Joseph Young

Joseph Young@iamjosephyoung · 2026/04/24观点输出

rsETH hole just got filled. hats off to the entire ethereum and defi community. believe in ETH.

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Joseph Young@iamjosephyoung · 2026/04/03政策影响

there are 2 moats crypto will always have as an industry: - self-custody - digital money ethereum is uniquely positioned to dominate both over the long run. trustlessness as culture and stablecoin dominance. never been this excited for the ethereum eco.

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Joseph Young@iamjosephyoung · 2026/03/28政策影响

difficult market, but the institutional and stablecoin meta in crypto benefits ethereum the most. stablecoin in the ethereum eco about to hit ATH nearing $200 billion. fully locked in and positive about ethereum scaling / eco growth roadmap this year.

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Joseph Young@iamjosephyoung · 2026/02/21政策影响

this week, BNP Paribas launched its money market fund initiative on ethereum. it follows JPMorgan and BlackRock rushing to tokenize on ethereum. ethereum has always shined throughout challenging markets. institutions trust the track record and security of ethereum.

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Joseph Young@iamjosephyoung · 2026/02/11观点输出

ethereum staking ratio is at an all time high. over 30% of eth is now staked. while dats like BitMine and SharpLink accumulate with: - balance sheet capital - no debt - long term conviction - stake to earn model brutal market for crypto, but ethereum looks bright. https://t.co/uVH59IWrAs

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Joseph Young@iamjosephyoung · 2026/02/08政策影响

this week in ethereum: - $27.1 billion net stablecoin inflow in 6 months - Vitalik says mainnet could scale 1000x - active addresses on ethereum at ATH - updated focus to greatly scale mainnet - AAVE surpasses Klarna in AUM ($18.6B) on-chain fundamentals remain strong.

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Joseph Young@iamjosephyoung · 2026/02/06观点输出

it is obvious but important that: near bottoms, people rush to sell in panic. near tops, people rush in to FOMO buy. crypto fear index is ~5/100 atm, signaling extreme fear. historically, this is where most liquidations occur and bottoms are made.

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AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。

Joseph Young@iamjosephyoung · 2026/02/06政策影响

$27.1 billion net stablecoin inflow into ethereum in the past 6 months. dwarfs other chains in stablecoin activity / liquidity. during highly volatile markets, network effect is critical for steady long-term growth, and ethereum has it. https://t.co/fvIaC7S7wA

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AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。

Joseph Young@iamjosephyoung · 2026/02/05赛道影响

Vitalik says ethereum mainnet can scale 1000x. - execution and data scale well already - state does not - L1 should remain a high-value state layer - new state forms handle most per-user data ethereum already smashes most on-chain metrics. this will further aid that.

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AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。

Joseph Young@iamjosephyoung · 2026/02/05赛道影响

why scaling ethereum mainnet is the right direction: active addresses on ethereum is at an all-time high. https://t.co/yjd433G0xW

17171437.3K

AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。