Golier _ SR Crypto Research
Researcher/Investor at SR_Crypto_Research
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Goldman Sachs forecasts an $80 billion sell-off - Bitcoin and Gold face risks
Goldman Sachs has just issued a red alert regarding the financial market in the coming weeks:
- Liquidity shock: CTA funds (trend-following) may sell off up to $80 billion in stocks if the market continues to weaken.
- Contagion risk: Selling pressure on stocks + thin liquidity = strong volatility for both Bitcoin (BTC), Gold (XAU), and Silver (XAG).
- Sentiment: Retail investors are running out of steam, shifting from buying the dip to net selling. Goldman’s Fear Index is hitting a stress level.
Goldman Sachs has just issued a red alert regarding the financial market in the coming weeks:
- Liquidity shock: CTA funds (trend-following) may sell off up to $80 billion in stocks if the market continues to weaken.
- Contagion risk: Selling pressure on stocks + thin liquidity = strong volatility for both Bitcoin (BTC), Gold (XAU), and Silver (XAG).
- Sentiment: Retail investors are running out of steam, shifting from buying the dip to net selling. Goldman’s Fear Index is hitting a stress level.
Trend Research has transferred 423,864 $ETH (830.63 million USD) in the last 24 hours.
In total, they have sold 612,452 $ETH worth 1.26 billion USD in the past 6 days and currently only have 39,301 $ETH (80.93 million USD) in the wallet.
In total, they have sold 612,452 $ETH worth 1.26 billion USD in the past 6 days and currently only have 39,301 $ETH (80.93 million USD) in the wallet.
With a narrow vote ratio of 217–214, the U.S. House of Representatives has officially passed a budget bill worth $1.2 trillion, ending a partial government shutdown.
This budget package ensures funding for most government agencies until September 30, 2026. Notably, the bill includes a provision for a temporary 2-week extension for the Department of Homeland Security to facilitate continued negotiations on immigration issues. The text has now been submitted to President Trump for signature.
This budget package ensures funding for most government agencies until September 30, 2026. Notably, the bill includes a provision for a temporary 2-week extension for the Department of Homeland Security to facilitate continued negotiations on immigration issues. The text has now been submitted to President Trump for signature.
WHALE PREDICTOR CUTS LOSSES OF 250 MILLION USD, ACCOUNT BALANCE AT 53 USD
The famous Hyperunit whale - who once earned 200 million USD from a legendary short position before the tariff news in October 2025 - has just experienced a historic downfall.
According to Arkham, this whale has closed all of its Long ETH positions on Hyperliquid following a significant market decline, realizing a massive loss of 250 million USD.
Current trading account balance: 53 USD.
It is known that this trader has connections with the former CEO of BitForex and once built a Long ETH position of over 700 million USD. This is the clearest evidence of the harshness of the derivatives market (future/margin): Earning money is difficult, but keeping it is even harder.
The famous Hyperunit whale - who once earned 200 million USD from a legendary short position before the tariff news in October 2025 - has just experienced a historic downfall.
According to Arkham, this whale has closed all of its Long ETH positions on Hyperliquid following a significant market decline, realizing a massive loss of 250 million USD.
Current trading account balance: 53 USD.
It is known that this trader has connections with the former CEO of BitForex and once built a Long ETH position of over 700 million USD. This is the clearest evidence of the harshness of the derivatives market (future/margin): Earning money is difficult, but keeping it is even harder.
Fed Pauses Cuts And Maintains Cautious Stance
1. Policy Decision:
• Action: The Fed pauses the rate-cutting cycle, maintaining the rate at 3.5% – 3.75% after three consecutive cuts.
• Internal division: The decision did not achieve absolute consensus. Two governors (Stephen Miran and Christopher Waller) voted against it because they wanted to cut by an additional 0.25%.
• Core reason: The U.S. economy is growing steadily, inflation has eased but remains above the 2% target. Inflation and growth risks have balanced out, with no pressure to loosen rapidly.
• Action: The Fed pauses the rate-cutting cycle, maintaining the rate at 3.5% – 3.75% after three consecutive cuts.
• Internal division: The decision did not achieve absolute consensus. Two governors (Stephen Miran and Christopher Waller) voted against it because they wanted to cut by an additional 0.25%.
• Core reason: The U.S. economy is growing steadily, inflation has eased but remains above the 2% target. Inflation and growth risks have balanced out, with no pressure to loosen rapidly.
