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 📈🔍
Cite asCryptoQuant has tracked the directional calls on HYPE by @LeonWaidmann on X since Jan 2021: not yet scored on HYPE (as of Nov 11, 2026).
Other assets covered (13)
3 HYPE calls on record, a thin history.
Relative view by default: fewer than 30 HYPE 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
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
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