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# ![@LeonWaidmann Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2239426952.png) @LeonWaidmann Leon Waidmann πŸ”₯

Leon Waidmann πŸ”₯ posts on X about ethereum, crypto, stablecoins, onchain the most. They currently have XXXXXX followers and 1566 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::2239426952/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2239426952/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +26%
- X Months XXXXXXXXX +75%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::2239426952/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2239426952/c:line/m:posts_active.svg)

- X Week XX +14%
- X Month XXX +57%
- X Months XXX +75%
- X Year XXX +21%

### Followers: XXXXXX [#](/creator/twitter::2239426952/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2239426952/c:line/m:followers.svg)

- X Week XXXXXX +0.73%
- X Month XXXXXX +3.30%
- X Months XXXXXX +19%
- X Year XXXXXX +43%

### CreatorRank: XXXXXXX [#](/creator/twitter::2239426952/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2239426952/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #2227 [finance](/list/finance)  [currencies](/list/currencies)  #1190 [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [products](/list/products) 

**Social topic influence**
[ethereum](/topic/ethereum) #342, [crypto](/topic/crypto) #3426, [stablecoins](/topic/stablecoins) #148, [onchain](/topic/onchain) #1897, [defi](/topic/defi) #100, [exchanges](/topic/exchanges) #278, [bitcoin](/topic/bitcoin), [staking](/topic/staking) #475, [liquidity](/topic/liquidity) #2191, [strong](/topic/strong)

**Top accounts mentioned or mentioned by**
[@onchainhq](/creator/undefined) [@growthepieeth](/creator/undefined) [@base](/creator/undefined) [@michmoneta](/creator/undefined) [@wise_token](/creator/undefined) [@glassnode](/creator/undefined) [@cryptoquantcom](/creator/undefined) [@arbitrum](/creator/undefined) [@wisetoken](/creator/undefined) [@farcasterxyz](/creator/undefined) [@cashtoneth](/creator/undefined) [@artemisxyz](/creator/undefined) [@tetherto](/creator/undefined) [@ournetwork](/creator/undefined) [@ethereum](/creator/undefined) [@solana](/creator/undefined) [@lensprotocol](/creator/undefined) [@theherooflight](/creator/undefined) [@truflation](/creator/undefined) [@arinsoleymani](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) [BlackRock Inc (BLK)](/topic/blackrock) [USDC (USDC)](/topic/usdc) [XSGD (XSGD)](/topic/xsgd) [Mastercard, Inc. (MA)](/topic/$ma) [The Official XX coin (76)](/topic/$76) [Solana (SOL)](/topic/solana) [Zcash (ZEC)](/topic/zcash) [Bittensor (TAO)](/topic/bittensor) [Aethir (ATH)](/topic/aethir)
### Top Social Posts
Top posts by engagements in the last XX hours

"EUR stablecoins tell a clear story about chain dominance. XX% sit on Ethereum + L2s. Mainnet alone: 75%. The rest πŸ”Ή Base X% πŸ”Ή Polygon X% πŸ”Ή Arbitrum X% πŸ”Ή Optimism X% πŸ”Ή Other L2s X% Non-ETH chains 3%. Barely a footnote. This isn't random. MiCA-compliant issuers chose Ethereum for a reason. Security. Liquidity. Regulatory credibility. When compliance matters Ethereum wins"  
[X Link](https://x.com/LeonWaidmann/status/1996541750261752250)  2025-12-04T11:27Z 11.1K followers, 30.9K engagements


"$ETH has officially flipped $BTC in the share of total supply held by digital asset treasuries🚨 ETH treasuries now hold XXX% of the supply ahead of BTC at 3.6%. To me this is completely logical. Ethereum has far more stakeholders with real operational needs than Bitcoin ever has: πŸ”Ή L2s πŸ”Ή DeFi protocols πŸ”Ή DAOs πŸ”Ή Foundations πŸ”Ή Treasury companies πŸ”Ή Governments experimenting with onchain infrastructure πŸ”Ή And countless Web3 projects actually building on Ethereum If this trend continues I wouldnt be surprised if by 2026 we SEE major STABLECOIN ISSUERS wanting to HOLD a strategic STAKE in"  
[X Link](https://x.com/LeonWaidmann/status/1991151919297937475)  2025-11-19T14:29Z 11.1K followers, 8491 engagements