5 MONTHS DRENCHED IN RED OF ETHEREUM
As we move into the end of January 2026, the bulls are completely missing. Here are the key points from on-chain data:
- Record-breaking downtrend: ETH has been continuously declining since September 2025. If this January closes with a red candle, it will be the fifth consecutive losing month.
- This scenario is very similar to 2018 (the year ETH only increased in 3 out of 12 months). After a similar downtrend that year, the price fell for another 2 months before a rebound.
- The harsh reality: Although history shows that February usually sees price increases, with bears completely dominating in 2025.
- Current price: ~$2,900 (-5.95% in the past week).
What do you think? Is this the bottom or should we prepare for a deeper crash?
As we move into the end of January 2026, the bulls are completely missing. Here are the key points from on-chain data:
- Record-breaking downtrend: ETH has been continuously declining since September 2025. If this January closes with a red candle, it will be the fifth consecutive losing month.
- This scenario is very similar to 2018 (the year ETH only increased in 3 out of 12 months). After a similar downtrend that year, the price fell for another 2 months before a rebound.
- The harsh reality: Although history shows that February usually sees price increases, with bears completely dominating in 2025.
- Current price: ~$2,900 (-5.95% in the past week).
What do you think? Is this the bottom or should we prepare for a deeper crash?
VanEck officially launches the first spot ETF Avalanche (AVAX) in the US
A historic event for the Avalanche ecosystem: The first AVAX spot ETF in the US with the code VAVX has begun trading on the Nasdaq.
• Issuer: VanEck – a global asset management giant.
• Offer: Free management for the first 500 million USD in assets or until 28/02. After that, the fee is 0.2%.
• Benefits: Investors gain access to the spot price of AVAX and staking rewards.
• Vision: VanEck evaluates AVAX on par with Ethereum and Solana in terms of serving large institutions (high throughput, customization capability).
Market reaction:
• AVAX increased by ~3% in the past 24 hours ($11.71).
• However, overall inflows into crypto ETF funds are sharply declining (net outflow of 1.73 billion USD last week).
A historic event for the Avalanche ecosystem: The first AVAX spot ETF in the US with the code VAVX has begun trading on the Nasdaq.
• Issuer: VanEck – a global asset management giant.
• Offer: Free management for the first 500 million USD in assets or until 28/02. After that, the fee is 0.2%.
• Benefits: Investors gain access to the spot price of AVAX and staking rewards.
• Vision: VanEck evaluates AVAX on par with Ethereum and Solana in terms of serving large institutions (high throughput, customization capability).
Market reaction:
• AVAX increased by ~3% in the past 24 hours ($11.71).
• However, overall inflows into crypto ETF funds are sharply declining (net outflow of 1.73 billion USD last week).
The Bitcoin ETF in the U.S. recorded its worst week since February 2025 with a net outflow of $1.33 billion.
- Bitcoin ETF: A net outflow of $1.33 billion in just 4 trading days. On Wednesday alone, $709 million vanished. BlackRock's IBIT faced outflows for all 4 days.
- Ethereum ETF: Shared the same fate with a net outflow of $611 million.
- Bright spot: Solana ETF went against the trend, attracting a net inflow of $9.6 million.
- Market sentiment: On-chain data shows that investors have shifted from profit-taking to cutting losses for the first time since October 2023.
- Bitcoin ETF: A net outflow of $1.33 billion in just 4 trading days. On Wednesday alone, $709 million vanished. BlackRock's IBIT faced outflows for all 4 days.
- Ethereum ETF: Shared the same fate with a net outflow of $611 million.
- Bright spot: Solana ETF went against the trend, attracting a net inflow of $9.6 million.
- Market sentiment: On-chain data shows that investors have shifted from profit-taking to cutting losses for the first time since October 2023.
THE BITCOIN MEGA WAVE — A HISTORICAL TRANSFER OF POWER?
On-chain data indicates an unprecedented phenomenon occurring with Bitcoin in 2024-2025:
1. Dormant supply being disrupted: The amount of BTC that has been inactive for over 2 years has been moved on a larger scale than the peaks in 2017 and 2021.
2. Changing of the guard: Veteran holders (Early Adopters) are taking profits or restructuring their portfolios. They are being replaced by new financial institutions and whales.
3. Quiet but steady: There is no retail FOMO frenzy. Selling pressure is occurring quietly amid macro risk factors (U.S. tariffs, financial tensions).
