[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.]  Logical Thesis [@LogicalThesis](/creator/twitter/LogicalThesis) on x 31.1K followers Created: 2025-07-10 02:41:11 UTC I'm getting really bullish on $ETH I recently listened to a @TheCompoundNews episode with @ricedelman (asset manager of $300B firm) where he is quite bullish on crypto, digital assets, and blockchain. They spent the hour talking about many topics but the one that stood out to me was the tokenization of real world assets. I have written many articles on this theme with several defi teams like @OndoFinance attempting to tokenize US treasuries. Not only does this allow defi natives to invest in traditional assets but this opens a couple new doors: 1) imagine being able to tokenize the equity of your home. All of a sudden the most illiquid market (real estate) has ability to be liquid. You can sell a stake in your home (similar to taking an equity line of credit), but without having to go through a bank. All of a sudden we have tons of liquidity entering the market. All assets are now liquid. And the real estate market is a magnitude larger than the stock market. This is significant. 2) who wouldn't want the ability to be able to instantly transact for any asset at any time? Why do we need to wait for banks to process the transaction? While there are many layer 1s with pros and cons, Ethereum is the most proven and capable of handling the throughput of high transactions. Moving from proof of work to proof of stake also made the blockchain far more economical. Unfortunately the gas fees are still high especially when the network is congested, but that's why solutions like @base by $COIN could end up being the winner in this environment as it is a layer X built on top of Ethereum, with similar throughput of the network while offering fees as low as Solana (Solana network is too slow when congested). This could open the path for Coinbase to also be among the largest companies in the world. Another thought is the Genius Act and the relevance of stable coins. USDC by $CRCL is also on the Ethereum blockchain. And it makes sense the U.S. wants to be the crypto capital of the world, because we can peg crypto to the USD. Stable coins are a top XX holder of U.S. treasuries. If you haven't been paying attention, demand for our treasuries is a critical issue. Crypto seems like an obvious set up from here. XXXXXX engagements  **Related Topics** [topics](/topic/topics) [blockchain](/topic/blockchain) [$300b](/topic/$300b) [asset management](/topic/asset-management) [$eth](/topic/$eth) [ethereum](/topic/ethereum) [coins layer 1](/topic/coins-layer-1) [Post Link](https://x.com/LogicalThesis/status/1943138400455811543)
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Logical Thesis @LogicalThesis on x 31.1K followers
Created: 2025-07-10 02:41:11 UTC
I'm getting really bullish on $ETH I recently listened to a @TheCompoundNews episode with @ricedelman (asset manager of $300B firm) where he is quite bullish on crypto, digital assets, and blockchain. They spent the hour talking about many topics but the one that stood out to me was the tokenization of real world assets. I have written many articles on this theme with several defi teams like @OndoFinance attempting to tokenize US treasuries. Not only does this allow defi natives to invest in traditional assets but this opens a couple new doors:
- imagine being able to tokenize the equity of your home. All of a sudden the most illiquid market (real estate) has ability to be liquid. You can sell a stake in your home (similar to taking an equity line of credit), but without having to go through a bank. All of a sudden we have tons of liquidity entering the market. All assets are now liquid. And the real estate market is a magnitude larger than the stock market. This is significant.
- who wouldn't want the ability to be able to instantly transact for any asset at any time? Why do we need to wait for banks to process the transaction?
While there are many layer 1s with pros and cons, Ethereum is the most proven and capable of handling the throughput of high transactions. Moving from proof of work to proof of stake also made the blockchain far more economical. Unfortunately the gas fees are still high especially when the network is congested, but that's why solutions like @base by $COIN could end up being the winner in this environment as it is a layer X built on top of Ethereum, with similar throughput of the network while offering fees as low as Solana (Solana network is too slow when congested). This could open the path for Coinbase to also be among the largest companies in the world.
Another thought is the Genius Act and the relevance of stable coins. USDC by $CRCL is also on the Ethereum blockchain. And it makes sense the U.S. wants to be the crypto capital of the world, because we can peg crypto to the USD. Stable coins are a top XX holder of U.S. treasuries. If you haven't been paying attention, demand for our treasuries is a critical issue.
Crypto seems like an obvious set up from here.
XXXXXX engagements
Related Topics topics blockchain $300b asset management $eth ethereum coins layer 1