I believe it’s time to go risk-on — here are my 9 bullish theses for $ETH: 🧵

I don’t tweet about the market very often — but when I do, you probably want to read it. The last time I posted about $ETH long, it was spot on, right before the massive rally. Here are my 6 arguments for long ETH — based on macro, liquidity and Ethereum-specific catalysts

7⃣Fun Fact - it took me some time to wrap it up all for you and between starting this thread and actually posting it, ETH already pumped 7%. My 🇵🇱 Discord group caught that move, because I shared these thoughts with them yesterday. And that made me think: maybe it is worth

7⃣Summary We got a very interesting macro set up for ETH where: -> FED cut rates are getting priced in again -> Liquidity stress is coming to an end -> Blackrock will file for staking ETF this week -> ETH upgrade is coming next week -> ETH is oversold -> Funding turns negative

6⃣End of the cycle? Not necessarily for ETH. After such a big correction the market is super divided. Is it the end of the cycle or not yet - that's the question everyone asks. I am not going to answer it in this thread, but what if I tell you that it doesn't really matter?

5⃣ETH upgrades like to pump the price The Fusaka upgrade goes live on December 3rd, which is a major technological upgrade for the ETH network. You might ask yourself, why should I care for another technical upgrade? This is because, $ETH price has reacted massively to every

4⃣Ok but Why ETH? Ok since we have a positive macro roadmap at least till mid December, let's move on to Ethereum- why long $ETH is better than $BTC now? ETH advantage #1: A few days ago, on November 19, 2025, BlackRock registered the iShares Staked Ethereum Trust. This is

3⃣Shorts gets squeezed So when you connect the dots, the picture becomes obvious: The liquidity shock that nuked the market in November wasn’t a trend — it was a one-time forced deleveraging event caused by the shutdown, TGA at $1T, and dealers choking on issuance. That stress

2⃣Liquidity stress ending Now let's move on to another crucial factor - liquidity. And don’t worry — this isn’t another “M2 vs Bitcoin” chart. The liquidity shock didn’t originate in crypto — it started in the U.S. Treasury market. It began with the prolonged government

1⃣The Trigger: Fed Rates Let's maybe start with what drives markets todays. Here’s my chart of the S&P 500 versus the odds of a 25 bps rate cut on @Polymarket. As you can see, U.S. equities began pulling back exactly when the probability of rate cuts started falling. It was

I don’t tweet about the market very often — but when I do, you probably want to read it. The last time I posted about $ETH long, it was spot on, right before the massive rally. Here are my 6 arguments for long ETH — based on macro, liquidity and Ethereum-specific catalysts

Peaky blinders series is going after Game of Thrones. Mark my words.

Poland just became a $1 trillion economy without open borders, without giving up religion, and without tearing down its traditions. What did Poland do that the West won’t? (a thread) 🧵👇

https://t.co/vZZrvkXYAH

9. Vitalik finally buys instead of selling for his girlfriend Gucci bag. More seriously, @Etherealize_io is a massive deal. Finally, ETH has entity to onboard Wall Street and Hedge Funds into the ecosystem. https://t.co/QMzmmGnVvU

8. Tether Circle and other stablecoin issuers need to buy more ETH. Scott Besent says that stablecoin act regulations will lead its supply to break $1T. Most of it will be custodied on ETH. This means $ETH with current $0.3T valuation needs to make at least 3X from now to

7. Ethereum staking New SEC Chair hints staking ETF is just a matter of time. Yield is a big deal for institutions. Once staking be approved we should expect much bigger adoption of Ethereum ETF.

6. ETH/BTC chart shows a bottoming structure. ETH has reclaimed ~8.5% vs BTC in 3 months after a multi-year downtrend. Rotation incoming?

5. This means Ethereum is finally back with a clear narrative for Wall Street in this cycle. ETH = upside in stablecoin growth ETH = upside in tokenization ETH = institutional blockchain infrastructure https://t.co/cicCFAgxyy

4. Tom Lee didn’t just commit $250M+ — he brought a clear narrative: 👇 👉 @circle is the biggest Wall Street IPO in 5 years. 👉 Circle’s entire business is built around USDC - the stablecoin. 👉 The majority of USDC — and other stablecoins transactions run on Ethereum. 👉 If

3. @fundstrat becomes a Michael Saylor of Ethereum. His company plans to raise $250M and become the "MicroStrategy" of Ethereum, amassing one of the largest public ETH treasuries.