4. Price reaction: Despite strong selling pressure from old holders, BTC maintains a high price range around $89,000. This proves that the demand from new big players is extremely large.
👉 The market is not collapsing but undergoing a transformation. What do you think about this resilience of Bitcoin?
On-chain data indicates an unprecedented phenomenon occurring with Bitcoin in 2024-2025:
1. Dormant supply being disrupted: The amount of BTC that has been inactive for over 2 years has been moved on a larger scale than the peaks in 2017 and 2021.
2. Changing of the guard: Veteran holders (Early Adopters) are taking profits or restructuring their portfolios. They are being replaced by new financial institutions and whales.
3. Quiet but steady: There is no retail FOMO frenzy. Selling pressure is occurring quietly amid macro risk factors (U.S. tariffs, financial tensions).
4. Price reaction: Despite strong selling pressure from old holders, BTC maintains a high price range around $89,000. This proves that the demand from new big players is extremely large.
👉 The market is not collapsing but undergoing a transformation. What do you think about this resilience of Bitcoin?
Drama $DONT: When the Sniper gets caught cheating or the clumsy act of the family member?
A handling that goes underground from DeFi Development Corp. (DFDV) when trying to play the meme coin system.
The story is DFDV launched the token $DONT. But before announcing for a whole hour, some sniper managed to quickly deposit $4k and turn it into 1 million dollars in the blink of an eye.
- On-chain detective at work: The community discovered that this sniper wallet has direct connections to the wallet of DFDV itself.
- Clumsy handling:
When exposed, DFDV published a statement claiming they caught the sniper. The miracle is that they somehow managed to recover all the money and tokens from this mysterious wallet to burn them.
- Where's the logic: In the decentralized crypto world, if you don't hold the Private Key of that wallet, how could DFDV force the sniper to return the money? Unless... the sniper and the dev are one?
Result: Tokens burned, price pumped, but the reputation is...
What do you think about this play where you kick the ball and blow the whistle?
A handling that goes underground from DeFi Development Corp. (DFDV) when trying to play the meme coin system.
The story is DFDV launched the token $DONT. But before announcing for a whole hour, some sniper managed to quickly deposit $4k and turn it into 1 million dollars in the blink of an eye.
- On-chain detective at work: The community discovered that this sniper wallet has direct connections to the wallet of DFDV itself.
- Clumsy handling:
When exposed, DFDV published a statement claiming they caught the sniper. The miracle is that they somehow managed to recover all the money and tokens from this mysterious wallet to burn them.
- Where's the logic: In the decentralized crypto world, if you don't hold the Private Key of that wallet, how could DFDV force the sniper to return the money? Unless... the sniper and the dev are one?
Result: Tokens burned, price pumped, but the reputation is...
What do you think about this play where you kick the ball and blow the whistle?
BlackRock affirms the backbone position of Ethereum in the Tokenization era
In the 2026 thematic outlook report, the asset management giant BlackRock pointed out the irreplaceable role of Ethereum in the convergence between traditional finance (TradFi) and digital assets.
Key highlights:
• Market dominance: The Ethereum network currently underpins 65% of tokenized assets (RWA).
• The toll road of Wall Street: BlackRock likens Ethereum to a potential toll road, benefiting directly from transaction volumes and the issuance of real assets.
• The shift of cash flow: The use of Stablecoin is surpassing pure speculative trading, proving its real-world application in the economy.
• The Convergence: The trend of traditional assets going on-chain and digital assets penetrating the financial system is accelerating rapidly.
Jay Jacobs (BlackRock): If you want to ride the wave of blockchain, tokenization is the fastest-growing use case, and Ethereum is the beneficiary.
Although there are still legal and infrastructural barriers, the message from BlackRock is very clear: Ethereum is the top choice for the Internet of Value
In the 2026 thematic outlook report, the asset management giant BlackRock pointed out the irreplaceable role of Ethereum in the convergence between traditional finance (TradFi) and digital assets.
Key highlights:
• Market dominance: The Ethereum network currently underpins 65% of tokenized assets (RWA).
• The toll road of Wall Street: BlackRock likens Ethereum to a potential toll road, benefiting directly from transaction volumes and the issuance of real assets.
• The shift of cash flow: The use of Stablecoin is surpassing pure speculative trading, proving its real-world application in the economy.
• The Convergence: The trend of traditional assets going on-chain and digital assets penetrating the financial system is accelerating rapidly.
