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Evan Luthra

@EvanLuthra

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3x Forbes 30 U 30 🚀 • GP @KOLCapital💰 600+ Investments • 🤝 Adventure Capitalist 🌏 100+ countries 🏛️ Minister of IT @Liberland_org

Liberland
Joined October 2010
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@EvanLuthra
Evan Luthra
1 day
Honored to be ranked #1 on Forbes Tech Leaders list 📈 🚀. Grateful for the recognition — from 700+ startup bets to shaping the future of AI & Web3, this journey has always been about creating impact at scale. Thanks to the believers… and the doubters 🏆 . #Forbes #TechLeaders.
@Forbes_Mexico
Forbes México
1 day
#ForbesContent: Tienen menos de 40 años, pero van décadas adelante. No solo son parte de la revolución tecnológica, son los arquitectos de una nueva era digital. 40 Under 40 Líderes Tech @EvanLuthra
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@EvanLuthra
Evan Luthra
9 hours
Hey @grok who were the top 5 most famous people to visit my profile in the last 3 years? . It doesn't need to be a mutual, don’t tag them, just list who it was using handle without the @ sign.
@AltCryptoGems
Sjuul | AltCryptoGems
10 hours
Hey @grok who were the top 5 most famous people to visit my profile in the last 3 years? . It doesn't need to be a mutual, don’t tag them, just list who it was using handle without the @ sign.
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@EvanLuthra
Evan Luthra
15 hours
ALTCOIN SEARCHES ARE EXPLODING! . GOOGLE VOLUME HAS SKYROCKETED IN THE LAST 48 HOURS!. THE BULL RUN HAS STARTED!🚀
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@EvanLuthra
Evan Luthra
18 hours
Which coin is going to do this next?👇
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@EvanLuthra
Evan Luthra
22 hours
After the likes of Binance, ByBit, Gate, OKx, Kraken and Crypto(dot)com …. @KOLCapital becomes the next Web3 Leader to partner with Formula Racing🤌🏻 🤝
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@EvanLuthra
Evan Luthra
1 day
Which coin is the next $GP?👇
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@EvanLuthra
Evan Luthra
2 days
That’s a wrap. If this brought you value, . ➛ Like the first tweet.➛ Repost and Bookmark.➛ Follow me @EvanLuthra for more.
@EvanLuthra
Evan Luthra
2 days
Since mid-May, 2.83 million ETH quietly left the open market. Not sold. Absorbed. By who? .ETPs and corporate treasuries. Meanwhile, the new supply is only 88,000 ETH. That’s a 32:1 demand-to-supply ratio. Let’s unpack this shift, and what it really means for ETH.
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@EvanLuthra
Evan Luthra
2 days
No grand conclusions. Just pay attention. Capital is telling you where it wants to be. And right now, it’s in ETH. Position accordingly.
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@EvanLuthra
Evan Luthra
2 days
Let me spell it out for you: THIS IS A ROTATION!!!. Ethereum is being re-rated in real time. From speculation → infrastructure. From altcoin → base layer. The market is waking up to that. It might not be obvious to everyone yet. But the flows don’t lie. And if this.
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@EvanLuthra
Evan Luthra
2 days
Here’s the kicker: Ethereum doesn’t have a hard cap like BTC. But right now, ETH is effectively capped because of. ➛ Low issuance.➛ Fee burns.➛ Demand spike. In practice, supply is barely growing. And most new ETH gets taken by institutions.
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@EvanLuthra
Evan Luthra
2 days
Bitcoin ETPs hold 8-9x more AUM than ETH ETPs. Despite ETH having 20% the market cap of BTC. That gap is closing. And fast.
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@EvanLuthra
Evan Luthra
2 days
There’s a term for this: reflexivity. ETH goes up → more companies want to hold it → flows increase → ETH goes up more. Eventually this levels out. But we’re nowhere near that. Why? Because most portfolios are still underweight ETH.
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@EvanLuthra
Evan Luthra
2 days
And equity markets are rewarding these treasury plays. ➛ BitMine’s stock: Up 700% in 30 days. ➛ SharpLink: +130%. They’re being paid to buy ETH. That loop creates its own flywheel: .Raise money → buy ETH → stock goes up → raise more → buy more ETH. It's a recursive.
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@EvanLuthra
Evan Luthra
2 days
Let’s zoom out. Institutions aren’t buying ETH to speculate. They’re buying it because Ethereum is becoming the financial backend of everything:. ➛ Stablecoins .➛ RWAs .➛ Tokenized treasuries .➛ On-chain settlement. ETH is the native asset powering the ledger. It’s.
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@EvanLuthra
Evan Luthra
2 days
Bitwise CIO Matt Hougan believes the next 12 months could see:. ➛ $20B more in ETH buys .➛ That’s 5.3M ETH at today’s prices .➛ Versus just 800k ETH in expected new supply. That’s a 7:1 demand-to-supply ratio. The math is simple (and terrifying for anyone selling). Economics.
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@EvanLuthra
Evan Luthra
2 days
The price pumped. From April lows, ETH is up over 150%. In the last month alone, 50%. This isn’t some coincidence. It’s cause and effect.
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@EvanLuthra
Evan Luthra
2 days
Together, these companies joined the ETFs to accumulate 2.83M ETH in 9 weeks. Ethereum produced 88k ETH during that time. You don’t need a PhD to understand what happens next.
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@EvanLuthra
Evan Luthra
2 days
SharpLink Gaming:. ➛ Bought 360,807 ETH (~$1.3B) .➛ Plans to raise $6B more to buy ETH .➛ Bigger holder than the Ethereum Foundation. BitMine:. ➛ Pivoted from BTC mining to ETH strategy .➛ Accumulated 300,657 ETH .➛ Wants to own 5% of total ETH supply. Bit Digital:. ➛ Sold
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@EvanLuthra
Evan Luthra
2 days
This wasn’t an ETF-only story. Something else happened:. Public companies started buying ETH for their balance sheets. Sound familiar? .It’s the MicroStrategy-BTC playbook. But this time, it’s ETH. And the players are bold.
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@EvanLuthra
Evan Luthra
2 days
You don’t need 20 indicators to understand what’s happening. You just need to follow the flow of money. Start with this:.Ethereum ETFs launched in July 2024. For nearly a year, they underperformed. $2.5B in flows by May 2025. And then. A switch flipped. In the 9 weeks
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