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# ![@jon_charb Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1484537340412452868.png) @jon_charb Jon Charbonneau 🇺🇸

Jon Charbonneau 🇺🇸 posts on X about sol, ethereum, hyperliquid, sec the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1484537340412452868/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1484537340412452868/c:line/m:interactions.svg)

- X Week XXXXXXX +1,498%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +57%
- X Year XXXXXXXXX +129%

### Mentions: XX [#](/creator/twitter::1484537340412452868/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1484537340412452868/c:line/m:posts_active.svg)

- X Week XX +181%
- X Month XXX +60%
- X Months XXX +16%
- X Year XXX +199%

### Followers: XXXXXX [#](/creator/twitter::1484537340412452868/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1484537340412452868/c:line/m:followers.svg)

- X Week XXXXXX +0.75%
- X Month XXXXXX +1.60%
- X Months XXXXXX +24%
- X Year XXXXXX +51%

### CreatorRank: XXXXXXX [#](/creator/twitter::1484537340412452868/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1484537340412452868/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1484537340412452868/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #4333 [finance](/list/finance)  XXXX% [exchanges](/list/exchanges)  #936 [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[sol](/topic/sol) 9.72%, [ethereum](/topic/ethereum) #868, [hyperliquid](/topic/hyperliquid) #66, [sec](/topic/sec) 5.56%, [stablecoins](/topic/stablecoins) 5.56%, [rev](/topic/rev) 4.17%, [mcap](/topic/mcap) #15, [solana](/topic/solana) 4.17%, [strategic reserve](/topic/strategic-reserve) 4.17%, [bitcoin](/topic/bitcoin) #1298

**Top accounts mentioned or mentioned by**
[@hexidethmal](/creator/undefined) [@coinmarketcap](/creator/undefined) [@coingecko](/creator/undefined) [@adrianoferia](/creator/undefined) [@sassal0x](/creator/undefined) [@vivekventures](/creator/undefined) [@jrag0x](/creator/undefined) [@chainyoda](/creator/undefined) [@crypt0panda](/creator/undefined) [@ryanberckmans](/creator/undefined) [@drjaspereth](/creator/undefined) [@chamathsintern](/creator/undefined) [@ryanwatkins](/creator/undefined) [@kyletorpey](/creator/undefined) [@verhollj](/creator/undefined) [@mteamisloading](/creator/undefined) [@ppat_throwaway](/creator/undefined) [@trustlessstate](/creator/undefined) [@drjasper_eth](/creator/undefined) [@coinerhermes](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [MAGA (TRUMP)](/topic/$trump) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Pump.fun (PUMP)](/topic/pumpfun)
### Top Social Posts [#](/creator/twitter::1484537340412452868/posts)
---
Top posts by engagements in the last XX hours

"@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, 2412 engagements


"@Jrag0x you have the mental capacity of a rock you literally said I was "trying to dishonestly downplay the SEC war's impact on ETH's underperformance relative to their bags" this isnt a strawman this is exactly what you're saying lmao"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945125754850705596) 2025-07-15 14:18:13 UTC 24.3K followers, XXX 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, 49.9K engagements


"@Jrag0x to be even clearer then if you actually think the SEC is *EVEN A TINY* reason that ETH underperformed alt L1s like SOL the last few years please stop trading or even talking about crypto it is literally the opposite retardio"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945126345480049001) 2025-07-15 14:20:34 UTC 24.3K followers, XXX 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, 4914 engagements


"@RyanWatkins_ REV buybacks though good sign making $ is indeed good agree that focus should often be more on building a great platform though"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945192712853958986) 2025-07-15 18:44:17 UTC 24.3K followers, 1247 engagements


"@drjasper_eth @sassal0x @hexidethmal @AdrianoFeria Iirc executive order was: Bucket X - BTC special US acquires & holds explore adding more no sales Bucket X - all other crypto may be sold Betting ETH alone doesnt get special treatment on par w BTC MCAP ratio is 5:1 so happy to do that Timing current admin I guess"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945993316392173800) 2025-07-17 23:45:36 UTC 24.3K followers, XXX engagements


"@AdrianoFeria incorrect he is shilling the things that we said to lean into more (institutional stablecoins) not the stuff weve been ridiculing (ultrasound money raspberry pi validators etc)"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945868911519400289) 2025-07-17 15:31:15 UTC 24.3K followers, 1606 engagements


"Also theyll dismiss BTCs success as being *because of Saylor* & think copying it will make ETH the same This ignores the fact that Saylors strategy worked *because of BTC* He didnt come out of nowhere & pick BTC randomly it was BTC for a reason"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1944187913941471269) 2025-07-13 00:11:34 UTC 24.3K followers, 8503 engagements


