[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ryanberckmans ⟠ ⟠ posts on X about ethereum, money, cash flow, flow the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::546460454/interactions)  - X Week XXXXXXX +63% - X Month XXXXXXX +286% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::546460454/posts_active)  - X Week XX +36% - X Month XXX +76% - X Months XXX +27% - X Year XXX +23% ### Followers: XXXXXX [#](/creator/twitter::546460454/followers)  - X Week XXXXXX +0.68% - X Month XXXXXX +1.30% - X Months XXXXXX +5.30% - X Year XXXXXX +19% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::546460454/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [ethereum](/topic/ethereum) #890, [money](/topic/money) 5%, [cash flow](/topic/cash-flow) #289, [flow](/topic/flow) 5%, [history](/topic/history) 3.33%, [$gas](/topic/$gas) #60, [gas](/topic/gas) 3.33%, [bitcoin](/topic/bitcoin) #5276, [usdt](/topic/usdt) #684, [avg](/topic/avg) XXXX% **Top accounts mentioned or mentioned by** [@evanss6](/creator/undefined) [@evan_ss6](/creator/undefined) [@johnnyweakhands](/creator/undefined) [@santiagoroel](/creator/undefined) [@0xbadgers](/creator/undefined) [@fundstrat](/creator/undefined) [@maxdesalle](/creator/undefined) [@koeppelmann](/creator/undefined) [@vinegarwrites](/creator/undefined) [@coolneatfun](/creator/undefined) [@replygrinder](/creator/undefined) [@hosseeb](/creator/undefined) [@nullragrets](/creator/undefined) [@proffetherprint](/creator/undefined) [@tyneslol](/creator/undefined) [@bitmnr](/creator/undefined) [@ethereumjoseph](/creator/undefined) [@joechalom](/creator/undefined) [@sharplink](/creator/undefined) [@ethzillaethz](/creator/undefined) **Top assets mentioned** [Ethereum (ETH)](/topic/ethereum) [Gas (GAS)](/topic/$gas) [Bitcoin (BTC)](/topic/bitcoin) [Caught in 4K (4K)](/topic/$4k) [Bitcoin Gold (BTG)](/topic/bitcoin-gold) ### Top Social Posts Top posts by engagements in the last XX hours "Taiki calls ETH a "hot stove" that ppl keep touching and get repeatedly burned. He shorts ETH makes money when BTCUSD crashes and ETHUSD with it. But ETHBTC is doing well rn (3.5x better than in spring dump) Don't talk shit about eth unless you're willing to short the ratio" [X Link](https://x.com/ryanberckmans/status/1996980015343308971) 2025-12-05T16:28Z 31.7K followers, 101K engagements "Building on L1 doesn't take away from L2s" [X Link](https://x.com/ryanberckmans/status/1995330608025788744) 2025-12-01T03:14Z 31.7K followers, 18.4K engagements "It's been XX days since BTC topped at 126k on Oct X. If ETH crashed as hard as it did in the XX days following BTC top of 106k on Jan XX ETH would be at $2513 today. Instead we're at $3048. This is the ratio strength we've been talking about. Eth's golden age has only begun" [X Link](https://x.com/ryanberckmans/status/1997008633251409931) 2025-12-05T18:22Z 31.7K followers, 11.4K engagements "Fusaka is live Congrats to everyone involved. Ethereum forever" [X Link](https://x.com/ryanberckmans/status/1996336186781049203) 2025-12-03T21:50Z 31.7K followers, 9884 engagements "Fusaka didn't aim to "raise the price of blobs". Eip 7918 was a mechanical fix for blob price discovery. Blobs will overwhelmingly remain extremely cheap due to lack of long term blobspace saturation. This fix is good and not bad for blob usage because it does a better job serving customers during congestion. Blobs are probably many years away from making significant revenue. They'll remain cheap for a long time. That's what we want to maximize accumulation of network effects and allow eth's L1+L2 model to mature without the burden of constant blob price discovery. The "P/E benefit" of fusaka" [X Link](https://x.com/ryanberckmans/status/1996643462372794699) 2025-12-04T18:11Z 31.7K followers, 6701 engagements "@Evan_ss6 a guy whose shorts underperformed history due to local ratio strength a guy who thinks 2022 is a good analogy for today's bear even though pretty much the entire G20 is working on stablecoin legislation" [X Link](https://x.com/ryanberckmans/status/1996999303290556426) 2025-12-05T17:45Z 31.7K followers, XXX engagements "-shorting ETH above $4k was tremendous IRR on size yeah because the charts went exuberantly vertical. a lot of ppl made money selling eth above $4k last season myself included -Stablecoins drive minimal value to ETH the asset -as Ethereum scales the economics get worse and worse gl with this nonsense you're going to need it" [X Link](https://x.com/ryanberckmans/status/1997000384427053361) 2025-12-05T17:49Z 31.7K followers, XXX engagements "@Evan_ss6 i disagree that it's unserious to consider eth relative to btc. these are confidence-based assets and there are causal connections between valuations that don't exist between equities. i also think eth is undervalued at $400b in isolation due to its monopoly position as the hub" [X Link](https://x.com/ryanberckmans/status/1997009119333806337) 2025-12-05T18:24Z 31.7K followers, XXX engagements "Great post from Haseeb on how Eth intentionally underprices its resources for neutrality and growth. I added a reply on why despite fees being valuable P/E doesn't work for L1s: users need to convince holders to sell the gas token so "E" is a function of confidence in ETH" [X Link](https://x.com/ryanberckmans/status/1996975403823497240) 2025-12-05T16:10Z 31.7K followers, 4944 engagements ""If ETH holders didn't have confidence in Ethereum then it would cost pennies to buy the ETH needed to buy an entire block. The whole reason gas is expensive (in USD) in the first place is not because of congestion it's because people value the gas token." rev maxis hate this" [X Link](https://x.com/ryanberckmans/status/1996976683237200291) 2025-12-05T16:15Z 31.7K followers, 7839 engagements "let me be more concrete than my other reply pov that ETH is a great product but a terrible investment as things stand now trying to help people preserve capital so they weren't rekt like me in the 2022 bear holding eth from 5k to XXX the reason this is bad advice is that conditions now don't resemble 2022 your successful short eth trades this season had nothing to do with eth being a bad investment it was purely btcusd beta in fact your short eth trades underperformed vs. where they would have been in spring or many other bears due to local ratio strength the mean reversion from tom lee's" [X Link](https://x.com/ryanberckmans/status/1996998183633756215) 2025-12-05T17:40Z 31.7K followers, 3645 engagements "No I don't think it's realistically possible for Ethereum the platform to be highly successful while ETH the asset doesn't generate outsized returns post 2021. A lot of ppl still actually believe that none of stablecoin growth L2 growth defi growth etc. will drive value to ETH the asset. This will go down in history as one of the worst popular theses in crypto - imagine thinking that BTC could hit $2.5T off of confidence/memes/CEX integrations/treasury buys but that somehow literally the entire world coming onchain mostly on L1/L2 in the next 1-2 decades won't end up driving similar" [X Link](https://x.com/ryanberckmans/status/1997005221612994714) 2025-12-05T18:08Z 31.7K followers, XXX engagements ""L1 network effects aren't real" XXXX% of stables are issued on eth+L2s (94% of this on L1). XX% of app capital on eth+L2s (90% on L1). L2s outgrowing alt L1s. 95%+ of L2s are on eth. Every L2 further emphasizes the L1 as the hub. Many use ETH. Onchain growth = ETH growth" [X Link](https://x.com/ryanberckmans/status/1994975008784032236) 2025-11-30T03:41Z 31.7K followers, 11.1K engagements "Wild that USDT is now one-quarter backed by assets riskier than t-bills including Bitcoin gold and corporate bonds. Users don't even see an upside from this risk as Tether keeps all the yield for themselves. A large non-US player needs to launch a better USD stablecoin" [X Link](https://x.com/ryanberckmans/status/1993878625381437601) 2025-11-27T03:04Z 31.7K followers, 11K engagements "Why are $40B in USDT backed by assets riskier than cash and cash equivalents Call me crazy but when my stablecoin operator keeps all the yield I at least want them to be fully backed by risk minimized reserves" [X Link](https://x.com/ryanberckmans/status/1994935708654735884) 2025-11-30T01:05Z 