Ethereum (ETH)

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  • 吴说区块链 Media Researcher D
     168.37K  @wublockchain12

    Wu reported that, according to Lookonchain monitoring, the institution suspected to be Bitmine under Tom Lee bought another 41,946 ETH about 5 hours ago, worth approximately $130.78 million. https://t.co/L654SuZXh1

     3  1  224
    Original >
    Tendência de ETH após o lançamento
     Bullish
    ETH receives another large institutional purchase, showing strong support
  • EricF NFT_Expert Researcher C
     20.43K  @EricCLFung

    just put in an offer for this awesome @goodvibesclub nft to replace my cleannnnn one that i had since mint day https://t.co/FoVU6pkwSt

    EricF NFT_Expert Researcher C
     20.43K  @EricCLFung

    GM, how long you hodl your @goodvibesclub? mine is 266 days..... beat that! https://t.co/lycKrBu1Jp

     2  2  54
    Original >
    Tendência de ETH após o lançamento
     Bullish
    The author is excited about the newly acquired Good Vibes Club NFT and asks how long others have held the NFT.
  • Leo Lanza | ETHisDigitalOil.eth FA_Analyst Influencer S
     10.92K  @l3olanza

    The sage of stupidity. https://t.co/f3uk66e8Tf https://t.co/gaiGwjsvWM

    Santiago R Santos Founder VC B
     132.45K  @santiagoroel

    Amazon is a network and arguably one of the most successful networks ever built. Which is why comparisons are uncomfortable: when you line Ethereum up next to real, scaled networks like Amazon or Facebook, the valuation gap becomes impossible to ignore. Ethereum at a ~$380B valuation generates roughly ~$1B in annual revenue → 380x sales. When Amazon carried a similar valuation, it produced $136B in revenue and $2.4B in net income → 2.6x sales. That means ETH holders today are paying ~146x more per dollar of revenue than Amazon investors did. The claim that “Amazon is a company, Ethereum is a network” doesn’t resolve the discrepancy: Networks are priced on the economics they produce: revenue and cash flows. Amazon’s network effects were real, scaled, and monetizable. And the market valued them on fundamentals, not hypotheticals. TVL and “assets secured” are not revenue. Settlement volume is not revenue. TAM is not revenue. At some point, you have to put up numbers on the dashboard to support the big nar

     0  0  116
    Original >
    Tendência de ETH após o lançamento
     Bearish
    The tweet questions Ethereum's overvaluation, pointing out its revenue multiple far exceeds Amazon; the image explains that a product's value is not based on revenue.
  • robbie Founder Media B
     4.33K  @robbie_rollup
    Andy Founder Media C
     74.17K  @andyyy

    In Buenos Aires last month, we asked the top founders in Ethereum what “Return To Fundamentals” means to them. The answers were absolutely priceless https://t.co/aLsXcSGSRr

     20  9  1.01K
    Original >
    Tendência de ETH após o lançamento
     Bullish
    Ethereum founder explains Return To Fundamentals, perspective highly valuable
  • Lookonchain OnChain_Analyst Researcher B
     672.41K  @lookonchain

    It seems that Tom Lee(@fundstrat)'s #Bitmine just bought another 41,946 $ETH($130.78M) 5 hours ago. https://t.co/adab0TBF5P https://t.co/bYWnrPoBLU https://t.co/z8QPzY0q95

     38  17  2.58K
    Original >
    Tendência de ETH após o lançamento
     Bullish
    Tom Lee's Bitmine made a massive purchase of ETH, valued at over $130 million.
  • Leo Lanza | ETHisDigitalOil.eth FA_Analyst Influencer S
     10.92K  @l3olanza

    In a post scarcity society, ETH becomes one of the few remaining truly scarce assets.

     4  2  65
    Original >
    Tendência de ETH após o lançamento
     Bullish
    ETH will become a scarce asset in a post-scarcity society, and the outlook is positive.
  • JCRΞW // DeFi_Expert Researcher C
     4.15K  @jcrew_eth
    vooi D
     192.54K  @vooi_io

    December is going to be packed full of Product Updates ⚒️ 🔜 VOOI Assets Portfolio → A new way to manage your multi-chain Crypto and RWA assets on VOOI. Set to be launched in the upcoming time. 🔜 @Lighter_xyz Integration → the next DEX venue to arrive soon, earning Lighter points while trading on VOOI. 🔜 A new DEX will also join VOOI V2 → make your voice heard in the poll. 🔜 Team is actively working on the Yield Products availability for VOOI users. Performance tweaks also went live on VOOI - with more news and updates to come! :/>

