I had written off Linea due to the momentum and lead other L2s have but this changes everything. As an ETH investor, I would now lean hard into Linea as the most aggressive alignment between any L2 and Ethereum / ETH holders. We needed this new standard set: + First L2 to burn ETH at the protocol level, where 20% of all net transaction fees (paid in ETH) will be burned + Bridged ETH will generate DeFi rewards, where ETH deposits will produce staking rewards to be distributed to LPs + A token distribution that demonstrates serious alignment to long term ETH holders, 85% Ecosystem (75% development fund + 10% early users) and the 15% to Consensys treasury with a 5-year lockup I’m not sure who I should be in touch with but I am in pains to do an @edge_pod on all this detail with @LineaBuild. If that’s @ethereumJoseph or whoever is best suited on the team, love to get in touch if the team DMs me or lmk who to contact! Either way, congrats on so much winning all at once. @ethereumJoseph has been on a remarkable streak lately, all the work and investment over many years building towards this moment with Linea, Ethereum, and ETH treasury companies like @SharpLinkGaming. Ethereum 🫡
Linea.eth
Linea.eth29.7.2025
Today, we're setting a new standard for Ethereum Layer 2. Introducing native ETH yield, protocol-level ETH burn, and an Ethereum-native Consortium to manage the largest ecosystem fund in the space. This is how we build the Layer 2 where Ethereum wins.
If you are behind on the serious ETH bid being fueled by ETH treasury companies, here’s a new @edge_pod featuring our friend @KyleReidhead. Note: I hold ETH and SBET.
DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth28.7.2025
🎙️ New @edge_pod 🤑 A Beginner’s Guide To ETH Treasury Companies 0:00 - Intro 6:49 - Kyle, Impact3, and The Milk Road 12:00 - Why Kyle’s team is so long ETH 18:17 - DAT or ETH treasury company? 19:23 - mNAV vs how the premium trades 23:54 - How stocks pivot to ETH DATs 29:11 - Importance of share count 32:36 - How DATs raise money to buy ETH 39:02 - ETH staking + DeFi yield for public markets 43:50 - Picking winners among ETH DATs 49:20 - ETH price leading sentiment 56:21 - ETH purchase / issuance ratio 1:01:05 - Takeaways from talks with Joe Lubin 1:05:17 - BTCS standout operator 1:11:28 - Ethereum DeFi 2.0 comes next 1:17:20 - Risks 1:27:06 - Recent OTC ETH buy from EF 1:29:52 - When will the market top out? 1:31:03 - Closing 🙏 Thanks to @MilkRoadDaily Co-Owner and @Impact3Growth Founder @KyleReidhead for joining us!
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