Search: ETH - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	ETH	$1955 $1976 +1.1%	SHORT	LiveSquawk	Peter Thiel's exit from Ethereum (ETH	@LiveSquawk RT @AggrNews: PETER THIEL EXITS ETHEREUM DAT ...
Feb 17	ETH	$1991 $1976 -0.8%	AVOID	—	The reporter notes that Gemini is "still not profitable," has "negative free cash flow," and is seeing the "fair value of Bitcoin and Ethereum decline." Furthermore, a Truist analyst stated that the departures and cash flow issues raise "investor concerns about solvency." Solvency rumors regarding a major US-based exchange (Gemini) create systemic contagion risk. If a "regulated" entity like Gemini faces a liquidity crisis, it undermines trust in the entire asset class, leading to potential panic selling in major assets (BTC/ETH) and dragging down public proxies like Coinbase (COIN) due to sector-wide volume compression and reputational damage. AVOID the crypto sector until Gemini's solvency status is clarified. The risk-reward is skewed to the downside given the "solvency" keyword usage. Gemini could successfully restructure or raise capital, proving the solvency fears wrong and leading to a relief rally in the sector.	Bloomberg Markets Winklevosses’ Crypto Exchange Gemini Loses Th...
Feb 16	ETH	$1998 $1976 -1.1%	LONG	@fundstrat	Harvard University has significantly increased its Ether position by $87 million while trimming Bitcoin ETF holdings, suggesting institutional preference shifting towards Ether.	@FirstSquawk MARK CARNEY APPOINTED JANICE CHARETTE AS CHIE...
Feb 16	ETH	$1998 $1976 -1.1%	LONG	Matt Hougan CIO, Bitwise Asset Management	Hougan states that institutional investors (BlackRock, etc.) "don't have time" to research deep-tier assets. They are allocating strictly to the top two assets via ETFs. In a bear market ("crypto winter"), liquidity consolidates into quality. While retail flees, institutional inflows are "papering over" the weakness in BTC and ETH, creating a floor that smaller assets lack. LONG. These are the only two assets with structural institutional bids in 2026. Global recession or a reversal of the "Clarity Act" regulation could halt institutional flows.	The Block The optimistic case for crypto in 2026, with ...
Feb 16	ETH	$1998 $1976 -1.1%	LONG	Zach Pandl Grayscale	Zack states investors should focus on "mega trends" in crypto: Regulatory clarity driving Stablecoins/Tokenization, and "The 3 Ps" (Privacy, Prediction Markets, Perpetual Futures). He explicitly names Ethereum, Solana, Chainlink, Zcash, and Hyperliquid as beneficiaries. While the broader market is de-risking, capital will concentrate in protocols that provide the infrastructure for these specific high-growth verticals. ETH/SOL/LINK capture the tokenization/stablecoin layer, while ZEC/HYPE capture the innovation in privacy and derivatives. LONG these specific assets as structural winners of the "Differentiation Trade." Continued correlation with the broader Tech/Growth equity sell-off.	Unchained (Chopping Block) Does Bitcoin Win or Lose In The Great AI-Tech...
Feb 13	ETH	$2048 $1976 -3.5%	LONG	Scarlet Fu Senior Advisor, Wilshire	"Dip buyers are rushing in to snap up Bitcoin, Ethereum... Coinbase, Circle, and Robinhood are among names drawing attention." Sentiment in the crypto sector is shifting to "bottoming out." When high-beta assets like COIN and HOOD rally alongside the underlying tokens, it signals renewed retail and institutional risk appetite. LONG the Crypto ecosystem as a momentum trade. Regulatory crackdowns or a "risk-off" macro shift (e.g., recession fears).	Bloomberg Markets US CPI Fuels Fed Wagers, US Inflation Comes I...
Feb 13	ETH	$2048 $1976 -3.5%	LONG	Namik Muduroglu Columnist, Milliyet	Namik states, "Ethereum L1 does consensus best... that allows us to build a very opinionated performance first architecture because we were able to settle on Ethereum." He notes that Vitalik Buterin's recent roadmap validates their approach of L2s doing what L1s cannot (extreme scale). MegaETH is not competing to replace Ethereum; it is specializing in execution while paying rent to Ethereum for security. If MegaETH succeeds in capturing high-frequency trading and consumer apps (which currently flee to Solana), the value accrues back to ETH as the settlement layer, reinforcing the L1's dominance without bloating it. Long ETH as the ultimate beneficiary of specialized, high-performance L2s. MegaETH fails to gain traction, or users prefer monolithic chains like Solana for the integrated experience.	Unchained (Chopping Block) Why MegaETH Is Delaying Its Token Launch Afte...