"Great overview by @growthepie_eth showing what upgrades are next for Ethereum and how past hard forks changed the network (London Merge Shanghai Dencun Prague-Electra Fulu-Osaka with PeerDAS)"  
[X Link](https://x.com/LeonWaidmann/status/1994228761387020720)  2025-11-28T02:16Z 11.1K followers, 1660 engagements


"Active addresses across the full Ethereum ecosystem L1 and L2s jumped back above roughly XXX million this week. πŸ”Ή First meaningful reversal after weeks of decline πŸ”Ή Strong rebound across Base Arbitrum OP World Chain πŸ”Ή Multi chain activity stabilizing after Q3 slide Bullish πŸ“ˆ (@growthepie_eth)"  
[X Link](https://x.com/LeonWaidmann/status/1995477740082823651)  2025-12-01T12:59Z 11.1K followers, 2949 engagements


"Annual stablecoin transfer volume just blew past $XX trillion.🚨 Top X chains by 365d transfer volume: X. Ethereum: $XXXX trillion X. Base: $XXXX trillion X. Tron: $XXX trillion X. Solana: $XXX trillion 5.Avalanche: $XXXXX billion"  
[X Link](https://x.com/LeonWaidmann/status/1996064355054408129)  2025-12-03T03:50Z 11.1K followers, 1236 engagements


"Do fundamentals matter in crypto The data says yes Greenfield Research ran ML models on XX DeFi tokens (20212025) and found: πŸ”Ή Fundamentals barely help on 1M horizons πŸ”Ή Over 6M models with TVL fees revenue DAU and txs are clearly more predictive πŸ”ΉSince 2024 fundamentals matter most in bearish conditions as the market matures Great analysis by @greenfield_cap. Must read"  
[X Link](https://x.com/LeonWaidmann/status/1996129345396769118)  2025-12-03T08:08Z 11.1K followers, 2009 engagements


"Impressive growth @ether_fiπŸ’ͺ"  
[X Link](https://x.com/LeonWaidmann/status/1996818330154614910)  2025-12-05T05:46Z 11.1K followers, 1355 engagements


"Agree with this framing. Onchain data already looks like scenario 1: stablecoins RWA L2 payments and base-layer infra are compounding regardless of price while casino tokens still oscillate in four year narrative cycles. Infra usage is on an S-curve toward early majority speculation remains a side show. Great read.πŸ‘‡"  
[X Link](https://x.com/LeonWaidmann/status/1996901825329746121)  2025-12-05T11:17Z 11.1K followers, XXX engagements


"Spot trading on decentralized exchanges keeps taking market share from centralized exchanges. Back in 2019 it was basically zero. Today decentralized exchanges handle roughly XX to XX percent of all spot trading.🀯"  
[X Link](https://x.com/LeonWaidmann/status/1992971492452081664)  2025-11-24T15:00Z 11.1K followers, 1199 engagements


"Privacy protocols TVL just hit a new ATH at $1.4B up from only $2.5k in 2019. Zcash is up 15x in XX days and just had its strongest week of 2025 with 565k transfers and a 3.1x shielded vs transparent ratio. Railgun has processed $4.2B in shielded volume and sits around $100M TVL up XX% YoY"  
[X Link](https://x.com/LeonWaidmann/status/1994017145638801617)  2025-11-27T12:15Z 11.1K followers, 2426 engagements


"Sony is launching its own stablecoin Read that again. This isn't some random crypto project. This is one of the world's largest entertainment conglomerates building onchain payment infrastructure for millions of existing users. πŸ’Ž Sony Bank applied for a US banking license in October πŸ’Ž Partnering with Bastion for stablecoin infrastructure πŸ’Ž Target launch: fiscal 2026 πŸ’Ž Use case: games anime subscriptions. Replacing credit card fees with stablecoin rails. Now zoom out. GTA6 drops in 2026. The biggest entertainment launch in history. Rockstar already pioneered in-game economies with GTA"  
[X Link](https://x.com/LeonWaidmann/status/1995481784016843220)  2025-12-01T13:15Z 11.1K followers, 72K engagements


"Amundi just launched a tokenized money market fund on Ethereum You've probably never heard of them. They manage XXX trillion. Bigger than Fidelity's asset management arm. Bigger than PIMCO. Number one in Europe top ten globally. They did it on November 4th. Told nobody. Announced it three weeks later like it was nothing. πŸ”Ή BlackRock chose Ethereum πŸ”Ή Franklin Templeton chose Ethereum πŸ”Ή Amundi chose Ethereum Not Solana. Not private chains. Not "enterprise blockchain." Public permissionless Ethereum. This is the pattern now. They've made their decision. Quietly. Every few weeks another"  
[X Link](https://x.com/LeonWaidmann/status/1995500694833348822)  2025-12-01T14:30Z 11.1K followers, 4096 engagements


