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@FigoETH "@l2beat What's your assumption when we get our first stage X L2"
@FigoETH on X 2025-07-24 19:05:05 UTC 5502 followers, XX engagements

"The BTC security issues are going to end in a lot of tears"
@FigoETH on X 2025-07-20 17:45:03 UTC 5492 followers, XXX engagements

"They already pay 5-10% for settlement and diatribute ETH as money for onchain economy / make L1 blockspace very valuable (very high value usecases will use L1 directly: DeFi NFTs govs corps etc.). Pretty decent agreement in my opinion. Not accounting for based and native rollups"
@FigoETH on X 2025-07-23 05:41:16 UTC 5498 followers, XXX engagements

"@0xMert_ When do you expect FD and Agave both being able to do that"
@FigoETH on X 2025-07-21 18:16:05 UTC 5500 followers, XXX engagements

"@aeyakovenko Was already 3.6k tps ATH @web3_data do you know why it shows 2146"
@FigoETH on X 2025-07-24 05:56:07 UTC 5502 followers, XXX engagements

"Why would you use something with 3/10 security (99% of Alt L1s) if you can have 9/10 (stage X L2) security. Same like depositing your money at a provincal russian bank instead of JPM. Ticker is ETH"
@FigoETH on X 2025-07-14 21:22:46 UTC 5499 followers, 2900 engagements

"Can anyone name one or two SOL people besides Mert who have been objective (didn't just relentlessly s**t) towards ETH last 6-12 months I know none"
@FigoETH on X 2025-07-18 09:14:35 UTC 5499 followers, 8856 engagements

"ETH L1: providing state level security (with zk tech scaling to 10k tps next 3-5 years) ETH L2s: scaling these security guarantees to global scale (stage X L2s provide same security like L1). Already doing 3.6k tps max end 2025 will be 12k+ tps. MegaETH 100k+ realtime tps next few months with EigenDA. Dapps: can be deployed on any L2 ERC 7683: make L2s interoperable tech ready for adoption. ETH has most elegant solution providing both security & scalability. That's why it rips hard rn"
@FigoETH on X 2025-07-21 21:15:47 UTC 5492 followers, 1661 engagements

"@AcrossProtocol @circle @USDC @avax @base @ethereum Is that using ERC 7683"
@FigoETH on X 2025-07-23 05:14:55 UTC 5492 followers, XX engagements

"BTC: 21M cap with well known security problems longterm (fees don't compensate declining block subsidies will escalate into death spiral in bear. Not designed to solve this). ETH: minimum viable issuance. XXX% ETH vs XXXX% BTC inflation rn (yes ETH inflation lower). With onchain activity picking up steam (we're just getting started) will be longterm deflationary likely -1%. BTC mining companies get that thus the recent pivot to treasury companies (Bit Digital etc.). BTC is and always will be a ponzi. Only way out is moving onto ETH and surviving as nostalgia ;)"
@FigoETH on X 2025-07-23 04:33:12 UTC 5497 followers, 2161 engagements

"@maximus_void Yes but this trust does only work longterm if security model is sound. In case of BTC it is not"
@FigoETH on X 2025-07-23 04:44:03 UTC 5500 followers, XX engagements

"Seems like not all ETH shorts we're delta neutral lol"
@FigoETH on X 2025-07-22 19:43:55 UTC 5497 followers, 3685 engagements

"@laurashin Realyield will be in few months when onchain economy gets more usage (more onchain activity = less ETH issuance = likely X% deflationary = X% realyield more with EigenCloud)"
@FigoETH on X 2025-07-21 18:45:22 UTC 5494 followers, XX engagements

"EigenCloud is scaling ETH security to every imaginable (non-blockchain) usecase and to ubiquitous adoption. Will fabricate ETH in everyday life"
@FigoETH on X 2025-07-23 03:27:18 UTC 5502 followers, 7765 engagements

"BTC@250k + ETHBTC@0.1 (2018 was XXXX so pretty much conservative) gives us 25k. Think pretty much solid case with: - ETH treasury companies racing to accumulate ETH - Tom Lee shilling ETH nonstop on media and to his tradfi friends - US admin + regulation omega bullish crypto - fundamentals omega aligned (L2s doing 3.6k tps max rn will be likely north of 15k+ end 2025 with Fusaka MegaETH doing 100k+ tps next few weeks / months EigenCloud hyperinnovating ecosystem with verifiable AI agents - likely next big meta - zkTLS tech etc.) - macro aligned so far (FED lowering rates low inflation"
@FigoETH on X 2025-07-20 17:35:03 UTC 5498 followers, 5590 engagements

"This report by @ElectricCapital does XXX% get it"
@FigoETH on X 2025-07-22 19:15:58 UTC 5500 followers, XXX engagements

"@dch_crypt (Stage 2) L2s make ETH ecosystem scalable. ERC 7683 makes L2s interoperable just needs adoption"
@FigoETH on X 2025-07-18 08:26:32 UTC 5499 followers, XX engagements

"@maximus_void It is a ponzi though ;) Provides zero utility and relies on people believing in it's narrative. On top of that no reasonable longterm security"
@FigoETH on X 2025-07-23 04:39:07 UTC 5500 followers, XX engagements