Feb 13	ETH	$2048 $1976 -3.5%	LONG	@VitalikButerin	Welcome Bastian! Ethereum is for node runners, UX and product builders, community organizers, forum crews, lurkers, and free software advocates, cyberanarchists, Landian accelerationists, financepunk	@VitalikButerin Welcome Bastian! Ethereum is for node runner...
Feb 13	ETH	$2048 $1976 -3.5%	LONG	@VitalikButerin	Tomasz has always impressed me with his work ethic, his unique personality, and the kind of organization that he built at Nethermind. He brought a perspective on Ethereum, what blockchains fundamental	@VitalikButerin Tomasz has always impressed me with his work ...
Feb 12	ETH	$1947 $1976 +1.5%	LONG	Justin Drake Researcher at Ethereum Foundation	Ethereum is upgrading to "uncompromising security" (hash-based signatures + SNARKs) by 2029, specifically to be the first global financial infrastructure immune to quantum attacks. Institutional capital requires multi-decade security assurances. If Ethereum achieves this while Bitcoin remains "ossified" and vulnerable, ETH becomes the de facto "flight to safety" asset for risk-averse institutional allocators. LONG ETH as the "institutional safe haven" play. Technical execution risk on the upgrade; quantum timeline accelerates before 2029.	Unchained (Chopping Block) Is Nic Carter Right? How Serious Is Bitcoin's...
Feb 12	ETH	$1947 $1976 +1.5%	LONG	Zach Pandl Grayscale	Bitcoin is trading like speculative tech, not gold. The "differentiation trade" involves allocating to assets tied to "mega trends": Tokenization, Stablecoins, and the "Three Ps" (Privacy, Prediction Markets, Perps). As the market matures, capital will flow to assets that provide the "rails" for these trends. Smart contract platforms (ETH, SOL) and middleware (LINK) are the direct beneficiaries of stablecoin and tokenization adoption, potentially decoupling from BTC's price action. LONG. Focus on utility and infrastructure over pure store-of-value assets. Continued high correlation with the broader tech sector (Nasdaq/QQQ).	Unchained (Chopping Block) Coinbase Earnings, Bitcoin vs Tech, and Crypt...
Feb 12	ETH	$1947 $1976 +1.5%	LONG	Justin Drake Researcher at Ethereum Foundation	The Ethereum Foundation is actively building a "lean VM" and aggregating signatures to upgrade the entire chain to post-quantum security by 2029. By becoming the first "quantum-secure" global financial infrastructure, Ethereum positions itself as the only safe harbor for long-term institutional capital (TradFi) looking to settle on-chain, effectively flipping the "store of value" narrative away from Bitcoin. LONG. Technical execution risk in upgrading the cryptography without breaking the chain.	Unchained (Chopping Block) Coinbase Earnings, Bitcoin vs Tech, and Crypt...
Feb 12	ETH	$1947 $1976 +1.5%	LONG	Jennifer Ilq President, ICE Futures US	ICE is launching single-token futures contracts specifically for Bitcoin, Ether, Solana, BNB, and Ripple. Institutional capital (pensions, endowments) requires regulated infrastructure to enter an asset class. By listing these specific five assets on a regulated US exchange (ICE), they are effectively "whitelisted" for institutional portfolios. This creates a structural bid as these assets graduate from "speculative retail" to "institutional investable." LONG the underlying assets as liquidity deepens and spreads tighten due to institutional hedging capabilities. Regulatory reversal or lack of volume in the futures contracts leading to delisting.	CoinDesk ICE Goes Live With Futures Tied to CoinDesk I...
Feb 12	ETH	$1947 $1976 +1.5%	LONG	Joe Lubin Founder/CEO, Consensys	The US regulatory environment has shifted to "blowing wind in our sails" (pro-crypto). Traditional banks are already using Ethereum private chains. We are at the end of a "debt monetary regime super cycle." As trust in centralized institutions cracks, decentralized trust (Ethereum) gains value. The shift from "startup mode" to "mainstream finance adoption" is accelerating due to political support. Ethereum is the "Mainstream Moment" play for institutional finance. Quantum computing risks (though Lubin dismisses this for ETH), or regulatory reversals.	Bloomberg Markets US House Defies Trump on Canada Tariffs \| The...
