Timothée (@tx0zz) 's Twitter Profile
Timothée

@tx0zz

Global Strategy at Mantle. Views are my own.

ID: 125734556

linkhttp://www.mantle.xyz calendar_today23-03-2010 18:07:34

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893 Followers

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The GENIUS Act will directionally drive more regulatory clarity at the intersection of TradFi and stablecoins. It will then be a no brainer for TradFi banks to adopt crypto and compete on their existing distribution networks. One flavor are the "X bank mobile app" where it's

The GENIUS Act will directionally drive more regulatory clarity at the intersection of TradFi and stablecoins. It will then be a no brainer for TradFi banks to adopt crypto and compete on their existing distribution networks. 

One flavor are the "X bank mobile app" where it's
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These guys are innovating ahead of the curve. Step1: ETH in treasury. Step2: ETH with native yield in treasury. Step3: ETH with native yield + additional from DeFi strategies. The market will soon move on to assigning premiums to steps 2 and 3.

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The ETH pump IMO comes from GENIUS ACT clarity and large US banks ready to deploy their stables on ETH. Time to run it back turbo?

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Ethereum $ETH short squeeze season is upon us. Remember Gamestop? #GME - Net new ETH issuance 7/16: ~2,000 ETH ($6.7 million) - Net inflows into the ETH ETFs 7/16: ~221,065 ETH ($717.4 million) - OTC desks out of ETH inventory to sell

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I remember earlier this year when a missed expectations report by #NVDA would erase $300b in market value, at the time the entire mcap of $ETH. In the last wek, ETH’s market cap increased by over $100B, the size of $SOL. We are still early.

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And the world has an unlimited supply of fiat to buy a deflationary supply of ETH (yes I know it's reflexive in both directions).

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$MNT is up >33% in the last week riding the $ETH tide. It's going to get more exciting from here. We're doing the hard work building long term products to outlast near-term cycles. L7D top 10 growth but one of these is the most ETH aligned 👀: 1. Of the top 3 treasuries in the

$MNT is up >33% in the last week riding the $ETH tide. It's going to get more exciting from here. We're doing the hard work building long term products to outlast near-term cycles.

L7D top 10 growth but one of these is the most ETH aligned 👀:

1. Of the top 3 treasuries in the
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“ETH is a treasury asset with yield” dethroned by “ETH is best proxy to stablecoins” on Wall Street. Either way, Etherealize price target of $80k may not seem that big of a stretch…

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Been thinking about how SBET and BMNR are leading the charge and both are neck in neck putting on ETH in size. If you had a $1 who would you invest in? Occam's razor says go for the one with the cult of personality and following, and that's Tom Lee at Bitmine BMNR Investors buy

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The recent rise of DATs in public markets signals capital flowing into crypto but captured off chain. To survive onchain, projects will need to be able to own their own destiny, especially as the industry matures and capital seeks true differentiation. One of the clearest ways

The recent rise of DATs in public markets signals capital flowing into crypto but captured off chain.

To survive onchain, projects will need to be able to own their own destiny, especially as the industry matures and capital seeks true differentiation. One of the clearest ways
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Great to see tooling helping make sense of these DATs from Blockworks Research Still, DYOR on calculating the mNAVs and more importantly, read the damn filings! blockworks.co/analytics/trea…

Great to see tooling helping make sense of these DATs from <a href="/blockworksres/">Blockworks Research</a> 

Still, DYOR on calculating the mNAVs and more importantly, read the damn filings!

blockworks.co/analytics/trea…