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…

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

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.

“Every stock, every bond, every fund—every asset—can be tokenized. And if they are, it will revolutionize investing.” — Larry Fink, CEO of BlackRock

Find more insights in our Q2 report: bitwiseinvestments.com/crypto-market-…

Going to start playing hockey to keep up with this growth, especially after today's passage of the GENIUS Act.

Mainstream crypto payments integrations arriving stat

We have a *record* daily inflow total for spot eth ETFs… Nearly $720mil. Obliterates previous mark of $430mil. Spot eth ETFs w/ $1.8bil new $$$ over past 5 trading days. Clear acceleration.

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