Ethereum (ETH)

"Look at the scoreboard. Ethereum has more than 50% of all stablecoin settlement, over 55% of tokenization. In capital markets, Ethereum is a clear winner" Joseph Chalom on why Ethereum is the clear winner in capital markets "I'm the most optimistic person in this industry. I won't bad-mouth other people, but I'll share facts. Ethereum has more than 50% of all stablecoin settlement and activity, I think 10x Solana. Tokenization is over 55% and my guess is it will grow" "In DeFi land, DeFi was built on Ethereum largely in the early days. High quality DeFi, borrowing, lending, and swaps, is dominated by Ethereum with the Aaves and Morphos of the world. Each chain is gonna offer something unique, and Solana will have a swim lane" "But in capital markets where you want a decentralized player that's never gone down, no vendor lock-in, and real liquidity, real transactions, not transactions hopping off chain that you then represent on chain, Ethereum is a clear winner. We just need to get our narrative right. I"

Crypto and AI — the ultimate tech power couple, or a recipe for disaster? As Professor @AriJuels puts it, "Crypto and AI are not natural bedfellows." 🧵👇 https://t.co/imj9MwdagE

Decentralized validation and block production are the most expensive and hardest things to build for ETH — requiring a massive number of independent validators and the social consensus and Lindy effect that have grown around it. This directly leads to three additional properties — permissionless, trustless, and censorship-resistant. These three are the "hard to earn, hard to copy" attributes, representing a categorical difference between ETH and traditional finance. Of course, besides ETH, BTC also has this aspect. However, compared to BTC, ETH adds programmability and composability on this foundation.

"Ethereum has a million contributors and a million validators. Solana has less than 800 validators and 92% running on one client" Joseph Chalom pushes back on the idea that Ethereum has a culture problem "There's this view that Ethereum has something around the narrative that's missing. Just look at the scoreboard again. It passed a million contributors to the code and the ecosystem. I'm not sure there's any open source blockchain project that's even close" "It has over a million validators when Solana has less than 800. It has five or six credible diversified software clients, whereas 92% of Solana is running on one client software system the last time I checked" "All the elements that matter, uptime, liquidity, developer community, composability, Ethereum is leading by miles"

CLIENT DIVERSITY UPDATE Graffiti analysis from 272987 blocks: EL identified: 40.7% | CL identified: 42.9% EL Client Distribution: go-ethereum : 44.9% Nethermind : 36.0% Besu : 17.4% Reth : 1.5% Ethrex : 0.0% Erigon : 0.0% CL Client Distribution: Lighthouse : 43.9% Teku : 26.4% Prysm : 22.7% Nimbus : 4.9% Lodestar : 1.5% Grandine : 0.6%

E177: @hosseeb - Why Solana and Ethereum Have a Bright Future Haseeb Qureshi runs Dragonfly, one of the biggest venture funds in crypto. He's back on the show about a year and a half after his last appearance to talk through why people are quitting crypto right now, why that's normal, and why staying in the market is the only strategy that's ever actually worked. Timestamps: 0:00 Introduction 4:51 Why All The OG’s Are Leaving Crypto 7:39 How Do You Last In Crypto? 9:39 Biases 11:20 Partnerships: @Trezor @Bitwise 12:06 Lessons from Silicon Valley 17:51 Why Haseeb Compares Crypto To Tech 21:29 What Crypto Is All About 24:35 Believing In Exponentials 30:51 Partnership: @KASTxyz 31:39 Why the Future of Crypto is Huge 40:54 Does Haseeb Ever Sell? 42:04 Haseeb’s Thesis On Bitcoin and Exponential Growth 48:29 What Bitcoin Looks Like Once its Saturated 51:10 Partnerships: @JupiterExchange @ethena 51:53 Why $ETH & $SOL will be huge 1:02:31 Where $HYPE and Hyperliquid Fit: Growth Or Revenue? 1:04:05 Should Peop

> Today, USDC is in the top 3 most liquid digital assets in the world, and it falls off sharply after that. BTC, USDT and USDC have extraordinary liquidity. GPT 5.5 Pro: Jeremy was incorrect to exclude ETH ETH is the second-deepest crypto risk asset and is much closer to BTC than to the long tail... saying liquidity “falls off after USDC” wrongly omits ETH. Not sure why Jeremy has insisted on not supporting ETH over the years. We'd love to have him.

Ethereum just onboarded the equivalent of 2 Solanas in Marketcap with Robinhood chain going live. We now have Wall Street operating their own L2 under the security of Ethereum, whilst maintaining compasability and operating their chain the way they need to. This is the end goal, and the future is here