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I still think Ethereum $ETH gets to $6,500 by year end and $20,000 plus by the middle of next year. That is the most likely path. The driver is the liquidity cycle, not a stimulus check.
The cycle turns when the Fed stops and the dollar falls. Friday’s weak jobs report is the stop. Hiring missed badly and wages are no longer keeping up with inflation, so the case for another hike just died. Short-term rates move first. The long bond follows, because this year’s rise in yields was a growth and supply repricing, not an inflation scare. The Treasury wants that long bond down so the debt can be rolled while the economy is still growing faster than the coupon.
That lean comes after the midterm, not before it. China is tight right now and buys Treasuries when the dollar is falling, which is when the hedge is cheap. A falling dollar plus a steeper curve is what lets banks lend again. That is the liquidity.
Bitcoin takes the first wave. It is the pure liquidity asset. Ethereum gets the second, and the second is the one with fundamentals under it. The AI buildout does not stop, because the US and China are in a race neither can quit, and the next users of compute are software agents, not people. Those agents have to settle somewhere. Ethereum is the settlement rail: payments, collateral, tokenized assets, identity.
The demand is already contracted at the cloud layer. The chain gets paid when that activity moves onchain, which is why this is not a 2020 replay. There is no flood of stimulus into a tiny asset. There is a funding cycle meeting a use case that did not exist last time.
October is the messy part, into the election. The year-end move is the liquidity turn showing up in price. The middle of next year is the fundamental leg, agents and tokenized collateral actually settling. 2028 digests it. The leg after that is the one that belongs to the size of the market being tokenized, not to another round of money printing.
$ETH is going to $100k in the next 5 years. Few.
$BMNR is the the absolute best risk adjusted play for this play.
Read more about the thesis here: ethersupercycle.com
@BittelJulien @BitMNR @BitcoinJesusETH @krugman87 @cantonmeow @GreatMattsby
The cycle turns when the Fed stops and the dollar falls. Friday’s weak jobs report is the stop. Hiring missed badly and wages are no longer keeping up with inflation, so the case for another hike just died. Short-term rates move first. The long bond follows, because this year’s rise in yields was a growth and supply repricing, not an inflation scare. The Treasury wants that long bond down so the debt can be rolled while the economy is still growing faster than the coupon.
That lean comes after the midterm, not before it. China is tight right now and buys Treasuries when the dollar is falling, which is when the hedge is cheap. A falling dollar plus a steeper curve is what lets banks lend again. That is the liquidity.
Bitcoin takes the first wave. It is the pure liquidity asset. Ethereum gets the second, and the second is the one with fundamentals under it. The AI buildout does not stop, because the US and China are in a race neither can quit, and the next users of compute are software agents, not people. Those agents have to settle somewhere. Ethereum is the settlement rail: payments, collateral, tokenized assets, identity.
The demand is already contracted at the cloud layer. The chain gets paid when that activity moves onchain, which is why this is not a 2020 replay. There is no flood of stimulus into a tiny asset. There is a funding cycle meeting a use case that did not exist last time.
October is the messy part, into the election. The year-end move is the liquidity turn showing up in price. The middle of next year is the fundamental leg, agents and tokenized collateral actually settling. 2028 digests it. The leg after that is the one that belongs to the size of the market being tokenized, not to another round of money printing.
$ETH is going to $100k in the next 5 years. Few.
$BMNR is the the absolute best risk adjusted play for this play.
Read more about the thesis here: ethersupercycle.com
@BittelJulien @BitMNR @BitcoinJesusETH @krugman87 @cantonmeow @GreatMattsby
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Growing up is realizing Arthur Hayes, Blockworks, and basically every major voice on here is the midcurve.
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SolarEtherPunk.eth🏄 retweeted
Looking back years from now, so many people will realize that crypto was the defining generational asset class of our time. It's hard to see it now, but I think most will only reach that conclusion after the fact.
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SolarEtherPunk.eth🏄 retweeted
You are never going to convince me with negativity brother, I am too oblivious to your pessimism and too dumb for your skepticism, there is simply no point in even trying. I simply genuinely, vehemently, with every thought, foolishly, believe that we are going to win.
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SolarEtherPunk.eth🏄 retweeted
Crypto grew up in the Dark Forest, and the entire world is about to find itself there
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SolarEtherPunk.eth🏄 retweeted
Looking forward to this
Next year will be such a breakthrough for Ethereum UX and security that it's hard to put into a single tweet all the benefits we'll get.
Key rotation, native multisigs, huge security advances via transaction assertions, native post quantum signing schemes, ...
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SolarEtherPunk.eth🏄 retweeted
I am being re-radicalized into crypto.
Genuinely feel like it’s the time for it to shine, Ethereum is a production grade substrate that has held value while trying to be hacked by nation states for 10 years.
That security/decentralization/coordination experience matters.
Genuinely feel like it’s the time for it to shine, Ethereum is a production grade substrate that has held value while trying to be hacked by nation states for 10 years.
That security/decentralization/coordination experience matters.
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SolarEtherPunk.eth🏄 retweeted
“Where your fear is, there your task is.”
— Carl Jung
— Carl Jung
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SolarEtherPunk.eth🏄 retweeted
Blockchain teams that have cut corners in the name of user acquisitions by centralizing their technologies are ironically the most prone to lose users as the security tradeoffs they have made are too great, and this is not the age to FAFO with security.
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If you read this and aren’t transferring your wealth (or have majority of your wealth) in crypto no one can save you
Ethersupercycle.com
Ethersupercycle.com
Whats happening right now is probably way worse than the Hugging Face incident.
