Ethereum (ETH)

$1,670.38  -0.51%  24H

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  • 链研社|AI First🔶💧 Trader OnChain_Analyst C
     78.99K  @lianyanshe

    I increasingly feel that ETH is becoming increasingly like Baidu; if this round hadn't collapsed on that old guy Tom Lee, it might already be half buried. In the next cycle, it shouldn't be hard to see projects surpassing ETH's market cap; corporate culture can decide a lot. I'm extremely disappointed with what the Ethereum Foundation does compared to Baidu's management. 1. Both were once king infrastructure - Baidu's search was once the hegemony of the classical internet, the absolute traffic entry point of the PC era, the top of BAT, controlling the distribution power of information retrieval. - ETH, which pioneered the smart contract era, was the absolute birthplace of ICO (2017), DeFi Summer (2020), and the NFT craze (2021). What about this round? 2. Value loss - Baidu was completely defeated in the mobile internet era; super apps like WeChat, Douyin, Taobao built high walls, and Baidu's search engine cannot capture core data, severely weakening the value of search. - ETH's L2 liquidity fragmentation, while solving mainnet congestion, has caused liquidity to be spread across multiple L2 networks. Ethereum's mainnet is gradually becoming just a settlement layer, and fee value capture has essentially disappeared. 3. Big-company syndrome, rampant flattery culture, elitist arrogance - Baidu missed the mobile internet transformation; its medical bidding ranking is infamous. Internal management is rigid; the company reports to Robin Li, not being accountable to the market and users, showing short-sightedness. - The Ethereum Foundation is academically elitist, detached from market demand, only most active in selling tokens. When things aren't done well, the token must be sold; it's a complete ivory-tower elitist arrogance. Many ETH projects, even those led by Vitalik, are detached from real market needs for the long term.

     3  3  268
    Original >
    Trend of ETH after release
     Bearish
    ETH faces value bleed, outlook bearish
  • MikybullCrypto TA_Analyst Trader B
     91.27K  @MikybullCrypto

    The most oversold in history on $ETH Weird https://t.co/uNttxoeyjO

     6  1  240
    Original >
    Trend of ETH after release
     Bullish
    ETH is in a historic oversold zone, indicating a potential rebound opportunity.
  • bigwave待ちの陸サーファー FA_Analyst Tokenomics_Expert A
     1.96K  @bigwave96475815
    shin_hira D
     227  @Hirashin001

    @bigwave96475815 The limits of the Ethereum Foundation, which pursues the aesthetics of decentralization, and Ripple's ‘organizational structure difference’ that forcefully wedges into TradFi infrastructure through corporate acquisitions are directly manifesting as a disparity in real RWA demand.

     3  1  67
    Original >
    Trend of ETH after release
     Bullish
    Ripple's organizational advantage boosts RWA demand, while Ethereum is constrained.
  • Naeven OnChain_Analyst Tokenomics_Expert A
     3.84K  @Naeven_0
    Naeven OnChain_Analyst Tokenomics_Expert A
     3.84K  @Naeven_0

    ppl do crazy stuff just to farm elon bucks like this clown who claimed vitalik dumped 110K $ETH, complete with a theory of his own (even slapped vitalik pic on the wallet address) when in reality it was ethereum co-founder joseph who supplied that ETH to adjust his liquidation levels across defi protocols

     31  16  849
    Original >
    Trend of ETH after release
     Bullish
    The tweet clarifies that the rumor of Vitalik dumping ETH is false; it was actually Joseph Lubin adjusting DeFi positions.
  • Naeven OnChain_Analyst Tokenomics_Expert A
     3.84K  @Naeven_0

    ppl do crazy stuff just to farm elon bucks like this clown who claimed vitalik dumped 110K $ETH, complete with a theory of his own (even slapped vitalik pic on the wallet address) when in reality it was ethereum co-founder joseph who supplied that ETH to adjust his liquidation levels across defi protocols

     31  16  849
    Original >
    Trend of ETH after release
     Bullish
    The tweet clarifies that the rumor of Vitalik dumping ETH is false; it was actually Joseph Lubin adjusting DeFi positions.
  • bigwave待ちの陸サーファー FA_Analyst Tokenomics_Expert A
     1.96K  @bigwave96475815

    Since there is a lot of reaction, I will earnestly give my personal view on Ethereum. First, I think there are three main reasons: 1· Hacking of DEXs 2· Sale by treasury companies 3· Direction of the foundation led by Vitalik ↑These may come to mind, but I believe a different perspective related to point 3 is important.

    bigwave待ちの陸サーファー FA_Analyst Tokenomics_Expert A
     1.96K  @bigwave96475815

    First, consider BTC's price It has reached this level without any utility (including the semblance of having utility) I think this proves that, like tempura, the coating contributes more to price than the filling Ethereum has likewise performed well up to now However,

    bigwave待ちの陸サーファー FA_Analyst Tokenomics_Expert A
     1.96K  @bigwave96475815

    Because point 3 is also involved, fundamental factors are unlikely to appear from here on. Conversely, I think many fundamentals will likely emerge for XRP, largely because the company Ripple is behind it. The IPO, of course, is a factor, but even smaller news such as partnerships, acquisitions, RLUSD, RWA, etc., provide endless material, and Ripple will try to push up XRP's price.