Jay Jacobs (BlackRock): If you want to ride the wave of blockchain, tokenization is the fastest-growing use case, and Ethereum is the beneficiary.
Although there are still legal and infrastructural barriers, the message from BlackRock is very clear: Ethereum is the top choice for the Internet of Value
OFFICIAL RWA EXCEEDS 21 BILLION USD AT THE BEGINNING OF 2026
The Real-World Assets (RWA) market is kicking off 2026 with great strength! In just the first weeks of January, this sector has attracted over 1 billion USD, pushing the total value locked (TVL) beyond 21 billion USD.
• Leading: US Treasury bonds ($9.05 billion) and Commodities ($3.77 billion) are dominating the market.
• Top Tokens: XAUT (Tether) and PAXG (Paxos) are benefiting significantly from rising gold prices. BlackRock's BUIDL fund is closely following in the top 3 position.
• Infrastructure: Ethereum remains king with $12.8 billion TVL, followed by BNB Chain, Solana, and Liquid Network.
• Community: The number of holders has increased by nearly 9% in just the past 30 days, reaching over 636,000 individuals.
Tokenizing assets is no longer a niche experiment; significant capital is flowing in. What are your thoughts on the RWA trend this year?
The Real-World Assets (RWA) market is kicking off 2026 with great strength! In just the first weeks of January, this sector has attracted over 1 billion USD, pushing the total value locked (TVL) beyond 21 billion USD.
• Leading: US Treasury bonds ($9.05 billion) and Commodities ($3.77 billion) are dominating the market.
• Top Tokens: XAUT (Tether) and PAXG (Paxos) are benefiting significantly from rising gold prices. BlackRock's BUIDL fund is closely following in the top 3 position.
• Infrastructure: Ethereum remains king with $12.8 billion TVL, followed by BNB Chain, Solana, and Liquid Network.
• Community: The number of holders has increased by nearly 9% in just the past 30 days, reaching over 636,000 individuals.
Tokenizing assets is no longer a niche experiment; significant capital is flowing in. What are your thoughts on the RWA trend this year?
BITCOIN WHALE WAKES UP AFTER 12 YEARS, LOCKS IN PROFITS OF OVER 31,000%
An OG Bitcoin wallet from 2012 just executed a historic profit-taking:
• Bought 5,000 BTC at only $332/BTC.
• Sold 2,500 BTC (50% of assets) at an average price of ~$106,164.
• Reaped $265 million, achieving a massive profit margin of 31,250%.
• Still holds 2,500 BTC (worth ~$237.5 million).
The continuous selling of BTC by ancient wallets on Binance could create strong selling pressure at the $100k resistance level. Traders need to be cautious!
An OG Bitcoin wallet from 2012 just executed a historic profit-taking:
• Bought 5,000 BTC at only $332/BTC.
• Sold 2,500 BTC (50% of assets) at an average price of ~$106,164.
• Reaped $265 million, achieving a massive profit margin of 31,250%.
• Still holds 2,500 BTC (worth ~$237.5 million).
The continuous selling of BTC by ancient wallets on Binance could create strong selling pressure at the $100k resistance level. Traders need to be cautious!
Bitcoin recovers but has not escaped the bear market
The latest report from Cryptoquant warns that the recent 21% price increase of BTC may only be a bounce in the downtrend (bear market rally), similar to 2022.
• Strong resistance: BTC remains below the 365-day MA line (around $101,000). This is an important boundary that defines the trend.
• Weak buying power: Spot demand has decreased by 67,000 BTC in the past 30 days.
• Risk of sell-off: The amount of BTC transferred to exchanges has reached the highest level since the end of November (averaging 39,000 BTC/week).
• ETF: The inflow into ETFs at the beginning of 2026 is flat, with no signs of sustainable accumulation.
The market structure still supports the bears. Investors need to be cautious before confirming a trend reversal.
The latest report from Cryptoquant warns that the recent 21% price increase of BTC may only be a bounce in the downtrend (bear market rally), similar to 2022.
• Strong resistance: BTC remains below the 365-day MA line (around $101,000). This is an important boundary that defines the trend.
• Weak buying power: Spot demand has decreased by 67,000 BTC in the past 30 days.
• Risk of sell-off: The amount of BTC transferred to exchanges has reached the highest level since the end of November (averaging 39,000 BTC/week).
• ETF: The inflow into ETFs at the beginning of 2026 is flat, with no signs of sustainable accumulation.