     197  100  11.21K
    Original >
    Tendência de ETH após o lançamento
     Bullish
    VOOI platform announces multiple product updates and showcases a crypto asset portfolio with positive performance.
  • FREKI ANCIENT CRYPTO OG | EST 2011 | HBAR XRP BTC FA_Analyst Influencer B
     9.95K  @Freki_OG
    Cointelegraph Media Influencer C
     2.89M  @Cointelegraph

    🇺🇸 UPDATE: Traders are piling into $ETH $6,500 calls on Deribit as open interest surpasses $380M and becomes the largest among all ETH options. https://t.co/wz1iShgir9

     1.01K  112  82.30K
    Original >
    Tendência de ETH após o lançamento
     Extremamente Bullish
    ETH traders are buying massive $6,500 call options, with the largest open interest.
  • EricF NFT_Expert Researcher C
     20.43K  @EricCLFung

    For the longest time, I used to think 50% unique NFT holders was the gold standard. More people holding just one piece, more diversity of owners, more organic reach. A lot of people throw around numbers when talking about “healthy” NFT distribution, but the truth is: there’s no universal rule. It depends on supply size, chain dynamics, mint design, whales, and what the collection is trying to be. But here’s what we do know from industry research: A higher unique holders ratio (unique wallets ÷ total supply) = healthier distribution. Lower concentration means less fragility, fewer whale dumps, and a stronger community fabric. This metric is literally used in NFT analysis, whale risk reports, and collection health scoring. Look at @itsafwog (40%) and @0n1Force (42%) and @goodvibesclub (23%) and @quillsadventure (34%) from Somnia Network (1/2)

    EricF NFT_Expert Researcher C
     20.43K  @EricCLFung

    truly healthy range is somewhere between 30% to 60%. And for most PFP or community-driven drops, the sweet spot is around ~40% to 50% Above 50% = extremely well distributed. Around 40% = still very solid and stable. Below 30% = higher concentration risk, whale dominance, and weaker community dispersion. If your goal is community reach, broad social identity, or long-term stability, then aiming for ~40% unique holders is actually great. That’s where a lot of thriving collections land, especially with smaller supply or more active ecosystems. But how many whales are in there? and how many of them will dump, look at @BoredApeYC (55%) and @pudgypenguins (56%) and @ChimpersHQ (29%) would that mean there is more risk with Chimpers? Perhaps not, but it does feel that the hype and community is weaker, perhaps yes... but we need to acually look at the number too (2/3)

    EricF NFT_Expert Researcher C
     20.43K  @EricCLFung

    The bigger thing is concentration: You can have 40% unique holders and a very safe distribution or 40% unique holders and 10 whales holding half the supply. Those two collections might look identical on paper but are wildly different in risk profile. look at @cryptopunks (38%) and @v1punks (22%) So the question isn’t “is 40% good?” It’s: “Is the distribution balanced enough to support a real community?” And keep everyone happy with the floor relative stable... I think v1 punks is strong community, i dont hold one persay, but i do see v1 in events more than the original punks.. In most cases, i think yes 40% is legit. It’s healthy, realistic, and lines up with how successful collections actually behave. (3/3)

     4  3  50
    Original >
    Tendência de ETH após o lançamento
     Bullish
    The tweet analyzes the NFT unique holder ratio, considering 30-60% as a healthy range, with 40% being the ideal value, helping assess community strength and whale risk.
  • palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    1/ What is the Ethereum Fusaka upgrade? What is its impact on $ETH price? Recently, a chart has been circulating showing “blob gas jumped from 1 to 14.7 million wei, a 15‑million‑fold increase.” “Huh, are L2 fees dead?” It’s easy to think that, “But it’s just that the blob, which was almost free until now, finally got a proper price.” A clear explanation below 👇 https://t.co/sN7a1J65jh

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    2/ 1️⃣ What is Fusaka? 2️⃣ What exactly is a blob? 3️⃣ Why did the “blob gas 15‑million‑fold” event happen? 4️⃣ Why is this price increase justified? 5️⃣ Then why is it calm now? 6️⃣ How does it affect ETH’s price?

