Eric Conner
@econoar
Ethereum and Cryptopunks OG | ETH is money | Co-Author EIP-1559 | @freysa_ai
As nice as it is to have a ‘bullish’ thread from BTC enjoyers, it is still inaccurate $ETH has an issuance cap and price is set by supply and demand $BTC has a supply cap and price is set by supply and demand An issuance cap guarantees security; a supply cap does not
14/ ETH is of course different from BTC. It's price is not set purely by supply and demand, and it doesn’t share BTC’s capped long-term issuance. But right now, that doesn't matter.
1/ Ethereum is the backbone of the largest decentralized financial economy in the world. Here’s the data, and why it matters for ETH 📈
eth gas limit roadmap: 2021-Q3: 30M 2025-Q1: 36M 2025-Q3: 45M (today) 2026-Q1: 100M (modexp repricing) 2026-Q2: 300M (ePBS)
Ethereum ETF Flow (US$ million) - 2025-07-22 TOTAL NET FLOW: 533.8 ETHA: 426.2 FETH: 35 ETHW: 0 CETH: 0 ETHV: 0 QETH: 0 EZET: 0 ETHE: 0 ETH: 72.6 For all the data & disclaimers visit: farside.co.uk/eth/
Over *$500mil* into spot eth ETFs… 3rd best day since launching a year ago. Now 13-day inflow streak w/ $4bil new $$$. 5 of best 6 inflow days for category have occurred in past 2 weeks.
The replies to this are funny Try being around Ethereum for a decade now. Every single step of the way, Bitcoiners have tried to destroy Ethereum whenever possible No, not friends, ever
Strong disagree Ethereum is and will be a better Bitcoin in every facet of the game I hope Ethereum wins and Bitcoin loses
*TRUMP: ANNOUNCES TRADE DEAL WITH JAPAN - $550 INVESTMENT AND 15% TARIFF
blob occupancy at 75% for the first time since pectra src: dune.com/hildobby/blobs
This is similar to how I feel about MM. They are squandering their advantage (and Ethereums lead to an extend) by not innovating and holding the whole wallet space back. I'm grateful for their early contributions, but its time to rethink Ethereum and Crypto UX!
iirc I first started using MM sometime in early 2017. Back then, they really did a solid job in onboarding new people (and also the wallet quality was nice for the early days); kudos for that. These days, though, I've been using Rabby alongside it for a while, the quality is…
NEW: More positive signs regarding Bitcoin & Ethereum ETFs obtaining the ability to do in-kind creation and redemption 5 different funds on CBOE filed amendments with the SEC. This indicates to me that there is positive movement and likely fine tuning happening with the SEC
They're both commodity store of values and ETH does it better. Bitcoiners do not want them to compete because ETH beats it on every metric except price, which will be the last to fall. ETH and BTC are not friends.
Strong disagree Ethereum is and will be a better Bitcoin in every facet of the game I hope Ethereum wins and Bitcoin loses
Yes Bitcoin and Ethereum can be friends
The last ETH dip before the rip was incredibly traumatic for the sophisticated market participant set Genuinely think most of the American VCs have no ETH and they are allocating to these treasury vehicles as a catchup play 10,000 years of poverty
Steve Wozniak is a raging $ETH bull However, he got one thing wrong here Ethereum $ETH will become MUCH larger than Apple
The Ethereum Demand Shock A thread on why ETH's price is rising and why it will continue to rise in the months ahead. 🧵
Cope harder nerd
Ken Griffin’s Citadel Securities says it has concerns about tokenized assets siphoning liquidity away from traditional markets. "Simply put, while we strongly support technological innovations designed to address market inefficiencies, seeking to exploit regulatory arbitrage for…