"Polygon just became the quiet giant of stablecoin payments πŸ’Ž Payment apps hit $1B in November nearly 3x since January πŸ’Ž Stripe routed $64M in USDC on Polygon this year nearly matching Ethereum πŸ’Ž Local-currency stables like XSGD BRZ and JPYC crossed $10B lifetime volume πŸ’Ž Half of all transactions are $XX to $XXX. Real retail activity not whale shuffling. Behind the scenes: Avenia Paxos (powering PayPal Stripe Mercado Pago) and Coinflow processed almost $900M last month alone. Up 4.7x from January"  
[X Link](https://x.com/LeonWaidmann/status/1996549553416237256)  2025-12-04T11:58Z 11.1K followers, 1036 engagements


"Ethereum is leaving exchanges at the fastest rate in years. πŸ”Ή Spot supply keeps draining balances are back at multi-year lows πŸ”Ή Exchange reserves just dropped to 16.5M ETH the lowest since early 2023 Are whales quietly loading up ahead of 2026"  
[X Link](https://x.com/LeonWaidmann/status/1996908164399149440)  2025-12-05T11:43Z 11.1K followers, 4100 engagements


"Regulatory momentum for crypto is clearly accelerating worldwide I still remain extremely optimistic for 2026 and believe it will be a major year for crypto with altcoins in particular set up for a strong catch-up to Bitcoin & tech stocks. πŸ”Ή In the US the FDIC is preparing the first stablecoin rules under the GENIUS Act plus guidance on tokenized deposits and bank tokenization activities πŸ”Ή In Europe senior policymakers now describe tokenization and DeFi as the future operating system of financial markets πŸ”Ή Institutions are stepping in: Amundi is tokenizing a money market fund on Ethereum"  
[X Link](https://x.com/LeonWaidmann/status/1996935212278612363)  2025-12-05T13:30Z 11.1K followers, XXX engagements


"Absurd pricing for Mainnet blockspace. 🀯 I genuinely cant remember ETH transactions ever being this cheap πŸ”Ή Swaps at X cents πŸ”Ή Bridging at X cent πŸ”Ή Borrowing at X cents"  
[X Link](https://x.com/LeonWaidmann/status/1997652416137732384)  2025-12-07T13:00Z 11.1K followers, 9362 engagements


"How can you be bearish on crypto when the SEC Chairman tells you this"  
[X Link](https://x.com/LeonWaidmann/status/1997940768879898891)  2025-12-08T08:06Z 11.1K followers, 1145 engagements


"A world of 1000 stablecoin neobanks sounds like progress. It isnt. Not yet πŸ”Ή The infra behind most neobanks is fragile πŸ”Ή Too many dependencies on a handful of centralized vendors πŸ”Ή One outage and the entire stack breaks πŸ”Ή Users dont want cashback or perks πŸ”Ή Users want reliability that never fails Traditional banks win because they always work. Stablecoin neobanks lose because they usually work. We dont need 1000 apps built on brittle infra. We need one stablecoin neobank with real uptime real redundancy real resilience. Thats the only way stablecoins win. Great read.πŸ‘‡"  
[X Link](https://x.com/LeonWaidmann/status/1998043211974279456)  2025-12-08T14:53Z 11.1K followers, 1118 engagements


"Euro-based stablecoins are quietly breaking out. Tokenized euros have climbed to 750M. Up 7x since early 2023. Spikos EUTBL and Circles EURC are leading the charge. This is the market building euro liquidity onchain long before the ECB launches its digital euro in 2029. A multi-currency onchain economy is forming though over XX percent of all stablecoins are still USD-backed"  
[X Link](https://x.com/LeonWaidmann/status/1989302389782753389)  2025-11-14T12:00Z 11.1K followers, 1350 engagements


"ICOs are sooo back Something we @OnchainHQ predicted a while ago"  
[X Link](https://x.com/LeonWaidmann/status/1997937375796924659)  2025-12-08T07:52Z 11.1K followers, 1103 engagements


