Samuel Crypto Guy
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ETH holders, after reading this, you won't be able to sleep tonight
Veteran Ethereum investor William Mougayar (managing partner at JM3 Capital and author of "The Business Blockchain") has just released a new report claiming that ETH is seriously undervalued, because the market still views Ethereum as a "revenue-generating company" rather than understanding its true nature - a global public infrastructure (public good).
According to him, Ethereum's core value is like the foundational protocols of the Internet (TCP/IP): the power doesn't lie in charging fees, but in the enormous value it enables for other applications, assets, and organizations to develop. These "spillover" values are the factor that traditional financial models can't account for, leading the market to undervalue Ethereum.
In the report, Ethereum's value layers are divided into 3 parts:
๐Captured value โ value that Ethereum directly captures
๐Flow value โ economic value flowing through the ecosystem
๐Trust surplus โ value of Ethereum as a global trust infrastructure layer
๐ฏWhen aggregated, the report presents three Ethereum valuation scenarios:
1. Low-case (very conservative โ current)
- Captured value: $0.6T
- Flow value: $0.3T
- Trust surplus: $0.15T
โ Total: 1.0 โ 1.2 trillion USD
Corresponding $ETH price: 8,300 โ 10,000 USD (based on ~120M ETH supply)
2. Mid-case (realistic โ 2026โ2027)
- Captured value: $0.7โ0.9T
- Flow value: $1โ2T
- Trust surplus: $0.3โ0.6T
โ Total: 2 โ 3.5 trillion USD
Corresponding $ETH price: 16,700 โ 29,200 USD
3. High-case (mature โ akin to the Internet โ 2027โ2028)
- Captured value: $1โ1.5T
- Flow value: $2โ3T
- Trust surplus: $1โ2T
โ Total: 4 โ 6 trillion USD
Corresponding $ETH price: 33,300 โ 50,000 USD
The report concludes that Ethereum's current intrinsic value is around 2โ6 trillion USD, far higher than today's market cap.
And as Ethereum matures into a โGlobal Trust Underlayerโ - the global trust infrastructure layer for institutional finance, similar to the role the Internet played in the digital explosion era - this model projects a long-term valuation of 10โ20 trillion USD by 2035.
According to him, Ethereum's core value is like the foundational protocols of the Internet (TCP/IP): the power doesn't lie in charging fees, but in the enormous value it enables for other applications, assets, and organizations to develop. These "spillover" values are the factor that traditional financial models can't account for, leading the market to undervalue Ethereum.
In the report, Ethereum's value layers are divided into 3 parts:
๐Captured value โ value that Ethereum directly captures
๐Flow value โ economic value flowing through the ecosystem
๐Trust surplus โ value of Ethereum as a global trust infrastructure layer
๐ฏWhen aggregated, the report presents three Ethereum valuation scenarios:
1. Low-case (very conservative โ current)
- Captured value: $0.6T
- Flow value: $0.3T
- Trust surplus: $0.15T
โ Total: 1.0 โ 1.2 trillion USD
Corresponding $ETH price: 8,300 โ 10,000 USD (based on ~120M ETH supply)
2. Mid-case (realistic โ 2026โ2027)
- Captured value: $0.7โ0.9T
- Flow value: $1โ2T
- Trust surplus: $0.3โ0.6T
โ Total: 2 โ 3.5 trillion USD
Corresponding $ETH price: 16,700 โ 29,200 USD
3. High-case (mature โ akin to the Internet โ 2027โ2028)
- Captured value: $1โ1.5T
- Flow value: $2โ3T
- Trust surplus: $1โ2T
โ Total: 4 โ 6 trillion USD
Corresponding $ETH price: 33,300 โ 50,000 USD
The report concludes that Ethereum's current intrinsic value is around 2โ6 trillion USD, far higher than today's market cap.
And as Ethereum matures into a โGlobal Trust Underlayerโ - the global trust infrastructure layer for institutional finance, similar to the role the Internet played in the digital explosion era - this model projects a long-term valuation of 10โ20 trillion USD by 2035.