"the fact that the Hyperliquid market is called PUMP and not unitPUMP or some other weird bridge derivative name matters a lot"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945213499187073447) 2025-07-15 20:06:53 UTC 24.3K followers, 7380 engagements


"I keep seeing this every fund thinks the price is going to $X so that means it wont happen No price predictions but this logic is broken"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1944153774584381441) 2025-07-12 21:55:55 UTC 24.3K followers, 4739 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, 160.7K 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, 30K engagements


"Coinbase should just build real perps into Coinbase Wallet using Hyperliquid underneath and monetize via builder codes like Phantom"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1944395305622835231) 2025-07-13 13:55:40 UTC 24.3K followers, 17.9K engagements


"@drjasper_eth @Jrag0x We have two sides 1) regs went after projects like tornado 2) SEC named SOL a security went after Foundation+Labs so exchanges like Robinhood force liquidated SOL holders while ETH got futures then spot ETFs Thinking thats relatively worse for ETH is lmfao"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945152139795259578) 2025-07-15 16:03:03 UTC 24.3K followers, XXX 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 you actually think the SEC is the reason that ETH underperformed alt L1s like SOL the last few years please stop trading or even talking about crypto"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945123387157733772) 2025-07-15 14:08:48 UTC 24.3K followers, 26.2K 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, 122.4K engagements


"@chainyoda yes sidelined (in btc hype pump)"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945277055328714959) 2025-07-16 00:19:26 UTC 24.3K followers, XXX engagements


"@FelixLts definitely agree with this something to consider & of varying importance to different chains expect most valuable for less mature ones also imagine there might be some way to have varying incentives done via governance but probably tougher haven't thought through in depth"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945615401942913199) 2025-07-16 22:43:54 UTC 24.3K followers, XXX engagements


"@drjasper_eth @nelsonmckey "we've gone up in price for a few weeks after a multi-year downtrend" is not a convincing argument for a long-term thesis even i (as someone who doubts the long-term thesis) could clearly see the short-mid-term trade incoming these are very different"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945833559429673282) 2025-07-17 13:10:47 UTC 24.3K followers, XXX engagements


"shocked to see that the CT mob is bad at pricing assets"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945283193021616353) 2025-07-16 00:43:49 UTC 24.3K followers, 3582 engagements


"I still own X ETH think its overvalued especially vs comps & base case expect pivot rn to be too little too late to restore what was I've also been saying repeatedly since EF leadership change there's a real positive shift & I continue to invest in great Ethereum projects"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1915453782009274731) 2025-04-24 17:12:23 UTC 24.3K followers, 112.2K engagements


"This logic works given a liquid asset w/ existing public market price $X & everyones playing a game of chicken hoping it goes to $Y Thats indeed what crypto traders are often doing but its not the situation here The public market price discovery has simply not happened yet"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1944153777227149498) 2025-07-12 21:55:55 UTC 24.3K followers, 1134 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, 33.7K 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


"@kyletorpey Idt that was even the case though ETH got treated more like BTC than SOL They never named ETH a security in a lawsuit and it got ETFs"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945138899321290807) 2025-07-15 15:10:27 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, 68K 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


"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, 2852 engagements


"@optimistic_exit I think Ethereum has had many incredible original ideas which it is special for and has helped the space a lot Thats separate from the general point that I think many in the Ethereum community look up to BTC for direction/narrative/competition too often"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1944190634874552793) 2025-07-13 00:22:23 UTC 24.3K followers, XXX engagements


"very rough math but if: - SOL REV is 2x pump's current fee run rate - SOL REV is 1/2 from a pumpfun or pumpswap trade does that imply pump is at 50/50 margins & would 2x revenue w/ its own chain exact split matters a lot here curious if anyones run #s in more detail"  
![@jon_charb Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1484537340412452868.png) [@jon_charb](/creator/x/jon_charb) on [X](/post/tweet/1945285849379115213) 2025-07-16 00:54:22 UTC 24.3K followers, 5510 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


"@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

[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.]

