š„ The U.S. Senate has passed the GENIUS Act on stablecoins. $ETH is poised to become the new haven for major institutions, and utility-driven gems within the Ethereum ecosystem -especially in the AI sector - should be prioritized:
$EDGE, $AVM, $XMW, $SERV, $VERTAI, $NEURAL
Why these picks?
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Doxxed teams with solid experience in Web3
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Unique products with clear competitive advantages over others in the same field
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Solving real-world adoption challenges for users and enterprises with intuitive, scalable tech solutions
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Consistent execution and delivery according to their roadmap
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Well-designed tokenomics
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Organic buyers only ā no paid KOLs shilling
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Backed by some of the sharpest minds - the Gigachads of the space
Next CALL: ETH Outperformance. Hereās Why:
Crypto needs traditional finance (TradFi) money to move, not retail. BTC outperformance is purely a function of that. What comes next will shock most: the U.S. government needs $ETH. Way more than bitcoin.
Whatās the biggest problem the U.S. government faces now? Nobody wants to buy their debt. Yields up, gold up, dollar down, not good. Capital is flowing out. Letās explore how ethereum will help alleviate this problem.
Of all the crypto policies, two bills stand out: the SBR and the Stable coin Bill. If you monitor policy, the Stable coin Bill will likely be the first to pass, as itās on the fastest track. Why? Stable coins create a yield compression effect by driving massive demand for U.S. debt. See the study linked posted below for details.
Key Findings from the Study:
ā Yield Compression (Main Effect): A 2-standard deviation stablecoin inflow (approximately $3.5 billion) lowers 3-month U.S. T-bill yields by 2-2.5 basis points (bps) within 10 days.
ā Limited Spillover to Longer Tenors: Stable coin flows show little to no significant impact on 2-year or 5-year Treasury yields, with only limited evidence of spillover to 10-year yields after about 15 days.
ā Asymmetric Effects: Stable coin outflows have a larger impact, raising 3-month T-bill yields by 6-8 bps, 2-3 times the effect of inflows. This suggests less discretion in timing during stress.
āIssuer-Specific Contributions:
USDT (Tether): Accounts for ~70% of yield compression, consistent with its larger market capitalization and T-bill holdings.
USDC (Circle): Contributes ~19%.
Other Stable coins: Contribute the remaining ~11%.
The Stable coin Bill will bring trillions of TVL into ETH. Not SOL, fk SOL, an extraction chain with toxic KOLs, builders, founders, and meme coin degenerates. Ops, got a bit emotional.
Simply buying ETH is a play on its own, alternative is check my public portfolio and DYOR. I wonāt mention specific names to avoid becoming customer support. Iāll leave this picture here for you. Not even BlackRockās Ondo was invited, lol. I donāt know when ETH will start outperforming, but Iām prepared when the time comes.
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