Feb 11	ETH	$1941 $1976 +1.8%	LONG	Bitmine Representative Representative, Bitmine	Bitmine (a DAT - Digital Asset Treasury) holds 4.4 million ETH, has no debt, and generates yield via staking. They claim DATs outperform the underlying L1 (ETH) due to yield and strategic investments (e.g., Mr. Beast's company). Investors seeking ETH exposure should prefer a vehicle that generates yield and has corporate growth upside (moonshot investments) over holding the raw asset, effectively acting as a leveraged ETH play without liquidation risk. LONG. A play on ETH mean reversion ($12k target mentioned) plus operational alpha. ETH underperforming SOL/BTC; corporate mismanagement of the treasury.	CoinDesk Inside the Future of Digital Assets at Consen...
Feb 11	ETH	$1941 $1976 +1.8%	LONG	Johann Kerbrat GM of Robinhood Crypto, Robinhood	Robinhood is launching a public testnet for "Robinhood Chain," an "Ethereum layer 2 built on Arbitrum." They are working with "Alchemy, LayerZero, Chainlink." * HOOD: Vertical integration allows them to capture settlement fees and offer 24/7 tokenized stock trading, differentiating from traditional brokers. * ARB: As the underlying stack, Arbitrum captures value from Robinhood's massive retail user base moving on-chain. * ETH: Serves as the settlement layer for Arbitrum, accruing security fees. * LINK / ZRO: Explicitly named as infrastructure partners; increased activity on Robinhood Chain drives usage of their protocols (Oracles/Interoperability). LONG (Infrastructure play on retail DeFi adoption). Regulatory crackdown on tokenized securities (SEC) or technical failure of the testnet.	CNBC Bitcoin on pace for fourth negative week in a...
Feb 10	ETH	$2022 $1976 -2.3%	LONG	Namik Muduroglu MegaETH	MegaETH is building a "performance first" L2 but chose to "offload consensus to whoever does consensus best," explicitly naming Ethereum L1 as that layer. They view Vitalik's recent roadmap pivot as validation of this split (L1 for security, L2 for speed). The emergence of "Consumer Chains" (MegaETH) that require 100k+ TPS does not compete with ETH; it entrenches ETH as the settlement layer. As these high-performance apps grow, they pay rent to ETH for security, driving value to the base asset while abstracting execution complexity. LONG. L2s becoming parasitic to L1 revenue if data availability costs drop too low (blobs).	Unchained (Chopping Block) Crypto’s Legal Lines, MegaETH Launched But De...
Feb 10	ETH	$2022 $1976 -2.3%	LONG	Ethereum Foundation Researcher Researcher	"For Ethereum, the social layers is... much more prone to change... and to incremental change than the Bitcoin ecosystem." In a landscape where existential threats like quantum computing are emerging, the ability to upgrade "crypto primitives" quickly is a massive survival advantage. Ethereum's flexibility allows it to integrate post-quantum security (XMSS schemes) faster than Bitcoin, reducing long-term tail risk. LONG (Technological Adaptability Premium). Upgradability introduces complexity and potential bugs compared to Bitcoin's ossified stability.	The Block Why Ethereum adapts faster than Bitcoin ⚙️
Feb 09	ETH	$2105 $1976 -6.1%	LONG	Christian Lopez Head of Blockchain and Digital Assets at Cohen & Company Capital Markets	The DTCC is doing a pilot project for tokenization with Canton Network and is "probably going to do some pilots with Ethereum and with Solana as well." The tokenization of Real World Assets (equities, stocks) is the "end game" for financial markets. If the DTCC (the backbone of US clearing) is testing specifically on Ethereum and Solana, these chains become the likely infrastructure layer for trillions in traditional assets. Long the underlying L1s (ETH/SOL) as they are being validated by the most critical financial utility in the US. The DTCC chooses a private/permissioned ledger instead of public chains.	The Block From Coinbase Superbowl ad to upcoming earnin...
Feb 08	ETH	$2089 $1976 -5.4%	LONG	David Krais AI Lead at the Ethereum Foundation	"We are launching like two or three chains a week... on all Ethereum layer 2s." He also states, "The demand for blockchains and trust is essentially only going to grow" as agents conduct commerce. AI agents perform high-frequency, low-value transactions (micro-services). This volume is impossible on L1 due to gas costs, making L2s (Arbitrum, Optimism, Base) the primary execution environment. However, the reputation and final settlement anchor to Ethereum. This creates a flywheel: L2s get the transaction fees/volume, ETH gets the collateral/security demand. LONG. Group trade: ETH as the store of value/trust, L2s (ARB/OP) as the transaction rails. If agents move to high-throughput monolithic chains (like Solana) due to latency requirements, Ethereum L2s could lose the "Agent Economy" war.	Unchained (Chopping Block) Want to Hire an AI Agent? Check Their Reputat...
