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![CycleSniper Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1920004026298728449.png) Cycle Sniper [@CycleSniper](/creator/twitter/CycleSniper) on x XXX followers
Created: 2025-07-18 06:25:50 UTC

ETH at $500B isn’t a sign of froth, it’s a sign of positioning ahead of the largest liquidity wave we’ve seen in decades.

You’re ignoring macro.
Yield curves are still deeply inverted, recession hasn’t even officially hit yet.

The Fed is still in a fake “tightening” phase. QT isn’t sustainable, they’ll pivot.
Once rate cuts hit and inflation resurges, they’ll be forced into QE, not by choice, but by survival.

And when that money printer flips back on, capital won’t flow into bonds.
It’ll chase scarce, liquid, 24/7 assets, and ETH is the institutional gateway.

Add an ETF? That’s automatic buy pressure from asset managers, advisors, retirement accounts, non-custodial flows.
This is a structural flow shift, not a hype pump.

$500B ETH is not the top.
It’s the reset floor for the next cycle.

Froth?
Froth is when your Uber driver says he bought some meme coin and he’s about to quit his job and buy a Lambo. 

We’re not there.

Not even close.


XX engagements

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**Related Topics**
[inflation](/topic/inflation)
[fed](/topic/fed)
[federal reserve](/topic/federal-reserve)
[$500b](/topic/$500b)
[ethereum](/topic/ethereum)
[coins layer 1](/topic/coins-layer-1)

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