With all due respect to Tom Lee, nobody is using Ethereum. 1/2

We've been at 500K daily actives since 2021. There is just no consumer product market fit beyond a narrow DeFi use case. 2/2

Does anybody seriously see a scenario where mnav goes up generally?

My gut feel. All mnavs will fall

Bitcoin. It actually is that simple.

A French friend does not like Bitcoin because it is “used by drug dealers” and “ does not provide social benefits. “ Ever experience this argument?

Note to OG Whales: you might want to use someone other than Galaxy to liquidate your holdings.

118K feels like slavery at this point.

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Not one actual human being is using XRP. Not one.

if I am wrong, let someone here tell me how they "used" XRP today.

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Tom Lee from 2020. "The day institutions decide they want to be market weight crypto, we will see the same effect as when they bought Tesla." Also from same speech -- This won't happen until Crypto market cap goes to 1-2% of total assets. We're there now.

Hey Grok whats the likely effect of having Bitcoin going to "market weight" and 1% of the TradFi index allocators piling into Bitcoin in 2026?

300 Million Impressions over the last 12 months.

The next rally from here will be fund managers who missed the rally and suddenly need exposure. Moving Bitcoin to a 1% market weight will bring us to 400K+

100 Billion + went into Bitcoin starting from 40K. Price went 3x. There is at least 10x of that headed our way in the next 5-10 years. The more goes in, the more the indexers HAVE to be involved. This is one of the reasons TSLA and NVDA are where they are. #math

It's interesting that over 50 years Gold and Stocks have performed about the same. Neither asset is clearly superior. Bitcoin is clearly superior to both over 15 year price history.

Fiat wont die within 20 years because the entire global power structure depends on it. But Bitcoin will 100x

this response by a portfolio manager shows TradFi's assessment of Bitcoin: "created out of thin air" and "based on animal spirits"