Called itETHSharePlot a handle
@dcinvestor275K followers
Not verified. Plotted by a viewer from public posts.
@dcinvestor on ETH: 63 calls, 34 called it, 24 missed, 1 no real move, 4 too early to say.
Read 326 matching posts from 12 Nov 2025 to 12 Nov 2026.
called itmissedno real movetoo early to sayA number is a pinned call. A dot is one of the rest. Every call the scan found counts.
- 1
missed+8.6% in 30 days
there’s no real point in shitting on coin one on versus another in this environment everything is or will be going to hell in a hand basket as things unwind, so it just looks dumb but glad to see it happening fast tbqh holding on to ancient spot positions and just waiting for capitulation now maybe soon if we’re lucky
- Price that day
- $2,764
- 7 days
- +9.7%
- 30 days
- +8.6%
- 90 days
- -29.5%
- So far
- -27.3%
84 likesView on X
- 2
called it+8.6% in 30 days
if you believe in the longterm, or a scenario where the cycle is not dead, the coming weeks are probably a decent longterm entry tbh
- Price that day
- $2,764
- 7 days
- +9.7%
- 30 days
- +8.6%
- 90 days
- -29.5%
- So far
- -27.3%
135 likesView on X
- 3
called it+8.6% in 30 days
i'm going to give you a different take on Tom Lee and Ethereum DATs in general: Tom's been around in financial markets for a while and knows that crypto is hyper volatile he bought a lot of ETH at local and near all-time highs because the market gave him the facility to do it at that time. if he wanted to that at the bottom, he likely couldn't have come close to acquiring the same amount of ETH supply. the way DATs work is that they get to buy MORE when the price of the underlying asset is going up (generally) a bunch of 2nd and 3rd tier DATs probably get blown out in a bear, but i have to think most of the bigger ones are quite prepared for a bear scenario they have no OPEX. a few salaries, and they can stake or use their ETH onchain activist shareholders could try to force them to sell, but don't be surprised when most of them don't most of the ETH DATs didn't get anywhere near the level of financial engineering seen in MSTR, for example there is no/minimal debt on the books. so i think the current bear porn but that these all need to unwind before we can go back up is pretty wrong tbh
- Price that day
- $2,764
- 7 days
- +9.7%
- 30 days
- +8.6%
- 90 days
- -29.5%
- So far
- -27.3%
590 likesView on X
- 4
missed-3.3% in 30 days
wld b rl shame if we just kept pumping right after everyone capitulated the bottom
- Price that day
- $3,026
- 7 days
- +5.4%
- 30 days
- -3.3%
- 90 days
- -38.8%
- So far
- -33.6%
181 likesView on X
- 5
missed-7.2% in 30 days
hear me out: Ethereum is actually unique and ETH has real, differentiated value still underpriced by the market and it’s abundantly clear that the institutions are choosing Ethereum (as we said they would) it’s actually happening right in front of your eyes
- Price that day
- $3,325
- 7 days
- -14.8%
- 30 days
- -7.2%
- 90 days
- -38.7%
- So far
- -39.6%
770 likesView on X
- 6
called it+13.2% in 30 days
JPM is the most important bank in the world btw, so this is a bigger deal than it appears ignore the noise: Ethereum is emerging as the decentralized global settlement and trust layer, and it’s never been more obvious https://t.co/9IOv9pjskL
- Price that day
- $2,964
- 7 days
- +1.5%
- 30 days
- +13.2%
- 90 days
- -26.5%
- So far
- -32.2%
443 likesView on X
- 7
called it+13.2% in 30 days
Vanguard and Schwab flip bullish the same day a week ago, allowing for crypto ETFs (Vanguard) and soon native asset trading (Schwab) JPMorgan comes out and finally capitulates and builds on Ethereum public chain the BIGGEST INSTITUTIONS in the world are showing up ONCHAIN they are TELLING YOU in an obviously coordinated way that they are going to pump this thing into the global settlement layer while you're capitulating on crypto and/or stuck playing small ball this is the most insane shakeout i've ever seen in my life. so many have left and are still leaving and sentiment is the worst i've seen in years you will be replaced by millionaires and billionaires from the world's global elite sayonara
- Price that day
- $2,964
- 7 days
- +1.5%
- 30 days
- +13.2%
- 90 days
- -26.5%
- So far
- -32.2%
986 likesView on X
- 8
missed-41.4% in 30 days
at least alt holders and seed investors have stopped shitting on ETH 24/7 as most of their alts now go to zero i think it may finally be time
- Price that day
- $3,323
- 7 days
- -11.6%
- 30 days
- -41.4%
- 90 days
- -28.7%
- So far
- -39.5%
377 likesView on X
- 9
missed-34.2% in 30 days
