[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.] [@JourneyMacro](/creator/twitter/JourneyMacro) "@LukeGromen Gold and all assets will be tokenized on Ethereum. "$ETH = tokenizing real world starting with stablecoins"- Tom Lee"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946203595369762999) 2025-07-18 13:41:10 UTC 3345 followers, XXX engagements "@0xkp__ This might interest you: signal boost using Ethereum sequencers:"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946544829300867099) 2025-07-19 12:17:07 UTC 3341 followers, XXX engagements "@EthWindward @NateGeraci @philbak1 💯 BlackRock pointed out the same thing as you: "Clients have clearly made the choice that they really do value decentralization credibility and security. And that is a great advantage that Ethereum continues to have." - Robbie Mitchnick BlackRock Head of Digital Assets"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946741987828519165) 2025-07-20 01:20:33 UTC 3330 followers, XX engagements "Called it 🫡 "If you are still thinking $4000 to $10000 ETH you don't understand ETH. You're still stuck in phase X mentality. The base case for ETH in the phase X universe I'm describing is $300000 ETH. 100x ETH should be your base case. Few.""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947072559809495114) 2025-07-20 23:14:07 UTC 3345 followers, 11.9K engagements "@WhaleInsider What the SEC Chair means is this: Global bank ledgers that were previously capital silos can now participate in the one single global financial network. That financial network is Ethereum. The network effect of ETH is going to be MASSIVE"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946197123017621567) 2025-07-18 13:15:27 UTC 3329 followers, XXX engagements "@Charles_BTCS @AdrianoFeria @NasdaqBTCS @MARA @bitbuy @WonderFi Can I perhaps suggest three things 1) change the ticker 2) go big. Really really big in raising funds. 3) Try to get a legit crypto OG involved. Maybe one of the Ethereum founders to sit on the board"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1944397058338959866) 2025-07-13 14:02:38 UTC 3328 followers, XXX engagements "Take everything you know about ETH's historic price movements and throw it out the window. Literally completely forget it. Why Phase 1: crypto was Ouroboros (first ten years). Phase 2: Ethereum enables open banking via stablecoins and tokenization. Phase X allows the world's financial system to graduate from separate banking ledgers around the world running on COBOL (ancient code) to share one ledger: Ethereum. Everything is going to be tokenized. The network effects on Ethereum will be unlike anything we've seen before. L1 and L2 chain fragmentation will soon be solved (within X months). The"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946356540077928767) 2025-07-18 23:48:55 UTC 3345 followers, 45.3K engagements "Called it 🫡 "I predict that at some point one or more of these major exchanges will pivot from BTC as a SoV to ETH as a SoV: Coinbase Tether/Bitfinex Gemini Kraken Binance OKX and Bybit. Why It's inevitable because the reality is Ethereum is the financial substrate for tokenization and stablecoins. " Kraken is a cornerstone investor into Ether machine. They're going to pivot to ETH sooner or later IMHO. "It will be backed by a group of crypto investors including exchanges Kraken and contributing more than $XXX million in equity financing at $XX a share the companies said.""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947249756075618304) 2025-07-21 10:58:14 UTC 3345 followers, XXX engagements "Weekend liquidity crashes because people can't buy cryptos on the weekend via banks. Elizabeth Warren helped shutdown Signature and Silvergate banks. "Senator Elizabeth Warrens regulatory advocacy contributed to the downfall of Silvergate Bank and Signature Bank. Silvergate operated the Silvergate Exchange Network (SEN) and Signature ran the Signet payments systemboth 24/7 real-time fiat settlement platforms crucial for crypto exchanges and institutional investors. Their closures driven by heightened scrutiny and market pressures disrupted these systems significantly reducing crypto liquidity"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1936553045971853329) 2025-06-21 22:33:20 UTC 3325 followers, XXX engagements "@BBusinesslamb @lucasaganronald I think there are two riders in the peloton with similar vo2 levels. One of them races during the year and the other doesn't"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947193311368008070) 2025-07-21 07:13:57 UTC 3345 followers, XXX engagements "@TrustlessState This you bro trying to add billions to Solana's marketcap"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946741333881913741) 2025-07-20 01:17:57 UTC 3335 followers, XXX engagements "@NateGeraci @yashroy87 @ElleBeyoud When the