[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.]  stakeyour.eth 🦇🔊 [@bogdanoffi](/creator/twitter/bogdanoffi) on x 1310 followers Created: 2025-07-26 02:07:31 UTC CT has severe PTSD over ETH's underperformance in previous years. Calling for 7-10K bull targets, trying to rationalize it all by valuing ETH with DCF and backfilling narratives with "parasitic L2s" etc. No. That's not why ETH underperformed. Here's an image that explains why. I expect many people will start pivoting to ETH after bashing it for years. Jumping on the bandwagon and using institutions finally adopting and bidding ETH as their excuse. Those people have no vision, patience, and don't invest based on fundamentals. They're just traders or trend chasers that let price dictate narrative. TradFi adoption was always the investment thesis behind ETH from the beginning, otherwise all that's left of "the market" is just a small bubble of: X. Saylor bidding billions into BTC. X. Same crypto VCs repeatedly P&D projects they got in at seed rounds. X. Uninformed retail gambling on memes. The takeaway from @ethereumJoseph is: "Ethereum is entering its next chapter: one where serious capital, experienced leadership, and deeply aligned builders will push it into the core of global finance." 2015-2024: Quietly building and ensuring Ethereum's foundation is ready for global adoption. No public shilling or marketing ETH as an investment (when every other "competitor" was happily doing so). 2025: A decade later Ethereum is mature enough and ready for serious capital.  XXXXXX engagements  **Related Topics** [narratives](/topic/narratives) [buidl](/topic/buidl) [ibit](/topic/ibit) [ethereum](/topic/ethereum) [coins layer 1](/topic/coins-layer-1) [blackrock](/topic/blackrock) [stocks financial services](/topic/stocks-financial-services) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/bogdanoffi/status/1948928135967506902)
[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.]
stakeyour.eth 🦇🔊 @bogdanoffi on x 1310 followers
Created: 2025-07-26 02:07:31 UTC
CT has severe PTSD over ETH's underperformance in previous years. Calling for 7-10K bull targets, trying to rationalize it all by valuing ETH with DCF and backfilling narratives with "parasitic L2s" etc.
No. That's not why ETH underperformed. Here's an image that explains why.
I expect many people will start pivoting to ETH after bashing it for years. Jumping on the bandwagon and using institutions finally adopting and bidding ETH as their excuse. Those people have no vision, patience, and don't invest based on fundamentals. They're just traders or trend chasers that let price dictate narrative.
TradFi adoption was always the investment thesis behind ETH from the beginning, otherwise all that's left of "the market" is just a small bubble of:
X. Saylor bidding billions into BTC. X. Same crypto VCs repeatedly P&D projects they got in at seed rounds. X. Uninformed retail gambling on memes.
The takeaway from @ethereumJoseph is: "Ethereum is entering its next chapter: one where serious capital, experienced leadership, and deeply aligned builders will push it into the core of global finance."
2015-2024: Quietly building and ensuring Ethereum's foundation is ready for global adoption. No public shilling or marketing ETH as an investment (when every other "competitor" was happily doing so).
2025: A decade later Ethereum is mature enough and ready for serious capital.
XXXXXX engagements
Related Topics narratives buidl ibit ethereum coins layer 1 blackrock stocks financial services stocks bitcoin treasuries
/post/tweet::1948928135967506902