31.7K followers, 39.9K engagements "I think there's a bit of a grieving process for people who used to see Santi as a respectable eth person and now not only has he left ethereum (a while ago) but he dogmatically sticks to this rev maxi nonsense unable to explain why this matters for eth but not BTC or gold. Today a newer L2 announced they're getting closer to mainnet launch. It's run by the largest public company in the UAE and in partnership with their central bank. Is the most impactful thing about this L2 launch the amount of fees it might generate for the L1 over the short term (rev maxis are typically obsessed with the" [X Link](https://x.com/ryanberckmans/status/1996827353847140682) 2025-12-05T06:21Z 31.7K followers, 13.2K engagements "I have been talking about fees from a cash flow perspective since 2019 and it's refreshing to see a rare good take like this one. To expand on your remarks - First and foremost ETH is a SoV and doesn't need fees to win anymore than BTC does. Second that being said fee cash flow is a great cherry on top the sundae and will eventually be huge. As you indicated Ethereum currently charges only the minimum price to clear the market. Although this is for neutrality reasons it's also effectively an investment in network effect growth because it maximizes consumer surplus (money not charged to" [X Link](https://x.com/ryanberckmans/status/1996974054683598990) 2025-12-05T16:04Z 31.7K followers, 13.6K engagements "I'm not frustrated Taiki rather I think to some degree you're leading retail traders down the incorrect path of believing that ETH is a shit asset. Momentum vs fundamentals. Myself I rotate the whole port from ETH into cash a few times per year. I did so in Sept a couple times and also sold XX% of port in mid 4k's. Trading ETH is good business nothing wrong with that. But my goal of trading is to stack more ETH because having done this for years and being close to the underlying issues I believe ETH is headed to multi trillion. Much of the future ETH gains towards multi trillion will occur in" [X Link](https://x.com/ryanberckmans/status/1996994935933805019) 2025-12-05T17:27Z 31.7K followers, 8021 engagements "Here's a succinct explanation of why I think ETH will always be valued almost entirely on monetary premium and not fees why total fees will eventually be very high in USD but always take a back seat to monetary premium and exactly how ETH grows to multi trillion" [X Link](https://x.com/ryanberckmans/status/1997071364776239146) 2025-12-05T22:31Z 31.7K followers, 11.9K engagements "Headed on a nice break Ethereum is killing it. Multi trillion ETH in due course Happy holidays see you in the new year" [X Link](https://x.com/ryanberckmans/status/1997079289993277618) 2025-12-05T23:03Z 31.7K followers, 6989 engagements "Colossus turns credit cards into private keys as an Ethereum Layer X payment network. @colossuspay Eth's L1+L2 model is growing to global ubiquity and ETH to multi trillion" [X Link](https://x.com/ryanberckmans/status/1997644961513128319) 2025-12-07T12:30Z 31.7K followers, 3991 engagements
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@ryanberckmans ⟠
⟠ posts on X about ethereum, money, cash flow, flow the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +63%
- X Month XXXXXXX +286%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +36%
- X Month XXX +76%
- X Months XXX +27%
- X Year XXX +23%
Followers: XXXXXX #
- X Week XXXXXX +0.68%
- X Month XXXXXX +1.30%
- X Months XXXXXX +5.30%
- X Year XXXXXX +19%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies XX% finance XXXXX% currencies XXXX%
Social topic influence ethereum #890, money 5%, cash flow #289, flow 5%, history 3.33%, $gas #60, gas 3.33%, bitcoin #5276, usdt #684, avg XXXX%
Top accounts mentioned or mentioned by @evanss6 @evan_ss6 @johnnyweakhands @santiagoroel @0xbadgers @fundstrat @maxdesalle @koeppelmann @vinegarwrites @coolneatfun @replygrinder @hosseeb @nullragrets @proffetherprint @tyneslol @bitmnr @ethereumjoseph @joechalom @sharplink @ethzillaethz
Top assets mentioned Ethereum (ETH) Gas (GAS) Bitcoin (BTC) Caught in 4K (4K) Bitcoin Gold (BTG)