SEC chair says onchain he means this: Global bank ledgers that were previously capital silos can now participate in the one single global financial network. That financial network is called Ethereum. The network effect of ETH is going to be extremely massive"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946126740440719763) 2025-07-18 08:35:46 UTC 3329 followers, XXX engagements "@Cointelegraph What the SEC Chair means is this: Global bank ledgers that were previously capital silos can now participate in the one single global financial network. That financial network is Ethereum. The network effect of ETH is going to be MASSIVE"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946196860324175992) 2025-07-18 13:14:24 UTC 3327 followers, 1023 engagements "1) possibly motorbike drafting effect. 2) there's one other rider who could possibly do that Vingegaard. 3) I believe Pogacar burns more fat than other riders right up to before the end of the race where he turns on the glycolytic turbo. He always did so since he started racing in his teens. Inigo San Milan noted Pogacar always completed training with no issues. Until there's concrete proof otherwise I'm giving him the benefit of the doubt"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947288131969188136) 2025-07-21 13:30:44 UTC 3345 followers, XXX engagements "🤣 "Verdict: The information in the X post and related threads is largely accurate based on the evidence available up to June XX 2025. The events described reflect a controversial and ethically questionable launch of $AICC with Bankless facing significant criticism for its role.""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1933165590145122764) 2025-06-12 14:12:47 UTC 3334 followers, XXX engagements "@richardxlin @0xkp__ AggLayer is a smartcontract on Ethereum L1. It's updated via ZK proofs basically maths. It's not a multisig although the smartcontract itself is upgradable. I expect Polygon will put in place a time lag for upgrading the AggLayer smartcontract"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946734704830623749) 2025-07-20 00:51:36 UTC 3335 followers, XX engagements "This is no different to John Laws and the Mississippi Company in the 1700s. People bought shares on hype that Louisiana (French at the time) was going to the moon. John bought the French national bank and printed money. Michael Saylor is trying to get sovereigns wealth funds to buy MSTR and central banks to buy BTC. He is also trying to get corporates to buy BTC as a Treasury asset. They said no with a XX% majority:"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1943418508722999653) 2025-07-10 21:14:14 UTC 3329 followers, XX engagements "@0xlaniakea I don't see a bear market for ETH TBH. Blue Line is going right and up. 🚀 Green Line will follow"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946735018317173076) 2025-07-20 00:52:51 UTC 3345 followers, XXX engagements "I'm seeing ETH shorts getting squeezed higher and higher right now. If it wasn't for billions of dollars in ETH shorts by hedge funds and BTC maxis we would already be near $10k ETH"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1945783982546882603) 2025-07-17 09:53:47 UTC 3307 followers, 2122 engagements "@SantiagoAuFund Central bank controls programmable CBDCs. No one controls a decentralized financial network. Consumers having choice is important for freedom"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946374738764611813) 2025-07-19 01:01:14 UTC 3338 followers, XXX engagements "These are the people I used to argue with when I bought Bitcoin at $XXX in 2013 and Ethereum at $XX in 2016. 🤣"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946538015410860474) 2025-07-19 11:50:02 UTC 3345 followers, 2025 engagements "@DeFi_Dad We need to start thinking about ETH in phase X mode:"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946388500309512553) 2025-07-19 01:55:55 UTC 3335 followers, XXX engagements "@arturoboracay @debamit007 @fejau_inc Macro traders should have known that BTC is a dead end since small blocks. They would have spent the last X years accumulating ETH IMHO"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947194631227342876) 2025-07-21 07:19:11 UTC 3342 followers, XX engagements "I got lucky in 2013 with BTC because in 2009 after the 2008 GFC I realized I didn't know what money is. I couldn't answer the question: "what is this thing we call money" (And I have law accounting and economics degrees) Nothing in University taught us what money actually is. It took several months to figure out the banking system was printing money out of thin air. That's when I started buying Gold and Silver in 2009 Bitcoin in 2013 Ethereum in 2016 then Matic in 2019"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946246322971107489) 2025-07-18 16:30:57 UTC 3327 