MASSIVE:
THE SEC CHAIRMAN JUST SAID THE QUIET PART OUT LOUD.
โAll U.S. markets could be on-chain in just a couple of years.โ
Paul Atkins, current SEC Chairman
This isnโt a prediction.
This is the blueprint.
Tokenization just flipped from โmaybeโ to inevitable.
- Stocks
- Bonds
- Treasuries
- Real estate
- Derivatives
- Central bank liabilities
Every major asset class is being rebuilt for blockchain rails.
Why?
Legacy markets are slow, expensive, and broken.
On-chain is instant, transparent, and global.
The gatekeepers arenโt fighting it anymore.
Theyโre guiding it.
This isnโt about moon coins or memes.
This is the complete rewiring of global finance.
Compliance is coming.
Liquidity is moving.
Institutions are already positioning.
You wonโt get another warning.
The next financial system is booting up block by block.
Everything is going on-chain.
Front-run the migration.
Or watch from the sidelines.
What's your play?
THE SEC CHAIRMAN JUST SAID THE QUIET PART OUT LOUD.
โAll U.S. markets could be on-chain in just a couple of years.โ
Paul Atkins, current SEC Chairman
This isnโt a prediction.
This is the blueprint.
Tokenization just flipped from โmaybeโ to inevitable.
- Stocks
- Bonds
- Treasuries
- Real estate
- Derivatives
- Central bank liabilities
Every major asset class is being rebuilt for blockchain rails.
Why?
Legacy markets are slow, expensive, and broken.
On-chain is instant, transparent, and global.
The gatekeepers arenโt fighting it anymore.
Theyโre guiding it.
This isnโt about moon coins or memes.
This is the complete rewiring of global finance.
Compliance is coming.
Liquidity is moving.
Institutions are already positioning.
You wonโt get another warning.
The next financial system is booting up block by block.
Everything is going on-chain.
Front-run the migration.
Or watch from the sidelines.
What's your play?
๐จWHALE ADDS TO THEIR ETH LONG!
LookOnChain spotlights trader who just added 20,000 ETH ($63M) as prices dropped, now holding 140,094 $ETH ($442M).
Their PnL flipped from $26M gain to a $2.4M loss, with liquidation sitting at $2,387.
LookOnChain spotlights trader who just added 20,000 ETH ($63M) as prices dropped, now holding 140,094 $ETH ($442M).
Their PnL flipped from $26M gain to a $2.4M loss, with liquidation sitting at $2,387.
$SEI & XIAOMI SHOCKWAVE HITS CRYPTO! ๐จ
This isn't just newsโit's a paradigm shift for mass adoption.
Sei is launching the Sei Mobile App, pre-installed across all NEW Xiaomi smartphones worldwide.
This partnership is delivering:
๐ฑ Direct-to-Hardware Rollout: The biggest the industry has ever seen.
๐ฐ Personal Finance Hub: Stablecoin payments and instant transactions.
๐๏ธ 20,000+ Retail Integrations: Real-world utility from day one.
๐ 680M+ Users: Zero friction, pure global distribution.
The implications are massive. This is undeniably cryptoโs "WeChat Moment"โa seamless gateway to DeFi and payments for hundreds of millions.
Is $SEI the next major blue-chip? The race for mainstream adoption just accelerated dramatically.
What are your first thoughts on this game-changer? ๐
This isn't just newsโit's a paradigm shift for mass adoption.
Sei is launching the Sei Mobile App, pre-installed across all NEW Xiaomi smartphones worldwide.
This partnership is delivering:
๐ฑ Direct-to-Hardware Rollout: The biggest the industry has ever seen.
๐ฐ Personal Finance Hub: Stablecoin payments and instant transactions.
๐๏ธ 20,000+ Retail Integrations: Real-world utility from day one.
๐ 680M+ Users: Zero friction, pure global distribution.