ETH's DeFi would be rekt and yet ETH and Ethereum would still survive with a USDC rug as more permissioned assets grow on the network, more permissionless value will accrue to ETH over time by using the rails, they legitimize them it's like there is tons of permissioned content on the internet, but the fact that it exists allows the continued existence of the permissionless
- Price that day
- $2,814
- 7 days
- -19.4%
- 30 days
- -34.2%
- 90 days
- -17.6%
- So far
- -28.6%
10 likesView on X
- 10
missed-35.8% in 30 days
@purphat sold only this portion at around $3600 ETH vast majority is still in and we ride https://t.co/1lNfe42X0r
- Price that day
- $3,006
- 7 days
- -28.7%
- 30 days
- -35.8%
- 90 days
- -23.8%
- So far
- -33.2%
1 likesView on X
- 11
missed-28.2% in 30 days
AI agents actually are very bullish for crypto, and Ethereum in particular as it is clearly demonstrating that it will become the home for global settlement and no, i don’t mean the crypto-powered AI bots with their own coins i mean you, having your own agent on your own hardware, doing tasks for you for now, they’re using apps on your behalf, which by itself is a revelation as it integrates things which were not previously integrate-able but it won’t be long before they’re making API calls on your behalf and skipping the app altogether. you won’t use a lot apps anymore- you’ll just ask your AI to do stuff stuff for you then it won’t be long before the most used APIs are onchain providers with no marketing and just provide the best and most performant services at the lowest cost this is a multi-decade play, but it is a nearly inevitable endgame
- Price that day
- $2,703
- 7 days
- -23.7%
- 30 days
- -28.2%
- 90 days
- -16.5%
- So far
- -25.7%
222 likesView on X
- 12
missed-28.2% in 30 days
look, you might not like it but the fastest way back to crypto prosperity is to embrace Ethereum and ETH and stop fudding the hell out of it. give up on 99% of the stuff in the space and focus on what matters there are an absolute boatload of narratives for Ethereum all stacked up which align with the current environment from stablecoins, to other RWAs, to global settlement layer, to AI economic layer too bad so much of CT hates it when it’s the one network and asset and ecosystem which could save us and is undoubtedly the future of crypto
- Price that day
- $2,703
- 7 days
- -23.7%
- 30 days
- -28.2%
- 90 days
- -16.5%
- So far
- -25.7%
824 likesView on X
- 13
missed-9.3% in 30 days
"tOm LEe iS UnDErWatER, sO ETH CaN'T Go uP UnTIL he CapITULatEs" reality: he has no leverage, has the ETH staked and will earn the company money, and based on the way DATs work he can mostly only buy when price is in an uptrend let me repeat that: based on the way DATs work he can mostly only buy when price is in an uptrend you may think that model is dumb, but that is how DATs tend to work. so like Saylor, ETH DATs will just be top blasting all day and i think you're a bit redacted if you believe he's gonna "capitulate" there's no liabilities to force him to do that afaik. shareholder pressure could be a thing, but also, most shareholders who can vote probably knew what they were signing up for
- Price that day
- $2,345
- 7 days
- -10.3%
- 30 days
- -9.3%
- 90 days
- -1.0%
- So far
- -14.3%
601 likesView on X
- 14
missed-7.7% in 30 days
ETH was apparently over-owned going into the last cycle by people who owned it in the prior cycle and were waiting for an exit and it will be under-owned going into the next cycle potential is there for a very interesting setup
- Price that day
- $2,144
- 7 days
- -9.5%
- 30 days
- -7.7%
- 90 days
- +10.1%
- So far
- -6.3%
426 likesView on X
- 15
missed-6.1% in 30 days
idk where the bottom is i only know people will become impossibly bearish at some point in the coming weeks/months they will think it's over and it's never coming back but they'll be wrong and Ethereum and ETH will be better positioned than they have been in many years generational opportunities approach
- Price that day
- $2,062
- 7 days
- -0.7%
- 30 days
- -6.1%
- 90 days
- +11.1%
- So far
- -2.6%
421 likesView on X
- 16
called it+11.2% in 30 days
FUD has gotten way, way too stupid lately Vitalik announcing ETH sales to fund a variety of research literally weeks or months ago being broadly misrepresented Trumps reportedly deleting tweets but then keep writing new ones Clarity Act…well, you got me on that one maybe time to range for a bit and strike a bit of fear into the bears
- Price that day
- $1,852
- 7 days
- +7.1%
- 30 days
- +11.2%
- 90 days
- +14.0%
- So far
- +8.5%
149 likesView on X
- 17
missed-3.2% in 30 days