@jon_charb Avatar @jon_charb Jon Charbonneau 🇺🇸

Jon Charbonneau 🇺🇸 posts on X about sol, ethereum, hyperliquid, sec the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX +1,498%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXXXX +57%
  • X Year XXXXXXXXX +129%

Mentions: XX #

Mentions Line Chart

  • X Week XX +181%
  • X Month XXX +60%
  • X Months XXX +16%
  • X Year XXX +199%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.75%
  • X Month XXXXXX +1.60%
  • X Months XXXXXX +24%
  • X Year XXXXXX +51%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence cryptocurrencies #4333 finance XXXX% exchanges #936 stocks XXXX% technology brands XXXX%

Social topic influence sol 9.72%, ethereum #868, hyperliquid #66, sec 5.56%, stablecoins 5.56%, rev 4.17%, mcap #15, solana 4.17%, strategic reserve 4.17%, bitcoin #1298

Top accounts mentioned or mentioned by @hexidethmal @coinmarketcap @coingecko @adrianoferia @sassal0x @vivekventures @jrag0x @chainyoda @crypt0panda @ryanberckmans @drjaspereth @chamathsintern @ryanwatkins @kyletorpey @verhollj @mteamisloading @ppat_throwaway @trustlessstate @drjasper_eth @coinerhermes

Top assets mentioned Ethereum (ETH) Solana (SOL) Bitcoin (BTC) Coinbase Global, Inc. (COIN) MAGA (TRUMP) Robinhood Markets, Inc. (HOOD) Pump.fun (PUMP)

Top Social Posts #


Top posts by engagements in the last XX hours

"@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 @jon_charb on X 2025-07-11 15:23:55 UTC 24.3K followers, 2412 engagements

"@Jrag0x you have the mental capacity of a rock you literally said I was "trying to dishonestly downplay the SEC war's impact on ETH's underperformance relative to their bags" this isnt a strawman this is exactly what you're saying lmao"
@jon_charb Avatar @jon_charb on X 2025-07-15 14:18:13 UTC 24.3K followers, XXX 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 @jon_charb on X 2025-07-15 20:58:31 UTC 24.3K followers, 49.9K engagements

"@Jrag0x to be even clearer then if you actually think the SEC is EVEN A TINY reason that ETH underperformed alt L1s like SOL the last few years please stop trading or even talking about crypto it is literally the opposite retardio"
@jon_charb Avatar @jon_charb on X 2025-07-15 14:20:34 UTC 24.3K followers, XXX engagements

"cursed idea: what if the Trump family launched a treasury company to acquire $TRUMP"
@jon_charb Avatar @jon_charb on X 2025-07-17 21:09:11 UTC 24.3K followers, 4914 engagements

"@RyanWatkins_ REV buybacks though good sign making $ is indeed good agree that focus should often be more on building a great platform though"
@jon_charb Avatar @jon_charb on X 2025-07-15 18:44:17 UTC 24.3K followers, 1247 engagements

"@drjasper_eth @sassal0x @hexidethmal @AdrianoFeria Iirc executive order was: Bucket X - BTC special US acquires & holds explore adding more no sales Bucket X - all other crypto may be sold Betting ETH alone doesnt get special treatment on par w BTC MCAP ratio is 5:1 so happy to do that Timing current admin I guess"
@jon_charb Avatar @jon_charb on X 2025-07-17 23:45:36 UTC 24.3K followers, XXX engagements

"@AdrianoFeria incorrect he is shilling the things that we said to lean into more (institutional stablecoins) not the stuff weve been ridiculing (ultrasound money raspberry pi validators etc)"
@jon_charb Avatar @jon_charb on X 2025-07-17 15:31:15 UTC 24.3K followers, 1606 engagements

"Also theyll dismiss BTCs success as being because of Saylor & think copying it will make ETH the same This ignores the fact that Saylors strategy worked because of BTC He didnt come out of nowhere & pick BTC randomly it was BTC for a reason"
@jon_charb Avatar @jon_charb on X 2025-07-13 00:11:34 UTC 24.3K followers, 8503 engagements

"the fact that the Hyperliquid market is called PUMP and not unitPUMP or some other weird bridge derivative name matters a lot"
@jon_charb Avatar @jon_charb on X 2025-07-15 20:06:53 UTC 24.3K followers, 7380 engagements

"I keep seeing this every fund thinks the price is going to $X so that means it wont happen No price predictions but this logic is broken"
@jon_charb Avatar @jon_charb on X 2025-07-12 21:55:55 UTC 24.3K followers, 4739 engagements

"Tom Lee the best to ever do it Hats off to the ETH bulls you earned it"
@jon_charb Avatar @jon_charb on X 2025-07-17 11:24:18 UTC 24.3K followers, 160.7K 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 @jon_charb on X 2025-07-17 22:02:58 UTC 24.3K followers, 30K engagements

"Coinbase should just build real perps into Coinbase Wallet using Hyperliquid underneath and monetize via builder codes like Phantom"
@jon_charb Avatar @jon_charb on X 2025-07-13 13:55:40 UTC 24.3K followers, 17.9K engagements