    bigwave待ちの陸サーファー FA_Analyst Tokenomics_Expert A
     1.96K  @bigwave96475815

    I've been saying for a long time that I think utility will enter a phase where it gets a 'coat'. Considering all factors 1–3, my personal view is that Ethereum's tempura filling is gradually disappearing, and that vibe is becoming apparent.

    bigwave待ちの陸サーファー FA_Analyst Tokenomics_Expert A
     1.96K  @bigwave96475815

    ヴィタリック思想は私個人的には素晴らしいと思いますが 今投資家を引き付ける思想ではなく また、財団運営の限界があり食い込むべきDTCC等のネットワークに強く入り込めなく、企業買収も出来ないこの差が出始めると考えています そうなると↑2・で

    bigwave待ちの陸サーファー FA_Analyst Tokenomics_Expert A
     1.96K  @bigwave96475815

    多くのトレジャリーを背負ってしまった事と財団との方向性の解離が今度は大きな重荷になってしまうかと 長くなるのでざっとこんな感じです ※私個人の見解です

    shin_hira D
     227  @Hirashin001

    @bigwave96475815 The limits of the Ethereum Foundation, which pursues the aesthetics of decentralization, and Ripple's ‘organizational structure difference’ that forcefully wedges into TradFi infrastructure through corporate acquisitions are directly manifesting as a disparity in real RWA demand.

     13  1  933
    Original >
    Trend of ETH after release
     Neutral
    ETH outlook limited, XRP has multiple positives, BTC lacks utility but still holds price.
  • EyeOnChain OnChain_Analyst Influencer D
     5.91K  @EyeOnChain

    Everyone's Getting Bullish Again, This Trader Keeps Hitting the Short Button😳. The market is finally showing some signs of life, sentiment is improving, and traders are starting to talk about a rebound. Meanwhile, pension-usdt.eth is doing the exact opposite. About 9 hours ago, the trader added another 10,000 $ETH to his bearish bet, worth roughly $16.8 million, pushing his total short position to a massive 60,000 ETH, or about $101 million. That's not a small hedge. That's conviction. What's making people pay attention isn't just the size of the position, it's the track record behind it. This wallet is currently sitting on an incredible 22-trade winning streak and has reportedly generated more than $45 million in total profit. At this point, every move gets watched closely because, well... he's earned that attention. Still, this latest bet feels a little different. The market is trying to recover. Buyers are stepping back in. Yet this trader keeps leaning the other way, increasing exposure instead of taking profits. A $101 million #ETH short isn't the kind of position the market ignores. Here is the address: 0x0ddf9bae2af4b874b96d287a5ad42eb47138a902

     0  0  59
    Original >
    Trend of ETH after release
     Bearish
    Well-known trader is shorting ETH against the trend, with a total position of $101 million.
  • CryptoBusy Educator FA_Analyst D
     187.80K  @CryptoBusy
    Trireme D
     2.09K  @triremetrading

    Top Layer 1 Chains by Total Value Locked⬇️ • @ethereum dominates with $37.3B TVL, representing 61% of the total L1 market. Projects like @aave, @Uniswap, and @LidoFinance continue to anchor activity. • @BNBCHAIN holds $5.1B TVL, driven by activity in @PancakeSwap, @VenusProtocol. • @solana sits at $4.87B TVL, with high engagement from @orca_so, @Raydium. • @trondao maintains $4.41B TVL. • @HyperliquidX ranks 6th with $1.55B TVL, reflecting growing adoption in DeFi derivatives and institutional flows. The data shows TVL concentration remains with major L1s, but activity is shifting toward high-performance and high-utility ecosystems.

     4  0  328
    Original >
    Trend of ETH after release
     Neutral
    Ethereum dominates L1 TVL, but most L1 chains have seen TVL decline over the past 7 days, with activity shifting toward high-performance ecosystems.
  • 토큰포스트 - TokenPost Korea Media Influencer D
     5.64K  @tokenpostkr

    ETH/BTC ratio, down to 2016 levels https://t.co/HdWR4ytMRQ https://t.co/L4RSMufYBW

     0  0  10
    Original >
    Trend of ETH after release
     Bearish
    ETH/BTC ratio has fallen to 2016 levels, indicating that Ethereum is weakening relative to Bitcoin.
  • PANews丨APP全面升级 Media Researcher C
     97.66K  @PANewsCN

    ETH/BTC ratio has retreated to 2016 levels The ETH/BTC ratio has retreated to 2016 levels, with Ethereum trading recently near $1,666 and Bitcoin trading around $62,956, putting the ratio close to 0.0265. This ratio is an important indicator of market preference: an increase signals stronger demand for Ethereum, while a decrease indicates investors favor Bitcoin’s liquidity and institutional acceptance.

     1  2  792
    Original >
    Trend of ETH after release
     Bearish
    ETH/BTC ratio falls to 2016 levels, market preference shifts to Bitcoin.