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![theunipcs Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1755899659040555009.png) Unipcs (aka 'Bonk Guy') 🎒 [@theunipcs](/creator/twitter/theunipcs) on x 194.4K followers
Created: 2025-06-09 17:10:57 UTC

i posted a few days ago that the fundamentals keep pointing to an imminent, hated rally for $ETH

many asked me what the 'fundamentals' were, so i figured i should make a list of the most bullish ones:

- aggressive $ETH ETF inflows: 15-day inflow streak, even during $BTC ETF inflow weakness
- emergence of corporations adopting a MicroStrategy-like strategy to make ETH a primary treasury asset, adding significant buy pressure (e.g. $SBET)
- positive regulatory posturing, indicative of imminent approval of staking for ETH ETFs
- record short positioning on ETH, meaning funds and traders are sidelined
- bullish on-chain metrics (e.g. weekly active addresses at ATHs)
- increase in negative exchange netflow (i.e. ETH held on exchanges is rapidly decreasing), which means less sell pressure and high odds of a short squeeze when combined with the high short ratio and massive ETF buy pressure
- staked ETH at ATHs, with over XXXX million ETH now staked and locked out of circulation
- surge in ETH L2 activity (especially Base), showing growing traction for the ecosystem

there’s probably a lot more, but the above should suffice

i know ETH has spent pretty much all of the cycle downtrending against $BTC

and it's widely regarded as a cursed asset that triggers a marketwide crash whenever it pumps slightly

but this time just might be different

ETH looks primed for an aggressively explosive rally any moment now

and this likely acts as a major catalyst for altcoins — which should trigger animal spirits


XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1932123263628398883/c:line.svg)

**Related Topics**
[alt](/topic/alt)
[$btc](/topic/$btc)
[fund manager](/topic/fund-manager)
[$eth](/topic/$eth)
[ethereum](/topic/ethereum)
[coins layer 1](/topic/coins-layer-1)
[bitcoin](/topic/bitcoin)
[coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem)

[Post Link](https://x.com/theunipcs/status/1932123263628398883)

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theunipcs Avatar Unipcs (aka 'Bonk Guy') 🎒 @theunipcs on x 194.4K followers Created: 2025-06-09 17:10:57 UTC

i posted a few days ago that the fundamentals keep pointing to an imminent, hated rally for $ETH

many asked me what the 'fundamentals' were, so i figured i should make a list of the most bullish ones:

  • aggressive $ETH ETF inflows: 15-day inflow streak, even during $BTC ETF inflow weakness
  • emergence of corporations adopting a MicroStrategy-like strategy to make ETH a primary treasury asset, adding significant buy pressure (e.g. $SBET)
  • positive regulatory posturing, indicative of imminent approval of staking for ETH ETFs
  • record short positioning on ETH, meaning funds and traders are sidelined
  • bullish on-chain metrics (e.g. weekly active addresses at ATHs)
  • increase in negative exchange netflow (i.e. ETH held on exchanges is rapidly decreasing), which means less sell pressure and high odds of a short squeeze when combined with the high short ratio and massive ETF buy pressure
  • staked ETH at ATHs, with over XXXX million ETH now staked and locked out of circulation
  • surge in ETH L2 activity (especially Base), showing growing traction for the ecosystem

there’s probably a lot more, but the above should suffice

i know ETH has spent pretty much all of the cycle downtrending against $BTC

and it's widely regarded as a cursed asset that triggers a marketwide crash whenever it pumps slightly

but this time just might be different

ETH looks primed for an aggressively explosive rally any moment now

and this likely acts as a major catalyst for altcoins — which should trigger animal spirits

XXXXXXX engagements

Engagements Line Chart

Related Topics alt $btc fund manager $eth ethereum coins layer 1 bitcoin coins bitcoin ecosystem

Post Link

post/tweet::1932123263628398883
/post/tweet::1932123263628398883