Dear big tech employee — You’re worried about the future. Will you be needed? Can you contribute to building enduring things? You’re smart, pragmatic. That’s how you got where you are. That’s why you sense the future has changed. My challenge to you: why aren’t you working in crypto? You say you’re not passionate about it. But passion isn’t how you made your last 2 job choices. You say it’s messy, unprofessional, filled with scams. But you know that those are problems — and that problems, and flawed competition, is what creates the opportunity. Big tech is moving on from needing you, and will be celebrating laying off talent. Fine. But crypto needs you. We need talented, professional, pragmatic people. There are problems, there are major areas lacking: come solve it, help build it. That’s the opportunity. Building productivity tools is meaningful. Building social experiences is too. Here in crypto we’re working on ideas about financial freedom, access to opportunity, cutting out middle men, bringing finance online. The headlines are often shallow. But the dreams here are worth pursuing. Crypto is not one thing of course. Many dreams, and projects may not be right for you. But there’s probably something here you’d resonate with if it was just done better. So come look around. Help us do something better. It may not be obvious, just as joining OpenAI several years ago wasn’t obvious at the time — but the onchain future is worthwhile, and will be all the more important in a world of AI. Give it a chance. Join us on a new frontier.

3/ This is short-term tactical noise. The bigger driver for ETH is: - Tokenization - Agentic AI These structural drivers are in place. Thus, we expect ETH prices to be stronger as we move through 2026

🧵 1/ If one is wondering why Ethereum $ETH has been under selling pressure: - to me, rising oil prices is the biggest headwind - ETH inverse correlation to oil is the highest ever

.@drakefjustin: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." @fede_intern adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: @blockspaceforum Read our thesis on why ETH is better money than BTC below 👇

The coming shortages of petroleum products is real FinX peeps Plz Get the premium service “first word” at @fundstratdirect 🥇 Use evidenced based research to understand markets and build a portfolio PS: Free 30-day trial FYI 🆓 😍

5/ And institutions are already getting it: ✅ UBS already chose Ethereum ✅ BlackRock already chose Ethereum ✅ Franklin Templeton already chose Ethereum ✅ Europe is evaluating Ethereum for the Digital Euro Not coincidences. Convergence. (5/9)

.@Fundstrat's Tom Lee on @CNBCClosingBell today: "We're going to face some tests later this summer." Join Tom and @MarkNewtonCMT live May 28 for this month's market outlook, top 5 large-cap, and top 5 SMID-cap stock ideas. Spots are limited. Request your invite:

I think we can all agree that $ETH is severely undervalued here at $2,250. @ethereum is currently sitting at around a $270B market cap, yet it’s becoming the foundation for tokenized finance, stablecoins, RWAs, and on-chain settlement. • BlackRock is building on Ethereum • JPMorgan is tokenizing funds on Ethereum • Stablecoin adoption keeps accelerating • Regulatory clarity is advancing in the U.S. And I think most of us can agree that a $1T+ market cap for $ETH is far from unrealistic. The market still hasn’t fully priced in Ethereum’s role in the future of finance.

After 5 long years of consolidation for $ETH the Clarity Act is the final wall to burst through before Ethereum fully embraces its role as the future of finance. This will be the $NVDA AI moment for $ETH where it surged 20x in less than 4 years. $275 Billion to $5.5 Trillion market cap. The same starting point and it brings $ETH to $46,000 by 2030. Nvidia in 2022 = Ethereum today Mass global adoption ahead.

The crypto market structure bill has PASSED the Senate Banking Committee with a bi-partisan vote! Historic day for crypto and for the future of digital assets in America. Grateful for the countless hours from lawmakers and staff to strengthen this legislation. Big improvement from where we were in January on rewards, tokenization, DeFi, and CFTC authority. I'm proud we stood up for our customers in that moment, and the bill is better because of it. Looking forward to a bipartisan law that cements the US as the world's crypto capital. Let's get CLARITY done.