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 

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'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 

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 

Ether is rated Avoid in a June 7 ratings update written during the AI-sector crash, in the same bucket as bitcoin, CoreWeave, IREN, Tesla and the SpaceX IPO, while Alphabet, Micron, SanDisk and SK Hynix are rated Strong Buy. x.com 

Ethereum will probably be one of 2026's biggest "why didn't I buy more?" trades because its higher-timeframe technicals are improving while sentiment remains washed out. There is a real possibility it is sitting near the lows of the four-year cycle, and the ETH/BTC weekly RSI looks primed for a potentially huge move over the coming months. Bullish calls on Ethereum are rare, and this one combines the technical picture with gut conviction. x.com  x.com 

Ether is not worth buying or using until Ethereum fixes its gas fees, which are too high. x.com 

Bitcoin and ether liquidity is fleeing to AI and the SpaceX IPO, leaving crypto, the darling of 2020-2021, with no bid. The timeline now chases AI the way it chased crypto in 2021, which looks like Magnetar 2.0. Crypto has led markets for a long time and may be leading again, so it may be time to take profits. x.com  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 

ETH should stay stuck for a long time because of the many trapped buyers created by BitMine and Tom Lee. Nearly every use case for it has been tried since 2019, and tokenization is more exciting than ETH itself. x.com