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sethginns
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sethginns
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The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play And it will probably be equity-like token soon enough!
The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play
And it will probably be equity-like token soon enough!
sethginns
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SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team
https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
BTC
+1.00%
ETH
-0.47%
sethginns
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Talking markets with @matttpotts https://youtu.be/9si3YUe9ziI @coinfund_io
Talking markets with @matttpotts
https://youtu.be/9si3YUe9ziI
@coinfund_io
sethginns
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Hindsight Narrative: Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
Hindsight Narrative:
Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
ETH
-0.47%
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EthereumFoundationLaunchesGlamsterdamTestnet
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The Ethereum ($ETH ) Foundation just opened Platåberget , the first public testnet for the Glamsterdam upgrade, with the hard fork set to go live on August 20. This is the biggest L1 tune-up since The Merge, and it's not about meme coins or hype — it's about giving Ethereum more execution capacity while stripping power from MEV cartels. Three things actually matter here. First, ePBS (enshrined proposer-builder separation) removes the builder middlemen that have been extracting value and centralizing block production — validators keep more, cartels lose their grip. Second, gas repricing toward a ~200M gas floor roughly triples the blockspace per block, which means cheaper and more efficient L2s on top. Third, contract size jumps from 24KiB to 64KiB , so developers can ship far more complex on-chain logic. For devs, there's a catch: hardcoded gas limits are about to break, and meta EIP-7773 is the heads-up for wallets, indexers, and gas estimators. History has a pattern: every time Ethereum ships a major capacity upgrade, the L1-native names re-rate for weeks. This fork is exactly that kind of catalyst — and it's still underpriced. The LONG 1H setup — $LINK 💥Entries at $9.47–$9.52 💥Stop at $9.40 below the Aug 17 low. 💥Targets are $9.62, then $9.72 (the Aug 15 high), then $9.85. #ethereumfoundationlaunchesglamsterdamtestnet #DollarFallsTo10WeekLow #ColdcardWalletLossesExceed$115M #IAEAToRemoveNuclearMaterialFromSyriaSite #CryptoStartupsRaise$11.2BInH1
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