bankless

Исследователь DeFi Игнас опубликовал в X, что основатель Bankless Дэвид Хоффман продал ETH и перераспределил средства в несколько криптовалют с наибольшим ростом, таких как LIT и ZEC, также неплохо показал себя NEAR, только VVV отстал от рынка. Хотя в то время рынок был переполнен паническими настроениями, и это было очень близко к дну ETH, цель активных криптоинвесторов всегда заключалась в том, чтобы обойти BTC и ETH.Ранее сообщалось, что соучредитель Bankless Дэвид Хоффман в июне этого года объявил о продаже всех своих ETH и покупке VVV, NEAR, ZEC, HYPE и LIT.

Соучредитель Bankless Дэвид Хоффман опубликовал сообщение, в котором заявил, что текущая динамика биткойна сталкивается с двумя возможными путями: боковое движение с консолидацией или последняя волна панического распродажа.Он считает, что биткойн с большей вероятностью войдет в фазу бокового движения с консолидацией, и дно уже практически сформировалось.

Сообщение от ChainCatcher, основатель Bankless Дэвид Хоффман, который ранее распродал все свои ETH, в посте на X упомянул о недавно созданной Ethlabs: "Фонд Ethereum (EF) сознательно оставил вакуум власти, чтобы новая организационная структура могла выступить и повлиять на направление развития Ethereum. Я считаю, что направление, которым ведет Ethlabs, представляет собой самое светлое будущее Ethereum. Я рад и, как всегда, буду поддерживать их на пути вперед."Ранее сообщалось, что в конце мая Дэвид Хоффман публично заявил о распродаже всех своих ETH. Вчера вечером несколько бывших исследователей Фонда Ethereum объявили о создании некоммерческой организации Ethlabs, целью которой является продвижение Ethereum на следующую стадию роста, и такие компании, как Bitmine, SharpLink и Джо Лубин, уже выразили свою поддержку.

Bankless co-founder David Hoffman posted on the X platform that after liquidating ETH, he immediately invested about 50% of the funds into VVV, NEAR, ZEC, and HYPE; the remaining 50% of the funds will be gradually invested as cash reserves through dollar-cost averaging, and has been fully used to buy LIT.On May 21, Bankless co-founder David Hoffman announced that he had liquidated all ETH. He then posted a detailed explanation of the reasons for liquidating Ethereum spot, emphasizing that this decision was not made on a whim.David stated that the grand narrative of "ETH is money" has not failed, but has been fully priced and played out to its rightful conclusion— the Ethereum network has achieved a valuation that matches its current accomplishments, but the ETH asset itself is unlikely to be repriced by the market, whether upwards or downwards. He remains extremely optimistic about the Ethereum network, believing that the ecosystem will be exceptionally prosperous, but only a small portion of these successes will continue to be reflected in the price of ETH.

In response to Bankless founder David Hoffman's liquidation of ETH, Uniswap founder Hayden Adams posted on the X platform stating that "ETH is Money" is the correct narrative, just different from most people's understanding.Hayden Adams stated that in the future, all assets will be tokenized, and people will hold the assets they value most, while the most decentralized monetary system will manifest as "an infinite form of currency competing with each other." He believes that with a low-cost, high-efficiency, 24/7 asset exchange system, there is no need for a single unit of account. He also claimed that Ethereum-based Uniswap is "the best decentralized monetary system," and it is still in its early stages.

Bankless founder David Hoffman explained his reasons for liquidating his ETH holdings in a post on X.Hoffman wrote: "I remain extremely optimistic about the Ethereum network and the entire ecosystem ------ Ethereum's architectural design exists to maximize the success probability of its applications, L2, and ecosystem. The 'fat-app' theory means that applications on Ethereum can capture the vast majority of transaction fee revenue; while the 'Rollup-centric' roadmap means that L2 can achieve profit margins of up to 97%.However, for the asset ETH itself, I find it increasingly difficult to see it being repriced by the market on a structural level ------ whether upwards or downwards. Therefore, my selling of ETH is not because I am bearish on ETH, but because I believe the narrative of 'ETH is Money' has essentially played out. I hope to allocate my funds to other opportunities in the market that I see."

