[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.]  Tanaka [@Tanaka_L2](/creator/twitter/Tanaka_L2) on x 58.7K followers Created: 2025-07-14 04:23:40 UTC GM, I still believe $ETH will hit $10,000, not because of hype, but because the fundamentals are quietly aligning. But here’s the truth no one likes to say out loud: ▸ Ethereum doesn’t lack adoption. ▸ Ethereum doesn’t lack narrative. ▸ What it lacks is token value capture ETH is the most used L1, but the value doesn’t flow back to ETH holders. This broken feedback loop is the core issue. What would fix it? → Native & based rollups that settle fees in ETH → More blockspace = more MEV = more revenue for validators → MEV infra designed to share profits, not extract them → A real ecosystem of tokenized assets settling into ETH liquidity → ETH becoming the base layer of internet finance, not just the gas token Until these feedback loops click, ETH will always feel undervalued because it is. But the smart money isn’t waiting. – BlackRock’s ETHA pulled in $137M net inflow, now holding $6.14B – Fidelity, Bitwise, VanEck, Franklin, Invesco are all holding ETH – Even Grayscale’s spot ETH product holds $1.6B despite past outflows They’re front-running the loop fixing itself. The institutions are stacking. They don’t need Ethereum to fix everything first, they just need a credible future. ETH doesn’t need more hype. It needs a working value loop that turns usage → token demand. That day will come. Until then, there’s only one play: Hold XXX ETH.  XXXXXX engagements  **Related Topics** [#eth](/topic/#eth) [alts](/topic/alts) [coins gambling](/topic/coins-gambling) [holders](/topic/holders) [token](/topic/token) [$eth](/topic/$eth) [ethereum](/topic/ethereum) [coins layer 1](/topic/coins-layer-1) [Post Link](https://x.com/Tanaka_L2/status/1944613746384711841)
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Tanaka @Tanaka_L2 on x 58.7K followers
Created: 2025-07-14 04:23:40 UTC
GM,
I still believe $ETH will hit $10,000, not because of hype, but because the fundamentals are quietly aligning.
But here’s the truth no one likes to say out loud:
▸ Ethereum doesn’t lack adoption. ▸ Ethereum doesn’t lack narrative. ▸ What it lacks is token value capture
ETH is the most used L1, but the value doesn’t flow back to ETH holders.
This broken feedback loop is the core issue.
What would fix it?
→ Native & based rollups that settle fees in ETH → More blockspace = more MEV = more revenue for validators → MEV infra designed to share profits, not extract them → A real ecosystem of tokenized assets settling into ETH liquidity → ETH becoming the base layer of internet finance, not just the gas token
Until these feedback loops click, ETH will always feel undervalued because it is.
But the smart money isn’t waiting.
– BlackRock’s ETHA pulled in $137M net inflow, now holding $6.14B – Fidelity, Bitwise, VanEck, Franklin, Invesco are all holding ETH – Even Grayscale’s spot ETH product holds $1.6B despite past outflows
They’re front-running the loop fixing itself.
The institutions are stacking.
They don’t need Ethereum to fix everything first, they just need a credible future.
ETH doesn’t need more hype.
It needs a working value loop that turns usage → token demand.
That day will come.
Until then, there’s only one play: Hold XXX ETH.
XXXXXX engagements
Related Topics #eth alts coins gambling holders token $eth ethereum coins layer 1