followers, XX engagements "@BitwiseInvest @Matt_Hougan For those who can calculate percentages: "Bitcoin is a $200k opportunity :( Ethereum is a $200k opportunity :) ""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946205689405489461) 2025-07-18 13:49:29 UTC 3325 followers, XXX engagements "@Mudit__Gupta Make the AggLayer execute seamless cross chain transactions on mainnet. Charge 0.1%-0.25% fees (Across Protocol charges 0.25%)"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1942774695604150769) 2025-07-09 02:35:57 UTC 3327 followers, XXX engagements "@jessepollak @baseapp @wirexpaychain @matveevp 👀 Wirex pay needs this"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946783556161937889) 2025-07-20 04:05:43 UTC 3335 followers, XX engagements "@MarcShawnBrown One is a trustless decentralized ledger for the world. The other is a casino"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946933269850947872) 2025-07-20 14:00:38 UTC 3344 followers, XX engagements "Grok alpha: "Most forecasts (e.g. from Bloomberg) are linear ignoring Metcalfe's n explosion. If daily users double from 1M to 2M value doesn't doubleit quadruples. With Web3 gaming metaverses and DePIN (decentralized physical infrastructure) exploding this tipping point could hit by 2027-2028 not 2035 as skeptics claim.""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1945987407754707196) 2025-07-17 23:22:07 UTC 3324 followers, XX engagements "Called this too lol "One Tom Lee is worth XX x Michael Saylors. Can you imagine Stablecoins and ETH every week on CNBC and Bloomberg. 🤣""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947156552303190363) 2025-07-21 04:47:53 UTC 3345 followers, XXX engagements "@digitalartchick 💯 Ethereum is enabling global bank ledgers to intermingle trustlessly to create the world's largest financial network. The financial network effects will be the largest seen in the history of the world. ETH is the unit representing this new open banking system"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946007593157357660) 2025-07-18 00:42:19 UTC 3324 followers, XXX engagements "Means we're going to $300000 ETH uncle: Ethereum is enabling global bank ledgers to intermingle trustlessly to create the world's largest financial network. The financial network effects will be the largest seen in the history of the world. ETH is the unit representing this new open banking system"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946008231719133235) 2025-07-18 00:44:52 UTC 3327 followers, XXX engagements "ETH shorts are now being incinerated. If it wasn't for billions of dollars in ETH shorts by hedge funds and BTC maxis we would already be near $10k ETH"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946090057926132115) 2025-07-18 06:10:01 UTC 3326 followers, 3518 engagements "@Agglayer You need to demonstrate seamless cross chain transactions with a bridge like Across Protocol that's embedded into sushiswap. There's zero point talking about it being live when it's not useful to anyone"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1944595991426191586) 2025-07-14 03:13:07 UTC 3328 followers, XXX engagements "@NateGeraci @philbak1 💯 Few understand what tokenization is going to do:"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946739395870195996) 2025-07-20 01:10:15 UTC 3335 followers, XXX engagements "Over the last XX years crypto users have largely been trading tokens and NFTs with each other. (What Vitalik refers to as the Ouroboros trade) TBQH people were trading mainly useless tokens with each other. Even so ETH's marketcap reached hundreds of billions dollars. ----------- The next phase: We're now at the precipice of the next era in Crypto. Stablecoins and tokenization (recently recognized by Larry Fink Tom Lee and Vlad Tenev) transitions Ethereum from Ouroboros to Ethereum as THE world ledger. This is extremely important to understand: People don't realize we're transitioning from a"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946000857314865410) 2025-07-18 00:15:33 UTC 3328 followers, 6168 engagements "Nic doesn't understand what ETH is. He thinks ETH is just another token like BTC when ETH is actually the token that enables open banking. What is open banking It's the open decentralized financial network that allows banks and companies to transact and share stablecoins and tokenized assets globally"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946123658038296728) 2025-07-18 08:23:31 UTC 3328 followers, XXX engagements "@0xkp__ There's two: 1) bridging with signal boost using Ethereum sequencers. It'll be "expensive" initially until L1 gets to 10000 TPS. 2) unified bridge aka AggLayer. This will be cheap from day one but will have some very small smartcontract risk"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946520487510818958) 