The market structure still supports the bears. Investors need to be cautious before confirming a trend reversal.
CRYPTO FUTURE 2026: BULL, BASE OR BEAR?
Aaron Arnold (Altcoin Daily) has just made some notable observations about the cryptocurrency market in 2026 with 3 main scenarios, comparing this phase to the internet moment in 1996.
• Bitcoin's Position: BTC may no longer need capital from retail investors to rise. The main driver will come from scarce supply and macroeconomic factors.
• The Evolution of Ether: ETH is being valued through the lens of traditional finance thanks to stablecoins, asset tokenization (RWA), and institutional capital flows.
• The Death of the Mainstream Altcoin Season: Don't expect all coins to rise. The upcoming phase requires stricter selection than ever before.
• Macroeconomic Context: Legal clarity in the U.S. and Fed policy will be the catalyst for widespread acceptance.
🤔 Which scenario do you lean towards for 2026? Strong growth or just sideways then down?
Aaron Arnold (Altcoin Daily) has just made some notable observations about the cryptocurrency market in 2026 with 3 main scenarios, comparing this phase to the internet moment in 1996.
• Bitcoin's Position: BTC may no longer need capital from retail investors to rise. The main driver will come from scarce supply and macroeconomic factors.
• The Evolution of Ether: ETH is being valued through the lens of traditional finance thanks to stablecoins, asset tokenization (RWA), and institutional capital flows.
• The Death of the Mainstream Altcoin Season: Don't expect all coins to rise. The upcoming phase requires stricter selection than ever before.
• Macroeconomic Context: Legal clarity in the U.S. and Fed policy will be the catalyst for widespread acceptance.
🤔 Which scenario do you lean towards for 2026? Strong growth or just sideways then down?
Mid-winter IPO of Treasury companies: Bold move by Evernorth (XRPN)?
While many crypto storage companies have stopped buying due to capital depletion, Evernorth has chosen this moment to IPO on Nasdaq. CEO Asheesh Birla is confident: The timing couldn't be better.
Opportunity or Risk?
- Bull case: Cash flow into XRP ETF is outpacing Bitcoin/Ethereum ETF ($1.2 billion since November). U.S. regulations are easing under the new administration.
- Bear case: Evernorth is bearing "paper losses" (Unrealized loss) as the purchase cost is $2.44, higher than the current market.
Evernorth does not just want to be a wallet; they want to generate yield from that XRP to buy more. Will this "Build or Die" model help XRPN achieve great success in 2026?
What do you think about this move?
While many crypto storage companies have stopped buying due to capital depletion, Evernorth has chosen this moment to IPO on Nasdaq. CEO Asheesh Birla is confident: The timing couldn't be better.
Opportunity or Risk?
- Bull case: Cash flow into XRP ETF is outpacing Bitcoin/Ethereum ETF ($1.2 billion since November). U.S. regulations are easing under the new administration.
- Bear case: Evernorth is bearing "paper losses" (Unrealized loss) as the purchase cost is $2.44, higher than the current market.
Evernorth does not just want to be a wallet; they want to generate yield from that XRP to buy more. Will this "Build or Die" model help XRPN achieve great success in 2026?
What do you think about this move?
SUI HAS RESUMED OPERATIONS AFTER 6 HOURS OF DOWNTIME
The Sui network has just resolved a critical incident that caused all transactions to be paralyzed.
- Downtime duration: Approximately 6 hours (from 14:52 to 20:44 UTC).
- Cause: Consensus outage - Sui Foundation has not yet disclosed detailed technical information.
- Impact: Over $1 billion in TVL temporarily locked, transactions unable to proceed.
- Current status: Fully operational again; dev team advises users to refresh the app if issues persist.
- Price: $SUI token experienced minor fluctuations, currently around $1.84.
This is the second major network outage for Sui since its launch (the previous one was in November 2024).
The Sui network has just resolved a critical incident that caused all transactions to be paralyzed.
- Downtime duration: Approximately 6 hours (from 14:52 to 20:44 UTC).
- Cause: Consensus outage - Sui Foundation has not yet disclosed detailed technical information.
- Impact: Over $1 billion in TVL temporarily locked, transactions unable to proceed.
- Current status: Fully operational again; dev team advises users to refresh the app if issues persist.
- Price: $SUI token experienced minor fluctuations, currently around $1.84.
This is the second major network outage for Sui since its launch (the previous one was in November 2024).
