✅ Gold pumps
❌ Crypto dumps
✅ Silver pumps
❌ Crypto dumps
✅ Oil pumps
❌ Crypto dumps
✅ Stocks pump
❌ Crypto dumps
If you really think this happens naturally, you’re not paying attention. Crypto is clearly manipulated. The longer they suppress this space, the more violent the eventual reversal will be.
So, what’s actually the bull case for Ethereum $ETH going forward?
It can’t catch a bid when equities are melting up, doesn’t move when crypto adjacents are ripping, and barely responds even when Bitcoin $BTC trends higher (at least somewhat).
At some point you have to ask, what’s the real driver here?
Feels like crypto is almost entirely a liquidity trade.
Without a real liquidity tailwind, the sector just struggles to find a sustained bid. If it can’t move in this environment, it’s hard to make a strong case for meaningful upside until the printer turns back on and rate cuts are back in focus.
Until then, expectations should probably stay tempered.
And to the crypto-only crowd…while the market’s been pouring capital into the AI infrastructure buildout, you’ve essentially sat out one of the biggest trades on the board.
Tough scene.
INCO JEST NIESAMOWITY, ZNOWU TO ZROBIŁ !
48% wyżej na spx po napisaniu gdzie SP500 będzie miał dołek.
I odbiło się idealnie co do dolara od poziomu.
Wybaczcie.
@BlankMYS This year, Bitcoin will likely exceed 180-200k. Most aren't ready and will short the entire way, which will fuel a breakout to the all-time high. Interest rate cuts are also expected. A bear market in 2027.
No, I don’t think it’s important other than getting their shares outstanding since they don’t disclose it.
My expectation for BMNR is completely different from SBET. BMNR is an investment fund that uses ETH to generate cash flow imo, though it will materialised later on.
SBET is my pick for pure Ethereum play. They will be disciplined and stack ETH, and support protocols that helps Ethereum ecosystem like Linea. In which case, they will additional reward for providing permanent capital to protocols in the early stage.
However, my biggest optimism for SBET comes from their roadmap to building an actual business that is ETH related. In interviews, Joseph has explicitly stated that the team will build an actual business operation, NOT STAKING. It’s supposed to be transactional based, but I don’t have the details.
In my view, that will allow SBET to have a complete flywheel, where ATM no longer becomes necessary. Hence the ultimate ETH exposure.
However, management has not communicated it other than a few podcast with Joseph, and visible only in their September presentation.
Lastly, I would like them to appear in TradFi podcast more often, rather than Crypto podcast. Most people who listen to Cryptk podcast already owns ETH, and are unlikely to purchase SBET.
I can go on, but yeah this is what I think.
All I need now is $ETH to make a comeback, and $SBET $BMNR to start going crazy.
If that happens, my portfolio comeback is real.
Special thanks to $KEEL for dragging my portfolio back to green.
@WachMic23908 I word it wrongly, but I get that price action is based on ETH.
What I’m trying to say is, it will be great if I see SBET management be more active and communicate better.
A little pain is an understatement 😂
But I’m a high risk investor, so I’m used to it. I held NVTS and AMD even when it was 50% down, though I sold too early.
Issue I have with SBET is I’m not used to a company being purely dependent on price of asset rather than company’s execution. Like it genuinely piss me off when I hear the management say just wait for the bullrun.
With BMNR, at least i see some actions like insider buying, moonshot investments along with collaboration, and other stuff.
SBET feels bland, but maybe bland is good 🤔
Wydaje mi się, że MAJ może być dobrym exit liqudity
Możemy teraz mieć miesiąc dobrego pozytywnego nastroju na rynkach
Nie mówię że ATH czy atak na 100k
Ale zbyt dużo pozytywnych rzeczy się dzieje wokół
-Projekty wypuszczają swoje tokeny na które TGE czekały miesiącami
-Tether i Circle drukuje miliardy w stablecoinach
-Wszyscy experci bearish
-X money ma ruszyć (niby w kwietniu, ewentualnie wczesnym majem) co powinno byc boosterem dla cyfrowych $$$
I kilka innych czynników które widze między wierszami.
Trump zmienia narracje z MAGA na America is Back
To tez pokazuje, że wchodzimy w nowy rozdział
Ciekawy miesiąc przed nami... lets see
@Ross__Hendricks After such a long period of extreme fear, it's doubtful markets will settle into neutral territory. We'll likely see a greed or extreme greed in the coming weeks.
Nie żyje Łukasz Litewka, poseł i znany społecznik z Sosnowca. Parlamentarzysta zginął w tragicznych okolicznościach podczas przejażdżki rowerowej w swoim rodzinnym mieście. Mimo akcji ratunkowej życia 36-letniego polityka nie udało się uratować.
zero.pl/news/nie-zyje-…