1/➱Now the entire market is booming - $ETH +32%, $SOL +16%, everything is growing
🕷 Retail investors are euphoric again but uncertain: sell or hold?
🕷 Here’s why I remain optimistic - and positioned for $ETH $4k
2/➱ The markets just broke a multi-week range with one of the strongest daily movements in months
🕷 It surprised many after weeks of indecision and failed rallies
🕷 The question now is not "why did it rise," but whether this is the beginning of a structural move
3/➱ The macro context supports it
🕷 President Trump is back. Markets expect rate cuts in the fourth quarter. Liquidity is improving. Global tech and crypto stocks are on the rise.
🕷 Sentiment has shifted - from caution to risk appetite. And cryptocurrencies are the first to react.
4/➱ Ethereum is at the center of this
🕷 $ETH just broke $2,300. The next psychological level is $3,000. The fundamentals are aligning, and the big buyers have returned.
🕷 Trump recently bought ~$3.5M in $ETH
5/➱ Pectra, the latest Ethereum update - is live
⋄ It brings significant improvements:
– EIP-7702: allows wallets to act as smart contracts
– EIP-7251: raises the validator limit to 2,048 ETH
– EIP-774: optimizes L2 costs in high activity
🕷 This sets the stage for real institutional adoption
6/➱ The update also improves user experience:
– Pay gas in any token
– Restore wallet without seed phrase
– Bundle multiple actions in one transaction
🕷 These are non-trivial changes. They move $ETH closer to a product suitable for global use.
7/➱ BTC dominance is at 63.8%. History shows what comes next:
➛ BTC leads
➛ ETH outperforms
➛ Altcoins embark on a bull run
🕷 I expect BTC.D to drop to ~50% as capital rotates into ETH and high beta altcoins