AI-powered attacks are hitting real organizations while major platforms disclose breaches and critical flaws.
- Microsoft reports AI agents targeting hundreds of organizations, reaching privileged hree hours in multiple cases. It attributes the ConnectWise compromise to the same group.
- CrowdStrike documented four operators running successful AI-agent campaigns. One compromised at least 15 Argentine healthcare organizations.
- PHP2Shell: AI helped turn longstanding PHP flaws into working exploits. Cloudflare’s CEO reports millions of exploitation attempts. Their AI involvement is unknown.
- Railway disclosed possible access to customer secrets. LiteLLM shipped a backdoored release. Zeabur confirmed another breach and is shutting down.
- GitLab patched a maximum-severity flaw affecting 12 years of releases. Node.js patched a serious code-execution vulnerability, with Vercel deploying firewall protections.
Feels like a turningpoint.
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SolarEtherPunk.eth🏄 retweeted
Everywhere I look I see catalysts for mass-scale crypto adoption
The situation is getting worse every hour. AI agents are entering U.S. bank accounts, and banks are scrambling to shut them out. Axios reports that some appear to attempt actions beyond users instructions, raising fears over who is really in control.
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Yeah this is obvious, bankers have low understanding of how tech even works.
Their high pay is to keep our wealth protected, yet they haven’t transitioned their systems to deal with modern security.
Send them to zero and buy the only protocol that can protect you $ETH.
Their high pay is to keep our wealth protected, yet they haven’t transitioned their systems to deal with modern security.
Send them to zero and buy the only protocol that can protect you $ETH.
SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.
The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.
Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.
Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.
Read my latest for Axios here: axios.com/2026/10/22/ai-…
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SolarEtherPunk.eth🏄 retweeted
Watching people tune out crypto reminds me of the boiling-frog fable. Everyone is numb, beaten down, looking the other way while the temperature keeps rising.
The US Treasury Secretary is comparing the GENIUS Act to Lincoln’s National Currency Act of 1863. The OCC just finalized its stablecoin rule. (Read that again)
People spent years waiting for this kind of regulatory clarity. Now it’s being written into the rules of the financial system, and they’re too exhausted by price to care. What’s happening in plain sight is staggering, yet the chart has convinced them nothing is happening.
Price has beaten people into ignoring the very developments they spent years waiting for. If price catches up, the same people will call it an overnight revolution.
The water keeps getting hotter.
The US Treasury Secretary is comparing the GENIUS Act to Lincoln’s National Currency Act of 1863. The OCC just finalized its stablecoin rule. (Read that again)
People spent years waiting for this kind of regulatory clarity. Now it’s being written into the rules of the financial system, and they’re too exhausted by price to care. What’s happening in plain sight is staggering, yet the chart has convinced them nothing is happening.
Price has beaten people into ignoring the very developments they spent years waiting for. If price catches up, the same people will call it an overnight revolution.
The water keeps getting hotter.
The GENIUS Act marks a watershed moment in American finance, further cementing the United States as the crypto capital of the world. Just as President Abraham Lincoln’s National Currency Act of 1863 established a national framework for bank-issued currency, the GENIUS Act establishes a federal framework for payment stablecoins in the digital age.
The @USOCC's final rule carries that landmark legislation forward, providing a clear, practical foundation for private-sector innovation, competition, and American leadership in digital assets.
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SolarEtherPunk.eth🏄 retweeted
$ETH is going to $50,000 this bull cycle with or without you
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SolarEtherPunk.eth🏄 retweeted
ETH supply is up about 1% since the Merge.
In the same time period:
> solana:So11111111111111111111111111111111111111112 supply grew 66%, from 354M to about 589M.
> ripple:native supply grew 27%, from 49.83B to about 63.1B.
> cardano:native supply grew about 10%, from 34.18B to about 37.tive supply grew 4.96%, from 19.15M to about 20.10M.
> ethereum:native supply grew 1.0%, from 120.52M to about 121.7M.
In the same time period:
> solana:So11111111111111111111111111111111111111112 supply grew 66%, from 354M to about 589M.
> ripple:native supply grew 27%, from 49.83B to about 63.1B.
> cardano:native supply grew about 10%, from 34.18B to about 37.tive supply grew 4.96%, from 19.15M to about 20.10M.
> ethereum:native supply grew 1.0%, from 120.52M to about 121.7M.
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SolarEtherPunk.eth🏄 retweeted
How it feels holding the majority of your net worth in $ETH
How it feels when you're winning quietly and nobody knows
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Imagine still not understanding the importance of modern cryptography as PHP servers go down all over the world
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SolarEtherPunk.eth🏄 retweeted
Ethereum is financial infrastructure.
Four trends are converging on the most credibly neutral network:
→ Stablecoins. 57% on Ethereum.
→ Tokenized assets. 56% on Ethereum.
→ Onchain finance. $60B and counting.
→ AI agents. Hundreds of millions of transactions this year.
l deployments, institutional adoption is accelerating.
We're proud to work with companies like @ethereuminsti as we all work towards bringing the next 1,000 onchain.
ETH, held.
Conviction, held.
Four trends are converging on the most credibly neutral network:
→ Stablecoins. 57% on Ethereum.
→ Tokenized assets. 56% on Ethereum.
→ Onchain finance. $60B and counting.
→ AI agents. Hundreds of millions of transactions this year.
l deployments, institutional adoption is accelerating.
We're proud to work with companies like @ethereuminsti as we all work towards bringing the next 1,000 onchain.
ETH, held.
Conviction, held.
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