Top Social Posts
Top posts by engagements in the last XX hours
"Taiki calls ETH a "hot stove" that ppl keep touching and get repeatedly burned. He shorts ETH makes money when BTCUSD crashes and ETHUSD with it. But ETHBTC is doing well rn (3.5x better than in spring dump) Don't talk shit about eth unless you're willing to short the ratio"
X Link 2025-12-05T16:28Z 31.7K followers, 101K engagements
"Building on L1 doesn't take away from L2s"
X Link 2025-12-01T03:14Z 31.7K followers, 18.4K engagements
"It's been XX days since BTC topped at 126k on Oct X. If ETH crashed as hard as it did in the XX days following BTC top of 106k on Jan XX ETH would be at $2513 today. Instead we're at $3048. This is the ratio strength we've been talking about. Eth's golden age has only begun"
X Link 2025-12-05T18:22Z 31.7K followers, 11.4K engagements
"Fusaka is live Congrats to everyone involved. Ethereum forever"
X Link 2025-12-03T21:50Z 31.7K followers, 9884 engagements
"Fusaka didn't aim to "raise the price of blobs". Eip 7918 was a mechanical fix for blob price discovery. Blobs will overwhelmingly remain extremely cheap due to lack of long term blobspace saturation. This fix is good and not bad for blob usage because it does a better job serving customers during congestion. Blobs are probably many years away from making significant revenue. They'll remain cheap for a long time. That's what we want to maximize accumulation of network effects and allow eth's L1+L2 model to mature without the burden of constant blob price discovery. The "P/E benefit" of fusaka"
X Link 2025-12-04T18:11Z 31.7K followers, 6701 engagements
"@Evan_ss6 a guy whose shorts underperformed history due to local ratio strength a guy who thinks 2022 is a good analogy for today's bear even though pretty much the entire G20 is working on stablecoin legislation"
X Link 2025-12-05T17:45Z 31.7K followers, XXX engagements
"-shorting ETH above $4k was tremendous IRR on size yeah because the charts went exuberantly vertical. a lot of ppl made money selling eth above $4k last season myself included -Stablecoins drive minimal value to ETH the asset -as Ethereum scales the economics get worse and worse gl with this nonsense you're going to need it"
X Link 2025-12-05T17:49Z 31.7K followers, XXX engagements
"@Evan_ss6 i disagree that it's unserious to consider eth relative to btc. these are confidence-based assets and there are causal connections between valuations that don't exist between equities. i also think eth is undervalued at $400b in isolation due to its monopoly position as the hub"
X Link 2025-12-05T18:24Z 31.7K followers, XXX engagements
"Great post from Haseeb on how Eth intentionally underprices its resources for neutrality and growth. I added a reply on why despite fees being valuable P/E doesn't work for L1s: users need to convince holders to sell the gas token so "E" is a function of confidence in ETH"
X Link 2025-12-05T16:10Z 31.7K followers, 4944 engagements
""If ETH holders didn't have confidence in Ethereum then it would cost pennies to buy the ETH needed to buy an entire block. The whole reason gas is expensive (in USD) in the first place is not because of congestion it's because people value the gas token." rev maxis hate this"
X Link 2025-12-05T16:15Z 31.7K followers, 7839 engagements
"let me be more concrete than my other reply pov that ETH is a great product but a terrible investment as things stand now trying to help people preserve capital so they weren't rekt like me in the 2022 bear holding eth from 5k to XXX the reason this is bad advice is that conditions now don't resemble 2022 your successful short eth trades this season had nothing to do with eth being a bad investment it was purely btcusd beta in fact your short eth trades underperformed vs. where they would have been in spring or many other bears due to local ratio strength the mean reversion from tom lee's"
X Link 2025-12-05T17:40Z 31.7K followers, 3645 engagements