in a world where everything will get faster and scale more quickly using AI-driven development capabilities Ethereum has two things those can’t ever deliver on their own: 1) a distributed network of nodes and network operators utilizing multiple clients 2) global trust the value of this is not yet priced correctly, but it will be at some point
- Price that day
- $2,058
- 7 days
- +3.4%
- 30 days
- -3.2%
- 90 days
- +0.6%
- So far
- -2.4%
114 likesView on X
- 18
missed-3.2% in 30 days
sentiment has been truly horrific. worst since last April easily OGs and multi-cycle believers cashing out, everyone not just expecting but actively hoping for lower, absolutely braindead FUD running rampant idk if it was "THE" bottom, but def felt like "A" notable bottom
- Price that day
- $2,058
- 7 days
- +3.4%
- 30 days
- -3.2%
- 90 days
- +0.6%
- So far
- -2.4%
208 likesView on X
- 19
called it+9.9% in 30 days
you might not like this, but you should read it: in a true global calamity, i think crypto pumps far higher than people could imagine. and while i don't wish for such an occurrence, i am prepared for it why? assume massive inter-state and intra-state conflicts. think possible nuclear strikes, massive and rapid displacement of people, etc. fiat currencies globally start to buckle if you are a nation-state, you start to buy and hoard gold. it is still something you can use for international settlement. imo, this has already been happening if you are extremely wealthy (like a billionaire), you probably have already made provisions for something like this. bunker, property and assets in multiple far-flung jurisdictions, etc. if you are anyone else, these things are not very viable you could buy some gold, but then you have to be able to safeguard it physically while you are on the move. also, if you need to spend it, it becomes very difficult to do so so what do you buy? what CAN you buy and take with you anywhere without risk of it being seized? if you safeguard it correctly, crypto. and only crypto and basically, only BTC and ETH, because they will probably keep running unless we are in global nuclear winter. anything else? idk, hf gl
- Price that day
- $1,993
- 7 days
- +18.0%
- 30 days
- +9.9%
- 90 days
- -15.2%
- So far
- +0.8%
227 likesView on X
- 20
missed+13.4% in 30 days
@jrgoob if we don’t enter WW3, then yes pain ahead for a while, but markets bottom earlier
- Price that day
- $2,053
- 7 days
- -3.4%
- 30 days
- +13.4%
- 90 days
- -15.3%
- So far
- -2.2%
2 likesView on X
- 21
called it+7.3% in 30 days
ETHBTC is severely undervalued, based directly on the threat posed by quantum computing Ethereum has a history of successfully upgrading teh network while maintaining uptime, and will develop and implement a very high-consensus approach to deal with quantum-related issues before a critical threat emerges but Bitcoin will spend months and probably years trying to deal with the quantum issue, debating soft vs hard fork, and any potential solution will then be piled onto by any number of special interests to make other changes to the protocol which will be objectionable to many Bitcoin will likely enter a civil war over quantum Ethereum has already spent months and years preparing for it
- Price that day
- $2,104
- 7 days
- +6.5%
- 30 days
- +7.3%
- 90 days
- -23.4%
- So far
- -4.5%
0 likesView on X
- 22
called it+7.3% in 30 days
ETHBTC is severely undervalued, based solely on the threat posed by quantum computing Ethereum has a history of successfully upgrading the network while maintaining uptime, and will develop and implement a very high-consensus approach to deal with quantum-related issues before a critical threat emerges but Bitcoin will spend months and probably years trying to deal with the quantum issue, debating soft vs hard fork, and any potential solution will then be piled onto by any number of special interests to make other changes to the protocol which will be objectionable to many Bitcoin will likely enter a civil war over quantum Ethereum has already spent months and years preparing for it
- Price that day
- $2,104
- 7 days
- +6.5%
- 30 days
- +7.3%
- 90 days
- -23.4%
- So far
- -4.5%
469 likesView on X
- 23
missed-25.1% in 30 days
it’s getting very hard to ignore the sheer volume of capitulatey comments rolling in from the crypto has beens idk if it means the bottom is in, but the conditions now exist where it potentially could be for now, we hold spot and wait
- Price that day
- $2,361
- 7 days
- -3.6%
- 30 days
- -25.1%
- 90 days
- -21.2%
- So far
- -14.9%
77 likesView on X
- 24
missed-19.7% in 30 days
the next cycle will be bigger than even i can imagine for ETH https://t.co/9m94Ke9agd
