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16 lip 2025
Even though I have a bit of that PTSD myself, it is not very hard for me to see a case for ETH outperforming from here:
- TradFi getting more in tune with stablecoins and DeFi, looking for the best simplest exposure
- Circle and Coinbase are good proxy for that but they are kinda exhausted at this point, optically ETH has more upside than these stocks left (delta to previous ATH)
- ETH treasury companies still in their early bootstrap phase
- Ethereum leadership becoming more constructive
- And lastly, if I was a TA trader, I'd probably see this breakout as very strong confirmation

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