ether.fi (ETHFI)

$0.3735  +0.67%  24H

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  • Emperor Osmo 🐂 🎯 OnChain_Analyst FA_Analyst C
     92.38K  @Flowslikeosmo

    Very interesting, and it’s the kind of data you’d expect to see from a business that’s transitioning from legacy “staking” into a hyper growth business NeoBanking. Card Volume +34% QoQ Users +25% YoY Great execution from a world class team in a tough market. https://t.co/T7VeOHeDy2 https://t.co/TCjH4nAT2D

    Token Terminal 📊 D
     158.96K  @tokenterminal

    https://t.co/00O99U2EUR

     0  0  1
    Gốc >
    Xu hướng của ETHFI sau khi phát hành
     Tăng giá
    Ether.fi users and cash spend are growing strongly, and although some financial metrics have declined, the author remains bullish on its transformation.
  • Emperor Osmo 🐂 🎯 OnChain_Analyst FA_Analyst C
     92.38K  @Flowslikeosmo

    Another consistent week for @EtherFi. > $424K in fees today. > $3.4M this week. > $16.2M this month +8.7%. TVL is down 10.6% over 30 days. Also, not a TVL story, but the market doesn't get this yet. When restaking flows weaken, card revenue holds steady. The two legs are decoupled. $ETHFI of the cheapest DeFi tokens in the market with a P/F: 1.67x Introduce the buyback again and watch how quickly the token reprices to match the fee growth.

     17  4  1.98K
    Gốc >
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    Ether.fi fees increase, ETHFI token P/F undervalued, buyback may quickly boost token price.
  • Emperor Osmo 🐂 🎯 OnChain_Analyst FA_Analyst C
     92.38K  @Flowslikeosmo

    Agreed. https://t.co/a3CLUBdBCq https://t.co/bEXHX4fgsW

    DCF GOD D
     102.82K  @dcfgod

    But the token is all time low https://t.co/oM9X098JFX

     12  2  2.17K
    Gốc >
    Xu hướng của ETHFI sau khi phát hành
     Tăng giá
    The Ether.fi token is considered undervalued, and the project's spending shows strong growth.
  • Emperor Osmo 🐂 🎯 OnChain_Analyst FA_Analyst C
     92.38K  @Flowslikeosmo
    Emperor Osmo 🐂 🎯 OnChain_Analyst FA_Analyst C
     92.38K  @Flowslikeosmo

    The market is pricing @EtherFi as a restaking protocol. The revenue mix stopped being that in December. $ETHFI - Cash card revenue surpassed staking as the primary income source in December 2025 - $2M/day in card spend, with 70K active cards, doubling every two months. - P/F ratio: 1.97x vs Ethena: 200x - $247M in trailing 12-month fees on a $388M market cap - Buyback program verified on-chain with 6 distributions to sETHFI stakers since Nov 2024. $2.5M deployed in March 2026, funded by 30% of monthly revenue + $50M treasury allocation. - TVL is down 44% from peak, but fee generation is not following. - $ETHFI -94.6% from ATH at $0.46 Payment protocols command fintech multiples. Restaking protocols get 2x fees. The re-rating has not happened yet.

     30  4  2.76K
    Gốc >
    Xu hướng của ETHFI sau khi phát hành
     Cực kỳ lạc quan
    ETHFI is undervalued by the market, cash card revenue is strong and fees are stable, offering potential for a value re-rating.
  • Emperor Osmo 🐂 🎯 OnChain_Analyst FA_Analyst C
     92.38K  @Flowslikeosmo

    The market is pricing @EtherFi as a restaking protocol. The revenue mix stopped being that in December. $ETHFI - Cash card revenue surpassed staking as the primary income source in December 2025 - $2M/day in card spend, with 70K active cards, doubling every two months. - P/F ratio: 1.97x vs Ethena: 200x - $247M in trailing 12-month fees on a $388M market cap - Buyback program verified on-chain with 6 distributions to sETHFI stakers since Nov 2024. $2.5M deployed in March 2026, funded by 30% of monthly revenue + $50M treasury allocation. - TVL is down 44% from peak, but fee generation is not following. - $ETHFI -94.6% from ATH at $0.46 Payment protocols command fintech multiples. Restaking protocols get 2x fees. The re-rating has not happened yet.