2025-07-19 10:40:23 UTC 3345 followers, XXX engagements "We are waiting for stablecoins to build to $XXX trillion "Recent reporting projects that stablecoins could grow into a $XXX trillion market by the end of the decade. That scenario becomes more likely with passage of the GENIUS Act." - Scott Bessent And for Ethereum to absorb the FX markets: "Ethereum is about to absorb the $XXX TRILLION/DAY FX market and take stablecoin volume from $27.6T/year $XXX QUADRILLION""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947074244355203321) 2025-07-20 23:20:49 UTC 3345 followers, XXX engagements "💯 He is setting an artificial time limit of X months when this cycle is going to run for years due to stablecoin and tokenization adoption: "@SecScottBessent forecast $3.7T is 15x larger than current stablecoin - USDT USDC represents 25%-30% of Ethereum network fees today $CRCL 15x rise = exponential growth in Eth network usage Ethereum is a direct beneficiary of GENIUS Act and coming surge in stablecoins""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946736919959990721) 2025-07-20 01:00:24 UTC 3333 followers, XX engagements "@CamiRusso Ethereum is the thing that enables open banking and for corporates around the world to share one ledger effectively creating the world's largest financial network and deepest liquidity pools"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946076282443456790) 2025-07-18 05:15:16 UTC 3328 followers, XX engagements "You can thank me later "@SecScottBessent forecast $3.7T is 15x larger than current stablecoin - USDT USDC represents 25%-30% of Ethereum network fees today $CRCL 15x rise = exponential growth in Eth network usage Ethereum is a direct beneficiary of GENIUS Act and coming surge in stablecoins""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946736144802333043) 2025-07-20 00:57:20 UTC 3339 followers, XXX engagements "Nothing new under the sun Sir. God can do anything: X Chronicles 16:12-13 NET In the thirty-ninth year of his reign Asa developed a foot disease and his disease became severe. Yet even in his disease he did not seek the LORD but only the doctors. XX Asa passed away in the forty-first year of his reign"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946074457816375308) 2025-07-18 05:08:01 UTC 3327 followers, XXX engagements "Very few realize Ethereum is the blockchain that enables open banking and for corporates around the world to share one ledger. This will effectively create the world's largest financial network and deepest liquidity pools. The network effects on Ethereum will be extremely large with ETH set to benefit"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946202626271727669) 2025-07-18 13:37:19 UTC 3326 followers, 1030 engagements "@LordJamieVShiLL Yes they're the banks of the future which secures the open banking system we call Ethereum"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946003244154830900) 2025-07-18 00:25:03 UTC 3324 followers, XXX engagements "I disagree I think it's quite clear what happened. Verdict: The information in the X post and related threads is largely accurate based on the evidence available up to June XX 2025. The events described reflect a controversial and ethically questionable launch of $AICC with Bankless facing significant criticism for its role"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1933174049532002465) 2025-06-12 14:46:24 UTC 3334 followers, XXX engagements "@GenFlynn @DNIGabbard @BarackObama @POTUS @realDonaldTrump @TulsiGabbard One of the reasons it has taken so long for some people to finally see through Barack Obama is that people do not like to admit even to themselves that they have been played for fools by a slick-talking politician. Thomas Sowell"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946348664907293108) 2025-07-18 23:17:37 UTC 3329 followers, XXX engagements "@arturoboracay @debamit007 @fejau_inc I'm sure you're right. Quite surprising many people missed the point of BTC which is peer to peer transactions without third party involvement. I guess NGU makes people blind"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947198441433829582) 2025-07-21 07:34:20 UTC 3345 followers, XX engagements "People selling ETH below $300000 Hear me out: If we understand exponential returns from network effects aka "Metcalfe's Law" ETH is an easy 100x from here. Why 1) TPS increase in the next XX months is 10x. That alone is XX = 100x. 2) RWAs and stablecoins are primarily using Ethereum for tokenization. According to Tom Lee banks will want to secure ETH. 3) ETH is more capital efficient than BTC as ETH hodlers receive a yield + burn + loopback from onchain activity in one SoV crypto asset. 