According to crypto community user @0x_Lucas on X, Bankless has recently allegedly laid off most of its team members and has not issued a public statement or acknowledgment to assist the laid-off employees in finding new opportunities. Previously, Bankless BD Director Jean-Paul Faraj confirmed his departure, and co-founder Ryan Sean Adams subsequently publicly sought employment on X.At the same time, Adams officially stated that the first phase of Bankless has ended, noting that this marks the conclusion of his six-year collaboration with David exploring crypto, DeFi, and Ethereum, and that they have now entered the second phase. Adams indicated that he will transition to a supportive role to continue providing assistance to Bankless.

Bankless founder David Hoffman posted on the X platform that he has completely sold all his ETH.Meanwhile, Bankless co-founder Ryan Sean Adams stated that he still has a positive outlook on ETH. In addition, he revealed that the first phase of Bankless—his six-year collaboration with David Hoffman—has officially ended.

The crypto news and research platform Bankless has released its top ten predictions for cryptocurrency in 2026 on the X platform:Bitcoin will break the 4-year cycle and reach a new all-time high;Bitcoin's volatility will be lower than Nvidia's;As institutional demand accelerates, ETF purchases will exceed 100% of the new supply of Bitcoin, Ethereum, and Solana;Cryptocurrency stocks will outperform tech stocks;Polymarket's open contracts will reach new highs, surpassing levels seen during the 2024 elections;Stablecoins will be blamed for undermining the stability of emerging market currencies;The asset management scale of on-chain vaults (also known as ETF 2.0) will double;If the Clarity Act is passed, Ethereum and Solana will reach new all-time highs;Half of the Ivy League's endowment funds will invest in cryptocurrencies;The U.S. will launch over 100 cryptocurrency-related ETP products.

Bankless co-founder @RyanSAdams showcased a clip of an interview with Vitalik on X, where the host asked, "What do you think about the relationship between Ethereum and Wall Street?" Vitalik responded that Wall Street, in his opinion, are users. In Ethereum, we are "pro-users." Vitalik warned in his speech yesterday that if institutional ETH holdings continue to grow, Ethereum will face two major threats (loss of developers and pressure on the technical roadmap).

ChainCatcher news, according to Bankless co-founder Ryan Sean Adams, "In this cycle, ETH has proven itself to be a high-quality liquid asset (HQLA), just like U.S. Treasuries, gold, and Bitcoin. This will open up vast opportunities for TradFi capital, pushing ETH to new heights, as ETH is an institutional-grade investment target."

ChainCatcher news, Bankless Ventures announces the launch of its second fund (Fund II) with a target of raising $50 million. Over the past 21 months, Bankless Ventures has entered multiple early-stage investment projects, with Fund I having completed 90% of its capital deployment, totaling $40 million. They plan to add an investment partner in Fund II to further enhance strategic execution.The company emphasizes that the future of the crypto industry will see emerging fields such as AI agents, stablecoins, and zero-knowledge technology, and Bankless Ventures will continue to deploy capital in these cutting-edge areas.

ChainCatcher news, Bankless co-founder David Hoffman posted an image on X again (narrated from the perspective of another co-founder, Ryan Adams) in response to the "AICC crash incident."Ryan stated that he and another co-founder of Bankless, David Hoffman, each invested 5 SOL in Aiccelerate in their personal capacities. Additionally, Bankless Ventures invested 2 SOL in the name of the fund, with GP Ben Lakoff being the person in charge of that investment.Afterward, Bankless Ventures sold 8% of the fund's shares (which have now been repurchased). Ryan mentioned that he and David were not aware of the sale, and Ben himself was not familiar with the situation at Aiccelerate; the sale was merely based on trading considerations. This was a huge mistake, and it was the first time such a situation occurred, which made Ben very upset.Ryan finally clarified once again that he and David have never sold their personal shares.