Feb 07	ETH	$2087 $1976 -5.3%	LONG	Austin Griffith Ethereum Foundation / Builder	Austin states, "Return to mainnet. It's cheaper now... You can deploy a smart contract for like 15 cents right now." Kane notes Vitalik's pivot that Ethereum L1 is scaling faster than expected and gas limits will rise materially in 2026. The bear case for ETH was "unusable fees" driving users to alt-L1s (Solana). If L1 becomes cheap enough for innovation again, while retaining superior security and capturing rent from L2 blobs, the "ETH is obsolete" narrative collapses. Activity returning to L1 drives demand for ETH as gas. LONG. ETH reclaims market share from "ETH Killers" as the premium settlement layer. L2s continue to cannibalize revenue if blob fees remain too low to offset lost execution revenue.	Unchained (Chopping Block) Do We Still Need L2s Now That Ethereum Has Sc...
Feb 06	ETH	$2063 $1976 -4.2%	LONG	Tom Lee Fundstrat / Chairman of Bitmain (per transcript)	Ethereum has suffered a "waterfall decline" (down 40% in 10 days), and sentiment is at rock bottom, comparable to the FTX crash in November 2022. Lee argues this is a capitulation bottom. Historically, Ethereum has experienced seven drawdowns of 60% or more in the last eight years; every single one resulted in a "V-shaped recovery" (recovering as quickly as it fell). Furthermore, the "utility" of the network is expanding regardless of price, as Wall Street moves financial infrastructure (tokenization) onto Ethereum. Active Ethereum addresses are up 117% year-over-year (parabolic rise in the last 3 months). Major firms like UBS, Standard Chartered, and Fidelity are tokenizing products specifically on Ethereum. Continued volatility or a failure of the historical V-shape pattern to materialize.	CNBC Fundstrat's Tom Lee: Crypto looks like it is ...
Feb 06	ETH	$2063 $1976 -4.2%	LONG	Tomas Corzir Post-Quantum Ethereum Team Lead at Ethereum Foundation	The EF has a dedicated team, a roadmap to 2030, and is already running "Devnet 3" and "Devnet 4" with post-quantum signatures (XMSS) replacing BLS. They are treating this as an "opportunity for functional change" rather than just a crisis. The market prices in a non-zero probability of a "Quantum Apocalypse" where crypto assets become worthless. By proactively proving they can upgrade the consensus layer years before the threat arrives, Ethereum removes this existential tail risk. A "quantum-safe" store of value commands a significant premium over chains that are reactive or lack the coordination to upgrade. Long ETH as a long-term hold; the governance risk is lower than Bitcoin due to a social layer more willing to upgrade cryptography. Implementation failure or a quantum breakthrough occurring before the 2030 deployment timeline.	The Block EF researcher explains Ethereum's plan to tac...
Feb 05	ETH	$1826 $1976 +8.2%	LONG	Thread Guy Crypto Commentator / Streamer	Bitcoin has crashed from 97k to 63k in a straight line with zero bid. Sentiment is at "suicide watch" levels, similar to the FTX bottom in 2022. The host argues that market participants are reacting to price rather than fundamentals. If the "AI + Crypto" bubble thesis is valid for the next decade, this crash represents a "game selection" opportunity where simply surviving and buying the blood leads to outsized returns. The asset class is not dead; it is flushing leverage. LONG. Accumulate during extreme fear ("pick up dead bodies"). Bitcoin could be front-running a recession, meaning equities have not yet bottomed, which would drag crypto lower in the short term.	Thread Guy Bitcoin is 63K!? Crypto is FINISHED? - Market...
Feb 05	ETH	$1826 $1976 +8.2%	WATCH	Katie Stockton Founder, Fairlead Strategies	Ethereum is underperforming Bitcoin (lower beta in risk-off). The long-term secular trendline connects to ~$1,527, which is significantly below current prices. ETH is currently in "no man's land." It hasn't hit deep long-term support like the 2019 trendline, but it is oversold. It requires Bitcoin to stabilize first. WATCH. Monitor for a bottoming formation, but prioritize Bitcoin for safety or Solana for beta until ETH hits major structural support. A drop to the $1,527 trendline would represent a further ~25% decline from current levels.	Unchained (Chopping Block) Bitcoin Is Deeply Oversold. Does That Mean th...
