On_Chain retweeted
🔥 BULLISH: Investor James Lavish predicts $BTC could reach $400,000–$500,000 by mid-2029, with a conservative target of $200,000–$300,000.
He believes Bitcoin has already bottomed and could benefit from growing institutional adoption.
On_Chain retweeted
Game Theory continues - Fed will raise rates 50 bps in December - increased borrowing costs. Nothing stops this train. Read again.
IMO: This is how the game theory plays out
- US military engagement in the Middle East fails to achieve rapid decisive victory
- the Strait of Hormuz experiences extended operational disruption
- oil prices spike
- petrodollar recycling mechanism comes under stress
- foreign central banks reduce US Treasury holdings
- US borrowing costs rise
- Fed responds with significant balance sheet expansion
- global liquidity expands significantly
- Bitcoin as the most sensitive asset to liquidity with a finite supply absorbs a disproportionate share of that impulse
This is forced monetary expansion.
✌️
This will be Sui’s cycle.
When we started building Sui, we had a fundamental belief that the internet had a coordination problem. A blockchain was one piece of the solution, but it was never going to be enough on its own.
We knew it was just the start, and we knew that it would take years to build the rest, and it did. We built the whole stack, piece by piece. And that gave Sui a massive technical advantage over every other blockchain.
Now it is all about adoption.
What you saw at Basecamp was a glimpse of that momentum. Some of the largest companies in the world are now working with Sui.
Yes, I believe this will be Sui’s cycle.
9
On_Chain retweeted
This will be Sui’s cycle.
When we started building Sui, we had a fundamental belief that the internet had a coordination problem. A blockchain was one piece of the solution, but it was never going to be enough on its own.
We knew it was just the start, and we knew that it would take years to build the rest, and it did. We built the whole stack, piece by piece. And that gave Sui a massive technical advantage over every other blockchain.
Now it is all about adoption.
What you saw at Basecamp was a glimpse of that momentum. Some of the largest companies in the world are now working with Sui.
Yes, I believe this will be Sui’s cycle.
On_Chain retweeted
Deutsche ₿ank. crypto.news/deutsche-bank-la…
On_Chain retweeted
$SUI is now the 3rd largest blockchain by daily transactions.
On_Chain retweeted
Mysten Labs co-founder Adeniyi Abiodun:
"Credibly neutral internet infra is gonna be very very critical for agentic finance & commerce."
Mysten and Google Cloud, with $30.71B in Q3 revenue, built an AI agent audit layer on Sui.
@SuiNetwork @EmanAbio
On_Chain retweeted
Chamath Palihapitiya on Elon Musk:
"In Silicon Valley, we have had a lost decade. What are the 2 or 3 most incredible technological achievements that Silicon Valley has created in the last decade. You've Elon Musk who created reusable rocketry. He created an entire global mesh of communication infrastructure. He created electric cars. What have the rest of us done? We've created Airpods and Instagram reels."
On_Chain retweeted
Now is not the time to be bearish.
Now is the time to be bullish.
Be more bullish than ever.
We're in 2016. The big adoption curve is coming with #Crypto.
Use those dips to accumulate more.
Be patient.
Enjoy the ride.
On_Chain retweeted
This is the conversation that made me even more bullish on $SUI.
Somewhere in this conversation Evan Cheng and I started joking about home robots. One day you come home, he said, and it's not cleaning your house: "it's cleaning OUT your house. And walking away with everything."
We were laughing. Then he added: "If you really think about it, it's entirely possible." And that's basically the whole episode.
@evanweb3 built developer tools at Apple and Meta before founding Mysten Labs, the company behind @suinetwork. We recorded in Singapore, where I was speaking at SUI Basecamp, and honestly, this became one of those conversations where I walked in with questions about stablecoins and walked out rethinking how the internet works.
His core point, the one I keep replaying:
"The web is built for humans. You cannot retrofit it to handle agents."
Everything online assumes a human on the other end, identity, trust, the fact that you can sue someone. Agents break all of it. His example hit home because I told him I get phishing mails daily that even make ME hesitate (and I confessed to my 50,000 unread emails, which he graciously ignored). Now imagine your agent reading those mails with full access to your accounts. His words: "Email is the biggest freaking attack vector... such a legacy protocol."