"CYPHERPUNK is more alive than ever. Compare what you can do onchain today to five years ago and the gap is obvious"  
[X Link](https://x.com/LeonWaidmann/status/1997938084923822413)  2025-12-08T07:55Z 11.1K followers, 1040 engagements


"Crypto exchanges are loaded with stablecoins $66.5B in top stablecoins sitting on exchanges right now. That's dry powder waiting to deploy. πŸ”Ή Investors aren't exiting crypto πŸ”Ή They're parked on the sidelines πŸ”Ή Ready to buy the next move Patience my friends. This capital doesn't sit idle forever. When conviction returns it rotates fast"  
[X Link](https://x.com/LeonWaidmann/status/1998601072194015594)  2025-12-10T03:50Z 11.1K followers, XXX engagements


"Visa processes about XXX million dollars a month through crypto cards πŸ”Ή XX of XX trackable programs use Visa only X use Mastercard. πŸ”Ή Rain RedotPay and Etherfi Cash drive about XXX million dollars of that flow. πŸ”Ή Teams choose Visa because it is cheaper faster to launch and less restrictive. πŸ”Ή Mastercards higher friction keeps its footprint small. πŸ”Ή Rain amplifies Visas lead by powering most major issuers in this segment"  
[X Link](https://x.com/LeonWaidmann/status/1993338644749320615)  2025-11-25T15:19Z 11.1K followers, 1585 engagements


"ETH is down XX% from its highs. Staking rate Still grinding at 29.7%. No panic. No mass exits. No capitulation from the people actually running the network. πŸ”Ή Price action says fear πŸ”Ή Onchain behavior says conviction This divergence tells you something. The marginal seller is a speculator. The base layer holders aren't budging"  
[X Link](https://x.com/LeonWaidmann/status/1995479696423948461)  2025-12-01T13:06Z 11.1K followers, 18K engagements


"ETH is leaving exchanges faster than BTC Only XXXX% of all Ethereum is still sitting on exchanges. That's almost half of Bitcoin's 14.8%. πŸ”Ή Staking is locking up supply πŸ”Ή DeFi is pulling ETH off CEXs πŸ”Ή Holders are not here to sell Supply is getting tighter"  
[X Link](https://x.com/LeonWaidmann/status/1996765476936888337)  2025-12-05T02:16Z 11.1K followers, 15K engagements


"Euro stablecoins are still a rounding error in the $305B stablecoin market XXXX% market share. $674M total. But post-MiCA The growth is hard to ignore. EURC transaction volume: +2727% USDC in the same period: +86% Top EUR stablecoins by market cap: πŸ”Ή EURC $334M (Circle) πŸ”Ή EURS $143M (STASIS) πŸ”Ή EURCV $76M (Socit Gnrale) πŸ”Ή EURA $28M (Angle) πŸ”Ή EURE $27M (Monerium)"  
[X Link](https://x.com/LeonWaidmann/status/1997246204560748618)  2025-12-06T10:06Z 11.1K followers, 1357 engagements


"Ethereum is now bigger than Visa and Mastercard At least when it comes to settling dollar-denominated transactions. πŸ”Ή Nearly X trillion USD in stablecoin volume in Q4 πŸ”Ή Already surpassing both Visa and Mastercards quarterly transaction volumes πŸ”Ή Ethereum has become the primary settlement layer for digital dollars πŸ”Ή The scale makes early DeFi activity look insignificant by comparison The onchain economy is pulling ahead of the traditional financial infrastructure"  
[X Link](https://x.com/LeonWaidmann/status/1998007199021310130)  2025-12-08T12:30Z 11.1K followers, 36.1K engagements


"BlackRock filed for a Staked ETH ETF A line has been crossed. πŸ”Ή Onchain staking yield is moving into regulated TradFi products πŸ”Ή The SEC is opening the door to yield-based crypto exposure πŸ”Ή Ethereum is being pulled deeper into the global financial system πŸ”Ή Staked ETH makes Ethereum ETFs more attractive for investors Net effect: Higher Ethereum ETF demand and stronger inflows in 2026"  
[X Link](https://x.com/LeonWaidmann/status/1998051344939376823)  2025-12-08T15:25Z 11.1K followers, 2024 engagements


