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![JourneyMacro Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1766810645541072896.png) Nomad [@JourneyMacro](/creator/twitter/JourneyMacro) on x 3372 followers
Created: 2025-07-21 10:58:14 UTC

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."


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947249756075618304/c:line.svg)

**Related Topics**
[$eth](/topic/$eth)
[$15b](/topic/$15b)
[investment](/topic/investment)
[stablecoins](/topic/stablecoins)
[bybit](/topic/bybit)
[okx](/topic/okx)
[binance](/topic/binance)
[kraken](/topic/kraken)

[Post Link](https://x.com/JourneyMacro/status/1947249756075618304)