👀 Ethereum Just Flipped Netflix
PLUS: Pendle's TVL Hits Record $8.6B
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In today's newsletter:
💡 Ethereum Just Flipped Netflix
📣 CEA Industries buys $160 million in BNB, now largest publicly listed company by holdings
📈 Pendle's TVL Hits Record $8.6B
Let’s dive in!
💡 Insight
Ethereum Just Flipped Netflix
Ethereum ($ETH) is now worth more than Netflix.
But here’s where it gets interesting: ETH’s market cap is now eyeing Mastercard.
Why This Flip Matters
Market cap flips aren’t just leaderboard fun — they’re clues to how capital is flowing.
Netflix is a single product.
Mastercard is a global payments giant.
Ethereum? It’s a programmable global financial network with no borders, no closing hours, and no 3-day settlement wait.
The market’s telling us something
More investors see ETH as a core internet infrastructure layer, not just “magic internet money.”
Ethereum’s revenue (via transaction fees, MEV, staking yield) is starting to rival real-world companies.
The “crypto = casino” narrative is slowly giving way to “crypto = infrastructure.”
The Bigger Play
If ETH can challenge Mastercard in market cap, it’s not just a bragging right — it’s a sign the market believes in:
Borderless settlement
Programmable finance
Digital-first global value transfer
And here’s the kicker: ETH might not stop there.
Above Mastercard, you’ve got companies like JPMorgan, Visa, and eventually… Apple.
The climb gets harder, but the narrative tailwinds are real.
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📣 Update
CEA Industries buys $160 million in BNB, now largest publicly listed company by holdings
BNC, a subsidiary of CEA Industries, bought 200,000 BNB for $160 million via its subsidiary BNB Network Company.
The company said it aims to bring more institutional presence to the BNB ecosystem, which it views as underrepresented in the U.S.
📈 Signal
Pendle's TVL Hits Record $8.6B
The protocol's new yield-trading platform, Boros, allows traders to go long or short on funding rates, and has attracted significant deposits and activity since its launch.
Pendle's performance has outpaced the wider cryptocurrency market.
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Mastercard is next lol