The implications are massive. This is undeniably cryptoโs "WeChat Moment"โa seamless gateway to DeFi and payments for hundreds of millions.
Is $SEI the next major blue-chip? The race for mainstream adoption just accelerated dramatically.
What are your first thoughts on this game-changer? ๐
The Fed just flipped the switch and cut interest rates by 25bps.
Lower borrowing costs typically means stronger market momentum and prime conditions for crypto to grow.
Head to The New Money App to earn on your USDG or crypto deposits.
Lower borrowing costs typically means stronger market momentum and prime conditions for crypto to grow.
Head to The New Money App to earn on your USDG or crypto deposits.
๐Breaking: $USELESS Shows Bullish Bounce in 6h Chart๐
$USELESS price is consolidating above key demand near 0.0984, maintaining a short-term bullish bias. Watch resistance around 0.1067 as the first hurdle for upside continuation.
The current outlook favors longs on pullbacks to support between 0.0984 and 0.0945, with stop-loss triggers set below 0.0945 potentially shifting bias bearish. Failure to break above 0.1067 could lead to a range-bound move or a dip toward recent swing lows near 0.0811.
$USELESS price is consolidating above key demand near 0.0984, maintaining a short-term bullish bias. Watch resistance around 0.1067 as the first hurdle for upside continuation.
The current outlook favors longs on pullbacks to support between 0.0984 and 0.0945, with stop-loss triggers set below 0.0945 potentially shifting bias bearish. Failure to break above 0.1067 could lead to a range-bound move or a dip toward recent swing lows near 0.0811.
UPDATE: Tokenized commodities have outperformed Bitcoin this year as $BTC slipped into negative yearly returns and investors rotated into on-chain gold and silver as safe-haven assets.
Ladies and gents, the game has forever been changed by @SeiNetwork .
๐ทSei Angle
โค Pre installed Sei rails on new Xiaomi devices turns crypto from โsearch and installโ into a default option on day one
โค Stablecoin payments across ~20,000 Xiaomi stores = a live USDC rail for phones, devices and more in markets that actually need it
๐ทXiaomi's Scale
โค 3rd largest smartphone maker, ~13.8% global share and ~168M phones sold in 2024 across 100+ markets
โค ~680M monthly active users, with dominant share in Greece and India plus strong reach across Europe, LatAm, SE Asia and Africa
๐ทWhy it mattersโคต๏ธ
๐ธCrypto has ~300โ400M $BTC users and ~200โ250M $ETH addresses, Sei is at ~80M wallets, Xiaomiโs reach is 680M users on its own
๐ธIf even 10% of that base ever touches Sei, you are looking at ~68M new users, almost matching the current Sei wallet count again
๐ธThis is less โone more chain partnershipโ and more an Apple Pay style moment for onchain payments if execution lands
If this hits, Sei stops being only โthe perps and RWA chainโ and starts becoming the consumer rail that hundreds of millions of Xiaomi users see by default.
680M Xiaomi users move faster on Sei.๐ซก
๐ทSei Angle
โค Pre installed Sei rails on new Xiaomi devices turns crypto from โsearch and installโ into a default option on day one
โค Stablecoin payments across ~20,000 Xiaomi stores = a live USDC rail for phones, devices and more in markets that actually need it
๐ทXiaomi's Scale
โค 3rd largest smartphone maker, ~13.8% global share and ~168M phones sold in 2024 across 100+ markets
โค ~680M monthly active users, with dominant share in Greece and India plus strong reach across Europe, LatAm, SE Asia and Africa
๐ทWhy it mattersโคต๏ธ
๐ธCrypto has ~300โ400M $BTC users and ~200โ250M $ETH addresses, Sei is at ~80M wallets, Xiaomiโs reach is 680M users on its own
๐ธIf even 10% of that base ever touches Sei, you are looking at ~68M new users, almost matching the current Sei wallet count again
๐ธThis is less โone more chain partnershipโ and more an Apple Pay style moment for onchain payments if execution lands
If this hits, Sei stops being only โthe perps and RWA chainโ and starts becoming the consumer rail that hundreds of millions of Xiaomi users see by default.
