Wall Street Journal on Ethereum ETH is up ~27 % year to date and 13.5 % this month alone, outpacing Bitcoin. This isn’t speculation; it’s structural. Enter Peter Thiel’s Founders Fund. They own 7.5 % of ETHZilla, which turned into an Ether buying treasury, rocketing from a $18m to $741m valuation. They also control 9.1 % of BitMine Immersion, which raised $250m to buy ETH and now sits at an $8.3b market cap. This is conviction, not a hedge. What’s happening isn’t just token speculation. Institutional giants are betting Ethereum becomes Wall Street’s programmable infrastructure; the rails for tokenized money markets, settlement, digital debt, and programmable yield. Meanwhile, on chain activity has exploded to $1.2 trillion this year, up from $960b last year. That’s real usage, real volume, real adoption; not vaporware. I’ve held through a long bear market. Digital art, Nft's, programmable assets; ETH is programmable culture and programmable finance in one. Yes, I bet I’ll look like a genius or a maximum retardio in 5 – 10 years; but at least I believe in something bigger than a token. Ethereum isn’t a crypto asset. It’s evolving into both a corporate treasury reserve and a yield bearing institutional asset. The dual flow flywheel is engaged. ATHs is not the question; how high is the better question? This post was inspired by two of my OG friends that won't stop talking about ETH: @lanamour69 and @sjdedic