...tone from the EF and the Ethereum community is also partially influenced by the lack of performance of ETH...To the credit of the ETH-maxis, yes maybe we could refer to it as a “reprioritization” – mainly because...The issue was miscalculating the implications it would have on ETH as an asset.

One thing to note is that all the L2s reaching for giga gas throughput have opted for an external data availability solution. This is because one of the main bottlenecks to scaling beyond giga gas/s i...

Currently, the ultrasound relay requires 64 ETH collateral to be posted by the builders....This limit may need to be increased to ~700 ETH or even higher because this is the maximum amount of...

BTC is now trading at range highs near $104K with ETH well above $2K for the first time in many months...

Been tracking the TOTAL3 chart (total crypto market cap excluding BTC and ETH), and there’s a structural...

...is minted by depositing staked Ether (stETH) as collateral, which is then used to open an equivalent ETH...another, this creates a delta neutral position insensitive to any price movements in the underlying ETH...On the back-end, this stETH is paired with an equivalent short ETH-PERP position....ETH is inherently more liquid than stETH.

If you’ve been in crypto long enough, you’re likely familiar with the “ETH-killer” meme – alt L1s claiming...

The goal of this report is to elaborate on the topic of the ongoing value leakage from ETH (and in a...The following graph by Syncracy Capital perfectly illustrates this: ETH trading at over a 300x multiple...Of course, ETH maxis would disagree....Imagine executing a single 6-figure swap from ETH into a stablecoin like USDC.

...explore/pools/unichain/0xc349e9692b4afe1bcfdd6fadaf9ff0df2a2bea8c1a3e56323b57be08e4b8df6a $wstETH / $ETH...explore/pools/unichain/0xd10d359f50ba8d1e0b6c30974a65bf06895fba4bf2b692b2c75d987d3b6b863d $weETH / $ETH...explore/pools/unichain/0xbb1e92b6f31285d432d9f9462ebc4a003dfe26d9bc47d44543a12d457f1d22f1 $rsETH / $ETH...

...been extremely weak over the past few weeks, dropping 22% over the past 7 days while BTC, SOL and even ETH...

TLDR Hope Metric Score: 58.1 (Neutral-Cautious Optimism) BTC ETF Inflows: +$1.37B last week ETH...BTC / ETH ETF Flow Context ETF flows returned in force last week, marking a potential shift in capital...ETH ETFs also continued their run, logging $528.12M in net inflows, the strongest weekly print yet.

Hope Metric Score: 54.7 range (Neutral – top of range) BTC ETFs saw outflows of –$131.6M last week, ETH...BTC / ETH ETF Flow Context BTC spot ETFs saw strong inflows in May, totaling $5.23B, but the momentum...The rotation into ETH  as seen in the second chart  suggests growing institutional interest in smart...

Let’s assume a searcher was willing to pay 1 ETH for liquidating a 100 ETH position....Previously, they would have quoted 1 ETH as their priority fee....But after the MEV tax is implemented, they would adjust it to 0.1 ETH; with 0.9 ETH going to the app,...the combined fee would still remain 1 ETH.

HyperUnit is a standalone infrastructure layer that’s become the backbone for onboarding native BTC and ETH...It allows users to deposit, withdraw, and trade native BTC and ETH (and soon, SOL) on Hyperliquid’s spot...UBTC and UETH are tokenized representations of BTC and ETH.

The contrast between BTC and ETH ETF demand remains significant....ETH ETFs are seeing improved traction, but the flows remain an order of magnitude smaller....If successful, this will turn SharpLink into an equity-based ETH accumulator....It also removes circulating ETH from the market, converting it into long-term staked supply.

Users must fund ETH for gas, and while Base introduced USDC as a gas token to abstract gas away, this...Metamask or Rabby users still need ETH....limited DA bandwidth, 12s blocktime) Gas Token Up to each rollup, free to choose whatever they want  ETH...(gas abstraction just at the wallet level)  ETH (gas abstraction just at the wallet level)    The...

By early 2025, total ETH holdings by public companies was estimated at just ~146,000 ETH, concentrated...Meitu, a Chinese software company, held ~31,000 ETH from a 2021 purchase....on balance sheets – none of which pursued ETH as a formal treasury strategy....XRP in this model is not a reserve asset like ETH, nor an operational foundation like SOL.

Native ETH staking via CESR)....Betting on Binance and Bybit ETH funding mean reversion – where the spread averages +1% APR but dips...to -2% – you go long Binance ETH funding and short Bybit ETH funding with $500 collateral each at 150x...For example, a fund staking large amounts of ETH or other assets could use staking rate futures to lock...

No bid for ETH: It’s just overvalued....I still fail to see any coherent thesis for why ETH will suddenly start outperforming....Disclosure: Positions in BTC, ETH, SOL, TIA, SUI, ENA, AI16Z, FARTCOIN, Monad...

I don’t know about ETH, but for Celestia, my answer is: Yes, but it’s nuanced....realize ETH isn’t good enough for their needs and switch to an altDA → ETH loses blob demand....This mirrors what Ethereum is trying to do with ETH with the “ultrasound” meme....The goal isn’t to replace ETH, or maybe it is, who knows.