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 WLD by @LeonWaidmann on X since Jan 2021: not yet scored on WLD (as of Nov 11, 2026).
Other assets covered (13)
3 WLD calls on record, a thin history.
Relative view by default: fewer than 30 WLD 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
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. 👀
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
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