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carrie presley
@carriepresley
finance + AI | distribution @fundstratcap | views my own
가입 June 2016
1.1K 팔로잉 중    5.4K 팬
"In an agentic world, in an economy built on machine-to-machine transactions, you probably see a lot less value in traditional financial settlement rails. Crypto is going to play a pretty big role in that world." - @fundstrat on @Bankless with @TrustlessState Tradfi is a bottleneck in the agentic era, time for 'new money' ethereum:native
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NEW EPISODE - What’s Next for BitMine After 5% of ETH? @BitMNR is closing in on its goal of owning 5% of all ethereum:native after 60+ straight weeks of buying. Chairman @fundstrat joins @TrustlessState to break down what happens after 5%, why BitMine may keep accumulating, and how he sees Ethereum’s next phase unfolding through tokenization, AI, and institutional adoption. Plus: why Tom thinks ETH could easily trade above $10K in the next cycle. CHAPTERS --- 0:00 BitMine’s Rapid March Toward 5% of ETH 3:36 More Than 60 Consecutive Weeks of ETH Purchases 5:29 Where BitMine’s Capital Comes From 8:27 What Happens When BitMine Reaches 5%? 13:47 Would BitMine Ever Sell Its ETH? 15:29 Maven and BitMine’s Evolution Beyond a Treasury Company 16:52 Ethereum’s Next Narrative 23:06 Does Ethereum Actually Capture Value? 29:13 Is ETH a Store of Value or a Cash-Flowing Asset? 35:19 What BitMine Has Learned From Michael Saylor 37:42 Why BitMine Issued BMNP 42:13 The Proposal That Could Reduce Staking Yield to Zero 47:54 Funding Ethereum Foundation Spinouts 53:23 BitMine’s Role in Ethereum’s Future 1:02:14 Is AI Crowding Crypto Out of the Market? 1:05:11 Has the Crypto Market Already Bottomed? 1:06:18 Tom Lee’s ETH Price Outlook
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