John Kelleher
@jpkcambridge
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johnkelleher.eth
Ethereum
Joined April 2011
What people on CT don’t want to admit is simple: institutions are users of blockchain technology and they prefer Ethereum above all else. When thinking about moving onchain, they prioritize minimizing counterparty risk and maximizing permanence. Institutions want infrastructure
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oil and gold are the two top traded markets on @ostiumlabs - oil alone is 50% of our daily volume
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Today, the SDNY prosecutors filed a letter to Judge Failla requesting a retrial date. They want to go again in October. The prosecutors want to retry me on 2 counts the jury couldn't unanimously decide on. A jury of 12 Americans heard 4 weeks of evidence and deadlocked: no
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Attention all situation monitooors: After-hours liquidity for gold on Lighter is best in class
We believe RWAs will represent a growing share of volume on Lighter. This week we improved liquidity on XAU / XAG, bringing tighter spreads & lower slippage. All positions can be cross margin. We’ll keep improving RWA liquidity — reply with tickers you’d like us to prioritize!
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This is your periodic reminder that: - @Lighter_xyz is the cheapest place to trade, net of fees - $LIT is undervalued based on current revenue, even without accounting for future growth
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In the imminent crypto bull market: $ETH will lead the way — as the strongest digital asset — powering the strongest, most secure blockchain ecosystem. Institutional finance runs on Ethereum. AI agents will run on Ethereum. Ethereum will thrive post-quantum. The ticker is ETH.
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Vitalik has taken an overly rigid and tight view on Eth's L1+L2 model with his near-exclusive focus on tech and decentralization. In this, he's setting us back in the real world. Vitalik is missing (or knows but didn't say) two crucial things about Ethereum that will drive our
Have been following reactions to what I said about L2s about 1.5 days ago. One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance - something we've done
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i) Aztec ii) Lighter iii) MegaETH iv) ??? v) many vi) polymarketchain?
There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts: * L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected * L1 itself is scaling,
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too bad you can't use Etheruem blob space to cryptographically verify agent-to-agent prompt payloads, as a means to minimize injection attacks. And then...ooh, idno...stream lucartive payments to agents with higher quality agentic responses... who's building this?!
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fun fact: designed the original ostium logo in powerpoint in a dorm room to look like a periodic table element beyond being named after the roman port city of ostia - through which the empire's commodities imports flowed - it also resembles osmium, the densest stable element
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Ethereum itself must pass the walkaway test. Ethereum is meant to be a home for trustless and trust-minimized applications, whether in finance, governance or elsewhere. It must support applications that are more like tools - the hammer that once you buy it's yours - than like
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most undervalued blockchains by TVL vs market cap gap. Ethereum has 59% of all TVL, but only 14% of total market cap
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Ah yes, Galaxy "Research" with 26 predictions for everything except Ethereum. We love research that shows ̵E̵t̵h̵e̵r̵e̵u̵m̵ ̵h̵a̵s̵ ̵m̵o̵r̵e̵ ̵D̵e̵F̵i̵ ̵T̵V̵L̵ ̵(̵6̵5̵%̵)̵ ̵a̵n̵d̵ ̵s̵t̵a̵b̵l̵e̵c̵o̵i̵n̵s̵ ̵(̵5̵5̵%̵)̵ ̵t̵h̵a̵n̵ the entire blockchain space. If you're going to
26 PREDICTIONS FOR 2026 From Bitcoin to DeFi, Layer 1 and Layer 2 blockchains, Artificial Intelligence, and much more The Galaxy Research team is back with predictions for the year ahead (and also an assessment of our predictions last year) 👇
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the solana manlets cheered when @KyleSamani was gaslighting ETH nerds so their boos when @jessepollak gaslights said manlets about "alignment" mean nothing to me🙃 just business
@jessepollak @akshaybd @vibhu The problem is that alignment is bs. @ilblackdragon is working on near intents for near, and isn’t trying to sell me alignment bs. It’s a great competitive product that pushes the industry forward. It has solana tokens on it, but the value capture is on near. Good for him.
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ETH is massively undervalued because Ethereum is an emerging economy but the market doesn't recognize it as such Why? Ethereum L1 is basically an emerging nation State with its own growing population and a fast growing GDP Think of L2s as networked villages connected to L1
@simonkim_nft There is another model you should add. Fidelity research released a paper that looks to model the valuations of these network's currency as if they are nations: "Blockchains as emerging economies" https://t.co/Z1jhY1Z6uF it is the most convincing analysis on how you actually
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"Once banks understand they need both privacy AND decentralization, there's only one answer."
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I found a little gem of mine. Turns out I was spot on, ETH absolutely rallied after Pectra. 1 month before Pectra: $1,574 On May 7th, when it shipped: $1,816 1 month after Pectra: $2,481 And it went on rallying to $4.7K just 2 additional months later. We're now less than 1
Are major Ethereum upgrades fuel for bull markets? As we are only 3 weeks out till Pectra, I looked into what happened with $ETH historically 1 month before and after a major upgrade. Guess what? Upgrades are good! - Follow along 👇
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