[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.]  Bankless [@BanklessHQ](/creator/twitter/BanklessHQ) on x 317.9K followers Created: 2025-07-14 14:06:45 UTC Three Sectors to Bet on Ethereum's Latest Surge With staking at ATHs, TradFi circling $ETH as a play for yield and stablecoin rails, and the holder base re-energized, Ethereum's ecosystem feels uniquely poised for sharp moves up. Look here to increase your $ETH exposure👇 ~~ Analysis by @davewardonline ~~ 🔵 Base Tokens When ETH rips, @base is usually the epicenter. As Ethereum’s most active L2, Base has become the main arena for speculation — as seen during the ETH ETF reversal in May 2024 and the post-election ETH staking ETF excitement. Tokens that jumped in tandem with ETH on Wednesday are worth watching: @MorphoLabs — The DeFi lending protocol rallied double digits alongside ETH. TVL is at ATHs, it’s integrated with @coinbase's DeFi Mullet, and the token is still young, meaning fewer bagholders. It was also the most talked-about project at EthCC. @AerodromeFi — Base’s top DEX moved modestly with ETH. As the largest DEX on Base and backed by Base’s Ecosystem Fund, it’s well-positioned if ETH flows continue landing on Base. AI Tokens — AI remains a top narrative. @cookiedotfun, @ReiNetwork0x, and @virtuals_io all posted major gains after ETH’s move. Virtuals’ Genesis launchpad and the Farcaster ecosystem are two places to watch for early-stage plays. 💰 Ethereum Treasury Companies ETH treasury moves are heating up. Public companies holding ETH offer another way to ride the wave — with crypto-esque volatility, but also upside from equity exposure. @SharpLinkGaming — Backed by @Consensys, SharpLink now holds 205K+ ETH and is staking it for yield. @BitMNR — A former BTC miner, now fully pivoted to ETH, replacing BTC with a $250M ETH treasury. Chaired by @fundstrat, they see ETH as a stablecoin settlement layer and are actively staking and exploring DeFi. @BitDigital_BTBT — Dumped BTC, bought ~100K ETH using $172M in fresh capital. Fully transitioned reserve asset. @GSQHoldings — Kicked off a $100M ETH treasury with a $5M buy. Targeting 8–14% APY via yield strategies. Watch underperforming BTC miners — BMNR and BTBT’s ETH moves may trigger copycats. 🤡 ETH-Related Memes Riskier, but ETH memes have surged. SPX, @mogcoin, @HPOS10Ireturns, and @pepecoineth posted 25–50%+ gains since Wednesday. Focus on tokens with strong PFPs — a signal of committed holders. Base-based memes tend to be especially reactive to ETH moves. -- Overall, ETH’s setup is uniquely bullish: record staking, treasury shifts, and Wall Street’s growing stablecoin interest. Morpho and Aerodrome are catching DeFi flows, AI tokens are running, companies like BitMine and SharpLink are staking nine-figure ETH, and memes are mooning. These are your ETH beta plays. In crypto, the leaders tend to keep leading. Ethereum’s becoming infrastructure, not just an asset — and the train’s already left the station.  XXXXX engagements  **Related Topics** [$6753t](/topic/$6753t) [holder](/topic/holder) [coins stablecoin](/topic/coins-stablecoin) [$eth](/topic/$eth) [staking](/topic/staking) [ethereum](/topic/ethereum) [coins layer 1](/topic/coins-layer-1) [Post Link](https://x.com/BanklessHQ/status/1944760483493429445)
[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.]
Bankless @BanklessHQ on x 317.9K followers
Created: 2025-07-14 14:06:45 UTC
Three Sectors to Bet on Ethereum's Latest Surge
With staking at ATHs, TradFi circling $ETH as a play for yield and stablecoin rails, and the holder base re-energized, Ethereum's ecosystem feels uniquely poised for sharp moves up.
Look here to increase your $ETH exposure👇
~~ Analysis by @davewardonline ~~
🔵 Base Tokens
When ETH rips, @base is usually the epicenter.
As Ethereum’s most active L2, Base has become the main arena for speculation — as seen during the ETH ETF reversal in May 2024 and the post-election ETH staking ETF excitement.
Tokens that jumped in tandem with ETH on Wednesday are worth watching:
@MorphoLabs — The DeFi lending protocol rallied double digits alongside ETH. TVL is at ATHs, it’s integrated with @coinbase's DeFi Mullet, and the token is still young, meaning fewer bagholders. It was also the most talked-about project at EthCC.
@AerodromeFi — Base’s top DEX moved modestly with ETH. As the largest DEX on Base and backed by Base’s Ecosystem Fund, it’s well-positioned if ETH flows continue landing on Base.
AI Tokens — AI remains a top narrative. @cookiedotfun, @ReiNetwork0x, and @virtuals_io all posted major gains after ETH’s move. Virtuals’ Genesis launchpad and the Farcaster ecosystem are two places to watch for early-stage plays.
💰 Ethereum Treasury Companies
ETH treasury moves are heating up. Public companies holding ETH offer another way to ride the wave — with crypto-esque volatility, but also upside from equity exposure.
@SharpLinkGaming — Backed by @Consensys, SharpLink now holds 205K+ ETH and is staking it for yield.
@BitMNR — A former BTC miner, now fully pivoted to ETH, replacing BTC with a $250M ETH treasury. Chaired by @fundstrat, they see ETH as a stablecoin settlement layer and are actively staking and exploring DeFi.
@BitDigital_BTBT — Dumped BTC, bought ~100K ETH using $172M in fresh capital. Fully transitioned reserve asset.
@GSQHoldings — Kicked off a $100M ETH treasury with a $5M buy. Targeting 8–14% APY via yield strategies.
Watch underperforming BTC miners — BMNR and BTBT’s ETH moves may trigger copycats.
🤡 ETH-Related Memes
Riskier, but ETH memes have surged.
SPX, @mogcoin, @HPOS10Ireturns, and @pepecoineth posted 25–50%+ gains since Wednesday.
Focus on tokens with strong PFPs — a signal of committed holders. Base-based memes tend to be especially reactive to ETH moves.
--
Overall, ETH’s setup is uniquely bullish: record staking, treasury shifts, and Wall Street’s growing stablecoin interest.
Morpho and Aerodrome are catching DeFi flows, AI tokens are running, companies like BitMine and SharpLink are staking nine-figure ETH, and memes are mooning. These are your ETH beta plays.
In crypto, the leaders tend to keep leading. Ethereum’s becoming infrastructure, not just an asset — and the train’s already left the station.
XXXXX engagements
Related Topics $6753t holder coins stablecoin $eth staking ethereum coins layer 1