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ETH

ETH

37 tracked calls · 18 long · 19 short · last 90d: 9L/10S
first called by Taiki Maeda 9mo ago
ETHETHLONG2d ago
“ETH, ironically, looks pretty good, too.”
ThreadGuy

Ethereum shrugs off broader market panic and defends the $1,850 level, proving buyers are stepping up while tech and macro narratives crumble.

ETHETHLONG@ $1,891
$1,864-1.41%
since call Jul 29
peak +2.1%
Trade on Hyperliquid →
ETHETHLONG1w ago
“Bitcoin, ETH, SOUL... that should be like 60, 70 percent of your portfolio... it's best to accumulate when prices are down 50 to 70 percent plus, which is where they currently are now.”
Market Bubble

Scoop up major crypto networks like Ethereum at a massive 62 percent discount before the next market cycle begins.

ETHETHLONG@ $1,885
$1,864-1.10%
since call Jul 23
peak +4.6%
Trade on Hyperliquid →
ETHETHLONG1w ago
“Most a good portion of the money that I rotated into was into Bitcoin, Ethereum, and silver.”
Jordi Visser

Visser calls the tech selloff a 100% rotation and shifts his profits directly into Ethereum to play the coming wave of consumer AI agents.

ETHETHLONG@ $1,904
$1,864-2.11%
since call Jul 19
peak +1.3%
Trade on Hyperliquid →
ETHETHLONG2w ago
“I think that Ethereum is actually a great expression for the trade right now because of what's happening with Robinhood chain Arbitrum and all that using Ethereum security is the bottom line.”
1000x

Ethereum absorbs fleeing tech capital as secondary networks like the July 2026 Robinhood chain rely entirely on its underlying security layer.

ETHETHLONG@ $1,865
$1,864-0.07%
since call Jul 15
peak +5.7%
Trade on Hyperliquid →
ETHETHLONG2w ago
“Bought some ETH here. After promising myself last summer I'd never do it again. Please, God, forgive me. Please, Vitalik, send it much higher... I think the drawdown has happened Ethereum is on 30-35%”
ThreadGuy

Ethereum is a compelling bottom-fishing setup as its 35% drawdown flushes out weak hands while sidelined retail and high-net-worth capital wait to chase the next uptrend.

ETHETHLONG@ $1,772
$1,864+5.21%
since call Jul 13
peak +11.3%
Trade on Hyperliquid →
ETHETHLONG4w ago
“but I do think like on majors Bitcoin East Seoul I think it's ending like right now literally”
Market Bubble

The bear market for major crypto assets is ending right now as high-timeframe support levels hold.

ETHETHLONG@ $1,717
$1,864+8.58%
since call Jul 2
peak +14.9%
Trade on Hyperliquid →
ETHETHSHORT1mo ago
“I think you have the biggest owner of ETH, which owns 5% of all of ETH, basically having to question whether they should sell ETH to buy their own stock.”
ThreadGuy · RektMando

Ether falls as Bitmine MNAV breaks below 1, turning the biggest ETH holder into a forced seller with no other buyer

ETHETHSHORT@ $1,577.60
$1,863.85-18.14%
since call Jun 25
Trade on Hyperliquid →
ETHETHSHORT1mo agoFLIPPED
“Bitcoin's cooked, Ethereum's cooked. Everything that doesn't make revenue right now is cooked.”
1000x

Speculators are ditching Ethereum to chase a $700 billion AI buildout, starving the crypto market of the wild price swings it needs to survive.

ETHETHSHORT@ $1,567
EXIT$1,865-19.05%
since call Jun 24
flipped Jul 15 · held 21d · record frozen at -19.05%
Trade on Hyperliquid →
ETHETHSHORTPOSITION1mo ago
“we just recently broke down from this range, so we've closed beneath the range lows, the lowest weekly close in the past 4 months … we're starting a trend down.”
Market Bubble

Short ETH: broke down from a 4-month range, lowest weekly close, now trending down.

ETHETHSHORT@ $1,677.40
$1,863.85-11.12%
since call Jun 11
Trade on Hyperliquid →
ETHETHSHORT1mo ago
“XRP is so funny. I'm short ETH and I'm short XRP.”
ThreadGuy

ETH and XRP headed lower, shorting both into the SpaceX-IPO market frenzy.

