Posteo

The Ethereum Foundation’s silence on issuance is getting dangerous 🔥 Let’s cut through it: cutting issuance won’t pump ETH tomorrow. But pretending the problem isn’t there is a long-term mistake. ETH can’t be both "sound money" and a "productive asset" without a clear policy. For the "money" camp: staking incentives are too strong. We’re heading toward a world where almost all ETH lives in LSTs. Higher staking → higher inflation → more people forced to stake to not fall behind. That’s a liquidity trap eating ETH’s monetary premium. For the "productive asset" camp: ∼3,000 ETH/day is being issued and it’s rising. Burn needs 30x–100x more activity just to break even, and that’s before gas limit hikes + higher staking. We’re fighting our own tokenomics. This isn’t about the next 1 week candle. It’s about ETH’s core thesis. More silence = narrative shifts from "ultra-sound money" to "ultra-inflated staking farm." Action > silence. 💎 $ETH #DailyOrbit @OKX Orbit #CXMTMemoryIPO