"Great read on the state of Stablecoins in Southeast Asia. Non USD stablecoins are not a sideshow. They are becoming real settlement rails πŸ”Ή XSGD is the clear regional leader boosted by Grab and Alibaba integrations πŸ”Ή X issuers across X plus EVM chains yet SGD still drives over XX percent of DEX volume πŸ”Ή 258K transactions in Q2 2025: XX percent SGD XX percent IDR πŸ”Ή Active users above 10K with Polygon and BSC taking the lead πŸ”Ή USD reliance remains the structural bottleneck for regional commerce πŸ”Ή 260M underbanked citizens represent the real market that local stablecoins can reach"  
[X Link](https://x.com/LeonWaidmann/status/1998305893524607271)  2025-12-09T08:17Z 11.1K followers, XXX engagements


"Better late than neverπŸ‘ J.P. Morgan is now also all in on tokenization"  
[X Link](https://x.com/LeonWaidmann/status/1998314359391740287)  2025-12-09T08:50Z 11.1K followers, 1255 engagements


"DePINs 2025 revenue story is completely distorted by Bittensor Subnets. πŸ”Ή Subnet burns alone drive roughly 35M USD in Q4 fees πŸ”Ή Without them sector revenue growth is far weaker than headlines imply πŸ”Ή Aethir is the only non-Bittensor project showing meaningful scale πŸ”Ή Helium Akash and the rest remain tiny by comparison The real test is whether more DePIN networks can generate customer-driven fees instead of incentive-driven burns"  
[X Link](https://x.com/LeonWaidmann/status/1998350686564565066)  2025-12-09T11:15Z 11.1K followers, XXX engagements


"Despite the negative sentiment and the FUD around crypto treasury companies ETH held by ETFs and treasuries is pushing toward new all-time highs. Mainly driven by @BitMNR over the last couple of weeks"  
[X Link](https://x.com/LeonWaidmann/status/1998351929974353991)  2025-12-09T11:20Z 11.1K followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@LeonWaidmann Avatar @LeonWaidmann Leon Waidmann πŸ”₯

Leon Waidmann πŸ”₯ posts on X about ethereum, crypto, stablecoins, onchain the most. They currently have XXXXXX followers and 1566 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX +26%
  • X Months XXXXXXXXX +75%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +14%
  • X Month XXX +57%
  • X Months XXX +75%
  • X Year XXX +21%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.73%
  • X Month XXXXXX +3.30%
  • X Months XXXXXX +19%
  • X Year XXXXXX +43%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies #2227 finance currencies #1190 stocks technology brands travel destinations products

Social topic influence ethereum #342, crypto #3426, stablecoins #148, onchain #1897, defi #100, exchanges #278, bitcoin, staking #475, liquidity #2191, strong

Top accounts mentioned or mentioned by @onchainhq @growthepieeth @base @michmoneta @wise_token @glassnode @cryptoquantcom @arbitrum @wisetoken @farcasterxyz @cashtoneth @artemisxyz @tetherto @ournetwork @ethereum @solana @lensprotocol @theherooflight @truflation @arinsoleymani

Top assets mentioned Ethereum (ETH) Bitcoin (BTC) BlackRock Inc (BLK) USDC (USDC) XSGD (XSGD) Mastercard, Inc. (MA) The Official XX coin (76) Solana (SOL) Zcash (ZEC) Bittensor (TAO) Aethir (ATH)

Top Social Posts

Top posts by engagements in the last XX hours

"EUR stablecoins tell a clear story about chain dominance. XX% sit on Ethereum + L2s. Mainnet alone: 75%. The rest πŸ”Ή Base X% πŸ”Ή Polygon X% πŸ”Ή Arbitrum X% πŸ”Ή Optimism X% πŸ”Ή Other L2s X% Non-ETH chains 3%. Barely a footnote. This isn't random. MiCA-compliant issuers chose Ethereum for a reason. Security. Liquidity. Regulatory credibility. When compliance matters Ethereum wins"
X Link 2025-12-04T11:27Z 11.1K followers, 30.9K engagements

"$ETH has officially flipped $BTC in the share of total supply held by digital asset treasuries🚨 ETH treasuries now hold XXX% of the supply ahead of BTC at 3.6%. To me this is completely logical. Ethereum has far more stakeholders with real operational needs than Bitcoin ever has: πŸ”Ή L2s πŸ”Ή DeFi protocols πŸ”Ή DAOs πŸ”Ή Foundations πŸ”Ή Treasury companies πŸ”Ή Governments experimenting with onchain infrastructure πŸ”Ή And countless Web3 projects actually building on Ethereum If this trend continues I wouldnt be surprised if by 2026 we SEE major STABLECOIN ISSUERS wanting to HOLD a strategic STAKE in"
X Link 2025-11-19T14:29Z 11.1K followers, 8491 engagements

