at both L1 and L2

The world is being onboarded to the Ethereum ecosystem

the way Ethereum L2s and stable coins will grow form here will be chaotic, but good for Ethereum similar to early Internet days of AOL, Compuserve, Prodigy, etc. but eventually, the demand for trust-minimized interop wins and will reshape things we are in ~1995

This is the future of finance, courtesy of CNBC: Tokenized asset -> trades on a public L2 -> built on top of Ethereum The ticker is ETH.

today is the most fundamentally bullish day in crypto in a while, with the rails set and being used for massive adoption meanwhile the TL is either jaded AF, mad, trolling, or panic selling never change, CT