
Timothée
@tx0zz
Global Strategy at Mantle. Views are my own.
ID: 125734556
http://www.mantle.xyz 23-03-2010 18:07:34
74 Tweet
893 Followers
362 Following




The new Saints of Ethereum's Trilemma Did I get it right? Security = vitalik.eth Scalability = Thomas (Tom) Lee (not drummer) FSInsight.com Decentralization = Joseph Lubin

What's interesting here is if you want exposure to SOL or ETH with leverage: On chain: buy the memes SOL -> BONK!!! ETH -> Pepe Equities: buy the DATs SOL -> DeFi Dev Corp. ETH -> Thomas (Tom) Lee (not drummer) FSInsight.com







“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…



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


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…
