A fast-moving Web3 discussion is forming around The most complete ETH bull thesis according to @BitcoinJesusETH from @milkroaddaily, from a recent @Edge_Pod. ☑️ Triple point asset ☑️ The largest DeFi world le.
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On July 6th, @ethereumJoseph came on @milkroaddaily and told me that there were a lot of very bullish things happening that he couldn't share publicly yet. A week later, a new for-profit company called @eth_systems was launched to build institutional-grade pr…
People are looking at ETH through a gas fee and collateral lens, while missing the bigger picture. The internet became the infrastructure for Amazon, Google, Netflix and millions of businesses. Those companies all fund and maintain that infrastructure in diff…
Agreed! It’s nice to remember your thesis during a market crash. From my own personal thesis, if $AAOI hits $1.4B quarterly revenue start of Q3 2027. Which is annualized $5.6B off a $8B MC. Is it “over” for the company if that revenue ramp hasn’t even shown u…