4) composability is being unlocked within X months. All the capital fragmentation caused by L2s will"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1945838154742940065) 2025-07-17 13:29:02 UTC 3322 followers, 1933 engagements "Tom Lee is going to be right. "@SecScottBessent forecast $3.7T is 15x larger than current stablecoin - USDT USDC represents 25%-30% of Ethereum network fees today $CRCL 15x rise = exponential growth in Eth network usage Ethereum is a direct beneficiary of GENIUS Act and coming surge in stablecoins""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946742854967288245) 2025-07-20 01:24:00 UTC 3345 followers, 1060 engagements "💯 Just accumulate ETH and stake it or at max do ETH2X. Don't overthink it and try to trade the ETH bull run over the next X years. "You dont have to be brilliant just consistently not stupid. - Charlie Munger"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947160120892514581) 2025-07-21 05:02:03 UTC 3345 followers, XXX engagements "@TheEtherMachine ETH is digital oil and digital Gold"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947250889074311510) 2025-07-21 11:02:44 UTC 3345 followers, 1625 engagements "@zerohedge If it wasn't for ETH shorts ETH would probably already be near $10000"  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1946090449812484603) 2025-07-18 06:11:34 UTC 3327 followers, 1307 engagements "Called it 🤓 "What's the time It's rotate-o'clock:""  [@JourneyMacro](/creator/x/JourneyMacro) on [X](/post/tweet/1947087311004741745) 2025-07-21 00:12:44 UTC 3345 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@JourneyMacro
"@LukeGromen Gold and all assets will be tokenized on Ethereum. "$ETH = tokenizing real world starting with stablecoins"- Tom Lee" @JourneyMacro on X 2025-07-18 13:41:10 UTC 3345 followers, XXX engagements
"@0xkp__ This might interest you: signal boost using Ethereum sequencers:" @JourneyMacro on X 2025-07-19 12:17:07 UTC 3341 followers, XXX engagements
"@EthWindward @NateGeraci @philbak1 💯 BlackRock pointed out the same thing as you: "Clients have clearly made the choice that they really do value decentralization credibility and security. And that is a great advantage that Ethereum continues to have." - Robbie Mitchnick BlackRock Head of Digital Assets" @JourneyMacro on X 2025-07-20 01:20:33 UTC 3330 followers, XX engagements
"Called it 🫡 "If you are still thinking $4000 to $10000 ETH you don't understand ETH. You're still stuck in phase X mentality. The base case for ETH in the phase X universe I'm describing is $300000 ETH. 100x ETH should be your base case. Few."" @JourneyMacro on X 2025-07-20 23:14:07 UTC 3345 followers, 11.9K engagements
"@WhaleInsider What the SEC Chair means is this: Global bank ledgers that were previously capital silos can now participate in the one single global financial network. That financial network is Ethereum. The network effect of ETH is going to be MASSIVE" @JourneyMacro on X 2025-07-18 13:15:27 UTC 3329 followers, XXX engagements
"@Charles_BTCS @AdrianoFeria @NasdaqBTCS @MARA @bitbuy @WonderFi Can I perhaps suggest three things 1) change the ticker 2) go big. Really really big in raising funds. 3) Try to get a legit crypto OG involved. Maybe one of the Ethereum founders to sit on the board" @JourneyMacro on X 2025-07-13 14:02:38 UTC 3328 followers, XXX engagements
"Take everything you know about ETH's historic price movements and throw it out the window. Literally completely forget it. Why Phase 1: crypto was Ouroboros (first ten years). Phase 2: Ethereum enables open banking via stablecoins and tokenization. Phase X allows the world's financial system to graduate from separate banking ledgers around the world running on COBOL (ancient code) to share one ledger: Ethereum. Everything is going to be tokenized. The network effects on Ethereum will be unlike anything we've seen before. L1 and L2 chain fragmentation will soon be solved (within X months). The" @JourneyMacro on X 2025-07-18 23:48:55 UTC 3345 followers, 45.3K engagements
"Called it 🫡 "I predict that at some point one or more of these major exchanges will pivot from BTC as a SoV to ETH as a SoV: Coinbase Tether/Bitfinex Gemini Kraken Binance OKX and Bybit. Why It's inevitable because the reality is Ethereum is the financial substrate for tokenization and stablecoins. " Kraken is a cornerstone investor into Ether machine. They're going to pivot to ETH sooner or later IMHO. "It will be backed by a group of crypto investors including exchanges Kraken and contributing more than $XXX million in equity financing at $XX a share the companies said."" @JourneyMacro on X 2025-07-21 10:58:14 UTC 3345 followers, XXX engagements