And his most honest line, about how this plays out:
"Disaster will happen. That's part of the progress."
That’s already what’s happening in the world nowadays. PHP websites aren’t safe anymore, even freezers and fridges are being hacked. Our infrastructure needs to be updated, and that’s why this episode and SUI became so important.
Thanks to @OKX for being today’s sponsor of the show.
Timestamps:
00:00 - Intro
01:30 - When Will We Stop Talking About Blockchain?
05:44 - Why Stablecoins Finally Took Off
09:22 - What Stops Normal People From Using Stablecoins
11:38 - Can You Insure An AI Agent?
15:14 - Who Pays When Your AI Agent Gets Hacked?
23:05 - Is It Too Late To Stop AI?
29:15 - Why The Internet Will Break For AI Agents
32:11 - How One Email Could Empty Your Bank Account
35:03 - "Disaster Will Happen"
38:36 - How To Stop An AI Agent From Going Rogue
46:11 - How Sui Wants To Win The Agent Economy
47:23 - Why Sui?
53:23 - Where Sui Will Be In A Year
On_Chain retweeted
You have to buy when it doesn’t feel comfortable. Nobody wants to buy until prices are pumping again. It’s always the case.
On_Chain retweeted
Great information on @SuiNetwork from @EvanWeb3 with @CryptoMichNL
Agentic economics is the next frontier requiring an entirely new internet. Mysten Labs is leading the way.
Give this a listen. 👏
This is the conversation that made me even more bullish on $SUI.
Somewhere in this conversation Evan Cheng and I started joking about home robots. One day you come home, he said, and it's not cleaning your house: "it's cleaning OUT your house. And walking away with everything."
We were laughing. Then he added: "If you really think about it, it's entirely possible." And that's basically the whole episode.
@evanweb3 built developer tools at Apple and Meta before founding Mysten Labs, the company behind @suinetwork. We recorded in Singapore, where I was speaking at SUI Basecamp, and honestly, this became one of those conversations where I walked in with questions about stablecoins and walked out rethinking how the internet works.
His core point, the one I keep replaying:
"The web is built for humans. You cannot retrofit it to handle agents."
Everything online assumes a human on the other end, identity, trust, the fact that you can sue someone. Agents break all of it. His example hit home because I told him I get phishing mails daily that even make ME hesitate (and I confessed to my 50,000 unread emails, which he graciously ignored). Now imagine your agent reading those mails with full access to your accounts. His words: "Email is the biggest freaking attack vector... such a legacy protocol."
And his most honest line, about how this plays out:
"Disaster will happen. That's part of the progress."
That’s already what’s happening in the world nowadays. PHP websites aren’t safe anymore, even freezers and fridges are being hacked. Our infrastructure needs to be updated, and that’s why this episode and SUI became so important.
Thanks to @OKX for being today’s sponsor of the show.
Timestamps:
00:00 - Intro
01:30 - When Will We Stop Talking About Blockchain?
05:44 - Why Stablecoins Finally Took Off
09:22 - What Stops Normal People From Using Stablecoins
11:38 - Can You Insure An AI Agent?
15:14 - Who Pays When Your AI Agent Gets Hacked?
23:05 - Is It Too Late To Stop AI?
29:15 - Why The Internet Will Break For AI Agents
32:11 - How One Email Could Empty Your Bank Account
35:03 - "Disaster Will Happen"
38:36 - How To Stop An AI Agent From Going Rogue
46:11 - How Sui Wants To Win The Agent Economy
47:23 - Why Sui?
53:23 - Where Sui Will Be In A Year
On_Chain retweeted
I still see #Bitcoin at $1 million eventually, as digital gold: 2% of the world's wealth, with gold around 3%. Today it's about 0.2-0.3%.
There's no chart that says the four-year rally has to work. But people who said it doesn't anymore have been wrong for 12 years so far.
On_Chain retweeted
To me, the languishing of $ETH price, while disappointing
is arguably more a reflection of the impatience of markets
- in 2026
- steady and visible progress is made on the tokenization supercycle
- vast majority on Ethereum $ETH
- founder of ethereum @VitalikButerin affirms $ETH is a store of value
- crypto bull market just started
- AI narrative is not consuming all incremental capital
Adds up to a bullish outlook for crypto next 24-36 months
Pls buckle up 🆙
