Sanjay Shah ⚡️
@sanjaypshah
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Reading, writing, and educating about modular blockchains. Investing at @electriccapital. Views my own.
Joined September 2009
RT @DeFi_Dad: ⚡️ New @edge_pod is out with @ElectricCapital!. 📈 @MariaShen and @sanjaypshah break down their thesis on why "holding ETH is….
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RT @DeFi_Dad: Don't miss a new @edge_pod dropping later today with @MariaShen and @sanjaypshah!. We cover @ElectricCapital's latest report,….
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RT @MariaShen: 1/ Ethereum hosts the world’s largest decentralized financial system. And its lead is compounding. ETH's network effects b….
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RT @ETHZilla_ATNF: 1/ 10 years ago, Ethereum was born to rewrite the rules of programmable finance. Today, ahead of Ethereum's anniversary….
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RT @DeFi_Dad: Holding $ETH is the best way to capture upside on stablecoin adoption, image from @ElectricCapital chads .
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Ethereum is king 👑.
1/ Ethereum is the backbone of the largest decentralized financial economy in the world. Here’s the data, and why it matters for ETH 📈.
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RT @kateli_nyc: 1/ L2s aren’t just scaling Ethereum. They’re scaling demand for ETH. • 50K+ ETH bridged to L2s weekly. • ETH = 35% of L2 l….
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The stablecoin economy is just getting started. Here's why Ethereum is its natural home, and how ETH captures the upside.
Stablecoins are spreading the dollar faster than any financial tech in history. And Ethereum is becoming the financial backbone. For Ethereum’s 10th birthday, we’re publishing our updated @ElectricCapital ETH thesis:. Remaking the Case for ETH 🧵. 1/
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The USD is a ticking time bomb (debt spiral), so smart money is buying BTC . BTC is a ticking time bomb (security budget), so the smartest money is buying ETH.
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RT @MariaShen: Ethereum is the only safe place for institutions to store trillions of dollars. 1. Ethereum's decentralization is nearly im….
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RT @puntium: It's not just BUIDL. Ethereum is capturing more and more share of the entire tokenized treasuries market. Started around 50%….
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RT @MariaShen: Reminder: Ethereum has 100% uptime through 16 upgrades. That’s not just an engineering flex. It’s why we trust it to secur….
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RT @MariaShen: 1/ “Credible neutrality” is Ethereum’s secret weapon. It’s not sexy. It’s not easy to explain. But it’s why Ethereum matter….
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RT @puntium: When it comes to rebuilding global finance, Ethereum is still the only choice. Serious finance is all about pricing risk. In….
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RT @sanjaypshah: @masonnystrom The way I see it is that Ethereum is special, because it has NO competition. Yes there are other L1 chains.….
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Sorry, but eth IS a special snowflake. The only reason people think it's not is price. TSLA did nothing for SEVEN yrs while tech ripped - then 25x'd. Short term price (even 3 yrs) doesn't change that ETH's decentralization makes it the best home for the trillion$ finance industry
@Kira_sama ETH holders need to accept that the market has decided gold & BTC are in a different category. ETH is not a special snowflake, it needs to show utility, growth, support apps, and capture value if it wants to be valuable. Rn its lagging on all dimensions vs comps.
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RT @MariaShen: We are delighted to release the 6th annual @ElectricCapital Developer Report!. We analyzed a record 902M code commits across….
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RT @MariaShen: We @electriccapital analyzed 110k+ developer profiles to understand crypto devs geographically. Asia is now #1 for crypto d….
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RT @0x9e0ff: 0/ 80% of 100 dollar bills are held offshore, representing over $1.5T in value!. For most, outside of the global elite, the on….
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