Ethereum’s Recovery Faces a Cost-Basis Test
ETH's MVRV slips below 1 as price falls back to realized price. The rebound's profit cushion is gone and cost-basis stress is back. A reclaim is needed or loss regime looms.
View original →Cite asCryptoQuant has tracked the directional calls on ETH by @MorenoDV_ on CryptoQuant since Oct 2025: not yet scored on ETH (as of Nov 11, 2026).
Relative view by default: fewer than 30 ETH 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 @MorenoDV_ to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Ethereum’s Recovery Faces a Cost-Basis Test
ETH's MVRV slips below 1 as price falls back to realized price. The rebound's profit cushion is gone and cost-basis stress is back. A reclaim is needed or loss regime looms.
View original →ETH Between Binance’s Profit Cushion and OKX’s Potential Exit Supply
A $500 gap splits ETH holders: Binance cost basis at $2,200, OKX at $2,700. Rebound stalls near OKX's level on possible breakeven selling. Lose $2,200 and both cohorts go underwater.
View original →$100B in TradFi Turnover: Crypto Exchanges Are Expanding Beyond Crypto
Gate's TradFi turnover hits ~$100B in 2026, now 40% of spot plus TradFi volume. Metals lead at 58.8%, equities 29.8%. Crypto venues now route capital beyond crypto.
View original →Elevated Leverage Ratios, Uneven Risk Across BTC and ETH
ETH's leverage ratio sits at 0.69 on Binance, above pre-crash 0.53. BTC's 0.19 matches pre-crash but is cooling. Price fell; leverage didn't.
View original →Ethereum Leads the Recovery in Crypto Fund Exposure:
ETH fund holdings jump 24% to 6.77M ETH since July. BTC funds add just 6–7% to 1.32M BTC. ETH nears its October peak while BTC still lags.
View original →