ethreumnvidia

$ETH Ethereum rarely delivers nonstop rallies for long stretches. Historically, $ETH can sustain upside momentum for 2–3 consecutive months at best. After that, it usually enters a prolonged corrective or bearish phase that can last many months.
For traders who stay stubbornly long when the broader trend isn’t aligned, this market becomes a graveyard for capital.
You can already see it with big players. Take Brother Ma Ji as an example — he’s reportedly locked in over $30M in profits over the past few months by respecting cycles, not emotions.
Key takeaway for $ETH : When the trend is unclear, don’t casually go long.
Forced longs in chop or distribution phases are low-probability trades.
If you must participate, spot buying > leverage.
But even spot requires patience — because drawdowns can test your psychology harder than you expect.
📉 Survive first.
📈 Profits come later

(Ethereum's next 5 years will be like NVIDIA's) is as follows:
The Ethereum ChatGPT moment is upon us. You know that since the day ChatGPT launched, NVIDIA's stock price has risen by 1000%.
ChatGPT, an LLM model used for AI automation, utilizes many of NVIDIA's chips for the computing required on the backend.
Ethereum is experiencing the same thing that ChatGPT did for NVIDIA. ChatGPT was the catalyst for NVIDIA's major rise.
Ethereum's catalyst is Institutional Adoption, but it's different from the institutional adoption seen with Bitcoin.
Institutional Adoption and Scarcity:
Ethereum's supply is the most scarce after Bitcoin, with 120 million ETH existing.
Companies like Shapelink and Bitmain are currently holding almost 1 million ETH each.
Other companies, including Coinbase, BTSCS, GameSqu, KRI, Exodus, and BTC Holdings, are collectively going to hold almost 5 million ETH, which is about 3-4% of Ethereum's total supply.
The situation with Ethereum's institutional holding is fundamentally different from Bitcoin's, where institutional buying (e.g., MicroStrategy) did not directly benefit the average investor as much.
The US Debt Bubble and Interest Rates:
The US Debt is a major reason for this difference. The US has a $37 trillion debt versus only $1 trillion in gold, making the debt-to-gold ratio very poor.
The US has to pay interest of more than 4% on this debt, meaning its debt cost is over $1 trillion.
To prevent itself from becoming bankrupt, the US is under pressure to cut interest rates.
Interest rate cuts are very good news for altcoins and Bitcoin over the next 5 years.
The Move to Staking and Yield:
[02:29:00] If interest rates are reduced, where will the money from the $40 to $100 trillion US Treasury (bond market) go?
[02:39:00] Companies like Bitmain and Shapelink are ahead of the curve. They know people will buy their stock because they hold Ethereum, which offers a staking reward of 4% or more.
[03:01:00] As the US debt bubble bursts, bond market users are already moving to Proof-of-Stake mechanisms like Ethereum and Solana to earn staking rewards.
[03:19:00] Companies are buying Ethereum because they know that over the next few years, the ETH they hold will generate a 5% yield, which they can pass on as a dividend to their shareholders. Giving a 5% dividend is a massive deal.
The "GENIUS Act" and Stablecoins:
The NVIDIA movement for Ethereum has started after the "GENIUS Act" which allows every company in America to issue stablecoins.
The speaker believes Shapelink and Bitmain will issue their own stablecoins, backed by Ethereum, to generate even more yield.
Traditional bond owners will slowly move to yield hunting on on-chain, blockchain-based, Ethereum and Solana stablecoins.
This information was shared by Tom Lee at the Token 2049 conference in Singapore.
#EthreumNVIDIA #ethstaking #InstitutionalCrypto