ETHETHSHORT@ $1,680.00
$1,863.85-10.94%
since call Jun 11
Trade on Hyperliquid →
ETHETHSHORT1mo ago
“if you can't value ETH as a store of value, you have to value it based on cash flow. And if you value it based on cash flow, it makes no sense, right? It is it is like overvalued.”
Taiki Maeda

Ethereum failed as a store of value and collapses under cash flow metrics, leaving the network structurally overvalued with zero buyers above $3,000.

ETHETHSHORT@ $1,621
$1,864-14.99%
since call Jun 9
Trade on Hyperliquid →
ETHETHSHORT1mo ago
“you're going to see a sell-off in Bitcoin, ETH, SOL, um, and some other tokens as well.”
Market Bubble

ETH sells off with BTC in the coming liquidation event

ETHETHSHORT@ $1,774.20
$1,863.85-5.05%
since call Jun 4
peak +0.9%
Trade on Hyperliquid →
ETHETHSHORT2mo ago
“Even Vitalik is kind of like, isn't he like moving to China to write haikus or something? … That can't be bullish for ETH at the least”
1000x · Jonah

Ethereum has no way forward, builders and even Vitalik disillusioned, decentralization dream dead

ETHETHSHORT@ $2,017.20
$1,863.85+7.60%
since call May 29
peak +12.8%
Trade on Hyperliquid →
ETHETHLONG2mo ago
“I think crypto's in the same place … the handoff is going to the redesigning of the global financial system.”
Jordi Visser

Crypto is the next AI handoff; in a year people will ask how they didn't buy Circle, Ethereum, Bitcoin

ETHETHLONG@ $2,120.80
$1,863.85-12.12%
since call May 24
Trade on Hyperliquid →
ETHETHSHORT2mo ago
“I think it's gonna go to $1,000 like in the next year or so”
Market Bubble

ETH keeps underperforming; rollup roadmap gutted fee revenue, headed to ~$1,000 next year

ETHETHSHORT@ $2,138.00
$1,863.85+12.82%
since call May 21
peak +17.7%
Trade on Hyperliquid →
ETHETHSHORT2mo ago
“ETH is horrid, horrid, horrid, horrid, horrid, horrid, horrid. ETH and Solana is equally horrid.”
ThreadGuy

ThreadGuy is emphatically negative on Ethereum, calling it horrid and saying there is no price at which he would buy it, even as he bids other alts.

ETHETHSHORT@ $2,139.70
$1,863.85+12.89%
since call May 20
peak +17.8%
Trade on Hyperliquid →
ETHETHSHORT2mo ago
“I think Ethereum was a good hedge short for, for a while … for like majors, Bitcoin and ETH, um, in general, I think that they're going to underperform.”
Market Bubble

Ethereum to underperform; good hedge short as the least-favored major

ETHETHSHORT@ $2,291.90
$1,863.85+18.68%
since call May 14
peak +23.3%
Trade on Hyperliquid →
ETHETHLONGPOSITION2mo ago
“Bitcoin and Ethereum were the other two places outside of silver and Nvidia that I put money into this week as a replacement for Micron.”
Jordi Visser

Ethereum bought as a Micron replacement on the crypto/AI agent convergence

ETHETHLONG@ $2,323.40
$1,863.85-19.78%
since call May 10
Trade on Hyperliquid →
ETHETHLONG2mo ago
“I believe that Ethereum is the main important story for the rest of the year. … The usage of the network is what creates value”
Jordi Visser

Ethereum is the main crypto story of the year; usage and stablecoins give it a DCF-style value.

ETHETHLONG@ $2,324.60
$1,863.85-19.82%
since call May 3
Trade on Hyperliquid →
ETHETHSHORT3mo ago
“I'm super bearish on ETH … I am bullish on certain areas of crypto. I think Hyperliquid is a great hold.”
Market Bubble

ETH is headed lower; super bearish while bullish on other crypto areas

ETHETHSHORT@ $2,256.90
$1,863.85+17.42%
since call Apr 30
peak +22.1%
Trade on Hyperliquid →
ETHETHSHORT3mo ago
“until further notice, you basically just cannot use DeFi at all, period. You can't. You cannot use DeFi basically under any circumstances.”
ThreadGuy

DeFi is unusable: AI cyber models surface latent smart-contract bugs, worst exploit month ever

ETHETHSHORT@ $20.96
$18.08+13.73%
since call Apr 30
peak +21.3%
Trade on Robinhood →
ETHETHLONG3mo ago
“Clarity is all around market disclosures … that's about to happen, but with this thing called Clarity.”
TBPN

Clarity Act gives non-Bitcoin tokens a security-to-commodity path, re-rating the broad token market higher.