- Price that day
- $2,127
- 7 days
- -5.0%
- 30 days
- -19.7%
- 90 days
- -9.9%
- So far
- -5.6%
1.1K likesView on X
- 25
missed-18.5% in 30 days
Ethereum is a substrate for economic transaction and coordination which does not require the use of trusted third parties there is no substitute for what it does, at the scale at which it can do it and it will be proven as essential tech in a world where the prevailing world order is rapidly collapsing and nation-states no longer trust each other in the same way they once did it is revolutionary technology. it is not tech designed to make you rich. it is tech designed to set you free; however i believe such tech has real economic value far greater than what we see today as a network, and as an asset (ETH), it has been profoundly misunderstood this is changing, through emergent legislative and policy clarity, and growing positioning by large financial institutions when it finally hits, it will hit all at once
- Price that day
- $2,132
- 7 days
- -5.9%
- 30 days
- -18.5%
- 90 days
- +5.6%
- So far
- -5.8%
466 likesView on X
- 26
missed-18.5% in 30 days
it's good to see it it's good to see people lose hope it's good to see the capitulation it's good to see people think the premise and value prop of crypto is over it's good to see people believe that projects which have survived and outlasted and command growing institutional mindshare will now suddenly perish because of "the new thing" capitulation is a process. and candidly, it's probably not done but it's OK. i will be there on the other side with those who remain 🫡
- Price that day
- $2,132
- 7 days
- -5.9%
- 30 days
- -18.5%
- 90 days
- +5.6%
- So far
- -5.8%
386 likesView on X
- 27
missed-3.0% in 30 days
sentiment is shaping up so badly that maybe we bottom before Q4 this time
- Price that day
- $1,811
- 7 days
- -10.5%
- 30 days
- -3.0%
- 90 days
- +33.5%
- So far
- +11.0%
221 likesView on X
- 28
no real move+0.6% in 30 days
crypto is not “over” this happens every 4 years. the difference this time is stocks are ripping while most of crypto is not. OK but capitulation takes time and will test your patience and resolve there’s no point in understating it or overstating it it will eventually end, quality assets will be marked down too far, and there will be a generational buying opportunity which some will take advantage of once there are no sellers left and their buys will create the reflexivity for the next bull market patience
- Price that day
- $1,769
- 7 days
- -5.5%
- 30 days
- +0.6%
- 90 days
- +35.2%
- So far
- +13.6%
455 likesView on X
- 29
called it+12.7% in 30 days
this time actually is different not because of the AI market attention during the crypto bear market but because the world order and global trust is actually imploding and permissionless, censorship-resistant crypto’s time to shine is still to come (another) generational opportunity awaits those who are patient
- Price that day
- $1,583
- 7 days
- +5.2%
- 30 days
- +12.7%
- 90 days
- +58.4%
- So far
- +26.9%
333 likesView on X
- 30
missed+12.7% in 30 days
@mewn21 would be nice, but history suggests capitulation is a lengthier process than what we have seen
- Price that day
- $1,583
- 7 days
- +5.2%
- 30 days
- +12.7%
- 90 days
- +58.4%
- So far
- +26.9%
13 likesView on X
- 31
called it+12.7% in 30 days
@6942_eth likely closer to a bottom now, though still haven't seen a full blow capitulation yet. we probably range around here for another year, but DCA makes a ton of sense
- Price that day
- $1,583
- 7 days
- +5.2%
- 30 days
- +12.7%
- 90 days
- +58.4%
- So far
- +26.9%
2 likesView on X
- 32
called it+12.7% in 30 days
there must always be a few catastrophic blood sacrifices in every crypto bear which make global headlines which eventually leads to a complete loss of confidence in crypto as an asset class- not by crypto natives who have already started to capitulate, but by casuals who don't follow things that closely and are bombarded by the news that crypto is dead and is not coming back and that is the best time to buy
- Price that day
- $1,583
- 7 days
- +5.2%
- 30 days
- +12.7%
- 90 days
- +58.4%
- So far
- +26.9%
169 likesView on X
- 33
missed+6.4% in 30 days
it’ll be just like every other cycle there’s no reason for crypto to ever come back again until the next one
- Price that day
- $1,638
- 7 days
- +9.3%
- 30 days
- +6.4%
- 90 days
- +51.9%
- So far
- +22.6%
345 likesView on X
- 34
called it+4.0% in 30 days
it's probably just a bullish period in an ongoing crypto bear market but it's bullish nonetheless (and i'm here for it) and the bottom very well could be in on some coins (including ETH) fwiw, i hope it is
