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[@jon_charb](/creator/twitter/jon_charb)
"@ryanberckmans @potuz_eth @trent_vanepps @LidoFinance pushing market share to binance reducing market share from an underlying decentralized set of validators and negatively impacting Ethereum's reputation as a neutral platform to build a successful profit-motivated business is not a good outcome"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1943692737666064432) 2025-07-11 15:23:55 UTC 24.3K followers, 2433 engagements


"Core idea is treasury co should be worth NAV bc it has ability to arbitrage its own stock trading +/- NAV He also describes later why its heads I win tails I breakeven for private investors but a bad buy for public investors So mostly these just monetize uninformed retail"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945226492935278926) 2025-07-15 20:58:31 UTC 24.3K followers, 50.4K engagements


"cursed idea: what if the Trump family launched a treasury company to acquire $TRUMP"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945953955185401894) 2025-07-17 21:09:11 UTC 24.3K followers, 5148 engagements


"Tom Lee the best to ever do it Hats off to the ETH bulls you earned it"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945806762914844962) 2025-07-17 11:24:18 UTC 24.3K followers, 161.9K engagements


"imo the more relevant numbers to look at are: - adjusted MCAP $30bn (circulating supply + team/foundation ex emissions/incentives) - annualized earnings around $1bn - P/E 30x - strong earnings quality + growth similar conclusion looks very good vs comps"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945967489524912625) 2025-07-17 22:02:58 UTC 24.3K followers, 31.3K engagements


"@AdrianoFeria @hexidethmal @sassal0x "DCF has nothing to do with the core value proposition. cash flows matter to some extent" pick one "DCF is not the right valuation model for a network like Ethereum" have consistently said its incomplete"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1946016863135113588) 2025-07-18 01:19:10 UTC 24.3K followers, XXX engagements


"If/when BTC flips ETH on Base is Base an Ethereum L2 or a Bitcoin L2"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1929937782547341781) 2025-06-03 16:26:38 UTC 24.3K followers, 122.5K engagements


"HYPE did well with a huge airdrop & no funds raised PUMP is doing well with no airdrop & a huge ICO CT vastly over-indexed on the importance of Hyperliquids airdrop to its success Just build great products people will pay for Both do that - thats the simple takeaway"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945206035393716604) 2025-07-15 19:37:13 UTC 24.3K followers, 34.1K engagements


"@AdrianoFeria @hexidethmal @sassal0x "You also rejected the idea that ETH would become recognized as a SoV" wrong '"US to have an ETH-centric strategic reserve. aligned with Tom Lees argument for why financial institutions running stablecoins would want to hold ETH" advise you to kill this pitch its bad"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1946017268468453585) 2025-07-18 01:20:46 UTC 24.3K followers, XXX engagements


"Why have major CEXs like Binance & Coinbase still not listed HYPE at this point If it was for competitive reasons it should be clear by now thats backfired - not listing has just pushed people to buy onchain Is it just integration complexities/security concerns"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1947420900883894320) 2025-07-21 22:18:18 UTC 24.3K followers, 3001 engagements


"@sassal0x @hexidethmal @AdrianoFeria Great - lets make a bet on it: The US government will not create a special Strategic Ethereum Reserve to acquire ETH as they did with BTC What size would you like"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945981423506092094) 2025-07-17 22:58:20 UTC 24.3K followers, XXX engagements


"I often see Ethereans saying ETH is the next BTC & while maybe positive for short term trading the underlying idea is not good for Ethereum long term You dont see Solana saying SOL is the next ETH or Hyperliquid saying HYPE is the next SOL Build a unique identity"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1944186638705283556) 2025-07-13 00:06:30 UTC 24.3K followers, 68.3K engagements


"XRP doing more volume than BTC on coinbase lol"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945976493806416041) 2025-07-17 22:38:45 UTC 24.3K followers, 3228 engagements


"@AdrianoFeria @hexidethmal @sassal0x "As far as the current BTC strategic reserve goes Im only aware of the government selling BTC not buying it." the purpose of the reserve was to stop selling it and they're exploring how to add. i also never said the SBR was a good idea"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1946017469673378074) 2025-07-18 01:21:34 UTC 24.3K followers, XX engagements


"@kunalgoel Jito captures X% of the value they facilitate from SOL L2s capture XX% of the value they facilitate from ETH Jito keeps the users on Solana L2s take the users from Ethereum"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1947459476216504746) 2025-07-22 00:51:35 UTC 24.3K followers, XXX engagements


"@hexidethmal @sassal0x @AdrianoFeria The tweet literally says its not a reason for the ***government*** to buy ETH (or SOL or whatever other platforms facilitate stablecoins) Its very explicitly about how an ETH strategic reserve for the US government was a laughably dumb idea Ik its hard but try reading"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1946001581880549467) 2025-07-18 00:18:26 UTC 24.3K followers, XX engagements