$ETH is so Bullish
The fundamentals of $ETH have never been stronger
Welcome to the fourth Alpha newsletter. We curate alpha for you. That’s it; that’s the newsletter.
We could go into serious depth about why $ETH should do so well over the coming months, but Alpha is a “give me the TLDR newsletter”. Crypto Gucci has it nailed in a nutshell.
Crypto Gucci 🦇🔊| crypto-gucci.eth@CryptoGucci
Want to know why I’m bullish on the #Ethereum ecosystem:
1. $ETH near ATH
2. #NFT volume 20x since last year
3. L2 TVL at ATH (3.9b)
4. #DeFi TVL at ATH (105b)
5. Merge coming in ~8months
6. 589K ETH burned since EIP-1559 launch
7. 6.7% of the ETH supply staked in 2.0 contract
2:54 PM · Oct 21, 2021
36 Reposts · 193 Likes
Molly has the $ETH merge timeline and has told you to put your seatbelt on.
Molly@bigmagicdao
Fundamentals + Narrative $ETH
Buckle Up , we are going to moon bb.
6:54 AM · Oct 17, 2021
71 Reposts · 420 Likes
Molly@bigmagicdao
After EIP1559 deployed it has improved the weakest part of Ethereum “monetary policy”. Now ETH is not just a ultra-sound money , but also has cash-flow narrative. Plus smart contract platform, based layer of DeFi… ETH2’s not price in yet..
9:26 AM · Aug 15, 2021
42 Reposts · 416 Likes
Burn baby burn.
Anton Bukov 🦇🔊@k06a
Ethereum users burned $2B of $ETH equivalent in total since #EIP1559 activation: dune.xyz/k06a/Ethereum-… @DuneAnalytics
10:32 AM · Oct 23, 2021
67 Reposts · 337 Likes
Token Terminal@tokenterminal
ICYMI
Users of @ethereum have paid ~$1.0B in transaction fees over the past 30 days.
Of that ~$1.0B, 82.45% or ~$824M was burned* and thereby returned to $ETH holders.
*The burn mechanism is similar to a stock buyback because it decreases the amount of tokens in circulation.
2:03 PM · Oct 17, 2021
119 Reposts · 527 Likes
Another reason to be bullish on $ETH’s L2s.
DCinvΞstor@iamDCinvestor
there is no way any single team can keep pace with how quickly crypto will evolve from here
L1s which focus all effort on optimizing at that layer will not compete
market-driven L2s, built on very solid & trustworthy L1s like Ethereum, will evolve 10x to 100x faster
1:16 PM · Oct 24, 2021
50 Reposts · 475 Likes
Crypto Gucci 🦇🔊| crypto-gucci.eth@CryptoGucci
Layer 2 TVL on #Ethereum has now hit a new ATH 3 days in a row!
Ethereum is scaling. Prepare accordingly!
5:06 PM · Oct 22, 2021
26 Reposts · 158 Likes
The institutions are here and they aren’t leaving any time soon. Raoul Pal is calling $ETH the greatest trade he has seen in his whole career of covering financial markets. It’s probably nothing.
Dan Tapiero@DTAPCAP
Institutional adoption of #Ethereum driving next leg of bull mkt in #Crypto mkts.
NYDIG, Fidelity, Cathie Wood's Ark all moving in.
@RaoulGMI calls #ETH "greatest 6-9 month trade in the HISTORY of financial mkts."
Eth for defi/nfts/staking in face of burn means 10k possible.
5:22 AM · Aug 14, 2021
161 Reposts · 868 Likes
Adriano with another succinct breakdown of the bullish case for $ETH.
Adriano FΞRIA 🦇🔊@AdrianoFeria
Institutions are accumulating $ETH.
Miners will be selling rigs to stack (and stake) $ETH.
EIP-1559 is 🔥 $ETH.
The merge will reduce issuance from ~4.5% to ~1%.
$ETH supply in exchanges continues to trend down.
#Ethereum supply shock meeting demand shock. 🚀🚀🚀
1:41 AM · Aug 17, 2021
63 Reposts · 305 Likes
We need another word for bullish, because that word isn’t strong enough to describe Tetranode's $ETH prediction.
TΞtranodΞ (💎, 💎)@Tetranode
I'd just go with $ETH and watch L2, especially ZkSync combined with sharding, go toe to toe with competing L1s
It basically comes down to #ETHEREUM maintaining network effect while it keeps scaling...
Betting ETH will go from current ~$3,900 into $100,000 by 2026
DeFiGod @DeFiGod1
3/ So you are going to want to denominate in something like ETH, SOL, AVAX, maybe DOT if VCs stop cucking the ecosystem plays. Plan would be to take your $100k buy one of those then buy small/medium cap coins in the ecosystems. You want to buy then flip for a 3-10x back to the
4:15 AM · Oct 17, 2021
69 Reposts · 688 Likes
The $ETH merging of chains narrative is coming… We know Crypto Twitter likes narratives.
Bob Loukas@BobLoukas
Next month, the $ETH merge chatter will begin getting louder and then louder.
9:08 PM · Oct 5, 2021
94 Reposts · 1.19K Likes
How’s the TA?
MacroCRG@MacroCRG
Highest weekly close *ever* on $ETH.
That is all.
🔗 delta.exchange/MacroCRG
11:59 AM · Oct 25, 2021
4 Reposts · 95 Likes
Cactus@TheCryptoCactus
$ETH / USD
Bulls want to run it higher, very bullish with the amount of buyers keeping us above this level, looks juiced.
Closing off a fair bit of my position if we see a candle close below $3950, but ready to ride this to new ATH's.
11:05 AM · Oct 25, 2021
7 Reposts · 88 Likes
DonAlt@CryptoDonAlt
$ETH
When I look at ETH these are the three most probable outcomes
1) Straight moon
2) Fake out down then moon
3) Breakout then nuke
Tiny chance it just straight nukes from here
So 3 out of 3.5 options go up first.
Bulls AND bears should be happy with higher prices.
11:54 AM · Oct 25, 2021
16 Reposts · 250 Likes
HornHairs 🌊,🌊@CryptoHornHairs
Why wouldn't $ETH go to fresh all time highs this week?
12:42 AM · Oct 25, 2021
4 Reposts · 83 Likes
Never forget it’s still early.
croissant@CroissantEth
Why do people think they’re late to crypto?
Believe it or not, only 2.6M wallets have ever interacted with DeFi
That’s only 1.2% of all wallets on $ETH, & many people have several wallets in use!
We haven’t even begun to discover what can be done on the blockchain
croissant @CroissantEth
If you ever feel like you’re not early, just take a look at the total number of users who have ever interacted with different DeFi protocols…
$UNI - 2.4M
$COMP - 326K
$SUSHI - 201K
$BAL - 178K
$AAVE - 67K
$MKR - 73K
$CRV - 43K
$YFI - 31K
$SNX - 18K
& you’ll feel a lot better
9:26 PM · Sep 10, 2021
23 Reposts · 146 Likes
Here is croissant with the detail if you want to dig further into the bullish case for $ETH:
croissant@CroissantEth
There are several things leading up to an extraordinary supply shock for $ETH
It’s getting to the point where it doesn’t even matter who sells, there is simply too much demand for block space on Ethereum
Let’s discuss! 🥐
10:05 PM · Sep 13, 2021
339 Reposts · 1.72K Likes
And that’s your alpha.
these newsletters are so well done- thank you!