Feb 04	ETH	$2148 $1976 -8.0%	LONG	Kain Warwick Founder of Infinex / Founder of Synthetix	Warwick states Infinex is built for a "multi-chain world" where Solana is a "real thing," and mentions supporting upcoming chains like MegaETH and Monad. He notes they use "Sunrise" for liquidity provisioning on Solana. The "Super App" removes the tribalism and friction of specific chains. By abstracting gas (paying gas for the user), Infinex increases the velocity of money across all integrated L1s. A successful super app is bullish for the underlying infrastructure it sits on top of, as it removes the "bridging barrier" that currently keeps liquidity siloed. Long the L1 infrastructure basket. Commoditization of L1 blockspace; technical exploits in the bridging/aggregation layer.	The Block The case for a crypto super app in a multi-ch...
Feb 03	ETH	$2233 $1976 -11.5%	AVOID	Thread Guy Crypto Commentator / Streamer	BTC is at 76k but looks "heavy." ETH looks "terrible." SOL looks "worse." The speaker notes that the "Trump Trade" narrative has soured, and Bitcoin is currently acting as "Epstein Beta" (correlated to US political instability). Bitcoin has failed to decouple from US political risk. With the Trump administration viewed as "extractive" (launching grift coins) rather than supportive, and the macro rotation favoring physical atoms (metals) over bits (crypto), there is no immediate bid for majors. Avoid until market structure repairs or decoupling occurs. A sudden "God Candle" driven by sovereign adoption or unexpected regulatory clarity.	Thread Guy Trump RUINED Crypto..? + Market Updates & New...
Feb 03	ETH	$2233 $1976 -11.5%	LONG	Jordi Alexander Founder/CIO, Seleni Capital	Jordi admits he is "a little bit more optimistic on Ethereum than I was last year." He notes the Foundation is finally "getting their act together" and posting reasonable roadmaps (e.g., AI agents). Ethereum sentiment reached maximum bearishness ("spiral to zero"). The reversal in management competence and the shift toward tangible utility (AI agents, privacy/Canton) suggests a mean-reversion trade. When sentiment is 9/10 bad, any positive structural change can trigger a rally. LONG (Contrarian Reversal). L2 fragmentation continues to cannibalize L1 revenue; "MegaETH" or Monad steals remaining thunder.	The Block Is crypto dead, or is there hope for 2026? Wi...
Feb 03	ETH	$2233 $1976 -11.5%	AVOID	Avi Felman Principal / Portfolio Manager at GoldenTree (Implied role based on context/history)	"ETH really got absolutely nuked on high volume." Unlike Bitcoin (which has a clear support structure at $74k) or Solana (defending $100), Ethereum is showing relative weakness and technical breakdown without clear buyer interest. Capital is better deployed in BTC (safety) or HYPE (growth). An unexpected rotation back into L1s could squeeze shorts.	1000x Podcast Is BTC A Buy, Metals Crash, Hyperliquid RWAs,...
Feb 02	ETH	$2347 $1976 -15.8%	AVOID	Avi Felman Principal / Portfolio Manager at GoldenTree (Implied role based on context/history)	Ethereum "got absolutely nuked on high volume" and broke key levels. Unlike Solana (defending $100) or Bitcoin (at long-term support), ETH shows no relative strength or clean support structure. The high-volume sell-off indicates institutional exit or capitulation without a clear floor. Focus capital on BTC or SOL instead. An unexpected rotation back into ETH if the "value" proposition resurfaces.	1000x Podcast Metals Crash & Bitcoin Breaks $80k
Feb 01	ETH	$2270 $1976 -12.9%	SHORT	Taiki Maeda Crypto Trader / Analyst, Host of Taiki Maeda Channel	"Tom Lee is out of money... he bought 3.5% of supply... his weekly ETH purchases dropped from $400M to $100M." Additionally, Lee received his $15M performance bonus on Jan 15th (which marked the local top), removing his incentive to pump the price further. ETH's price was artificially elevated by specific, large-scale marginal buyers (DAOs/Trusts). When these buyers stop bidding (due to cash exhaustion or achieved incentives), the bid side of the order book evaporates, forcing price convergence to a lower "fair value." SHORT. The speaker maintains a short position to capture the "trickle-down dumpomics" as altcoin yields collapse, reducing demand for ETH. A sudden "vibe shift" or irrational market exuberance; speaker notes he plans to close shorts in Q1 to pivot long.	Taiki Maeda Shorting Ethereum: My Life-Changing Trade
Feb 01	ETH	$2270 $1976 -12.9%	LONG	Evgeny Gaevoy CEO and Founder, Wintermute	"Liquidity concentrated in the mega cap tokens primarily Bitcoin and ETH... or maybe Solana." He adds, "I'm still cautiously optimistic that it will start recapturing the mind share closer to the midyear." The "Casino" era of crypto (meme coins) has collapsed due to dilution. Capital is engaging in a "flight to quality" within the ecosystem. While currently rangebound (boring), these assets are the only ones with sufficient liquidity to absorb institutional flows when interest returns in mid-2026. LONG (Accumulate during rangebound chop). Market structure bill fails to pass; mindshare remains stuck in AI/Commodities longer than expected.	Unchained (Chopping Block) Looking for Gains Right Now? Crypto Isn’t the...