- Price that day
- $1,791
- 7 days
- -7.0%
- 30 days
- +4.0%
- 90 days
- +40.4%
- So far
- +12.2%
108 likesView on X
- 35
called it+4.0% in 30 days
i think pretty decent chance it's in FUD has gotten quite stupid lately so maybe a good run here in the coming months and a dump into Q4, but no deeper bottom on quality coins (except BTC where bottom is not in because it usually takes longer to capitulate) but who knows. all markets feel more rigged than usual
- Price that day
- $1,791
- 7 days
- -7.0%
- 30 days
- +4.0%
- 90 days
- +40.4%
- So far
- +12.2%
5 likesView on X
- 36
called it+4.0% in 30 days
@PDmarks @cryptoklotz bottom could be in on BTC as well, but i think other stuff outperforms through year end
- Price that day
- $1,791
- 7 days
- -7.0%
- 30 days
- +4.0%
- 90 days
- +40.4%
- So far
- +12.2%
2 likesView on X
- 37
called it+4.7% in 30 days
last cycle sort of sucked for ETH. i can't reasonably argue it didn't but the difference from almost every other asset in the space is that Ethereum and ETH didn't die, and nor will they die. in fact, Ethereum is emerging to be in a position where it is stronger than ever between the rise of EthLabs, catalyzed by DAT funding and what it means for shifting balances of power in the ecosystem and continued efforts to scale the base chain, now moving faster than ever and the emergence of Robinhood onchain and what it portends for the rest of tradFi coming onchain it's becoming clear that these are real structural shifts in crypto infrastructure and adoption which will eventually manifest in the market and that the vast majority of people here are and will remain offsides on ETH because they've been burned by it in the past you have somewhere between ~1-6 months to accumulate ⏰
- Price that day
- $1,787
- 7 days
- +4.2%
- 30 days
- +4.7%
- 90 days
- +39.1%
- So far
- +12.4%
734 likesView on X
- 38
called it+4.7% in 30 days
yes ETH was over-owned at the beginning of the last cycle and now it is dramatically under-owned right as several catalysts are building behind it https://t.co/2KI9wUTbDG
- Price that day
- $1,787
- 7 days
- +4.2%
- 30 days
- +4.7%
- 90 days
- +39.1%
- So far
- +12.4%
374 likesView on X
- 39
missed+28.8% in 30 days
it’s funny how consistently almost everything the EF thinks would support healthy ETH price would actually end up tanking it they either don’t understand the market as a complex system, or at least don’t respect it as one if anything, they view the fact that ETH must exist in a free market as an inconvenient truth to maintaining the decentralization of the Ethereum network so yah, i’m not surprised people are tired of it this many years on
- Price that day
- $1,907
- 7 days
- -1.6%
- 30 days
- +28.8%
- 90 days
- +19.1%
- So far
- +5.3%
264 likesView on X
- 40
called it+31.9% in 30 days
i want to be bullish, but so is literally my entire TL we're all exhausted AF i think and while i hope for a move up like all of you/them the way you end up not getting turbo fucked in the middle of a hell bear (which reasonably could still go lower) is by staying comfy in spot, not using leverage, and not being too overexposed to garbage do not allow yourself to be forced to sell your coins at or near the bottom i repeat: do not allow yourself to be forced to sell your coins at or near the bottom. you've survived through too much for that at this point i'll say i'm personally pretty much done with DCA at this point thanks to cheap entries the market gave me on ETH, and have one final tranche of cash which i'll only deploy if we set or retest significant lows in Q4. otherwise, i'm fully allocated and i can afford to go down with the ship (again) but now please, someone pump it instead 🙏
- Price that day
- $1,871
- 7 days
- +2.2%
- 30 days
- +31.9%
- 90 days
- +13.6%
- So far
- +7.4%
316 likesView on X
- 41
called it+16.0% in 30 days
you guys have been clowning on Tom Lee for months because the DAT business model requires them to buy high and you assumed he’d have to sell during the bear perhaps because you’re regarded and don’t understand how any of this works instead, he kept buying through the bottom and probably helped put it in well above where you thought it would go this cycle and in the next bull when he turns profitable, he will be on CNBC every single day talking about the longterm arc of ETH the next retail tokenization mania will be in full swing, and you will see a new kind of FOMO you’ve never seen and you will wonder how you could have been in this space for years, held ETH through its worst cycle in history, and then sold the 2026 bottom and missed it sad!
