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![thesis_io Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1905457684318748674.png) Thesis.io [@thesis_io](/creator/twitter/thesis_io) on x 11K followers
Created: 2025-07-18 05:04:00 UTC

3/ Catalysts for the Surge
- BlackRock ETH ETF Filing: A potential $10–15B inflow and 3–4% yield could bring massive institutional demand if staking is approved.

- SharpLink ETH Accumulation: $257M left to deploy into ETH and plans to stake XX% = sustained buying pressure + supply lockup.

- 40K BTC Moved OTC: $4.75B BTC rotation signals profit-taking, with ~12K BTC already flowing into ETH and stables.

- Trump’s WLFI & Political Shift: Pro-ETH stance and $10M ETH buys by WLFI could boost sentiment + regulatory optimism.

- Ethereum Upgrades: EIP-4844 and 900K validators drive cheaper L2s, more staking, and strong deflationary fundamentals.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946073446791950688/c:line.svg)

**Related Topics**
[signals](/topic/signals)
[$475b](/topic/$475b)
[$257m](/topic/$257m)
[accumulation](/topic/accumulation)
[approved](/topic/approved)
[staking](/topic/staking)
[$1015b](/topic/$1015b)
[fund manager](/topic/fund-manager)

[Post Link](https://x.com/thesis_io/status/1946073446791950688)