Compare the opposing strategies between $BTDR and $MARA
The Bitcoin mining market in 2026 is witnessing a clear divergence between two major players
Bitdeer ($BTDR) - The Technology & AI Faction:
• Position: Recently reached 71 EH/s, leading in managed capacity.
• Strategy: Selling BTC to fuel ambitions in AI & HPC (High-Performance Computing).
• Technology: Utilizes exclusive SEALMINER chips with superior efficiency (6-7 J/TH compared to MARA's average of 19 J/TH).
• Stock Price: Increased by 4% in the recent session.
MARA Holdings ($MARA) - The Finance & HODL Faction:
• Position: 61.7 EH/s, second-largest publicly traded company in BTC reserves (55,000 BTC).
• Strategy: Focused on accumulating Bitcoin and using traditional Antminer chips.
• Stock Price: Increased by 2%.
Bitdeer is betting on hardware performance and the AI trend, while MARA is betting on long-term Bitcoin value. Which faction do you think is superior?
The Bitcoin mining market in 2026 is witnessing a clear divergence between two major players
Bitdeer ($BTDR) - The Technology & AI Faction:
• Position: Recently reached 71 EH/s, leading in managed capacity.
• Strategy: Selling BTC to fuel ambitions in AI & HPC (High-Performance Computing).
• Technology: Utilizes exclusive SEALMINER chips with superior efficiency (6-7 J/TH compared to MARA's average of 19 J/TH).
• Stock Price: Increased by 4% in the recent session.
MARA Holdings ($MARA) - The Finance & HODL Faction:
• Position: 61.7 EH/s, second-largest publicly traded company in BTC reserves (55,000 BTC).
• Strategy: Focused on accumulating Bitcoin and using traditional Antminer chips.
• Stock Price: Increased by 2%.
Bitdeer is betting on hardware performance and the AI trend, while MARA is betting on long-term Bitcoin value. Which faction do you think is superior?
World Liberty Financial (Trump Family Project) Officially Launches Lending Platform
World Liberty Financial has announced the launch of World Liberty Markets - a decentralized borrowing and lending protocol backed by the Trump family.
• Allows users to earn interest (yield) or collateralize assets to borrow stablecoin, ETH, cbBTC.
• Attraction: Attracted 20 million USD in assets just hours after launch.
• Massive interest rates: Stablecoin USD1 is currently offering an interest rate of up to 27% for liquidity providers.
• Vision: This is the first step in an 18-month roadmap aimed at expanding into the realm of Real World Assets (RWA).
In addition, the company has also submitted an application for a national banking license in the US. Governance token $WLFI is currently trading around $0.17.
World Liberty Financial has announced the launch of World Liberty Markets - a decentralized borrowing and lending protocol backed by the Trump family.
• Allows users to earn interest (yield) or collateralize assets to borrow stablecoin, ETH, cbBTC.
• Attraction: Attracted 20 million USD in assets just hours after launch.
• Massive interest rates: Stablecoin USD1 is currently offering an interest rate of up to 27% for liquidity providers.
• Vision: This is the first step in an 18-month roadmap aimed at expanding into the realm of Real World Assets (RWA).
In addition, the company has also submitted an application for a national banking license in the US. Governance token $WLFI is currently trading around $0.17.
ETH repeats the 2019 cycle, has it reached the bottom from April 2025?
Analyst Michaël van de Poppe states Ethereum is entering a new growth phase, dismissing the notion that ETH is dead:
• ETH/BTC chart: A bottom (0.017) was formed in April 2025 and is now recovering, with a price pattern identical to the 2019 cycle.
• Capital flow: The supply of stablecoins on Ethereum increased by 65% in 2025, doubling the peak seen in 2021.
• Momentum: The surge in RWA (Real-World Assets) and developer activity are driving price growth.
• Currently: The market cap of stablecoins on ETH reaches 163.9 billion USD.
What do you think about this analysis?
Analyst Michaël van de Poppe states Ethereum is entering a new growth phase, dismissing the notion that ETH is dead:
• ETH/BTC chart: A bottom (0.017) was formed in April 2025 and is now recovering, with a price pattern identical to the 2019 cycle.
• Capital flow: The supply of stablecoins on Ethereum increased by 65% in 2025, doubling the peak seen in 2021.
• Momentum: The surge in RWA (Real-World Assets) and developer activity are driving price growth.
• Currently: The market cap of stablecoins on ETH reaches 163.9 billion USD.
What do you think about this analysis?
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