     30  4  2.76K
    Gốc >
    Xu hướng của ETHFI sau khi phát hành
     Tăng giá
    ETHFI is undervalued by the market, cash card revenue is strong and fees are stable, offering potential for a value re-rating.
  • Tiago Trader DeFi_Expert B
     9.74K  @0x_tiago
    Tiago Trader DeFi_Expert B
     9.74K  @0x_tiago

    .@ether_fi’s revenue last month was only 14% below its ATH month (September), even though crypto prices were also at their ATH then. $ETHFI is currently down 77% from the 2025 top of $1.94. Annualizing its ATH monthly revenue, Etherfi was trading at 30x P/S (FDV). Now at $0.45, it’s trading at 8.2x, with steady revenues and diversified revenue streams. The token isn’t the sexiest, but it’s built to be a profitable, sustainable business.

     10  0  834
    Gốc >
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     Tăng giá
    Although ETHFI price has fallen, Ether.fi's revenue remains stable and diversified, its valuation is attractive, making it a sustainable profitable business.
  • Rick FA_Analyst OnChain_Analyst A
     6.11K  @CryptoRick98

    Applying @zeroxkyle’s framework on $ETHFI. The neobank sector has been quiet on the timeline, but MoM transaction volume continues to go up and to the right. New products are coming to market, including Plasma One and MOSS from megaETH, making the sector more competitive. @ether_fi has changed its main business line from a restaking platform to a neobank, with its cash business rising from 0% to 57% of revenue and continuing to grow. ETHFi price is down significantly from its all-time highs while its fundamentals trend upward. One concern for investors is the quiet halt of buybacks, but that is due to the migration to Optimism, as well as the latest contribution to the kelpDAO incident. Once mitigated, I am sure buybacks will resume. Investor allocations are fully unlocked, with core contributors maintaining a monthly unlock schedule until March 2027. Repricing is imminent for tokens that can monetize well in the neobank sector.

     5  1  516
    Gốc >
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     Tăng giá
    ETHFI basic fundamentals are strong, cash business revenue proportion has significantly increased, the author believes it is undervalued and is about to be re‑priced.
  • YashasEdu FA_Analyst OnChain_Analyst B
     9.35K  @YashasEdu

    So @EtherFi looks like a different company on this chart than the one most people are pricing. ➥ Pre-August 2025: a staking + vault business with Cash as a side product ➥ Post-August 2025: Cash is the engine. The rest exists to feed it The market hasn't repriced yet and that's the reason I just bought some ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb. Here's why👇 The token has a $378M mcap on $197M in annual fees. We're paying less than $2 for every $1 the protocol generates. This shows the market is pricing this like the business is collapsing but in reality it isn't. Every month ETHFI earns about $4M in revenue across three products: 1. Liquid vault: $2.92M (73%) 2. Cash card: $1M (25%, up 3x in 6 months) 3. Borrowing: $67K (still small) The card is what has convinced me as spend volume doubles every 2 months and revenue follows it. ➥ Bull case: If that doubling holds for 6 months, the card alone earns $8M/month and if we add the vault staying flat and total revenue runs $132M a year. At the same multiple, the token trades nearly 3x higher. ➥ Bear case: Even in the bear case where the card slows by 1/2 and the vault loses another $100M in deposits, revenue still runs $57M a year. At the same multiple, the token still sits about 20% above current price. Both scenarios point higher than today. About the vault decline. The -36% drop was contagion from the Kelp rsETH exploit on April 18. EtherFi paused liquid deposits and withdrawals as a safety move. These kinds of outflows usually stabilize as confidence returns. If they don't, the bear case gets worse before the card catches up. I could be right on the thesis and still watch this grind lower for weeks. Also there are few things that has not priced in yet: ‣ $50M buyback authorized below $3 (we're at $0.47). Only ~$7.26M actually deployed in the first 6 months and currently paused for 30D+. The execution has been inconsistent and resumption is going to be the catalyst ‣ $3B ETHGas deal from April. They committed 40% of staked ETH to a new revenue line ‣ Gold vaults and Euro card launching soon ‣ Borrowing product runs at 100% margin and is still tiny, any growth there is pure profit This reprices when the card hits a number the market can't ignore or the buyback visibly deploys. Neither has a date. The math gets harder to fight every month. Watching the card's monthly revenue and whether the vault stops bleeding. h/t to @Dune for the data