Jan 31	ETH	$2451 $1976 -19.4%	LONG	Kain Warwick Founder of Synthetix / Infinex	The Ethereum Foundation is actively funding research and testnets for "Quantum Resistance," while Bitcoiners largely ignore the threat or refuse to upgrade. Kane calls this "the most bullish thing I've seen out of the EF in a while." This is a narrative dominance play. By addressing a 10-year existential threat now, Ethereum positions itself as the "safe" institutional grade asset for the next decade. Institutional allocators worried about tail risks (like quantum computing breaking encryption) will favor the chain that is proactively immunizing itself over the one that is ideologically rigid. LONG ETH as a flight-to-safety trade within the crypto ecosystem. Quantum computing remains a distant threat; the market may not price this premium for years.	Unchained (Chopping Block) How Ethereum May Have One-Upped Bitcoin in On...
Jan 29	ETH	$2822 $1976 -30.0%	AVOID	Thread Guy Crypto Commentator / Streamer	Bitcoin is trading at $83k (contextually low in this 2026 timeline) and forming lower highs. ThreadGuy states, "Crypto is not even part of the conversation" regarding the flight to safety. The narrative has broken. If the macro trade is "Sell US Exposure," and Bitcoin is now viewed as a proxy for the US (due to Trump's endorsement), Bitcoin suffers alongside US Treasuries rather than acting as a hedge against them. AVOID. The asset class lacks a clear narrative driver until the "Sell US" trade exhausts itself. A sudden reversal in US liquidity policy or a specific crypto-native catalyst (like a stablecoin bill passing) could trigger a short squeeze.	Thread Guy The KreekCraft Interview - Exposing Roblox's ...
Jan 29	ETH	$2822 $1976 -30.0%	LONG	Griff Green Co-founder at GTH and The DAO Security Fund	The DAO Security Fund is taking approximately 70,000 ETH (specifically 69,420 ETH from the extra balance) and staking it to generate yield for grants. They are explicitly "Ethereum aligned" and will not support other L1s unless the tech is chain-agnostic. This action permanently locks a significant amount of supply into staking contracts, removing it from circulation. Furthermore, it creates a permanent, price-insensitive buyer of security services within the ETH ecosystem, reinforcing the "ETH as collateral/money" thesis. LONG. This is a supply sink and a vote of confidence from Ethereum OGs (including Vitalik Buterin as a curator). Smart contract risk in the staking setup; ETH price volatility affecting the grant budget.	Unchained (Chopping Block) Exclusive: The DAO’s Unclaimed ETH Becomes a ...
Jan 29	ETH	$2822 $1976 -30.0%	NEUTRAL	Haseeb Qureshi Managing Partner at Dragonfly	"They've completely forgotten about crypto... I don't want to play with you anymore." Bitcoin is failing to act as a macro hedge (gold) or a risk asset (NASDAQ). Asset classes require narrative momentum. Bitcoin currently has none ("Apathy Phase"). The "Toy Story meme" reference implies that the capital allocators have mentally moved on to AI and Commodities. Without a narrative driver, price action will remain stagnant or bleed. AVOID. Opportunity cost is too high while liquidity is flowing elsewhere. A sudden macro shock re-ignites the "hard money" thesis for Bitcoin.	Unchained (Chopping Block) Crypto Is Boring… So Everyone’s Levering Silv...

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