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Feb 12, 2026
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LONG
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The US regulatory environment has shifted to "blowing wind in our sails" (pro-crypto). Traditional banks are already using Ethereum private chains. We are at the end of a "debt monetary regime super cycle." As trust in centralized institutions cracks, decentralized trust (Ethereum) gains value. The shift from "startup mode" to "mainstream finance adoption" is accelerating due to political support. Ethereum is the "Mainstream Moment" play for institutional finance. Quantum computing risks (though Lubin dismisses this for ETH), or regulatory reversals. |
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