GM,
ETH at $3.450k.
Still climbing slowly, still doing what it’s supposed to do.
Back in Q1, I shared that I was rotating cash into $ETH and doubling down on a simple thesis:
▸ ETH is still the backbone of #DeFi
▸ ETH ETFs will bring real inflows
▸ ETH infra is no longer just “narrative,” it’s a living system
And today, that thesis is aging well. It’s not hype. It’s structure.
I still believe we’re going to $4k first… and eventually $10k.
Not because of hopium. But because ETH is still the best asymmetric bet in crypto.
GM,
Today marks the last day of Q2. The market just posted a strong green bounce, and many are starting to talk about "the previous top" as the final stop before a downtrend kicks in.
But I don’t think that’s the case.
I still believe we have one more leg up, but this leg won't be for everyone.
▸ It will be a cycle led by $BTC, $ETH, $BNB – coins with deep liquidity and established narratives
▸ And a few selected projects with strong stories: $KAITO, #VIRTUAL, $HYPE, $S
Most altcoins will be left behind. Liquidity is concentrating again, and capital is flowing into assets with real structure, strong demand, and a clear narrative.
Personally, I’m still choosing $ETH as my core accumulation target.
▸ Ethereum still holds >60% of DeFi’s TVL
▸ Spot ETH ETFs (pending listing) are a very clear inflow catalyst
▸ The L2, restaking, and modular infra boom on ETH is no longer a trend, it’s a system
In any cycle, I believe the goal of accumulating 100 ETH should be non-negotiable for long-term investors.
You don’t need to all-in. But you need to be consistent.
12.22K
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