I feel like the crypto valuations outside of $BTC are so extremely depressed that the path of least resistance is up from here
$ETH - soon 🚀
English
evmlion.eth
1.4K posts
evmlion.eth
@evmlion
#EVMavericks matrix 🦁 577 🦇🔊
Ethereum Присоединился Mart 2018
503 Подписки788 Подписчики
on the horizon
- an armada of AI bots adopting Ethereum's decentralized ledger for settling commerce
- the quantum transition leaving $ETH as the only secure decentralized SoV
- tradfi adopting stables & tokenizing
& you're not buying $ETH at the most depressed valuation ever
English
Ethereum gas fees are picking up again
shows that the demand is growing into higher capacity
soon
$ETH
English
2026 is another difficult macro year.
While oil is going higher it is difficult for risk assets to outperform.
Yet $ETH has already bottomed and is the best positioned crypto asset to shine once the macro is becoming more favorable.
English
@traiansk8 @RyanSAdams @0xDigitalOil Also would agree it's more favorable getting it passed without yield so the status is cemented in law and large institutions can feel comfortable adopting. Yield is not critical for $ETH, more so for $COIN & $CRCL
English
@RyanSAdams @0xDigitalOil This is wrong. Crypto needs clarity act so that stable coins can be regulated as with MiCA. Once they are regulated, comes the adoption of stable coins. So without clarity act there is no adoption. With clarity act there is adoption with no yield.
English
If the banks don't get the stablecoin yield blocker in the clarity act then the status quo wins.
And the status quo is...exchanges are able to pass yield to customers directly.
Further - crypto just got "the clarity act by way of regulator rulemaking" last week through the CFTC and SEC.
So crypto feels less pressure.
Therefore - don't the banks need the clarity act more than crypto? (assuming they get their yield blocker)
Pressure to pass higher for bank lobby?
English
@checkmatexxxxxx what matters is how much you pay in transactions, not the absolute numbers
English
So I looked it up and this is what I got not sure if this is 100 percent accurate but right now with low usage
Rollups today are paying
Ethereum DA: $50k–$300k+/month
Celestia DA: $1k–$15k/month
So I mean with low usage if you are building on ETH if you are a new team looking at these numbers I would consider moving and building else where its a drastic difference and you save money especially in times like this you need every dollar
English
Ethereum blobs can absolutely get cheap long term.
But not overnight.
It will take years of upgrades to reach consistently low costs under real demand.
Meanwhile Celestia is already optimized for cheap data availability today.
That creates a window
While Ethereum scales, Celestia has time to build network effects and become sticky.
The real question isn’t “which is better”
It’s whether Ethereum gets cheap fast enough.
English
@checkmatexxxxxx costs are so low right now builders do not even have to consider anything beyond Ethereum
English
Celestia isn’t waiting for Ethereum to get saturated.
It’s building for cheap data now.
Builders don’t wait for L1s to fill up.
They choose based on cost + architecture.
Not every app needs max security.
You can still use Ethereum for settlement…
without paying for it everywhere.
Do you need the National Guard to protect a 7/11?
English
Even if oil keeps rising so will developed world debt which essentially means one thing: printing
$ETH has historically responded extremely positive to liquidity
combine this with already oversold levels & growing demand & you have the foundation for the next bull market
English
@checkmatexxxxxx first demand on Ethereum L1 would have to pick up, then on L2s and only then we would be looking into anything else. we are very far from that and in the mean time scaling both L1 & L2
English
There's a thing we can learn from 2026 & the oil trade:
When the world needs oil badly nobody cares about gold & precious metals. You sell anything for oil.
When demand picks up massively for Ethereum nobody will care about $BTC anymore. Everybody will be rushing to buy $ETH
SamAlτcoin.eth ☀️@SAMALTCOIN_ETH
🚨 JUST IN: Massive stablecoin migration underway — Ethereum leads with ~$2.3B inflows Meanwhile, Tron, Solana, Ripple, Avalanche all see net outflows Liquidity is choosing $ETH as home base
English
Software companies are pricing in the ascend of the AI economy which is massively deflationary as millions lose their jobs
Yet deflation triggers printing & more liquidity benefits $ETH like no other asset
Crypto is not pricing in the AI deflation spiral. Someone is wrong.
English
$ETH is selling off as it has done so often in the past
if you have funds you may add spot
if you are all in - remember you don't have to do any business if you don't want to - just sit on your hands and wait this out
$ETH moves just as violent to the upside as to the downside
English
People in this industry have to start embracing Ethereum, buy spot instead of leverage, self custody - so that nobody can short the market with their assets - and guess what, eventually prices will go up again
apparently we are not there yet
DCinvestor@DCinvestor
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
English
@checkmatexxxxxx I bought some $TIA at 1$ and considered myself smart after it went down 90%+ and @cburniske called the bottom at 5$
guess what: $TIA went down another 70% from there
incredible
English
People bidding $BTC here are wrong
It is collapsing under the debt loads that Saylor has built, the quantum security threat and the not sustainable issuance cap
If you bid here, buy $ETH - it is the one crypto asset that will actually recover and dominate once this is over
Etc.@ec265
BTC leading the market is holding us back Now is the time to let ETH take the lead You can either call me delusional and continue to be disappointed, or we can try it and see where it goes Either it doesn’t work and we continue with this nonsense, or it works and we all win
English
just bought some $ETH at 2.4k$
remember that last time $ETH went down 5 months in a row we saw a 3.5x rally
we just went down 5 months in a row again
English
There are so many sidelined waiting to buy $ETH at 2,400$ or lower misunderstanding that you can already buy $ETH at a discount at current prices based on the eroding purchasing power of the $USD, sky high precious metal prices & stocks at ATH
I wouldn't be on that here
English