"No I don't think it's realistically possible for Ethereum the platform to be highly successful while ETH the asset doesn't generate outsized returns post 2021. A lot of ppl still actually believe that none of stablecoin growth L2 growth defi growth etc. will drive value to ETH the asset. This will go down in history as one of the worst popular theses in crypto - imagine thinking that BTC could hit $2.5T off of confidence/memes/CEX integrations/treasury buys but that somehow literally the entire world coming onchain mostly on L1/L2 in the next 1-2 decades won't end up driving similar"
X Link 2025-12-05T18:08Z 31.7K followers, XXX engagements
""L1 network effects aren't real" XXXX% of stables are issued on eth+L2s (94% of this on L1). XX% of app capital on eth+L2s (90% on L1). L2s outgrowing alt L1s. 95%+ of L2s are on eth. Every L2 further emphasizes the L1 as the hub. Many use ETH. Onchain growth = ETH growth"
X Link 2025-11-30T03:41Z 31.7K followers, 11.1K engagements
"Wild that USDT is now one-quarter backed by assets riskier than t-bills including Bitcoin gold and corporate bonds. Users don't even see an upside from this risk as Tether keeps all the yield for themselves. A large non-US player needs to launch a better USD stablecoin"
X Link 2025-11-27T03:04Z 31.7K followers, 11K engagements
"Why are $40B in USDT backed by assets riskier than cash and cash equivalents Call me crazy but when my stablecoin operator keeps all the yield I at least want them to be fully backed by risk minimized reserves"
X Link 2025-11-30T01:05Z 31.7K followers, 39.9K engagements
"I think there's a bit of a grieving process for people who used to see Santi as a respectable eth person and now not only has he left ethereum (a while ago) but he dogmatically sticks to this rev maxi nonsense unable to explain why this matters for eth but not BTC or gold. Today a newer L2 announced they're getting closer to mainnet launch. It's run by the largest public company in the UAE and in partnership with their central bank. Is the most impactful thing about this L2 launch the amount of fees it might generate for the L1 over the short term (rev maxis are typically obsessed with the"
X Link 2025-12-05T06:21Z 31.7K followers, 13.2K engagements
"I have been talking about fees from a cash flow perspective since 2019 and it's refreshing to see a rare good take like this one. To expand on your remarks - First and foremost ETH is a SoV and doesn't need fees to win anymore than BTC does. Second that being said fee cash flow is a great cherry on top the sundae and will eventually be huge. As you indicated Ethereum currently charges only the minimum price to clear the market. Although this is for neutrality reasons it's also effectively an investment in network effect growth because it maximizes consumer surplus (money not charged to"
X Link 2025-12-05T16:04Z 31.7K followers, 13.6K engagements
"I'm not frustrated Taiki rather I think to some degree you're leading retail traders down the incorrect path of believing that ETH is a shit asset. Momentum vs fundamentals. Myself I rotate the whole port from ETH into cash a few times per year. I did so in Sept a couple times and also sold XX% of port in mid 4k's. Trading ETH is good business nothing wrong with that. But my goal of trading is to stack more ETH because having done this for years and being close to the underlying issues I believe ETH is headed to multi trillion. Much of the future ETH gains towards multi trillion will occur in"
X Link 2025-12-05T17:27Z 31.7K followers, 8021 engagements
"Here's a succinct explanation of why I think ETH will always be valued almost entirely on monetary premium and not fees why total fees will eventually be very high in USD but always take a back seat to monetary premium and exactly how ETH grows to multi trillion"
X Link 2025-12-05T22:31Z 31.7K followers, 11.9K engagements
"Headed on a nice break Ethereum is killing it. Multi trillion ETH in due course Happy holidays see you in the new year"
X Link 2025-12-05T23:03Z 31.7K followers, 6989 engagements
"Colossus turns credit cards into private keys as an Ethereum Layer X payment network. @colossuspay Eth's L1+L2 model is growing to global ubiquity and ETH to multi trillion"
X Link 2025-12-07T12:30Z 31.7K followers, 3991 engagements