Juan Leon

How can $COIN get to $1,000 in this #crypto cycle? • 2023 Net Revenue Estimate: $2.6B • 2025 Net Revenue Estimate: $14.5B • 2023 Monthly Transacting Users Estimate: 8.5M • 2025 Monthly Transacting Users Estimate: 32M • 2023 Assets on Platform Estimate: $130B • 2025…

As the dollar loses its grip on purchasing power, bitcoin is stepping in as the new “hard” money—a scarce asset that can’t be debased at will.

These articles make sad. People are trapped in the current financial system, and can't imagine a better future. Our financial system is actually not that great. Banks pay an average of 0.01% interest on checking accounts. Checks clear in five days. Stocks settle T+1 and not on…

The success of @aave, far from overnight, feels under celebrated — $56B in deposits is massive

Stablecoin summer is blazing everywhere: in Hong Kong as many as 50 companies are looking to apply for licenses to issue stablecoins, more than 5x the amount authorities plan to hand out.

ETH ETF Flows July 2024 - June 2025: $4.2 billion July 2025: $4.4 billion 👀

YOU: I wish there were like 10 charts that told me the biggest stories in crypto today. BITWISE: Good news. (a 🧵) No. 1: Spot Bitcoin ETPs are gobbling up way more bitcoin than the kitchen is making.

Tether will be joining Circle, JPMorgan, Bank of America, Citigroup, Wells Fargo, PayPal and others looking to get involved in stablecoins. The ultimate winner will be the US consumer.

Stablecoins have hit escape velocity, and are accelerating into mainstream commercialization.

Ethereum is benefiting from multiple growth drivers including stablecoins, RWA tokenization, DeFi and ETH treasury companies. Accelerate.

A short story of supply and demand: - Bitcoin produced in Q2: 41,000 - Bitcoin bought by companies in Q2: 159,000 - Bitcoin price change in Q2: +31% The End

The Ethereum Demand Shock A thread on why ETH's price is rising and why it will continue to rise in the months ahead. 🧵

In a world where debt drives policymakers to juice growth with debased fiat, bitcoin is emerging as a macro asset offering truly fixed‑supply—an inflation hedge and protection from currency debasement.

I'm going to be talking about stablecoins this a.m. Traditional payment rails are: 1. Slow 2. Expensive 3. Not programmable Stablecoins are: 1. Fast 2. Cheap 3. Programmable Keep it simple. Stablecoin summer.

ETH Treasury Cos snowballing

Here’s what Wall Street doesn’t understand: Coinbase isn’t the Charles Schwab of crypto, it’s the Amazon of crypto. - Trading - Staking - Custody - Stablecoins - Base - Venture - Payments - Tokenization - Asset Management - Apps - And more…

Stablecoins are the future of the USD. The U.S. Secretary of the Treasury forecasts stablecoins scaling from $250B today to $4T by 2030. At that size stablecoins will become the top holder of U.S. Treasuries.