    YashasEdu FA_Analyst OnChain_Analyst B
     9.35K  @YashasEdu

    What are your thoughts on @EtherFi? @hmalviya9 @belizardd @Hercules_Defi @kenodnb @thelearningpill @Defi_Warhol @TheDeFiPlug @Eli5defi @hooeem @arndxt_xo @poopmandefi @0xCheeezzyyyy @Mars_DeFi @satyaki44 @0xTanishaa @BUNT10 @cryptorinweb3 @TheDeFiKenshin @MeshClans @DeFi_Andree

     48  31  1.42K
    Gốc >
    Xu hướng của ETHFI sau khi phát hành
     Cực kỳ lạc quan
    EtherFi token ETHFI is undervalued by the market, cash card business is growing strongly, and both bull and bear scenarios indicate price upside.
  • DeFi Warhol DeFi_Expert OnChain_Analyst B
     51.98K  @Defi_Warhol
    DeFi Warhol DeFi_Expert OnChain_Analyst B
     51.98K  @Defi_Warhol

    Crypto Cards Weekly Digest: May 4-10 Volume: RedotPay: $100.7 million KAST: $19.93 million EtherFi: $18.08 million Karta: $8.11 million Tria: $3.51 million Cypher: $2.41 million Gnosis: $2.38 million MetaMask: $1.27 million Other: $7.38 million Total: 163.8 million (-2.3% WoW) Transactions: EtherFi: 215,060 RedotPay: 131,329 Bitget Wallet: 99,468 Gnosis: 50,089 Safepal: 41,647 BFinance: 38,162 MetaMask: 23,966 KAST: 23,800 Other: 54,841 Total: 678,362 (-0.4% WoW) Users: RedotPay: 71,994 EtherFi: 21,741 Bitget Wallet: 15,133 BFinance: 10,930 KAST: 8,464 Safepal: 6,974 Tria: 6,394 Gnosis: 5,505 Other: 14,577 Total: 161,712 (-2.5% WoW) Interesting stats: RedotPay was the biggest volume loser WoW: $105.4M → $100.7M EtherFi was the biggest gainer in transactions: 209,981 → 215,060 and users: 21,253 → 21,741 WoW KAST nearly crossed 20 million weekly volume for the first time.

     57  24  7.29K
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     Tăng giá
    The crypto card market’s long‑term trading volume shows strong growth, with this week’s overall numbers slightly down and EtherFi standing out.
  • Tiago Trader DeFi_Expert B
     9.74K  @0x_tiago
    Tiago Trader DeFi_Expert B
     9.74K  @0x_tiago

    .@ether_fi’s revenue last month was only 14% below its ATH month (September), even though crypto prices were also at their ATH then. $ETHFI is currently down 77% from the 2025 top of $1.94. Annualizing its ATH monthly revenue, Etherfi was trading at 30x P/S (FDV). Now at $0.45, it’s trading at 8.2x, with steady revenues and diversified revenue streams. The token isn’t the sexiest, but it’s built to be a profitable, sustainable business.

     10  0  834
    Gốc >
    Xu hướng của ETHFI sau khi phát hành
     Tăng giá
    ETHFI's revenue is solid, its current price is undervalued, and it has sustainable profitability.