"Weekend liquidity crashes because people can't buy cryptos on the weekend via banks. Elizabeth Warren helped shutdown Signature and Silvergate banks. "Senator Elizabeth Warrens regulatory advocacy contributed to the downfall of Silvergate Bank and Signature Bank. Silvergate operated the Silvergate Exchange Network (SEN) and Signature ran the Signet payments systemboth 24/7 real-time fiat settlement platforms crucial for crypto exchanges and institutional investors. Their closures driven by heightened scrutiny and market pressures disrupted these systems significantly reducing crypto liquidity" @JourneyMacro on X 2025-06-21 22:33:20 UTC 3325 followers, XXX engagements
"@BBusinesslamb @lucasaganronald I think there are two riders in the peloton with similar vo2 levels. One of them races during the year and the other doesn't" @JourneyMacro on X 2025-07-21 07:13:57 UTC 3345 followers, XXX engagements
"@TrustlessState This you bro trying to add billions to Solana's marketcap" @JourneyMacro on X 2025-07-20 01:17:57 UTC 3335 followers, XXX engagements
"@NateGeraci @yashroy87 @ElleBeyoud When the SEC chair says onchain he means this: Global bank ledgers that were previously capital silos can now participate in the one single global financial network. That financial network is called Ethereum. The network effect of ETH is going to be extremely massive" @JourneyMacro on X 2025-07-18 08:35:46 UTC 3329 followers, XXX engagements
"@Cointelegraph What the SEC Chair means is this: Global bank ledgers that were previously capital silos can now participate in the one single global financial network. That financial network is Ethereum. The network effect of ETH is going to be MASSIVE" @JourneyMacro on X 2025-07-18 13:14:24 UTC 3327 followers, 1023 engagements
"1) possibly motorbike drafting effect. 2) there's one other rider who could possibly do that Vingegaard. 3) I believe Pogacar burns more fat than other riders right up to before the end of the race where he turns on the glycolytic turbo. He always did so since he started racing in his teens. Inigo San Milan noted Pogacar always completed training with no issues. Until there's concrete proof otherwise I'm giving him the benefit of the doubt" @JourneyMacro on X 2025-07-21 13:30:44 UTC 3345 followers, XXX engagements
"🤣 "Verdict: The information in the X post and related threads is largely accurate based on the evidence available up to June XX 2025. The events described reflect a controversial and ethically questionable launch of $AICC with Bankless facing significant criticism for its role."" @JourneyMacro on X 2025-06-12 14:12:47 UTC 3334 followers, XXX engagements
"@richardxlin @0xkp__ AggLayer is a smartcontract on Ethereum L1. It's updated via ZK proofs basically maths. It's not a multisig although the smartcontract itself is upgradable. I expect Polygon will put in place a time lag for upgrading the AggLayer smartcontract" @JourneyMacro on X 2025-07-20 00:51:36 UTC 3335 followers, XX engagements
"This is no different to John Laws and the Mississippi Company in the 1700s. People bought shares on hype that Louisiana (French at the time) was going to the moon. John bought the French national bank and printed money. Michael Saylor is trying to get sovereigns wealth funds to buy MSTR and central banks to buy BTC. He is also trying to get corporates to buy BTC as a Treasury asset. They said no with a XX% majority:" @JourneyMacro on X 2025-07-10 21:14:14 UTC 3329 followers, XX engagements
"@0xlaniakea I don't see a bear market for ETH TBH. Blue Line is going right and up. 🚀 Green Line will follow" @JourneyMacro on X 2025-07-20 00:52:51 UTC 3345 followers, XXX engagements
"I'm seeing ETH shorts getting squeezed higher and higher right now. If it wasn't for billions of dollars in ETH shorts by hedge funds and BTC maxis we would already be near $10k ETH" @JourneyMacro on X 2025-07-17 09:53:47 UTC 3307 followers, 2122 engagements
"@SantiagoAuFund Central bank controls programmable CBDCs. No one controls a decentralized financial network. Consumers having choice is important for freedom" @JourneyMacro on X 2025-07-19 01:01:14 UTC 3338 followers, XXX engagements
"These are the people I used to argue with when I bought Bitcoin at $XXX in 2013 and Ethereum at $XX in 2016. 🤣" @JourneyMacro on X 2025-07-19 11:50:02 UTC 3345 followers, 2025 engagements
"@DeFi_Dad We need to start thinking about ETH in phase X mode:" @JourneyMacro on X 2025-07-19 01:55:55 UTC 3335 followers, XXX engagements
"@arturoboracay @debamit007 @fejau_inc Macro traders should have known that BTC is a dead end since small blocks. They would have spent the last X years accumulating ETH IMHO" @JourneyMacro on X 2025-07-21 07:19:11 UTC 3342 followers, XX engagements
"I got lucky in 2013 with BTC because in 2009 after the 2008 GFC I realized I didn't know what money is. I couldn't answer the question: "what is this thing we call money" (And I have law accounting and economics degrees) Nothing in University taught us what money actually is. It took several months to figure out the banking system was printing money out of thin air. That's when I started buying Gold and Silver in 2009 Bitcoin in 2013 Ethereum in 2016 then Matic in 2019" @JourneyMacro on X 2025-07-18 16:30:57 UTC 3327 followers, XX engagements