"Great overview by @growthepie_eth showing what upgrades are next for Ethereum and how past hard forks changed the network (London Merge Shanghai Dencun Prague-Electra Fulu-Osaka with PeerDAS)"
X Link 2025-11-28T02:16Z 11.1K followers, 1660 engagements

"Active addresses across the full Ethereum ecosystem L1 and L2s jumped back above roughly XXX million this week. πŸ”Ή First meaningful reversal after weeks of decline πŸ”Ή Strong rebound across Base Arbitrum OP World Chain πŸ”Ή Multi chain activity stabilizing after Q3 slide Bullish πŸ“ˆ (@growthepie_eth)"
X Link 2025-12-01T12:59Z 11.1K followers, 2949 engagements

"Annual stablecoin transfer volume just blew past $XX trillion.🚨 Top X chains by 365d transfer volume: X. Ethereum: $XXXX trillion X. Base: $XXXX trillion X. Tron: $XXX trillion X. Solana: $XXX trillion 5.Avalanche: $XXXXX billion"
X Link 2025-12-03T03:50Z 11.1K followers, 1236 engagements

"Do fundamentals matter in crypto The data says yes Greenfield Research ran ML models on XX DeFi tokens (20212025) and found: πŸ”Ή Fundamentals barely help on 1M horizons πŸ”Ή Over 6M models with TVL fees revenue DAU and txs are clearly more predictive πŸ”ΉSince 2024 fundamentals matter most in bearish conditions as the market matures Great analysis by @greenfield_cap. Must read"
X Link 2025-12-03T08:08Z 11.1K followers, 2009 engagements

"Impressive growth @ether_fiπŸ’ͺ"
X Link 2025-12-05T05:46Z 11.1K followers, 1355 engagements

"Agree with this framing. Onchain data already looks like scenario 1: stablecoins RWA L2 payments and base-layer infra are compounding regardless of price while casino tokens still oscillate in four year narrative cycles. Infra usage is on an S-curve toward early majority speculation remains a side show. Great read.πŸ‘‡"
X Link 2025-12-05T11:17Z 11.1K followers, XXX engagements

"Spot trading on decentralized exchanges keeps taking market share from centralized exchanges. Back in 2019 it was basically zero. Today decentralized exchanges handle roughly XX to XX percent of all spot trading.🀯"
X Link 2025-11-24T15:00Z 11.1K followers, 1199 engagements

"Privacy protocols TVL just hit a new ATH at $1.4B up from only $2.5k in 2019. Zcash is up 15x in XX days and just had its strongest week of 2025 with 565k transfers and a 3.1x shielded vs transparent ratio. Railgun has processed $4.2B in shielded volume and sits around $100M TVL up XX% YoY"
X Link 2025-11-27T12:15Z 11.1K followers, 2426 engagements

"Sony is launching its own stablecoin Read that again. This isn't some random crypto project. This is one of the world's largest entertainment conglomerates building onchain payment infrastructure for millions of existing users. πŸ’Ž Sony Bank applied for a US banking license in October πŸ’Ž Partnering with Bastion for stablecoin infrastructure πŸ’Ž Target launch: fiscal 2026 πŸ’Ž Use case: games anime subscriptions. Replacing credit card fees with stablecoin rails. Now zoom out. GTA6 drops in 2026. The biggest entertainment launch in history. Rockstar already pioneered in-game economies with GTA"
X Link 2025-12-01T13:15Z 11.1K followers, 72K engagements

"Amundi just launched a tokenized money market fund on Ethereum You've probably never heard of them. They manage XXX trillion. Bigger than Fidelity's asset management arm. Bigger than PIMCO. Number one in Europe top ten globally. They did it on November 4th. Told nobody. Announced it three weeks later like it was nothing. πŸ”Ή BlackRock chose Ethereum πŸ”Ή Franklin Templeton chose Ethereum πŸ”Ή Amundi chose Ethereum Not Solana. Not private chains. Not "enterprise blockchain." Public permissionless Ethereum. This is the pattern now. They've made their decision. Quietly. Every few weeks another"
X Link 2025-12-01T14:30Z 11.1K followers, 4096 engagements

