Why is Ethereum sluggish while Bitcoin rises? 32% staked ETH's reversal scenario | Bulljang TV CEO Puz

비트코인은 상승하는데 이더리움은 왜 지지부진할까? 32% 묶인 ETH의 반전 시나리오 | 불장TV 퍼즈 대표
Watch on YouTube ↗  |  May 09, 2026 at 03:00  |  22:33  |  815 Money Talk (815머니톡)
Speakers

Summary

CEO Puz of Bulljang TV argues that Ethereum is deeply undervalued despite strong fundamentals (staked supply, institutional buying) and expects a major recovery. He predicts Bitcoin will reach $200k+ and then spark an altcoin season, recommending dollar-cost averaging into BTC, ETH, SOL, and XRP while avoiding AI-themed crypto coins.

  • Puz is highly bullish on Ethereum, citing supply crunch (32% staked) and ongoing treasury accumulation by Bitmain.
  • He expects Bitcoin to break its ATH and rally to $200k+ on macro liquidity.
  • Altcoin season is predicted to follow Bitcoin's peak, signaled by a drop in Bitcoin dominance.
  • Recommended portfolio: Bitcoin, Ethereum, Solana, and Ripple; avoid smaller altcoins and AI-themed crypto.
  • Dollar-cost averaging over 6–12 months is advised to manage timing risk.
  • Key macro indicators to watch: global M2, dollar index, ISM PMI, Russell 2000, and interest rates.
Trade Ideas
Puz CEO 3:53
Solana, Ripple for alt season.
For retail investors who cannot time the market, a dollar-cost averaging strategy over 6 to 12 months into Bitcoin, Ethereum, Solana, and Ripple is the best approach. This covers both the upside if the alt season arrives and the downside if it doesn't, as DCA lowers average entry price. Historical DCA on Nasdaq yielded 66% returns.
XRP SOL BTC MED
Puz CEO 4:05
Ethereum price will recover strongly.
Ethereum is severely undervalued relative to fundamentals: 32% of supply is locked in staking, Bitmain (a treasury company) holds 4.29% of all ETH and keeps buying, and spot ETF inflows are growing. Despite these demand-supply improvements, ETH is down 50% from its previous high, creating an asymmetric opportunity. If Bitcoin reaches $200k, ETH could rise to $20,000.
ETH HIGH
Puz CEO 11:52
Avoid AI-themed crypto coins.
Most AI-themed crypto coins are overhyped because blockchain is generally not needed for AI applications. Only specific use cases like identity verification (e.g., Worldcoin) have a rationale, but even those have performed poorly. Investors should avoid the AI crypto theme.
AI-themed crypto coins MED
Up Next
15:33
How Morse Code Broke an AI Crypto Agent
Unchained (Chopping Block) · May 09
27:07
케빈워시가 온다! 연준이 맞이할 변화는? | 오건영 단장 2부 [주말인터뷰]
3PRO TV (삼프로TV) · May 09
1:11:25
5,000+ Tech Workers Laid Off This Week. It's Just The Beginning. | E2286
This Week in Startups · May 09
2:28
The American consumer is unbelievably resilient, says Affirm CEO
CNBC · May 09
54:28
[5월 월간전망] AI 반도체가 만든 강세장, 5월 국내 증시 전망 및 투자 전략 점검해봅니다. | 체슬리투자자문 박세익 전무
Chesley Investment Advisory (체슬리투자자문) · May 09

This 815 Money Talk (815머니톡) video, published May 09, 2026, features Puz discussing XRP, SOL, BTC, ETH, AI-themed crypto coins. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Puz  · Tickers: XRP, SOL, BTC, ETH, AI-themed crypto coins