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    2️⃣ What exactly is a blob? A blob is a “temporary data warehouse” that L2 uses to write transaction data to L1 (Ethereum). ✅ Much cheaper than previous calldata ✅ For L2, it’s like a “massive, ultra‑cheap external hard disk.”

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    Thus, it ends the state where “L2 can use L1 resources almost for free.”

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    1️⃣ What is Fusaka? In short, Fusaka is “an upgrade that realistically organizes the money flow of Ethereum’s base layer (L1) and the L2s operating on top of it.” Especially important is 【setting a proper usage fee (minimum price) for the “blob” data storage used by L2】

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    As a result, what was “1 wei (almost free)” jumped to a “properly priced fee.” On the chart, it appeared as a flashy spike of “blob gas 15‑million‑fold!”.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    3️⃣ Why did the “blob gas 15‑million‑fold” event happen? Before Fusaka: ✅ blob gas fee was stuck at nearly 0, at 1 wei ✅ effectively “L2 could use the warehouse almost for free.” With Fusaka the rules changed: ✅ “We can’t keep it free forever.” ✅ “Set a minimum fee for blob in line with L1 gas fees.” Thus the design.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    However, there are costs behind the scenes. ✅ Verification of KZG proofs ✅ Node storage and network bandwidth etc., L1 side isn’t running for free either.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    4️⃣ Why this price increase is correct There are three key points👇 ① Network protection ✅ Proper pricing curbs unlimited abuse of blobs ✅ Prevents overload of network bandwidth and disks → A pricing design akin to “raise fees to control the queue.”

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    ② Combination with PeerDAS ✅ Fusaka also introduces PeerDAS (data sampling) ✅ Even with the same safety, the number and total capacity of blobs that can be handled increase manyfold → While the cost per blob rose, overall it’s a scale‑up structure.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    The key point is that the 15‑million‑fold figure only looks that dramatic because the original price was absurdly low. In absolute terms, the current blob gas is still “quite cheap.” We simply moved it from the “abnormal 1 wei” to a “reasonable price range.” It’s less about killing L2 and more about re‑tagging it with a fair price.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    5️⃣ So why is it calm now? In the first few days, ✅ the fee rules were switched to the new specification all at once ✅ L2’s configuration (how much blob to use) hadn’t caught up This gap resulted in fees being excessively high.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    Of course, this is a bullish scenario assuming “L2 growth continues smoothly”, and blob begins to have a substantive impact on ETH’s cash flow.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    ③ Benefits from an ETH holder’s perspective (increased burn) A rough estimate: ✅ If this design were in place from June 2025, blob‑derived burns could be about 8× higher. ✅ In Bitwise’s model, by 2026, with increased L2 activity, blob‑gas‑derived burns could reach 200‑400k ETH annually. → Blobs could account for 30‑50% of total burns.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    ■ Mid‑to‑long term: ✅ L2 usage will increase ✅ Each time, blob fees flow into the Ethereum core ✅ The base‑fee portion is burned, nudging ETH supply downward.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    6️⃣ How does it affect ETH’s price? Briefly👇 ■ Short‑term: ✅ It’s not a clear‑cut pump like “Fusaka launches and ETH instantly multiples”. ✅ Price will continue to be driven by macro factors such as - interest rates - USD liquidity - BTC and ETF flows.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    Afterward, L2 “adjusted usage because it was too expensive,” and Ethereum’s mechanism (the EIP‑1559 logic that automatically lowers gas fees when demand is low) kicked in. As a result, “it spiked once but has now settled into a realistic price range,” converging to a new common‑sense range.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    Summary ✅ The 15‑million‑fold blob‑gas spike isn’t a signal that L2 is dying; it’s simply that “the previously near‑free blob finally got a proper price”. ✅ Fusaka is an upgrade that enables proper invoicing of L2. “Consequently, it subtly boosts ETH’s long‑term earning power,” and can be seen as an update to ETH’s business model.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    In other words, the picture is: ✅ Pre‑Fusaka ETH earned by “gas fees on its own chain” ✅ Post‑Fusaka ETH becomes an “infrastructure that can collect usage fees from the overall economic growth of L2” so it’s an upgrade that gradually shifts its character in that direction.

    palpal Educator FA_Analyst C
     31.16K  @palpalNFT

    Back to start https://t.co/0luNWX6skA

     10  1  760
    Original >
    Tendência de ETH após o lançamento
     Bullish
    Fusaka upgrade enhances ETH's long‑term profitability and deflationary effect by pricing blobs.