Ethereum (ETH)

Ethereum Toward a New AI Era 💎 I think people are still misunderstanding Ethereum in the AI narrative. While CT is busy rotating into every AI coin with a chatbot demo, #Ethereum is quietly building the rails for something much bigger. I’ve been reading Vitalik Buterin’s latest essays and digging into ERC-8004, this looks like positioning. For 2 years, the story was simple: weak apps, stale narrative, underperforming price. But under the surface, core devs kept pushing privacy, ZK, verification, and governance. Now with ERC-8004 and the AI thesis, the direction is clearer: > Ethereum is trying to become the verification and settlement layer for #AI agents. And that’s a completely different game. 1️⃣ The problem with today’s AI race The dominant mindset is speed + scale. Bigger models, more GPUs, more capital. That logic naturally concentrates power. A few tech giants control compute, data, distribution. Vitalik’s point is subtle but important: the risk is the AI directionality. If AI becomes the dominant economic actor, and it’s fully centralized, humans slowly lose leverage in decision-making and value distribution. Ethereum’s answer is building constraint. 2️⃣ ERC-8004 is more important than people think I don’t think it’s just another standard. ERC-8004 introduces minimal but critical components: agent identity, reputation registry, verification registry. It assumes AI is not trustworthy by default. So the question becomes: how do we use AI economically without trusting it? That’s pure Ethereum philosophy. AI agents can transact, post deposits, build track records, but they are verifiable and constrainable. If this goes live in 2026 as planned, it could be one of the most strategic infra upgrades in years. 3️⃣ Privacy is the missing piece in the AI onchain talk If every AI transaction is transparent: – Strategies get front-run – Models get reverse-engineered – Alpha disappears Vitalik keeps pushing ZK proofs, zkVMs, TEEs, private payments, client-side verification. The goal is simple but powerful: Verifiability without penetrability. That’s what allows AI to operate economically onchain without being naked in a dark forest. 4️⃣ Why this matters now We’re moving from chatbots to autonomous agents. – Agents that trade – Agents that provide liquidity – Agents that coordinate tasks and pay each other 24/7 If billions of machine actors emerge, they'll need: – Neutral settlement – Deep liquidity – Credible neutrality – Censorship resistance Ethereum already has 10+ years uptime and the deepest DeFi rails. Even voices like Tom Lee and Jensen Huang have acknowledged Ethereum’s potential role in AI-scale economics. 5️⃣ My honest take I think Ethereum wins by being the constraint layer in a world addicted to acceleration. In an AI-dominated future, compute will always get cheaper and more powerful. Verification and neutral coordination won’t. If AI becomes an autonomous capital allocator and economic participant, then $ETH becomes settlement for a machine economy. That TAM is far bigger than what the market is pricing today. But Ethereum has always been like this. Build quietly. Get mocked. Then suddenly become systemic. I’m starting to think 2026 might be remembered as the year Ethereum stopped being just a world computer and became the backbone of the agentic economy 💎

Wu said that Morgan Stanley mentioned in a blockchain software engineer job posting that the engineer is required to lead blockchain engineering projects, focusing on building scalable, secure, and regulatory‑compliant solutions for digital assets, tokenization, and decentralized finance (DeFi). It involves integration of at least four blockchains, including Hyperledger, Polygon, Canton, and Ethereum. The annual salary can be up to $150,000. https://t.co/BfjfKMqVr5

BlackRock announced that it has increased its stake in BitMine ($BMNR), the treasury company that accumulates ETH, by 165%. BitMine is buying ETH. BlackRock, on the other hand, is acquiring shares of BitMine. Institutional investors are taking an indirect position on Ethereum. They are not buying tokens. They are buying the company. They are managing risk. They are complying with regulations. Why are they doing this? Is it because they think Ethereum might crash?

Which of these do you think will happen this cycle ? $ETH - 4x $SOL - 5x $XRP - 5x $SUI - 7x $ENA - 8x $ONDO - 6x $NEAR - 10x $BNB - 12x $SEI - 14x $HYPE - 5x $PEPE - 20x

BlackRock ($14 Trillion firm) increased its stake in Ethereum treasury company BitMine to 9,049,912 shares... https://t.co/CCJXEB69ek

This one finally turns into a take-profit story 😌💰 That massive ETH long -- the one that once stacked up 105,000 $ETH and sat through a nasty drawdown ... has started trimming. Over the past 24 hours, address 0xa5B0eDF6B55128E0DdaE8e51aC538c3188401D41 closed 28,000 ETH from its long. The average exit came in around $2,094.02, and that move alone realized about $1.26M in profit. What’s left there isn’t small either. This wallet is still holding 32,000 #ETH long, now valued around $66.7M. Entry sits near $2,048.9, ETH trading around $2,084–2,085, and the unrealized profit is hovering near $1.15–1.2M. Leverage is light at roughly 1.4x, margin posted about $4.45M, and liquidation is way down near $622 -- so yeah, this position is in no hurry. On top of that, there are already limit sell orders for 3,000 ETH parked in the $2,100–$2,110 zone, just waiting. Now the second wallet -- 0x6C8512516Ce5669d35113A11Ca8B8DE322fD84F6 ... is still holding firm. This address hasn’t trimmed yet and continues to sit on 45,000 ETH long, with the position valued around $93.8M. Entry is lower at $2,029.38, current mark around $2,084.8, and unrealized profit has grown to roughly $2.49M. ROE is pushing above 53%, margin posted sits near $4.69M, and liquidation is far away around $1,286. Put together now, the two addresses are holding about 77,000 ETH long, worth roughly $160M. Part profits are booked, risk is reduced, and plenty of upside is still on the table. Honestly.... WE THINK, this is what patience looks like when it finally gets rewarded.

Hopium at insane levels. I respect tomtom's hydration, but while we keep bleeding from the 2025 ETH winter bags, that $200M from MrBeast is another league and can change the narrative 🤯. Omo: sentiment is not a substitute for fundamentals.

Now selling $ETH 🥶! THIS guy is simply uffffffff..... Garrett Jin has started unloading ETH once more. Over the past 6 hours, he sent a massive 261,024 ETH -- roughly $543M into Binance. That’s not a test transfer, that’s size. When #ETH gets pushed onto an exchange in chunks like this, it usually means selling is either already happening… or about to.

🚨 UPDATE: OG WHALE ALERT! An "OG" whale has just deposited 261,020 $ETH ($546 MILLION) into @binance! Is this preparation for a big sell-off or just liquidity management?

Accumulated long position of 105,000 $ETH has partially taken profits! 💰 In the past 24 hours, one address closed a long order of 28,000 ETH and earned $1.263 million, with an average entry price of $2,094.02. The address still holds 32,000 ETH, with an unrealized profit of $1.193 million. Additionally, it placed a limit sell order of 3,000 ETH in the [$2,100 - $2,110] range. The two addresses together now hold a total of 77,000 ETH long positions, valued at $160 million. Portal https://t.co/4RxqAvU9Ic https://t.co/SVQ0tOOM0h