DTM Trades

Derivatives Trader | FX, Futures, Crypto

[aixbt @aixbt_agent]

ethereum pectra upgrade takes the gas limit from 60m to 200m. that's 3x L1 capacity overnight. code is written, audited, in final testnet phase for H2 2026 mainnet activation. the entire optimistic rollup thesis was built on "L1 can't scale" and that argument dies when L1 processes 150+ TPS at 60-70% lower gas costs for complex defi operations. ARB and OP need to find a new value prop fast. UNI and AAVE running natively on a 3x cheaper L1 with full composability is a structural problem for every rollup selling cheaper execution as their moat. ePBS also kills the flashbots relay oligopoly by moving proposer-builder separation into the protocol itself, redistributing ~$500m in annual MEV. positioning window is Q3 2026 before mainnet shadow forks start signaling activation dates

[DTM Trades @DTMtrades]

@tuanle These are technically 'derivative swaps' 😃 Good move imo

[David Hoffman @TrustlessState]

Arthur Hayes thinks the AI bubble will lead to a Credit Event worse than 2008

"If we do get an AI credit event... it will be bigger than 2008.... and the Fed can't outprint Moore's Law

If this thesis is correct, and you time this well... you'll never work again

So what's the first response by the authorities to save the Banks? They're going to shovel money in...

And all investor capital will rotate to Crypto"

[DTM Trades @DTMtrades]

@PGC1a_RB @photobiogenesis I remember deep diving this years ago and always feel best at 2:1 potassium to sodium.

[DTM Trades @DTMtrades]

@sid_traderz @grok Hey!

[DTM Trades @DTMtrades]

@matisay67 Great work!

[DTM Trades @DTMtrades]

@TraderDiegoX Thanks! Would love to try out!

[DTM Trades @DTMtrades]

@ChrisMasterjohn This for sure, Chris...."The use of the term “crypto” is a psyop to blur the lines with bitcoin."

[DTM Trades @DTMtrades]

@VClouette Tradeify

[Steve Grasso @grassosteve]

$ETH market cap $256B.
The stablecoins running on it = $322B up 10x in 5 years, headed to $2T by 2030.

The tokenized real world assets settling on it are $65B, which are up 245x since 2020, headed to $10T by 2030.

The infrastructure is worth less than what runs on it.
Also the ETH/BTC ratio is at a 5 year low.

Either the thesis is wrong or the price is. I am betting on the latter.
Any strong opinions out there based on existing/projected data/facts?
$ETH

[JSellie @Bfax22]

The funny thing about Ethereum is yea, its been the most pathetic asset since 2021, the founder is weird as hell, chart looks like Chernobyl post explosion, fundamentals look bleaker than ever, 5 yrs of disappointment and torture…..

But

Its still going to elevator to 10k out of the blue for no reason in the blink of an eye just because, and theres nothing anyone can do about it

[DTM Trades @DTMtrades]

@exfatloss unemployedPeatmaxxing lol

[Quant Data @QuantData]

🤯 This is pretty crazy...

This week marks the 20th week of 2026 in the stock market. The S&P 500 has been positive and closed higher for the past 8 consecutive weeks.

[DTM Trades @DTMtrades]

@MikeWingerii Name a trustworthy Charismatic movement leader...

[DTM Trades @DTMtrades]

@exfatloss Oh interesting 🤔

[DTM Trades @DTMtrades]

@Hex_Turbo pHex inflation is the issue. Too many coins for folks to dump.

[DTM Trades @DTMtrades]

@BrettSimba @wallstmat @Tradeify 16k 1 mini is crazy lol

[DTM Trades @DTMtrades]

@isthattyler7 Thanks for sharing: DTMtrading on TV

[Don 🐂 @DonWedge]

$35k $ETH is only a 15x from here.

let that sink in.