ETH is in a bear market and has no future!
BTC hits $100,000 for the fifth time, ETH is $1,800!
ETH is about to fall below $500!
The reason why everyone is pessimistic is that ETH fell from a high of $4,100 to $1,380, a drop of 67%.
When we all lost faith and handed over our chips, ETH has recently risen from 1380 to 2740, an increase of 98%
The market will give you unexpected surprises when everyone loses confidence.
So when everyone thinks that ETH is garbage right now, there is no hope in this round;
Today I will give you ten good reasons to sell your ETH for more than $10,000.
Reason 1: ETH’s washout over the past four years has been thorough enough
1. The price fell from 4100 to 1380 again, a drop of more than 67%, and the price of 1380 will basically return to the price 7 years ago.
2. The price has basically been maintained between 1,300 and 4,000 U.S. dollars in the past four years. The long-term volatility and adjustment in this price range have caused many indecisive people to leave the market and hand over their chips.
3. In a big cycle and after a long period of washing, Ethereum has changed its big dealer. This is not impossible. If it is really Wall Street that is manipulating ETH, the future price of ETH may make more people anxious and panic. Why don’t you get on board?
Reason 2: Ethereum 2.0 staking scale continues to hit new highs
The future will be even higher
Staking economy releases a new balance between ETH supply and demand
After the merger (The Merge), Ethereum switched from PoW to PoS, the annual inflation rate dropped to <0.5%, and the destruction mechanism (EIP-1559) was superimposed, and the ETH supply tended to shrink.
The total amount of ETH currently staked has exceeded 45 million, and the number of ETH in centralized exchange wallets is 14.9 million.
More than 30% of ETH is locked in the staking pool (about 40 million ETH), and the market circulation has decreased significantly.
📉 Deflation expectations + lock-up effect = ETH scarcity continues to rise
After Ethereum's spot ETF is pledged again, a large amount of ETH will be locked up
Reason 3: ETC and ETHW did not take away Ethereum’s consensus
The results in this market are voted by money, and the market value explains everything. Ethereum's consensus has only been increasing over the years, not decreasing.
1. Mainstream communities and developers unanimously support ETH
After the DAO incident in 2016, Vitalik Buterin and most core developers chose to support the hard-forked Ethereum (ETH) rather than retaining the original chain of ETC.
Before and after the merger in 2022, the vast majority of Ethereum applications, DeFi projects and ecological infrastructure clearly supported ETH's transition to PoS and rejected PoW fork chains (such as ETHW).
2. Ecological resources, funds and technologies are concentrated in ETH
ETH has the vast majority of developer activity, TVL (total locked value on the chain), user base, and Layer 2 scaling solutions.
For example, Uniswap, Aave, Lido, Arbitrum, Optimism, etc. are all active on the ETH chain, not ETC or ETHW.
3. ETC/ETHW lacks a sustainable narrative
Although ETC claims to "adhere to fundamentalism", it lacks significant ecological progress and user growth.
ETHW is a fork initiated by short-term speculators during The Merge. It lacks developer support and its network security is questionable, so its popularity quickly faded.
📉 Comparison between market perception and reality:
Reason 4: Global big capital, big institutions, and whales
Investors' holdings of ETH continue to increase
Several Wall Street institutions are promoting the spot ETH ETF, which has obtained regulatory approval in 2024.
Institutions use ETH as collateral assets, derivative hedging targets, and pledge income assets.
The number of whale addresses holding more than 10,000 ETH has increased significantly in the past three months.
📈 Similar to the money-making effect of BTC ETF after its listing, ETH spot ETF will open a new round of institutional allocation window.
Inflows into spot Ethereum ETFs: In December 2024, cumulative inflows into U.S. spot Ethereum ETFs reached $2.6 billion, with total assets under management (AUM) reaching $12 billion, accounting for approximately 3% of Ethereum’s total market capitalization. In early 2025, ETF inflows continued to be strong, with nearly $205 million in inflows last week alone.
Holding data of major ETF issuers: Grayscale Ethereum Trust (ETHE) is the largest spot Ethereum ETF, holding approximately 1.85 million ETH, accounting for approximately 60% of all ETF holdings.
BlackRock’s ETH assets under management have exceeded $2.9 billion, with its iShares Ethereum Trust (ETHA) attracting $573 million in inflows in a week in December 2024.
Increase in institutional holdings: According to the SEC's 13F report, institutions' holdings of spot Ethereum ETFs increased from 4.8% in the third quarter of 2024 to 14.5% in the fourth quarter, showing a significant increase in institutional investors' interest in Ethereum.
On-chain data: Growth of long-term holding wallets. In 2024, the number of Ethereum's "accumulation wallets" (long-term holding and inactive wallets) increased by 65%. These wallets held a total of US$50.2 billion worth of ETH, indicating that long-term investors have increased confidence.
Reason 5: The most powerful person in the cryptocurrency world still holds ETH
One is the most powerful person in the world right now [Trump],
One is the person who is the best at marketing in the cryptocurrency circle [Brother Sun],
When these two people start hoarding ETH crazily, can you imagine how high the price of ETH will be in the future?
As of May 2025, Justin Sun holds a large amount of Ethereum ETH through multiple associated addresses, with a total holding of more than 700,000 ETH and a market value of approximately US$2.2 billion. More than 646,900 ETH are used for staking or re-staking to earn income. Based on the annualized yield of Ethereum staking (PoS) of approximately 3.2%, the daily interest income is approximately US$180,000 (approximately 56.7 ETH)
💼 Trump Family Foundation (World Liberty Financial, WLFI) major crypto asset holdings (as of May 23, 2025)
When everyone was pessimistic about ETH in the past two years, although the overall return of my hundreds of ETH in this round was not as good as BTC, I believed in ETH because the essential logic of things has not changed, so I had enough reasons to hold it.