"@drjasper_eth @Jrag0x We have two sides 1) regs went after projects like tornado 2) SEC named SOL a security went after Foundation+Labs so exchanges like Robinhood force liquidated SOL holders while ETH got futures then spot ETFs Thinking thats relatively worse for ETH is lmfao"
@jon_charb Avatar @jon_charb on X 2025-07-15 16:03:03 UTC 24.3K followers, XXX 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 @jon_charb on X 2025-07-18 01:19:10 UTC 24.3K followers, XXX engagements

"if you actually think the SEC is the reason that ETH underperformed alt L1s like SOL the last few years please stop trading or even talking about crypto"
@jon_charb Avatar @jon_charb on X 2025-07-15 14:08:48 UTC 24.3K followers, 26.2K engagements

"If/when BTC flips ETH on Base is Base an Ethereum L2 or a Bitcoin L2"
@jon_charb Avatar @jon_charb on X 2025-06-03 16:26:38 UTC 24.3K followers, 122.4K engagements

"@chainyoda yes sidelined (in btc hype pump)"
@jon_charb Avatar @jon_charb on X 2025-07-16 00:19:26 UTC 24.3K followers, XXX engagements

"@FelixLts definitely agree with this something to consider & of varying importance to different chains expect most valuable for less mature ones also imagine there might be some way to have varying incentives done via governance but probably tougher haven't thought through in depth"
@jon_charb Avatar @jon_charb on X 2025-07-16 22:43:54 UTC 24.3K followers, XXX engagements

"@drjasper_eth @nelsonmckey "we've gone up in price for a few weeks after a multi-year downtrend" is not a convincing argument for a long-term thesis even i (as someone who doubts the long-term thesis) could clearly see the short-mid-term trade incoming these are very different"
@jon_charb Avatar @jon_charb on X 2025-07-17 13:10:47 UTC 24.3K followers, XXX engagements

"shocked to see that the CT mob is bad at pricing assets"
@jon_charb Avatar @jon_charb on X 2025-07-16 00:43:49 UTC 24.3K followers, 3582 engagements

"I still own X ETH think its overvalued especially vs comps & base case expect pivot rn to be too little too late to restore what was I've also been saying repeatedly since EF leadership change there's a real positive shift & I continue to invest in great Ethereum projects"
@jon_charb Avatar @jon_charb on X 2025-04-24 17:12:23 UTC 24.3K followers, 112.2K engagements

"This logic works given a liquid asset w/ existing public market price $X & everyones playing a game of chicken hoping it goes to $Y Thats indeed what crypto traders are often doing but its not the situation here The public market price discovery has simply not happened yet"
@jon_charb Avatar @jon_charb on X 2025-07-12 21:55:55 UTC 24.3K followers, 1134 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 @jon_charb on X 2025-07-15 19:37:13 UTC 24.3K followers, 33.7K 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 @jon_charb on X 2025-07-18 01:20:46 UTC 24.3K followers, XXX engagements

"@kyletorpey Idt that was even the case though ETH got treated more like BTC than SOL They never named ETH a security in a lawsuit and it got ETFs"
@jon_charb Avatar @jon_charb on X 2025-07-15 15:10:27 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 @jon_charb on X 2025-07-13 00:06:30 UTC 24.3K followers, 68K 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 @jon_charb on X 2025-07-17 22:58:20 UTC 24.3K followers, XXX engagements

"XRP doing more volume than BTC on coinbase lol"
@jon_charb Avatar @jon_charb on X 2025-07-17 22:38:45 UTC 24.3K followers, 2852 engagements

"@optimistic_exit I think Ethereum has had many incredible original ideas which it is special for and has helped the space a lot Thats separate from the general point that I think many in the Ethereum community look up to BTC for direction/narrative/competition too often"
@jon_charb Avatar @jon_charb on X 2025-07-13 00:22:23 UTC 24.3K followers, XXX engagements

"very rough math but if: - SOL REV is 2x pump's current fee run rate - SOL REV is 1/2 from a pumpfun or pumpswap trade does that imply pump is at 50/50 margins & would 2x revenue w/ its own chain exact split matters a lot here curious if anyones run #s in more detail"
@jon_charb Avatar @jon_charb on X 2025-07-16 00:54:22 UTC 24.3K followers, 5510 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 @jon_charb on X 2025-07-18 01:21:34 UTC 24.3K followers, XX 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 @jon_charb on X 2025-07-18 00:18:26 UTC 24.3K followers, XX engagements

creator/x::jon_charb
/creator/x::jon_charb