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Boop.Fun leading the way with a new launchpad on Solana.
The ETH narrative for Wall St has never been clearer:
- ETH = upside in stablecoin growth
- ETH = upside in tokenization
- ETH = institutional blockchain infrastructure
ETH’s era of outperformance—driven by secular fundamental adoption— is here at last:
(1/9)
3.7. klo 01.21
🇺🇸 LATEST: Tom Lee predicts banks will buy $ETH to secure their stablecoins, not just for speculation, but for infrastructure.
Wall St loves investing in infrastructure.
Infrastructure attracts the most capital; infrastructure is timeless
The Industrial Revolution was powered by oil
The Digital Revolution will be powered by ETH—digital oil for blockchain infrastructure
(2/9)
Wall St loves tokenization.
Tokenization has always been the thesis behind banks loving “blockchains, not crypto”
And institutional tokenization happens on Ethereum
Exhibit 1: JP Morgan is tokenizing deposits on @base, an Ethereum L2
Want to own the infra? Own $ETH.
(3/9)
18.6.2025
J.P. Morgan is bringing banking onchain.
Kinexys by @jpmorgan is launching JPMD, a USD deposit token for institutional clients, on Base.
It will be the first token of its kind on a public blockchain, enabling fast, secure, 24/7 money movement between trusted parties.
Exhibit 2: Robinhood is tokenizing stocks on @arbitrum, an Ethereum L2
@RobinhoodApp is defining the frontier of Wall Street; many will follow
Robinhood’s chain will plug into Ethereum—the safest, most secure, most reliable blockchain
Want to own the infra? Own ETH.
(4/9)
2.7. klo 15.15
Introducing The Robinhood Chain.
The first Ethereum Layer 2 optimized for real-world assets via @arbitrum—from public to private to global.
You shouldn’t have to rely on a broker to trade assets. Instead, you should be able to seamlessly trade real-world assets in seconds.
We’re working with regulators to make this a reality. More is coming soon.
Wall St loves stablecoins.
The easiest first play was Circle—the pure public equity play on stables
What will Wall St capital move into next?
The underlying infrastructure powering the majority of all stablecoins.
(Hint: the ticker is $ETH)
(5/9)
1.7. klo 06.34
We asked @fundstrat (Chief Investment Officer of @FundstratCap) to explain the strategic decision for $BMNR to focus on Ethereum due to its role in stablecoins.
"Stablecoins are the ChatGPT of Fintech."
"They provide a logarithmic benefit over traditional systems."
"Stablecoins is a $250B market, and Secretary Bessent said it could grow to $2T."
"Large companies will need to secure the Layer 1 (what stablecoins transact on) that they're operating on."
"We're kind of like the plumbing of what banks will look like in the future because they will be staking Ethereum on their balance sheet of crypto in order to fund and operate their stablecoin."
Wall St loves positive catalysts. And buy pressure. And clean narratives.
ETH now has all 3.
Billions of new inflows from vehicles like:
@SharpLinkGaming, with @ethereumJoseph as its steward
@BitMNR, with @fundstrat as its spokesperson
All amplifying ETH’s narratives.
(6/9)
Wall St loves NVIDIA. Why?
NVIDIA was the pure play on AI infrastructure
NVIDIA was sideways for 5 years—then repriced violently
ETH is the pure play on blockchain infrastructure—and *just* had its ChatGPT moment
ETH was sideways for 5 years—
Guess what comes next? 🚀
(8/9)
It took 15 years for BTC to become digital gold
ETH will become digital oil much faster
If you think there is just one store of value across crypto…think bigger
Wall St is zeroing in on the next trade—
And the setup for ETH has never been better than it is today.
(9/9)
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