"Polygon just became the quiet giant of stablecoin payments πŸ’Ž Payment apps hit $1B in November nearly 3x since January πŸ’Ž Stripe routed $64M in USDC on Polygon this year nearly matching Ethereum πŸ’Ž Local-currency stables like XSGD BRZ and JPYC crossed $10B lifetime volume πŸ’Ž Half of all transactions are $XX to $XXX. Real retail activity not whale shuffling. Behind the scenes: Avenia Paxos (powering PayPal Stripe Mercado Pago) and Coinflow processed almost $900M last month alone. Up 4.7x from January"
X Link 2025-12-04T11:58Z 11.1K followers, 1036 engagements

"Ethereum is leaving exchanges at the fastest rate in years. πŸ”Ή Spot supply keeps draining balances are back at multi-year lows πŸ”Ή Exchange reserves just dropped to 16.5M ETH the lowest since early 2023 Are whales quietly loading up ahead of 2026"
X Link 2025-12-05T11:43Z 11.1K followers, 4100 engagements

"Regulatory momentum for crypto is clearly accelerating worldwide I still remain extremely optimistic for 2026 and believe it will be a major year for crypto with altcoins in particular set up for a strong catch-up to Bitcoin & tech stocks. πŸ”Ή In the US the FDIC is preparing the first stablecoin rules under the GENIUS Act plus guidance on tokenized deposits and bank tokenization activities πŸ”Ή In Europe senior policymakers now describe tokenization and DeFi as the future operating system of financial markets πŸ”Ή Institutions are stepping in: Amundi is tokenizing a money market fund on Ethereum"
X Link 2025-12-05T13:30Z 11.1K followers, XXX engagements

"Absurd pricing for Mainnet blockspace. 🀯 I genuinely cant remember ETH transactions ever being this cheap πŸ”Ή Swaps at X cents πŸ”Ή Bridging at X cent πŸ”Ή Borrowing at X cents"
X Link 2025-12-07T13:00Z 11.1K followers, 9362 engagements

"How can you be bearish on crypto when the SEC Chairman tells you this"
X Link 2025-12-08T08:06Z 11.1K followers, 1145 engagements

"A world of 1000 stablecoin neobanks sounds like progress. It isnt. Not yet πŸ”Ή The infra behind most neobanks is fragile πŸ”Ή Too many dependencies on a handful of centralized vendors πŸ”Ή One outage and the entire stack breaks πŸ”Ή Users dont want cashback or perks πŸ”Ή Users want reliability that never fails Traditional banks win because they always work. Stablecoin neobanks lose because they usually work. We dont need 1000 apps built on brittle infra. We need one stablecoin neobank with real uptime real redundancy real resilience. Thats the only way stablecoins win. Great read.πŸ‘‡"
X Link 2025-12-08T14:53Z 11.1K followers, 1118 engagements

"Euro-based stablecoins are quietly breaking out. Tokenized euros have climbed to 750M. Up 7x since early 2023. Spikos EUTBL and Circles EURC are leading the charge. This is the market building euro liquidity onchain long before the ECB launches its digital euro in 2029. A multi-currency onchain economy is forming though over XX percent of all stablecoins are still USD-backed"
X Link 2025-11-14T12:00Z 11.1K followers, 1350 engagements

"ICOs are sooo back Something we @OnchainHQ predicted a while ago"
X Link 2025-12-08T07:52Z 11.1K followers, 1103 engagements

"CYPHERPUNK is more alive than ever. Compare what you can do onchain today to five years ago and the gap is obvious"
X Link 2025-12-08T07:55Z 11.1K followers, 1040 engagements

"Crypto exchanges are loaded with stablecoins $66.5B in top stablecoins sitting on exchanges right now. That's dry powder waiting to deploy. πŸ”Ή Investors aren't exiting crypto πŸ”Ή They're parked on the sidelines πŸ”Ή Ready to buy the next move Patience my friends. This capital doesn't sit idle forever. When conviction returns it rotates fast"
X Link 2025-12-10T03:50Z 11.1K followers, XXX engagements

"Visa processes about XXX million dollars a month through crypto cards πŸ”Ή XX of XX trackable programs use Visa only X use Mastercard. πŸ”Ή Rain RedotPay and Etherfi Cash drive about XXX million dollars of that flow. πŸ”Ή Teams choose Visa because it is cheaper faster to launch and less restrictive. πŸ”Ή Mastercards higher friction keeps its footprint small. πŸ”Ή Rain amplifies Visas lead by powering most major issuers in this segment"
X Link 2025-11-25T15:19Z 11.1K followers, 1585 engagements

