MegaETH's bottom is in at its token launch, as TVL jumped over 200% in 24 hours and circulating supply is under 10%. It looks like an easy buy under $0.17; most recipients will sell their unlock, and it could trade around $0.40 within two to three days. x.com  x.com  x.com 

MEGA could reach a $5B valuation at its launch, a big-dream target as Coinbase adds support for the MegaETH token. Coinbase says users can now generate MEGA deposit addresses, though deposits wait until the issuer unlocks transfers. x.com 

MegaETH is a dead chain that marketing cannot save. It has nothing to market and little fun to do on it, while rivals such as Robinhood's chain and Stable are doing a better job. x.com  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 

BitMine is evolving from a crypto-holding vehicle into an onchain cash-flow engine, with staking income and buybacks supporting per-share value. It holds 5.9 million ETH, about 4.9% of supply, near its 5% target, with over 5.07 million staked through its MAVAN platform, lifting staking-revenue guidance to $330 million to $381 million a year. Since July it has bought back about 19-21 million shares under a $4 billion program, and it has virtually no debt. It is also a high-beta proxy on ETH. … Show more

MegaETH is being abandoned as apps leave and the team ignores criticism, while Monad grows. Per another user, TopStrike and Showdown are moving to Robinhood after MegaETH dropped its points system to build a wallet nobody wants. MegaETH's philosophy and innovations were strong; paired with Monad's humble approach and ecosystem support, it could have been crazy. x.com  x.com  x.com 

ETH's claim to be DeFi's money is weakening as stablecoins become the real unit of account, even on Ethereum. Aave's TVL on Ethereum has shifted from ETH toward stablecoins over the past three years. That undercuts @ryanberckmans's argument that ETH is a store of value accruing value from utility and confidence rather than cash flows. x.com 

Ethereum below $2,000 is one of the market's biggest opportunities, because it is priced like a dying asset while adoption keeps growing. Over five years ETH fell 18% while the S&P 500 rose 80%, even as fundamentals improved. As assets are tokenized, more on-chain usage burns more ETH, making supply scarcer and pushing the price up. Tom Lee sees ETH at $9K and eventually $20K as Ethereum becomes competitive in payments, figures cited without being endorsed. x.com