- Price that day
- $2,252
- 7 days
- +11.3%
- 30 days
- +16.0%
- 90 days
- not yet
- So far
- -10.8%
1K likesView on X
- 42
called it+13.1% in 30 days
i hope you survived the bear market without losing all faith in crypto as an asset class and fucking up too badly, anon you will be tested severely at least one more time hold spot and chill you should know the drill by now
- Price that day
- $2,326
- 7 days
- +8.0%
- 30 days
- +13.1%
- 90 days
- not yet
- So far
- -13.6%
416 likesView on X
- 43
called it+13.1% in 30 days
4 cycles ago, the narrative was Bitcoin as a SoV 3 cycles ago, the narrative was programmable Ethereum and ICOs 2 cycles ago, the narrative was rudimentary DeFi and NFTs last cycle, the narrative was memecoins this cycle, the narrative looks like it'll be the entire financial system coming onchain to settle 24/7 across borders it sorta makes you think the fireworks we see this time could be FAR bigger than most people (who have been repeatedly and cyclically destroyed in the trenches and have mostly capitulated their bags) can even imagine
- Price that day
- $2,326
- 7 days
- +8.0%
- 30 days
- +13.1%
- 90 days
- not yet
- So far
- -13.6%
892 likesView on X
- 44
called it+5.1% in 30 days
text: “hey, i just saw crypto went up a lot, should i buy now??” me: “why weren’t you buying for the past 6 months when i told you to??” text: “because price was low and i thought it’d keep going lower” many such cases easy to LARP and act like you’ll buy the bottom, but most people simply don’t have the balls to buy the bottom when the time comes this is your second best shot i guess
- Price that day
- $2,516
- 7 days
- -2.9%
- 30 days
- +5.1%
- 90 days
- not yet
- So far
- -20.1%
240 likesView on X
- 45
called it+5.1% in 30 days
if you are bullish on the tokenization wave, then you can’t ignore ETH https://t.co/SV1kgbOc4w
- Price that day
- $2,516
- 7 days
- -2.9%
- 30 days
- +5.1%
- 90 days
- not yet
- So far
- -20.1%
246 likesView on X
- 46
called it+5.1% in 30 days
the dynamic bubbling under the surface: there are not enough buyers of US debt, which is a huge, huge problem. long dated treasury bond yields are the tell so perhaps the only endgame the US has left with all of its debt is to package it up as stablecoins, put it onchain, and start eating currencies around the world if they actually end up doing this, then you will not be able to even imagine how much higher things will go this will eventually become a driving narrative as things like CLARITY pass (or other regulatory easing), and we get further into the bullish party of the cycle
- Price that day
- $2,516
- 7 days
- -2.9%
- 30 days
- +5.1%
- 90 days
- not yet
- So far
- -20.1%
717 likesView on X
- 47
called it+5.1% in 30 days
it’s not that hard to understand: almost everyone here started last cycle holding a lot of ETH, and ended it selling all of their ETH hell, even many of the true believers i came up with in 2016/17 era sold this time. i might even say most of them have been somewhat or significantly flushed all of their bags, offloaded to institutions, who will now diamond hand it and pump Ethereum to the moon as the new global settlement layer for tokenized assets compounded with the fact that every two bit trader generically uses ETH as the asset to short when they want to express bearish sentiment in crypto so there is only one direction left that it can go 🆙⬆️
- Price that day
- $2,516
- 7 days
- -2.9%
- 30 days
- +5.1%
- 90 days
- not yet
- So far
- -20.1%
818 likesView on X
- 48
missed+11.8% in 30 days
idk what happens from here or for how long it happens but i do pretty 80% believe the cycle bottom is in for ETH (but maybe not for everything else) we will likely have a big correction (40% or more) before this all ends and we resume a durable bull market, but it could be from much, much higher the only thing which would cause me to revise now would be a covid-style black swan staying comfy in spot
- Price that day
- $2,463
- 7 days
- -1.9%
- 30 days
- +11.8%
- 90 days
- not yet
- So far
- -18.4%
3 likesView on X
- 49
missed+11.8% in 30 days