Reason 6: RWA (real world assets) are put on the chain on a large scale.
Detonating on-chain value transfer
Traditional financial giants including BlackRock and JPMorgan Chase have deployed RWA on Ethereum or its L2.
Tokenized U.S. Treasuries, money market funds, etc. will import funds from TradFi into the on-chain system, and ETH will become the "land" of the RWA infrastructure.
🪙 Potential space: The scale of the traditional financial market > $300T, even if 1% is on-chain, it will far exceed the DeFi market
2023–2025 Key data trends: The total value of assets on the RWA chain has exceeded US$10 billion, and MakerDAO's RWA Vault contributes more than 40% of stablecoin interest income; traditional asset management giants (such as BlackRock) issue assets on the chain through Securitize.
Reason 7: Ethereum’s ecology and fundamentals are
Moving in the right direction
First of all, you have to be sure that Ethereum's bull market is still there, and this round of bull market is also still there. In terms of technical forms and bull-bear cycles, ETH is still in the bull market stage. The next best time period should be: the second half of 2025 to the beginning of 2026. This time point should be when ETH is high and the spot can be exited.
The scale of Ethereum 2.0 staking continues to set new highs, and will be even higher in the future. There is no problem for ETH's TVL to at least double the high point of the previous round. It has not yet reached the high point of the previous round from 2021 to 2022, so the big market is still to come.
High pledge and low circulation will definitely push up the price of ETH. The current big capital is still very optimistic about ETH. As long as the capital is optimistic about the future price trend, it will not be too bad.
Reason 8: There are fewer and fewer ETH in global centralized exchanges.
Who bought the coins?
First: The number of large addresses holding more than 10,000 ETH on the chain is increasing. What does the behavior of whales indicate?
📊 1. The holdings of whale addresses have increased
According to data from Glassnode, as of May 20, 2025, the number of addresses holding more than 10,000 ETH has grown by 15% over the past week.
💰 2. Large amount transfer activities
Lookonchain reported that between May 5 and 10, 2025, whale addresses accumulated more than 200,000 ETH.
📈 3. Net outflow indicator
Data from CryptoQuant shows that on May 20, 2025, the net outflow of ETH was -12,500, indicating that more ETH was transferred to cold wallets or staking contracts.
Second: The amount of ETH lost from centralized exchanges has decreased by nearly 4 million ETH in the past three years
Where did all the ETH bought from centralized exchanges go? In the past 30 days, more than 692,000 ETH were bought and withdrawn from centralized exchanges.
Third: In the next year, more than 15 million ETH will be locked up. How much will the price be pushed up?
There is a high probability that the re-staking of Ethereum's spot ETF will be approved. This will lock up a part of the position + the pledge of long-term investors + the change in the number of pledges after the upgrade + the increase in holdings by institutions. The circulation volume will become less and less, which will definitely push the price higher and higher.
Reason 9: Rate cuts of more than 150 basis points in the next 12 months
It is basically a certain fact
From 2025 to 2026, the Federal Reserve will enter a monetary easing cycle, and interest rate cuts and monetary stimulus policies will be introduced one after another.
🏦 A global synchronized easing structure is taking shape
The probability of two interest rate cuts in September and November 2025 has exceeded 80%. If both interest rate cuts exceed 50 basis points, the interest rate cut in 2026 will exceed 100 basis points.
Under the loose monetary policy, the depreciation of the US dollar has begun to heat up, and funds will flow into risky assets. As a highly elastic asset, Ethereum will definitely gain significant benefits.
At the same time, the probability of BTC breaking through 200,000 US dollars is extremely high, and ETH will also have a high probability of breaking through 10,000 US dollars.
Rate cut → Asset risk premium decreases → Liquidity increases → Investors’ risk appetite increases → ETH/BTC/US stocks/tech assets increase
Positive 1: ETH is one of the biggest beneficiaries of the liquidity cycle (liquidity assets + ecological mortgage assets + income tools)
Positive factor 2: If the spot ETF is approved, RWA explodes, and on-chain staking demand is combined, the ETH supply and demand model will be extremely favorable.
Reason 10: Risk aversion and asset repricing amid the global sovereign debt crisis
The U.S. debt crisis, inflation expectations and loose monetary environment have driven capital to seek non-state sovereign assets.
Bitcoin has been recognized as "digital gold", and Ethereum as "digital capital market infrastructure" will become the second asset allocation logic.
In the global market capitalization rankings, it has surpassed Industrial and Commercial Bank of China.
The investment logic has shifted from "narrative driven" to "cash flow + scarcity" driven.
🧠 Why is ETH a hedge asset in a debt crisis?
📌 Conclusion
Ethereum has evolved from a "smart contract platform" to a "global decentralized financial and asset infrastructure". Ethereum's positioning as a "financial L1" continues to strengthen. Compared with Solana, Avalanche and other L1s that emphasize "high TPS application chains", Ethereum sticks to its neutral financial settlement layer positioning.
As the system's native asset + security budget + fee asset + mortgage asset, ETH has unprecedented multiple overlapping values.
Against the backdrop of institutional capital entering the market, booming applications, and soaring on-chain value, it is not a question of “if” but “when” for ETH to break through $10,000.
In the future, all U.S. stocks will be listed on the Ethereum chain. What will the price of ETH be?
The token that Trump’s team is most confident in manipulating with the least risk is not BTC, but ETH!
Making money is always about anticipating hype, not waiting for the dust to settle!
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Finally: Many of the opinions in this article represent my personal understanding and judgment of the market and do not constitute any advice for your investment.