680M Xiaomi users move faster on Sei.๐ซก
MASSIVE:
Interactive Brokers just listed the CoinShares Staked SEI ETP.
This puts $SEI directly in front of global TradFi capital
funds, advisers, institutions.
The door is now open.$BTC
$ETH
Interactive Brokers just listed the CoinShares Staked SEI ETP.
This puts $SEI directly in front of global TradFi capital
funds, advisers, institutions.
The door is now open.$BTC
$ETH
$BTC is repeating the 2021 cycle top
Same double top pattern with the same bounce back rn
While most waited for rate cuts to change everything, they don't know that it's already priced in
Mark my words
Same double top pattern with the same bounce back rn
While most waited for rate cuts to change everything, they don't know that it's already priced in
Mark my words
โIf I put $10,000 in $BNB in 2017 Iโd have $60M now.โ
No.
If you bought $10,000 of $BNB in 2017 and watched it go to:
$10k โ $790K โ $1.15M
and did nothing
Then watched $1.15M go to $260k
and still did nothing
Then watched $260k go to $2.66M
and still did nothing
Then watched $2.66M wither to $433K
and still did nothing
Then watched $433K surge to $45M
and still did nothing
Then watched $45M deteriorate to $14.8M
Then watched $14.8M climb to $46.6M
and still did nothing
Then watched $46.6M shrink to $13.3M
and still did nothing
Then watched $13.3M surge to $60M
and then for some reason finally decided to do somethingโฆ
Then yes, $10K in 2017 would be worth $60M today.
No.
If you bought $10,000 of $BNB in 2017 and watched it go to:
$10k โ $790K โ $1.15M
and did nothing
Then watched $1.15M go to $260k
and still did nothing
Then watched $260k go to $2.66M
and still did nothing
Then watched $2.66M wither to $433K
and still did nothing
Then watched $433K surge to $45M
and still did nothing
Then watched $45M deteriorate to $14.8M
Then watched $14.8M climb to $46.6M
and still did nothing
Then watched $46.6M shrink to $13.3M
and still did nothing
Then watched $13.3M surge to $60M
and then for some reason finally decided to do somethingโฆ
Then yes, $10K in 2017 would be worth $60M today.
Rate cuts have happened.
But what about Altseason?
Jerome Powell quietly dropped the actual bomb:
The Fed will buy $40B worth of Treasury bills in the next 30 days.
I think its the real QE Signal
Because this isnโt how a central bank behaves when it wants to fight inflation.
This is how a central bank behaves when it wants to bring liquidity back into the system.
And liquidity is the core of crypto.
Especially high-beta altcoins.
This move signals something bigger:
๐Liquidity Is Coming Back
"Reserve balances are too low"
- The Fed openly admitted this. Low reserves trigger bill purchases.
When reserves rise, risk assets breathe.
"Banks need breathing room"
- Short-term funding is tightening. Bill buying smooths the plumbing and stabilizes flows.
"Crypto tracks net liquidity, not Powellโs script"
- BTC, ETH, and high-beta alts move on liquidity injections more than macro speeches.
"This is a soft pivot in disguise"
- When the Fed starts buying short-dated T-bills again, itโs setting the stage for easier financial conditions.
And here's the part people overlook:
๐ธItโs not QE, but itโs the first real step toward easing since the hiking cycle ended.
๐ธThe market will digest the cut, but liquidity operations decide the next trend.
๐ธOnce QE officially starts, thatโs when Altseason truly detonates.
Weโre closer than the timeline suggests.$BTC
$ETH
But what about Altseason?
Jerome Powell quietly dropped the actual bomb:
The Fed will buy $40B worth of Treasury bills in the next 30 days.
I think its the real QE Signal
Because this isnโt how a central bank behaves when it wants to fight inflation.