"@laurashin ETH arguably best properties of all majors in following dimensions: - issuance - liquidity (recently) - security - collateral for DeFi"
@FigoETH on X 2025-07-21 18:41:14 UTC 5486 followers, XXX engagements

"Tom Lee: 10-15k ETH end 2025. Not capped there. Nice"
@FigoETH on X 2025-07-20 20:29:29 UTC 5500 followers, 1368 engagements

"ETH and BTC will be best buddies. When BTC get's tokenized on Ethereum to escape it's longterm security issues ;)"
@FigoETH on X 2025-07-22 13:30:53 UTC 5500 followers, 7377 engagements

"Verifiable AI agents are brought to you by ETH x Eigencloud. Likely the tech preventing AI from going dark"
@FigoETH on X 2025-07-20 17:19:07 UTC 5500 followers, 13.2K engagements

"Perhaps I'm missing something here but as simple token holder (no staking / no risks) Solana has way higher inflation than ETH ETH = XXX% SOL = XXX% Only when tokenholders do staking this changes. ETH realyield = XXX% (3% staking - XXX% inflation) SOL realyield = X% (7.6% staking - XXX% inflation) When stablecoins take off think we see slightly different inflation / deflation numbers for ETH ;) Also focus on pure DCF is a very narrow perspective and doesn't consider size of native DeFi ecosystem liquidity capital costs & suitability as permissionless collateral for DeFi"
@FigoETH on X 2025-06-19 06:11:11 UTC 5498 followers, 6157 engagements

"Liquidity of ETH last 24h almost 2x BTC ($48 vs 31B). ETH is now in every regard better asset than BTC: - realyield (ETH XXX% vs X% BTC) - issuance (ETH XXX% vs XXXXX BTC; with more network activity ETH likely -X% leading to realyield of 4%) - liquidity (see above) - permissionless asset / collateral for DeFi (ETH native to biggest DeFi ecosystem BTC only with additional security assumptions) Flippening is inevitable. So is ETH"
@FigoETH on X 2025-07-20 20:41:16 UTC 5500 followers, 5992 engagements

"Mistake from all people doubting ETH recent months. Confusing PA with fundamentals. Heavyweights like Tom Lee seized this opportunity"
@FigoETH on X 2025-07-23 07:02:05 UTC 5500 followers, 1164 engagements

"Literally XXX% of crypto media should take notes. Their mission is to tell the people where the puck is going. Not where it's at. At this point ChatGPT is 10x better than any crypto news outlet"
@FigoETH on X 2025-07-21 18:01:36 UTC 5490 followers, XXX engagements

"BTC is "just" digital gold (with a longterm security problem). ETH is the foundation for the future onchain economy. Disrupting finance gaming social art & many other industries addressing $400T total value (global wealth). Plan accordingly"
@FigoETH on X 2025-07-16 21:01:11 UTC 5501 followers, XXX engagements

"Yes as long as BTC price increases it can offset that. But markets move in cycles. And when the bear hits the problem will escalate. BTC community is not known for efficient problem solving rather shouting at people 😅 That's why I find BTC unattractive and own none (and it's definitely boring ;)"
@FigoETH on X 2025-07-22 19:40:00 UTC 5493 followers, XX engagements

"Think at this point it's pretty much safe to say Pudgies are public face of crypto. Like all other high profile NFTs hosted on ETH"
@FigoETH on X 2025-07-23 05:45:06 UTC 5500 followers, XXX engagements

"Asset with highest demand globally will be programmable trust. Deflationary realyielding 4%+ & highly liquid. Native to verifiable AI agents - powered by EigenCloud. Ticker is ETH"
@FigoETH on X 2025-07-23 11:10:01 UTC 5502 followers, 2932 engagements

"State of ETH rn: - treasury companies doing infinite bids popping up everywhere - Tom Lee & friends heavily advocating ETH on mainstream media - L2s officially go-to solution for companies going onchain (Robinhood Coinbase Deutsche Bank etc.) - L2s max tps 3.6k - end 2025 Fusaka will enable 12k+ tps for L2s - MegaETH doing 100k+ realtime tps next few weeks / months (already 20k+ on testnet) - ERC 7683 solution to make L2s interoperable adoption WIP - first big stage X L2 likely before end 2025 (first mover advantage) - EigenCloud scaling ETH security guarantees to every non-blockchain usecase"
@FigoETH on X 2025-07-22 13:42:08 UTC 5499 followers, 7983 engagements

"@theodubz @level941 Beginning 8k will take profits (likely 5-10%). And will have a close look at some indicators (mainstream media coverage App store rankings friends and family interest etc.). But honestly think 25k is base case for ETH this cycle"
@FigoETH on X 2025-07-21 20:14:13 UTC 5493 followers, XX engagements

"Global wealth - worth $400T - will be tokenized on Ethereum. Made programmable and natively usable by AI agents. ETH is inevitable"
@FigoETH on X 2025-07-20 22:24:41 UTC 5493 followers, 2341 engagements

"I mean technically I haven't heard of any concrete improvements to achieve 1M tps with a binding timeline. FD and Agave have both to be able to do 1M tps. And yes heard of FD able to do 1M tps but for me more like marketing announcement (think 10-20k tps more realistic I mean that would ve also awesome). Or is there an independent non Solana research of what FD can realistically achieve"
@FigoETH on X 2025-07-21 18:10:52 UTC 5498 followers, XXX engagements