In a post on Twitter, BMNR Bullz speaks against the classic sentiment that Ethereum is 'dead'. The basic reason behind this is that the price is behind the actual adoption. In the tweet BMNR Bullz says that 2026 will have a different cycle than previous years and will be determined by 'structure' rather than 'hype'. A staked ETH ETF may be one example, because it could bring yield above 3%.
Pensions and long-term capital now have the ability to allocate funds and as they do so the inflow of long-term capital replaces short-term trading. The real world use of Ethereum continues to grow too, approximately 70% of stablecoins are being settled on the network and tokenized treasuries are being built also on Ethereum. Institutions have not moved away from Ethereum but are increasing the amount of capital that they commit.
The difference between the current market sentiment and the true market value of ETH is dramatic. This difference will eventually fix itself, ETH's fundamentals continue to be much more in alignment with the amount of actual work that the network is doing. BMNR Bullz believes that the continued growth of ETH's use combined with the low levels of confidence will bring us an opportunity to buy in, as opposed to being a 'danger zone' or 'losing opportunity'.
ETH's price is behind its adoption. That gap will not last.
byu/MasterpieceLoud4931 inethtrader
Posted by MasterpieceLoud4931
4 Comments
[deleted]
Its behind its adoption and also behind the level of tech it has right now
🍩 !tip 10
I believe fundamentals can be ignored for a while, but utility and demand always win in the end.
Hopefully, 2026 will be our year – until then I’m grabbing every opportunity of discounted ETH.
^(!tip 1)
IF wall street moves their tokenization efforts onto ETH, I agree, the price is too low. But since we see also Solana is getting traction and collabs with FinTech and TradFi it is simply not a sure thing yet. Also: for control purposes (probably also regulatory reasons, i.e. rolling back transaction or sanction compliance) some firms will have their own chains, possible as L2s on Ethereum. Will that drive value? Yes, but I guess it is unclear how much accrues to ETH…