"ETH is down XX% from its highs. Staking rate Still grinding at 29.7%. No panic. No mass exits. No capitulation from the people actually running the network. πŸ”Ή Price action says fear πŸ”Ή Onchain behavior says conviction This divergence tells you something. The marginal seller is a speculator. The base layer holders aren't budging"
X Link 2025-12-01T13:06Z 11.1K followers, 18K engagements

"ETH is leaving exchanges faster than BTC Only XXXX% of all Ethereum is still sitting on exchanges. That's almost half of Bitcoin's 14.8%. πŸ”Ή Staking is locking up supply πŸ”Ή DeFi is pulling ETH off CEXs πŸ”Ή Holders are not here to sell Supply is getting tighter"
X Link 2025-12-05T02:16Z 11.1K followers, 15K engagements

"Euro stablecoins are still a rounding error in the $305B stablecoin market XXXX% market share. $674M total. But post-MiCA The growth is hard to ignore. EURC transaction volume: +2727% USDC in the same period: +86% Top EUR stablecoins by market cap: πŸ”Ή EURC $334M (Circle) πŸ”Ή EURS $143M (STASIS) πŸ”Ή EURCV $76M (Socit Gnrale) πŸ”Ή EURA $28M (Angle) πŸ”Ή EURE $27M (Monerium)"
X Link 2025-12-06T10:06Z 11.1K followers, 1357 engagements

"Ethereum is now bigger than Visa and Mastercard At least when it comes to settling dollar-denominated transactions. πŸ”Ή Nearly X trillion USD in stablecoin volume in Q4 πŸ”Ή Already surpassing both Visa and Mastercards quarterly transaction volumes πŸ”Ή Ethereum has become the primary settlement layer for digital dollars πŸ”Ή The scale makes early DeFi activity look insignificant by comparison The onchain economy is pulling ahead of the traditional financial infrastructure"
X Link 2025-12-08T12:30Z 11.1K followers, 36.1K engagements

"BlackRock filed for a Staked ETH ETF A line has been crossed. πŸ”Ή Onchain staking yield is moving into regulated TradFi products πŸ”Ή The SEC is opening the door to yield-based crypto exposure πŸ”Ή Ethereum is being pulled deeper into the global financial system πŸ”Ή Staked ETH makes Ethereum ETFs more attractive for investors Net effect: Higher Ethereum ETF demand and stronger inflows in 2026"
X Link 2025-12-08T15:25Z 11.1K followers, 2024 engagements

"Great read on the state of Stablecoins in Southeast Asia. Non USD stablecoins are not a sideshow. They are becoming real settlement rails πŸ”Ή XSGD is the clear regional leader boosted by Grab and Alibaba integrations πŸ”Ή X issuers across X plus EVM chains yet SGD still drives over XX percent of DEX volume πŸ”Ή 258K transactions in Q2 2025: XX percent SGD XX percent IDR πŸ”Ή Active users above 10K with Polygon and BSC taking the lead πŸ”Ή USD reliance remains the structural bottleneck for regional commerce πŸ”Ή 260M underbanked citizens represent the real market that local stablecoins can reach"
X Link 2025-12-09T08:17Z 11.1K followers, XXX engagements

"Better late than neverπŸ‘ J.P. Morgan is now also all in on tokenization"
X Link 2025-12-09T08:50Z 11.1K followers, 1255 engagements

"DePINs 2025 revenue story is completely distorted by Bittensor Subnets. πŸ”Ή Subnet burns alone drive roughly 35M USD in Q4 fees πŸ”Ή Without them sector revenue growth is far weaker than headlines imply πŸ”Ή Aethir is the only non-Bittensor project showing meaningful scale πŸ”Ή Helium Akash and the rest remain tiny by comparison The real test is whether more DePIN networks can generate customer-driven fees instead of incentive-driven burns"
X Link 2025-12-09T11:15Z 11.1K followers, XXX engagements

"Despite the negative sentiment and the FUD around crypto treasury companies ETH held by ETFs and treasuries is pushing toward new all-time highs. Mainly driven by @BitMNR over the last couple of weeks"
X Link 2025-12-09T11:20Z 11.1K followers, XXX engagements

@LeonWaidmann
/creator/twitter::LeonWaidmann