Called $ETH bullish on Apr 10, 2025: $ETH rose 178% in 4 months.
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Delusional Optimist | Head of Business Development @Lisk | Data-Driven Insights on Markets, Exponential Technologies and Global Power Shifts 📈🔍
accuracy score 49.9 on BNB over 6 BNB calls · 64 days of data · not ranked: too few calls on the asset · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 6 directional calls on BNB by @LeonWaidmann on X since Jan 2021: scored 49.9 on BNB, not yet ranked (64 days of data) (as of Nov 11, 2026).
Other assets covered (13)
6 BNB calls on record, a thin history.
Relative view by default: fewer than 30 BNB calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @LeonWaidmann to submit corrections.
Called $ETH bullish on Apr 10, 2025: $ETH rose 178% in 4 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
#Ethereum's stablecoin dominance is taking a SERIOUS hit. 🚨 And the biggest beneficiary appears to be TRON, not Ethereum's L2s. Look at the past 12 months: 🔹 Ethereum Mainnet: -$31.5B (-19%) 🔹 Tron: +$16.1B (+21%) 🔹 Ethereum L2s: +$1.0B (+9%) 🔹 Solana: +$0.8B (+6%) 🔹 BNB Chain: +$0.9B (+6%) Ethereum Mainnet's share of global stablecoin supply fell from ~55% to ~46%. And here's what REALLY concerns me. Tron accounted for nearly 75% of the net stablecoin supply growth outside Ethereum Mainnet. Meanwhile, Ethereum's L2 ecosystem barely grew. I remain extremely BULLISH on Ethereum as financial infrastructure. BUT I'd genuinely like to understand WHY stablecoin supply on Ethereum Mainnet is declining so much faster than on competing chains. Are we seeing a structural shift toward cheaper payment networks, large-scale redemptions, or something else entirely? I don't think this trend is getting nearly enough attention. And understanding what's driving it could tell us A LOT about where the onchain economy is heading next. 👀
View original →One ethereum:native metric is starting to seriously WORRY me! 🚨 Stablecoin supply on Ethereum Mainnet is shrinking FAST. Look at the top 5 chains over the past 30 days: 🔹Ethereum: $134.64B (-6.57%) 🔹Tron: $94.16B (-1.32%) 🔹Solana: $14.56B (-8.59%) 🔹BNB Chain: $13.21B (-0.02%) 🔹Hyperliquid: $6.48B (-10.47%) That's roughly $9.5 BILLION lost from Ethereum's stablecoin supply alone! My initial suspicion was the Binance hack, but the decline started BEFORE the incident. So what is actually driving this? Redemptions? Capital moving to other chains? A broader liquidity contraction? What concerns me is that Ethereum is losing the most in absolute dollar terms, while Tron and BNB Chain are holding up considerably better. Stablecoins are the liquidity backbone of ONCHAIN finance. If this trend continues, it could eventually weaken one of Ethereum's biggest competitive advantages. I'm still VERY bullish on Ethereum. But this is one fundamental metric I can't ignore. 👀 Data: @DefiLlama
View original →ethereum:native remains the undisputed KING of DeFi! 👑 And its market share has remained remarkably resilient over the past 4 years! Top chains by DeFi TVL: 1. Ethereum: $41.37B 2. Base: $5.70B 3. BNB Chain: $5.09B 4. Solana: $5.01B 5. Tron: $4.93B Ethereum Mainnet alone holds more DeFi capital than the next four chains COMBINED! And Base, the second-largest chain, is itself an Ethereum L2. So despite years of competition, Ethereum has maintained roughly half of all DeFi TVL since 2022. In finance, LIQUIDITY attracts LIQUIDITY. And that's a competitive advantage that's incredibly difficult to replicate. Chart: @DefiLlama.
View original →Crypto prices are struggling. solana:7vfCXTUXx5WJV5JADk17DUJ4ksgau7utNKj4b963voxs's DeFi dominance is NOT! Just look at where the capital actually sits. 🔹 Ethereum: 53.54% 🔹 Base: 7.21% 🔹 Solana: 6.44% 🔹 BNB Chain: 6.26% 🔹 Tron: 6.21% Ethereum Mainnet alone holds MORE DeFi capital than the next five chains COMBINED. And that's without counting its L2 ecosystem! Here's what I find particularly interesting. Market sentiment changes. Token prices fluctuate. But deep liquidity, established protocols, and network effects don't disappear overnight. In finance, LIQUIDITY attracts LIQUIDITY. And I believe this is one of Ethereum's most UNDERAPPRECIATED competitive advantages. The market is focused on price. I'm focused on where the MONEY is. 📈 Chart: @DefiLlama.
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