"@BitwiseInvest @Matt_Hougan For those who can calculate percentages: "Bitcoin is a $200k opportunity :( Ethereum is a $200k opportunity :) "" @JourneyMacro on X 2025-07-18 13:49:29 UTC 3325 followers, XXX engagements
"@Mudit__Gupta Make the AggLayer execute seamless cross chain transactions on mainnet. Charge 0.1%-0.25% fees (Across Protocol charges 0.25%)" @JourneyMacro on X 2025-07-09 02:35:57 UTC 3327 followers, XXX engagements
"@jessepollak @baseapp @wirexpaychain @matveevp 👀 Wirex pay needs this" @JourneyMacro on X 2025-07-20 04:05:43 UTC 3335 followers, XX engagements
"@MarcShawnBrown One is a trustless decentralized ledger for the world. The other is a casino" @JourneyMacro on X 2025-07-20 14:00:38 UTC 3344 followers, XX engagements
"Grok alpha: "Most forecasts (e.g. from Bloomberg) are linear ignoring Metcalfe's n explosion. If daily users double from 1M to 2M value doesn't doubleit quadruples. With Web3 gaming metaverses and DePIN (decentralized physical infrastructure) exploding this tipping point could hit by 2027-2028 not 2035 as skeptics claim."" @JourneyMacro on X 2025-07-17 23:22:07 UTC 3324 followers, XX engagements
"Called this too lol "One Tom Lee is worth XX x Michael Saylors. Can you imagine Stablecoins and ETH every week on CNBC and Bloomberg. 🤣"" @JourneyMacro on X 2025-07-21 04:47:53 UTC 3345 followers, XXX engagements
"@digitalartchick 💯 Ethereum is enabling global bank ledgers to intermingle trustlessly to create the world's largest financial network. The financial network effects will be the largest seen in the history of the world. ETH is the unit representing this new open banking system" @JourneyMacro on X 2025-07-18 00:42:19 UTC 3324 followers, XXX engagements
"Means we're going to $300000 ETH uncle: Ethereum is enabling global bank ledgers to intermingle trustlessly to create the world's largest financial network. The financial network effects will be the largest seen in the history of the world. ETH is the unit representing this new open banking system" @JourneyMacro on X 2025-07-18 00:44:52 UTC 3327 followers, XXX engagements
"ETH shorts are now being incinerated. If it wasn't for billions of dollars in ETH shorts by hedge funds and BTC maxis we would already be near $10k ETH" @JourneyMacro on X 2025-07-18 06:10:01 UTC 3326 followers, 3518 engagements
"@Agglayer You need to demonstrate seamless cross chain transactions with a bridge like Across Protocol that's embedded into sushiswap. There's zero point talking about it being live when it's not useful to anyone" @JourneyMacro on X 2025-07-14 03:13:07 UTC 3328 followers, XXX engagements
"@NateGeraci @philbak1 💯 Few understand what tokenization is going to do:" @JourneyMacro on X 2025-07-20 01:10:15 UTC 3335 followers, XXX engagements
"Over the last XX years crypto users have largely been trading tokens and NFTs with each other. (What Vitalik refers to as the Ouroboros trade) TBQH people were trading mainly useless tokens with each other. Even so ETH's marketcap reached hundreds of billions dollars. ----------- The next phase: We're now at the precipice of the next era in Crypto. Stablecoins and tokenization (recently recognized by Larry Fink Tom Lee and Vlad Tenev) transitions Ethereum from Ouroboros to Ethereum as THE world ledger. This is extremely important to understand: People don't realize we're transitioning from a" @JourneyMacro on X 2025-07-18 00:15:33 UTC 3328 followers, 6168 engagements
"Nic doesn't understand what ETH is. He thinks ETH is just another token like BTC when ETH is actually the token that enables open banking. What is open banking It's the open decentralized financial network that allows banks and companies to transact and share stablecoins and tokenized assets globally" @JourneyMacro on X 2025-07-18 08:23:31 UTC 3328 followers, XXX engagements
"@0xkp__ There's two: 1) bridging with signal boost using Ethereum sequencers. It'll be "expensive" initially until L1 gets to 10000 TPS. 2) unified bridge aka AggLayer. This will be cheap from day one but will have some very small smartcontract risk" @JourneyMacro on X 2025-07-19 10:40:23 UTC 3345 followers, XXX engagements
"We are waiting for stablecoins to build to $XXX trillion "Recent reporting projects that stablecoins could grow into a $XXX trillion market by the end of the decade. That scenario becomes more likely with passage of the GENIUS Act." - Scott Bessent And for Ethereum to absorb the FX markets: "Ethereum is about to absorb the $XXX TRILLION/DAY FX market and take stablecoin volume from $27.6T/year $XXX QUADRILLION"" @JourneyMacro on X 2025-07-20 23:20:49 UTC 3345 followers, XXX engagements
