Ethereum (ETH)

Legacy banks are old and broken. Crypto infrastructure is slop without PMF. Both will evolve converge to a point where PMF is required, regulation and KYC is necessary, and stakeholders will receive the same assurances of holding equities (voting rights, disclosures, etc.). In gaining these 'benefits' of the regulated financial system we will lose benefits of the crypto system we built for ourselves. Airdrops will become a thing of the past and teams will be forced to think about PMF from Day 1. Narrative market fit will no longer be sufficient to run a company or launch a token.

Ethereum is looking super interesting here. We scanned the most recent 212,802 social mentions of $ETH coming from 68,069 unique content creators to see what everyone is talking about. TOP @fundstrat's @BitMNR invests $200 million in @MrBeast's Beast Industries, signaling a potential major retail DeFi onramp. Meanwhile, Vitalik Buterin emphasizes reclaiming self-sovereignty and trustlessness in 2026. 30% Mindshare Ethereum ETFs and Institutional Investment The approval and inflow of funds into Ethereum ETFs, alongside significant investments from major financial institutions like @BlackRock, signal strong institutional confidence and growing adoption. 25% Mindshare Technological Advancements and Upgrades Ongoing developments such as EIP-7702 for account abstraction and discussions around Layer 2 scaling solutions like @arbitrum highlight Ethereum's commitment to innovation and improved functionality. 20% Mindshare Partnerships and Ecosystem Growth Collaborations with major platforms like @MetaMask and the expansion of services on various chains demonstrate a growing and interconnected ecosystem, fostering wider accessibility and utility. 15% Mindshare Regulatory Uncertainty and Clarity Act The delay and potential impact of the CLARITY Act on cryptocurrencies, including Ethereum, introduce regulatory uncertainty, although some posts suggest it may eventually lead to clearer frameworks. 10% Mindshare Market Volatility and Options Expiry Significant options expiries and general market volatility, as mentioned in several posts, can lead to unpredictable price movements and require careful monitoring by investors.

Yes. As long as there is no essential third party that can withhold data to prevent detection and cause a hard fork, decentralization is satisfied. Real‑time censorship resistance only depends on the Nakamoto coefficient, which is the whale stake concentration. It’s always going to be poor because of the power‑law distribution. Ethereum’s nc is very generous at 19, assuming you don’t collapse all custodians into one.

$ETH — so… did you handle it? • August: warned no sustained rally • September: forecast major low in November • October: called c.$2,600 as the target November drop to $2,600 ✅ This isn’t prediction. It’s cycles, structure, and patience. On to the next phase.🤝 https://t.co/tSWhBf5v6N

Ethereum is strong! 🚀

$ETH Again 3380$ ? 😁 https://t.co/r62WeyWr0s

@Zodomo Because the people complaining about it were .eths that don’t actually use it. https://t.co/trD12Ryigl

$ETH/usdt 1 hour LET'S GOOOO Ethereum https://t.co/vmfmEzc6ON https://t.co/JC90VFb3IS

$ETH still holding and responding positively to a Hidden Bull Divergence pattern which suggests some important action to be coming in! With this divergence, we can watch for an over +44% increase back above the $4,811.71 target and at that point, $8,557.68 will be in play, leaving room for another nearly 75% increase. Ethereum surging like such and having the signs of doing so can be massive for these altcoins and their growth...

$ETH (and the rest of altcoins) follow the business cycles which represent liquidity. Once there is economic expansion (ISM hits 50+ levels), altcoins go up. This thesis is represented clearly on the chart below. Ethereum is currently forming a macro bullish ascending triangle pattern. The economy WILL expand. And when it does, I expect Ethereum to breakout vigorously. But it will take time, perhaps another 12 months. Patience is key. Higher.