The base case for ETH is $40,000 ETH
Why? There are at least 4 major drivers
1) extremely limited supply of ETH left
2) SEC and White House putting all US markets onchain within 2-3 years - DeFi wins, ETH is the pristine collateral of DeFi - ETH is the only risk free asset across Ethereum L1 and L2
3) rotation of Gold and Silver to ETH - Cantillon effect and mean reversion
4) agentic AI bots executing transactions - DeFi wins, ETH is the pristine collateral - there is no second best for trust
Ethereum's inflation is already less than Gold, which is the hardest hard money
Ethereum supply has been stable since proof of stake
ETH is harder than Gold
@crypto_banter Still hodling - ETH is going to pump. I am completely lost on when but it is a 12k asset and it will at some point so until then, I'm here
🚨BREAKING: Both solana and sui were targeted by a DDoS attack this week, resulting in delays in block production and periods of degraded network performance.
Meanwhile, Ethereum maintained perfect network performance.
This is why institutions choose $ETH. Resilience matters.
ETHEREUM RETESTING HISTORY’S STRONGEST TRENDLINE
Same structure since 2016:
- Bottom
- Retest
- Expansion
Every retest launched a new bull leg.
2020 proved it.
2025 is rhyming.
This isn’t just another dip.
It’s a generational entry.
ETHEREUM IS AT A MAKE-OR-BREAK LEVEL.
Held the $1350 bottom.
Broke the range.
Now retesting the trendline.
If it holds?
$10K is the next target.
Only one thing missing:
Momentum.
ETHEREUM IS REPEATING GOLD’S BREAKOUT SETUP.
4-year range.
Fake breakout.
Violent shakeout.
Gold pumped 142% after this setup.
Now $ETH is at the same trigger point.
If it breaks…
the crowd will be late.