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 TRUMP by @LeonWaidmann on X since Jan 2021: not yet scored on TRUMP (as of Nov 11, 2026).
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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:native staking just hit another ALL-TIME HIGH! 📈 And the trend is looking increasingly BULLISH. 🔹 36.23% of all ETH is now staked 🔹 More than 44 MILLION ETH securing the network 🔹 Up from ~29% at the beginning of 2026 Think about that. More than 1 in 3 ETH is now committed to securing Ethereum. And despite weak ETH price action, staking participation keeps climbing. PRICE is struggling. STAKING is breaking RECORDS. I think the market is STILL seriously UNDERAPPRECIATING this trend. Great chart by @ValidatorQueue.
View original →ETH price is struggling. BUT its ONCHAIN economy tells a different story! 📈 Ethereum application revenue continues to show remarkable strength. 🔹 $28.94M in application revenue 🔹 Ethereum Mainnet: ~74.2% 🔹 Layer 2s: ~25.8% 🔹 Recent revenue spikes have exceeded $50M And here's what I find particularly BULLISH. Despite weak ETH prices, applications across Ethereum continue generating substantial revenue. The long-term trend is clearly UP, even with significant volatility. And I think that story is still massively UNDERAPPRECIATED. 👀 Great chart by @growthepie_eth.
View original →ethereum:native stakers are HODLING. https://t.co/DWUDjZQjES
View original →Crypto sentiment is approaching CAPITULATION territory, but we're NOT there yet! 📉 🔹 Fear & Greed Index: 24 🔹 Down from 57 just one month ago 🔹 A massive 33-point COLLAPSE But here's what I find particularly interesting. Markets don't need everyone to turn bullish before prices start recovering. Sometimes, all it takes is for selling pressure to exhaust itself. And when sentiment deteriorates this FAST, the reversal can be just as VIOLENT. I wouldn't be surprised to see a SHARP move higher within the next couple of days from here. 📈
View original →#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. 👀
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