This is how a central bank behaves when it wants to bring liquidity back into the system.
And liquidity is the core of crypto.
Especially high-beta altcoins.
This move signals something bigger:
๐Liquidity Is Coming Back
"Reserve balances are too low"
- The Fed openly admitted this. Low reserves trigger bill purchases.
When reserves rise, risk assets breathe.
"Banks need breathing room"
- Short-term funding is tightening. Bill buying smooths the plumbing and stabilizes flows.
"Crypto tracks net liquidity, not Powellโs script"
- BTC, ETH, and high-beta alts move on liquidity injections more than macro speeches.
"This is a soft pivot in disguise"
- When the Fed starts buying short-dated T-bills again, itโs setting the stage for easier financial conditions.
And here's the part people overlook:
๐ธItโs not QE, but itโs the first real step toward easing since the hiking cycle ended.
๐ธThe market will digest the cut, but liquidity operations decide the next trend.
๐ธOnce QE officially starts, thatโs when Altseason truly detonates.
Weโre closer than the timeline suggests.$BTC
$ETH
๐ $ETH vs $BTC : THE BREAKOUT IS HERE! ๐ฅ
Can you see it? The $ETH /$BTC ratio just smashed through its accumulation pattern! This power move comes alongside incredible strength in $ETH /USD.
This isn't just noiseโit's a repeating story! The pattern is undeniable and consistent with previous cycles:
โก๏ธ Phase 1: Accumulate
๐งฑ Phase 2: Consolidate
๐ฅ Phase 3: THE BREAKOUT
๐ If history rhymes, Ethereum's major "Rotation Phase" is officially loading up!
What are your thoughts? Is Ethereum about to lead the market charge? Drop your insights below! ๐
Can you see it? The $ETH /$BTC ratio just smashed through its accumulation pattern! This power move comes alongside incredible strength in $ETH /USD.
This isn't just noiseโit's a repeating story! The pattern is undeniable and consistent with previous cycles:
โก๏ธ Phase 1: Accumulate
๐งฑ Phase 2: Consolidate
๐ฅ Phase 3: THE BREAKOUT
๐ If history rhymes, Ethereum's major "Rotation Phase" is officially loading up!
What are your thoughts? Is Ethereum about to lead the market charge? Drop your insights below! ๐
Hey guys, does anyone still remember CELO?
Celo just introduced on the forum with the topic โCelo Tokenomics Initiativeโ - a program to redesign the entire tokenomics model for the growth phase of the next decade.๐
Celo will review and redesign the economic model around the key points:
> Review the entire current operation of $CELO (staking, governance, gas fees, rollup architectureโฆ).
> Propose new burn, buyback or fee flow mechanisms to better tie CELO to volume, transaction fees and real usage.
> Establish a transition roadmap: how to allocate fees, protocol revenue, burn/buyback funds, mechanisms to increase long-term value.
Remember the days when we whispered to each other, "hold Celo to collect..."...not sure if anyone still remembers now?๐
Celo just introduced on the forum with the topic โCelo Tokenomics Initiativeโ - a program to redesign the entire tokenomics model for the growth phase of the next decade.๐
Celo will review and redesign the economic model around the key points:
> Review the entire current operation of $CELO (staking, governance, gas fees, rollup architectureโฆ).
> Propose new burn, buyback or fee flow mechanisms to better tie CELO to volume, transaction fees and real usage.
> Establish a transition roadmap: how to allocate fees, protocol revenue, burn/buyback funds, mechanisms to increase long-term value.
Remember the days when we whispered to each other, "hold Celo to collect..."...not sure if anyone still remembers now?๐
[2025 Crypto Wrapped] Stablecoin Supercycle: Yields vs. Compliance
Stablecoins have proven to be one of the few crypto businesses with real PMF.
While USDT and USDC still dominate the market, other stablecoins have exploded in 2025, catalyzed by Circle's IPO and the GENIUS Act.
