EthFinance
Welcome to /EthFinance, a decentralized alternative to Reddit's r/EthFinance community of Ethereum investors, traders, users, devs, enjoyooors, etc. with a focus on the market, price, tokenomics, use cases, DeFi products, and all things finance related.
@aviationdoctor.eth
Guys, I think I figured it out. Ethereum was built on top of an ancient Indian burial ground
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@aviationdoctor.eth
If you zoom out to a time that eukaryotes first appeared some 2.2 billion years ago during the Proterozoic Eon, then this crash doesn’t look that bad
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@aviationdoctor.eth
One year later, does motlbot and related AI assistant tech get us one step closer to an explosion in agent-to-agent transactions facilitated by the one and only permissionless and credibly neutral chain?
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@aviationdoctor.eth
Welp, my USD/ETH LP position just blew right through the $2,600 range floor. Zero resistance whatsoever. I exited the pool in the red due to IL. And I thought I was being conservative setting a $400 downside range!
I've never felt a greater disconnect between the excellence of the tech (which is objectively as good as it's ever been, and enjoying record utilization) and the mediocrity of the price action. Not being bearish; I'd be happy to back up the truck and DCA on the way down at some point. I'm just... humbled by how the market gives zero fuck
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@aviationdoctor.eth
The more I learn, the less I realize I know
— Socrates, looking at the $ETH price action
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@zachharris.eth
I have bad news. We got rugged… The "Memecoin Supercycle" wasn’t a bull market. It was a distraction mechanism.
To the retail eye, late 2025 looked like a mania.
To the institutional eye, it looked like a demolition.
While the market was hyper-focused on high-velocity speculation, a quiet "Filtering Event" was engineered from Washington to Wall Street.
I’ve spent the last week tracing the forensic capital flows, and the pattern is undeniable.
We aren't witnessing deregulation.
We are witnessing Hedgefundization.
The "Open Finance" era is effectively over.
It has been replaced by a two-tier caste system:
✔️ The Bank (Tier 1): Gated, sovereign-aligned yield elite.
✔️ The Casino (Tier 2): Unregulated, negative-sum for retail.
✔️ The Middle: Starved.
In my latest Deep Dive, I connect the four "Non-Obvious Dots" that prove this thesis:
📍 The Geopolitics: How the "China Crypto Ban" forced the US to weaponize Stablecoins as a sovereign debt sponge.
📍 The Personnel: Why Commerce Secretary Howard Lutnick managing Tether’s T-Bills is the most critical signal of the decade.
📍 The Checkmate: How pardoning CZ wasn’t mercy—it was a strategic move to break Coinbase’s domestic monopoly.
📍 The Harbinger: Why the Jan '26 ADL Cascades were the structural "Proof of Failure" the government needed to gate the system.
The "Aha" Realization:
Survivability is no longer a function of Code.
It is a function of CAPEX.
If you are an allocator, a founder, or a builder, you need to understand the new Unit Economics of "Post-Gensler" world.
The moat isn't technology anymore. It's the $200k+ cost of compliance. Read the full "Anatomy of the Great Filter" below. 👇
https://www.linkedin.com/pulse/hedgefundization-digital-assets-2026-market-structure-zach-harris-aqzle/
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@benido
Let me translate: phantom will show adds in 6-12 weeks when salami understands that this is the new MEV.
https://x.com/maxresnick/status/2012307962778329201?s=46&t=YfmV111XTneWp8pMn5zaLA
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@benido
Some market makers really were hit hard on 10/10 and dont seem to operate anymore. The US starts a war and… our coins are UP on the news?
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@rheo
DeFi was meant to unlock credit markets 🔓
Rate volatility, co-mingled collateral risk, and utilization caps still punish borrowers
Lock in a Base USDC fixed-rate position for 90 days or more → get predictable funding with a 2% rebate at app.rheo.xyz/borrow
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@benido
If you listen to podcasts, read the news and aren't bullish _longterm_ I don't know what to tell you.
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@aviationdoctor.eth
Days after a global AWS outage, now a global Cloudflare outage.
You know what has had zero downtime in over a decade?
That’s right, 𝓔𝓽𝓱𝓮𝓻𝓮𝓾𝓶
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@benido
Is it still an ICO if there were several VC rounds before?
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@benido
UNI potentially activating the fee switch is great. Not so much for UNI itself, but more as a signal for the industry. Uniswap needs to evolve via v4 to make it, HL/ HYPE is still 8x bigger in terms of price. Fees will not save Uniswap, only a better product on top of the protocol will.
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@aviationdoctor.eth
LOL. LMAO, even. In the year of the Lord 2025, imagine an L1 successfully coordinating a shutdown of individual validators over Discord to stop an ongoing smart contract exploit.
At this point, just run a database instance on AWS or GCP and stop larping as a blockchain
https://x.com/berachain/status/1985288599152042101
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@aviationdoctor.eth
Found an old wallet but it only contained ETH :( I need a hug
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