idk what happens from here or for how long it happens but i do 80% believe the cycle bottom is in for ETH (but maybe not for everything else) we will likely have a big correction (40% or more) before this all ends and we resume a durable bull market, but it could be from much, much higher the only thing which would cause me to revise now would be a covid-style black swan staying comfy in spot
- Price that day
- $2,463
- 7 days
- -1.9%
- 30 days
- +11.8%
- 90 days
- not yet
- So far
- -18.4%
229 likesView on X
- 50
called it+11.8% in 30 days
the thesis is: the US Treasury and the Fed will do *WHATEVER IT TAKES* to get US borrowing costs (i.e., long-term bond yields) back under control to save confidence in the USD this means (de facto) printing a shit load of money through issuing new short-term debt, issuing swap lines to governments whose economies are being wrecked by the Iran war, buying foreign currencies so they don't sell US debt, etc. these actions are INFLATIONARY, so the assets to own are CRYPTO and GOLD and in particular, if you believe onchain tokenization of USD (backed by US treasuries/debt) will be a critical part of the strategy to create create new demand for US treasuries/debt, then you want to OWN ETH specifically since Ethereum (by far) has the largest amount of stablecoins on it and has the best shot at being the credibly neutral global settlement layer for decentralized assets this doesn't mean stocks can't keep going up for a while, but it also means that perhaps they don't remain the fastest runner forever we are in a critical pivot point for many asset markets
- Price that day
- $2,463
- 7 days
- -1.9%
- 30 days
- +11.8%
- 90 days
- not yet
- So far
- -18.4%
9 likesView on X
- 51
called it+11.8% in 30 days
the thesis is: the US Treasury and the Fed will do *WHATEVER IT TAKES* to get US borrowing costs (i.e., long-term bond yields) back under control to save confidence in the USD this means (de facto) printing a shit load of money through issuing new short-term debt, issuing swap lines to governments whose economies are being wrecked by the Iran war, buying foreign currencies so they don't sell US debt, etc. these actions are INFLATIONARY, so the assets to own are CRYPTO and GOLD and in particular, if you believe onchain tokenization of USD (backed by US treasuries/debt) will be a critical part of the strategy to create new demand for US treasuries/debt, then you want to OWN ETH specifically since Ethereum (by far) has the largest amount of stablecoins on it and has the best shot at being the credibly neutral global settlement layer for decentralized assets this doesn't mean stocks can't keep going up for a while, but it also means that perhaps they don't remain the fastest runner forever we are in a critical pivot point for many asset markets
- Price that day
- $2,463
- 7 days
- -1.9%
- 30 days
- +11.8%
- 90 days
- not yet
- So far
- -18.4%
584 likesView on X
- 52
called it+8.1% in 30 days
ETH about to trade like it is programmable hard money in an inflationary world
- Price that day
- $2,482
- 7 days
- -0.6%
- 30 days
- +8.1%
- 90 days
- not yet
- So far
- -19.1%
681 likesView on X
- 53
called it+10.0% in 30 days
a bull case for Ethereum and ETH which we have not seen in the past several cycles: the "alt-L1 ETH-killer" argument has now been rendered mostly moot there will ofc likely be a few L1s which matter longterm, so i'm not saying nothing else will be relevant but most of this cycle's NEW token darlings are all relatively niche apps by comparison not real L1s which have a path for extremely high value global settlement, or even a lot of general use cases beyond their app domains meanwhile, Ethereum is rapidly scaling and has a new R&D fire lit under its ass with (unintentional) EF obstructionism now mostly gone with a constellation of great Ethereum orgs focused on helping it win
- Price that day
- $2,443
- 7 days
- -1.0%
- 30 days
- +10.0%
- 90 days
- not yet
- So far
- -17.7%
404 likesView on X
- 54
called it+10.0% in 30 days
