Ethereum faces slightly higher near-term selling risk as net inflows raise Binance's sellable ETH supply. Some 55,471 ETH entered and 47,596 left, net 7,875, though both flows have slowed. If inflows persist this week with ETF outflows and high US Treasury yields, pressure could grow around the Fed decision. Rising cumulative ETH 2.0 transactions bode well for network use, not direct demand or relief today. Losing $2,280-2,300 adds downside risk; recovery needs flow and price confirmation. x.com 

Bitcoin keeps falling and Ether even more so because liquidity is being sought and there is distress in the system. Strategy is a target for put options. x.com 

Ethereum's upside looks worth the bet because the payoff to its prior high is much larger than the downside, and buyers still respond to good news. There is roughly 16% down to $1,950 versus a little over 2x back to the prior all-time high. LIT caught a sharp bid around its US regulatory plans, and CHIP rallied 40% around a $1 million buyback; that response looks like a bull-market sign. x.com 

Ethereum feels weak with no clear catalyst, despite an appealing story of institutional adoption for real utility and infrastructure. The crypto craze may have petered out after about 15 years, and bitter memories of losses from counterparty blowups such as Voyager and FTX may never fade. x.com 

Ether's price is falling while open interest rises, meaning leverage is building into the dump, a setup that tends to end badly for longs. x.com 

Bitcoin and ether’s resilience despite months of speculative capital being disintegrated may be a tell. They are the investments to hold or add, not trade. x.com  x.com 

Ethereum's strong ecosystem is not translating into enough ETH value capture to support significant appreciation unless that changes. The Ethereum Foundation selling ETH again is frustrating; buybacks and stronger incentives for L2s to accumulate and buy back ETH could improve the token's economics. Fundstrat, which owns roughly 5% of the supply, has a huge opportunity to push for better value capture. x.com  x.com 

Ethereum looks likely to move down toward a major liquidity cluster around $2,615, since there is very little liquidity above. x.com 

Bitcoin now has the chance to become what it was designed for, a true digital store of value and safe haven, since it has shown virtually zero correlation with the US market over the past 12 months. Bitcoin has completed its Cycle Wave 2 pullback while the broader market may correct later this year, so both Bitcoin and Ether look like attractive buys at these levels. x.com 

Ethereum's liquidity is falling further behind Bitcoin's. ETH now has just 35–45% of Bitcoin's liquidity, versus at least 60% in 2025, with median ETH liquidity around $13–14M. x.com