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Joseph Lubin
Co-founder of @ethereum | Founder of @Consensys | Chairman of @ConsensysMesh. Building the decentralised Web3 on #Ethereum.
FWIW, I am a big fan of Charles and his team. They are legit Ethereum-aligned with hands on activities inside the DeFi ecosystem. They have been an Ethereum Treasury company for a looong time. They have upside and deserve support. Never financial advice. Consider this Ethereum technology advice because they are builders and operators.

Charles Allen20.6.2025
Breaking Down What Happened to SharpLink Gaming $SBET and $BTCS's Value Proposition 👇
@Etherealize_io @VivekVentures @ethereumJoseph @Cointelegraph @BanklessHQ @RyanSAdams
31,11K
As a self-appointed representative of The League of Extraordinary ETH Accumulator Gentlemen, I tip my hat to Charles and BTCS Inc for their long running dedication to ETH accumulation, and for their recent acceleration.
Keep the industrial shop vacuum on high. We all gotta mop up the excess ETH so supply-demand dynamics are tightly balanced.

BTCS Inc. (Nasdaq: BTCS)14.7. klo 18.31
As of July 11, 2025, $BTCS reached $96.3 Million in combined crypto and cash market value. This includes 29,122 $ETH, which marks a 221% increase in Ethereum holdings since year end 2024.
Year-to-date BTCS has raised $62.4 million to support the execution of our DeFi/TradFi flywheel strategy.
Here's a closer look at how we’ve structured our capital and deployed it to scale ETH exposure. 👇

75,85K
As a self-appointed representative of The League of Extraordinary ETH Accumulator Gentlemen, I tip my hat to Tom and $BMNR on this fine acquisition.
Keep the vacuum set to highest pile deep plush.

sassal.eth/acc 🦇🔊14.7. klo 21.11
Bitmine Immersion Technologies has acquired 163,142 ETH ($500 million).
Tom Lee wants your ETH.
263,62K
Off the fumes of ETH staking.

GC 🦇🔊11.7. klo 20.16
Joe Lubin is so goddam cheap, $SBET will be able to run itself off of ETH staking alone.
Sending $ETH higher
Correlated with @DroseraNetwork
102,33K
@VitalikButerin continues to do great and important work in the @ethereumfndn context, so he remains very present.
But the tone has massively shifted as the re-architected EF is moving fast and purposefully in important directions. It is great to see this latest version of the EF reformat itself to energetically address the new context: the mainstreaming of Ethereum.
In addition to the growth of native Web3 applications, this is taking the shape of major financial institutions and enterprises in various sectors, nation states and sovereign wealth funds getting serious at scale about Ethereum as the emerging global decentralized trust foundation, as Web3 -- the re-decentralized WWW, and as the canonical global digital asset settlement platform.
The EF is indeed firing on all cylinders, and adding more important cylinders responsively as the paradigm shift accelerates.
31,33K
How they quoted me in the article was inaccurate and unclear. What I said was "Ethereum represents the next generation of the internet - [the] evolution of the internet and web protocols. Ethereum is Web3 -- the re-decentralization of the world wide web."
Also the full segment is much longer and more informative than this shorter clip:

Consensys.eth27.6.2025
“Ethereum represents the next generation of the internet - the next evolution of protocols.”
@ethereumJoseph joined Bloomberg to discuss Ethereum’s role in reshaping global finance and why stablecoins could dollarize the world.
247,09K
Great week at @dappcon_berlin. Congrats to @GnosisDAO for another high quality DappCon. Always great people, warm hospitality and great content.

Consensys.eth18.6.2025
In a fireside chat at @dappcon_berlin, @ethereumJoseph spoke with @VitalikButerin, @robinhanson, and @koeppelmann about money, prediction markets, and governance.

11,63K
In Berlin tonight?
Care about decentralized scalability and privacy?
Respect a high content, no shill vibe.
Join us for a marquee night:

Francesco Andreoli | andreolf.ethᵍᵐ18.6.2025
I’ll be sitting down with @VitalikButerin from @ethereumfndn for a deep dive into the future of privacy and ZK 🔒
We’ll explore:
🛠️ Infra: proving systems, universal vs. domain-specific SNARKs, recursive proofs
⚖️ Governance: who controls the privacy layer? modular vs. tightly coupled
👾 UX: is private-by-default even possible? or do users always need to opt in?
🌍 Ecosystem: how we fund, coordinate, and scale privacy infra as a public good
🚀 Future vision: ZK + AI agents, private rollups, and where this is all going

40,27K
This is a very strong piece of work in so many ways. Well articulated thesis. Good level of detail on Ethereum. And clear implications drawn re ETH as a global reserve currency and fuel that powers the future increasingly decentralized economy.
There is much to appreciate in this analysis and narrative and I think the level of detail regarding how Ethereum works was just right. Probably everyone who reads this work will learn something and be stoked by the thesis.
The thesis that "while BTC should be valued as Gold 2.0, ETH should be valued on the scale of the emergent decentralized global economy," was an early metaphor in the space, and it remains a very powerful one. Likening ETH to digital oil or energy that powers the future economy is a good proxy for this metaphor.
But this top tier thought piece has one major structural flaw -- a pretty deep structural flaw: it is not bullish enough.
It is not bullish enough on the profound societal paradigm shift Ethereum will drive and embody. But this is understandable, as none of us at this point can fathom how fast, creative and expansive the hybrid human-machine intelligence society will grow. Many of us are convinced that it will grow largely on decentralized rails. So it is not a great leap to suggest that the value resident on and flowing through Ethereum, which will constitute a large portion of Web3 -- the re-decentralized -- will be orders of magnitude larger that today's global GDP. Just look at how the energy, chips and data center spend is growing exponentially and how AI is accelerating everything.
There are various components that could contribute to the valuation of ETH. I think the two most important components are (a) the world computer / digital oil / energy model elucidated in the report and (b) what I like to call the trust commodity model. If trust is considered a new kind of virtual commodity, then ETH would be the highest grade or gold standard of trust on the planet, largely due to how decentralized Ethereum is. Both of these models will lead to a giant monetary premium for ETH. I have sketched the trust commodity idea here:

Etherealize12.6.2025
The stars are aligning for ETH:
⏩ $1.25bn ETF inflows over 19 straight days
⏩ Adoption as a treasury asset
⏩ Price turnaround (+100% from lows)
Institutions are noticing.
We’ve come together to tell the world why.
Introducing ETH: Digital Oil for the Digital Economy
(1/7)

190,17K
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