@JSeyff ETH already broke out above May levels and is onto heavier resistance which it will hopefully slice through BTC will breakout too Bessent just provided the near-term narrative we needed
- Price that day
- $2,443
- 7 days
- -1.0%
- 30 days
- +10.0%
- 90 days
- not yet
- So far
- -17.7%
79 likesView on X
- 55
called it+7.3% in 30 days
if you think Ethereum will become the de facto decentralized global settlement layer then you should consider owning some digital art on the chain it’s a generational kind of play
- Price that day
- $2,512
- 7 days
- -0.2%
- 30 days
- +7.3%
- 90 days
- not yet
- So far
- -20.0%
473 likesView on X
- 56
called it+8.8% in 30 days
L2s will be hyper bullish for ETH https://t.co/SV82GK7Q7B
- Price that day
- $2,467
- 7 days
- +0.9%
- 30 days
- +8.8%
- 90 days
- not yet
- So far
- -18.6%
217 likesView on X
- 57
called it+11.0% in 30 days
i think it’s pretty simple: L2s which use ETH in any significant way (mostly as collateral/currency, and to some extent as gas money) are bullish for ETH longterm i personally don’t need more “alignment” than this. instead, i need 100 more entities doing this BUT if you are relying on the relatively small number of hyperactive users who you want to gamble their 6-8 figure life savings on your platform then you’re going to be much better served playing the signaling games which attract and retain those people (buy and accumulate ETH, talk about Ethereum, etc.) or alternatively, provide so much value to them that they overlook or don’t care about these things all other corporate behavior is just cope
- Price that day
- $2,457
- 7 days
- +2.4%
- 30 days
- +11.0%
- 90 days
- not yet
- So far
- -18.2%
195 likesView on X
- 58
called it+11.0% in 30 days
really looking forward to a god candle on ETH to make the "but this massive adoption of ETH as money on L2s isn't actually bullish for ETH"-types just stfu forever i may have been early, but i've never been more certain that i'm not wrong
- Price that day
- $2,457
- 7 days
- +2.4%
- 30 days
- +11.0%
- 90 days
- not yet
- So far
- -18.2%
580 likesView on X
- 59
called it+11.0% in 30 days
you’re crazy if you don’t think many other global institutions are watching Robinhood Chain (and Base Chain from last cycle) and salivating at it the L2 playbook works with ETH at the center of it and a constellation of RWAs and other onchain assets and this cycle has just barely started
- Price that day
- $2,457
- 7 days
- +2.4%
- 30 days
- +11.0%
- 90 days
- not yet
- So far
- -18.2%
375 likesView on X
- 60
too early to say-11.6% so far
you are not prepared for the bottom being in
- Price that day
- $2,272
- 7 days
- -6.5%
- 30 days
- not yet
- 90 days
- not yet
- So far
- -11.6%
377 likesView on X
- 61
too early to say-17.1% so far
it would be a real shame if the bear market bottom was put in months ago and the higher low was the Binance hack + the election (which barely moved things) a real damned shame…
- Price that day
- $2,422
- 7 days
- -15.2%
- 30 days
- not yet
- 90 days
- not yet
- So far
- -17.1%
189 likesView on X
- 62
too early to say-5.5% so far
an awful lot of emotional capitulation on the timeline with respect to crypto this weekend maybe price follows it lower, but often when these sentiments become this exposed, the bottom is in or close to being in cyclically/seasonally, it's certainly not unfamiliar crypto is cyclical, and it probably always will be given how it is uniquely speculated upon globally with minimal regulatory brakes and nothing fixes psychological ills around crypto like number going up again
- Price that day
- $2,125
- 7 days
- not yet
- 30 days
- not yet
- 90 days
- not yet
- So far
- -5.5%
244 likesView on X
- 63
too early to say-5.8% so far
nothing new here tbh overall bottom probably in on big assets from June, early-stage bull, now retest and break 200 day MA on almost all big assets maybe -10% to -15% from here for ~2 months, then resume uptrend after pending sentiment bottom volatility overall dampened in assets like BTC and ETH because the mature is more than last cycle
- Price that day
- $2,132
- 7 days
- not yet
- 30 days
- not yet
- 90 days
- not yet
- So far
- -5.8%
220 likesView on X