The space has now split into two rails:
๐นCrypto Natives (Ethena USDe, Falcon Finance USDf, Sky USDS) offer higher returns than T-Bill rates through CeDeFi/ DeFi strategies.
๐นInstitutional Titans (PayPal PYUSD, World Liberty Financial USD1, Ripple RLUSD) doubling down on full compliance.
Dive into the 2025 race for the top stablecoin challengers๐$BTC
$ETH
Stablecoins have proven to be one of the few crypto businesses with real PMF.
While USDT and USDC still dominate the market, other stablecoins have exploded in 2025, catalyzed by Circle's IPO and the GENIUS Act.
The space has now split into two rails:
๐นCrypto Natives (Ethena USDe, Falcon Finance USDf, Sky USDS) offer higher returns than T-Bill rates through CeDeFi/ DeFi strategies.
๐นInstitutional Titans (PayPal PYUSD, World Liberty Financial USD1, Ripple RLUSD) doubling down on full compliance.
Dive into the 2025 race for the top stablecoin challengers๐$BTC
$ETH
He built a $40B empire.
He watched it vanish in 72 hours.
Tomorrow, the sentence that defines his future.
This is the final chapter of Do Kwon.๐งต๐$BTC
$ETH
He watched it vanish in 72 hours.
Tomorrow, the sentence that defines his future.
This is the final chapter of Do Kwon.๐งต๐$BTC
$ETH
๐จHUGE: CRYPTO INVESTOR DONATES $12M TO UKโS REFORM PARTY
Christopher Harborne, an investor in Tether and Bitfinex, has donated $12 MILLION to the Reform Party, one of the largest political contributions from a crypto figure in the UK.$BTC
$ETH
Christopher Harborne, an investor in Tether and Bitfinex, has donated $12 MILLION to the Reform Party, one of the largest political contributions from a crypto figure in the UK.$BTC
$ETH
Massive news for $ASTER the new roadmap just changed everything.
ASTER is launching its own Layer 1 in Q1 2026.
Yes, you read that right, testnet at the end of December, mainnet just months later. No L1 has ever moved this fast.
> 77M tokens burned, another 77M locked for airdrops.
Supply down. Demand rising.
> Staking drops in Q2.
Mainnet in Q1.
Buybacks nonstop.
> The long-term setup is obvious:
Next cycle, $10+ $ASTER isnโt a dream itโs the target.
If youโre not paying attention now, you will be when itโs too late. 10$ Soon
ASTER is launching its own Layer 1 in Q1 2026.
Yes, you read that right, testnet at the end of December, mainnet just months later. No L1 has ever moved this fast.
> 77M tokens burned, another 77M locked for airdrops.
Supply down. Demand rising.
> Staking drops in Q2.
Mainnet in Q1.
Buybacks nonstop.
> The long-term setup is obvious:
Next cycle, $10+ $ASTER isnโt a dream itโs the target.
If youโre not paying attention now, you will be when itโs too late. 10$ Soon
US PCE drops today at 8:30 a.m. ET
Only 1 hour left, expect high volatility
Forecast: 2.9%
IF PCE > 2.9 โ BEARISH
IF PCE = 2.9 โ NEUTRAL
IF PCE < 2.9 โ BULLISH
God please save our altcoin bags๐$BTC
$ETH
Only 1 hour left, expect high volatility
Forecast: 2.9%
IF PCE > 2.9 โ BEARISH
IF PCE = 2.9 โ NEUTRAL
IF PCE < 2.9 โ BULLISH
God please save our altcoin bags๐$BTC
$ETH
$PENGU just did a 30% bounce after dipping to $0.0094
๐ฐPrice has stabilized, volumeโs solid (~$12M 24h)
๐Top PnL and Fresh Wallets are flowing in
๐คSmart Money positioning while itโs quiet
๐ฐPrice has stabilized, volumeโs solid (~$12M 24h)
๐Top PnL and Fresh Wallets are flowing in
๐คSmart Money positioning while itโs quiet
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