"💯 He is setting an artificial time limit of X months when this cycle is going to run for years due to stablecoin and tokenization adoption: "@SecScottBessent forecast $3.7T is 15x larger than current stablecoin - USDT USDC represents 25%-30% of Ethereum network fees today $CRCL 15x rise = exponential growth in Eth network usage Ethereum is a direct beneficiary of GENIUS Act and coming surge in stablecoins"" @JourneyMacro on X 2025-07-20 01:00:24 UTC 3333 followers, XX engagements
"@CamiRusso Ethereum is the thing that enables open banking and for corporates around the world to share one ledger effectively creating the world's largest financial network and deepest liquidity pools" @JourneyMacro on X 2025-07-18 05:15:16 UTC 3328 followers, XX engagements
"You can thank me later "@SecScottBessent forecast $3.7T is 15x larger than current stablecoin - USDT USDC represents 25%-30% of Ethereum network fees today $CRCL 15x rise = exponential growth in Eth network usage Ethereum is a direct beneficiary of GENIUS Act and coming surge in stablecoins"" @JourneyMacro on X 2025-07-20 00:57:20 UTC 3339 followers, XXX engagements
"Nothing new under the sun Sir. God can do anything: X Chronicles 16:12-13 NET In the thirty-ninth year of his reign Asa developed a foot disease and his disease became severe. Yet even in his disease he did not seek the LORD but only the doctors. XX Asa passed away in the forty-first year of his reign" @JourneyMacro on X 2025-07-18 05:08:01 UTC 3327 followers, XXX engagements
"Very few realize Ethereum is the blockchain that enables open banking and for corporates around the world to share one ledger. This will effectively create the world's largest financial network and deepest liquidity pools. The network effects on Ethereum will be extremely large with ETH set to benefit" @JourneyMacro on X 2025-07-18 13:37:19 UTC 3326 followers, 1030 engagements
"@LordJamieVShiLL Yes they're the banks of the future which secures the open banking system we call Ethereum" @JourneyMacro on X 2025-07-18 00:25:03 UTC 3324 followers, XXX engagements
"I disagree I think it's quite clear what happened. Verdict: The information in the X post and related threads is largely accurate based on the evidence available up to June XX 2025. The events described reflect a controversial and ethically questionable launch of $AICC with Bankless facing significant criticism for its role" @JourneyMacro on X 2025-06-12 14:46:24 UTC 3334 followers, XXX engagements
"@GenFlynn @DNIGabbard @BarackObama @POTUS @realDonaldTrump @TulsiGabbard One of the reasons it has taken so long for some people to finally see through Barack Obama is that people do not like to admit even to themselves that they have been played for fools by a slick-talking politician. Thomas Sowell" @JourneyMacro on X 2025-07-18 23:17:37 UTC 3329 followers, XXX engagements
"@arturoboracay @debamit007 @fejau_inc I'm sure you're right. Quite surprising many people missed the point of BTC which is peer to peer transactions without third party involvement. I guess NGU makes people blind" @JourneyMacro on X 2025-07-21 07:34:20 UTC 3345 followers, XX engagements
"People selling ETH below $300000 Hear me out: If we understand exponential returns from network effects aka "Metcalfe's Law" ETH is an easy 100x from here. Why 1) TPS increase in the next XX months is 10x. That alone is XX = 100x. 2) RWAs and stablecoins are primarily using Ethereum for tokenization. According to Tom Lee banks will want to secure ETH. 3) ETH is more capital efficient than BTC as ETH hodlers receive a yield + burn + loopback from onchain activity in one SoV crypto asset. 4) composability is being unlocked within X months. All the capital fragmentation caused by L2s will" @JourneyMacro on X 2025-07-17 13:29:02 UTC 3322 followers, 1933 engagements
"Tom Lee is going to be right. "@SecScottBessent forecast $3.7T is 15x larger than current stablecoin - USDT USDC represents 25%-30% of Ethereum network fees today $CRCL 15x rise = exponential growth in Eth network usage Ethereum is a direct beneficiary of GENIUS Act and coming surge in stablecoins"" @JourneyMacro on X 2025-07-20 01:24:00 UTC 3345 followers, 1060 engagements
"💯 Just accumulate ETH and stake it or at max do ETH2X. Don't overthink it and try to trade the ETH bull run over the next X years. "You dont have to be brilliant just consistently not stupid. - Charlie Munger" @JourneyMacro on X 2025-07-21 05:02:03 UTC 3345 followers, XXX engagements
"@TheEtherMachine ETH is digital oil and digital Gold" @JourneyMacro on X 2025-07-21 11:02:44 UTC 3345 followers, 1625 engagements
"@zerohedge If it wasn't for ETH shorts ETH would probably already be near $10000" @JourneyMacro on X 2025-07-18 06:11:34 UTC 3327 followers, 1307 engagements
"Called it 🤓 "What's the time It's rotate-o'clock:"" @JourneyMacro on X 2025-07-21 00:12:44 UTC 3345 followers, XXX engagements
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