ETHETHLONG@ $2,238.80
$1,863.85-16.75%
since call Apr 29
Trade on Hyperliquid →
ETHETHSHORT3mo ago
“The lighter takeaway is that buying high beta just because it's beta is never really a winning strategy... the number one so outperforms by such a margin.”
ThreadGuy

Buying high-beta just because it's cheap relative to the leader (ETH, Lighter) is a losing strategy.

ETHETHSHORT@ $2,290.20
$1,863.85+18.62%
since call Apr 27
peak +23.2%
Trade on Hyperliquid →
ETHETHLONG3mo ago
“if Stretch works, Tom Lee is going to do it too. And I guarantee you, if Tom Lee launches, like, announces this thing, I'm gonna buy ETH, you know…”
Taiki Maeda

If Tom Lee announces an ETH version of the STRC playbook, his audience buys it and he buys more ETH.

ETHETHLONG@ $2,372.60
$1,863.85-21.44%
since call Apr 15
Trade on Hyperliquid →
ETHETHLONG4mo ago
“there is a world coming now where autonomous AI agents will be using blockchain to send value back and forth to each other...”
1000x · Dan Tapiero

Agents settle value in smart contracts, not bank wires; Ethereum is the base layer that captures it.

ETHETHLONG@ $2,163.00
$1,863.85-13.83%
since call Mar 25
Trade on Hyperliquid →
ETHETHLONG4mo ago
“I realize that this is the strongest narrative we will ever have … The agents are coming and they're coming in gigantic size.”
Forward Guidance · Raoul Pal

AI agents make crypto the biggest narrative ever as the TAM goes to infinity

ETHETHLONG@ $2,161.40
$1,863.85-13.77%
since call Mar 25
Trade on Hyperliquid →
ETHETHLONG4mo ago
“Ethereum looks phenomenal”
1000x · Avi Felman

Ethereum looks phenomenal as the stablecoin narrative drives flows, set for a big recovery

ETHETHLONG@ $2,338.70
$1,863.85-20.30%
since call Mar 17
Trade on Hyperliquid →
ETHETHLONG4mo ago
“if Tom Lee issues like a stretch equivalent for Bitmine, I think it's gonna work … it's probably gonna represent a form of leverage for Ethereum that the…”
Taiki Maeda

If Tom Lee launches a Stretch-equivalent for Bitmine, it becomes the leverage Ethereum needs and ETH pumps.

ETHETHLONG@ $2,355.90
$1,863.85-20.89%
since call Mar 16
Trade on Hyperliquid →
ETHETHLONGPOSITION4mo ago
“my, my largest positions are Bitcoin, Intel, uranium, REMX, and Ethereum. That's my portfolio.”
1000x · Avi Felman

Ethereum among largest positions, part of cycle bags to buy on the dip

ETHETHLONG@ $2,038.60
$1,863.85-8.57%
since call Mar 10
Trade on Hyperliquid →
ETHETHSHORTPOSITION6mo ago
“Tom Lee has been propping up Ethereum above fair value … it's probably lower.”
Taiki Maeda

ETH propped above fair value by Tom Lee buying; as he runs out of money it converges lower.

ETHETHSHORT@ $2,319.10
$1,863.85+19.63%
since call Feb 1
peak +24.2%
Trade on Hyperliquid →
ETHETHLONG6mo ago
“Ethereum to me is utility. Bitcoin is store of value. The utility side is still doing well.”
Jordi Visser

Ethereum is the utility play; uptrend intact as stablecoin network effects compound

ETHETHLONG@ $2,940.80
$1,863.85-36.62%
since call Jan 25
Trade on Hyperliquid →
ETHETHLONG6mo ago
“Ethereum also ready for a MACD crossing.”
Jordi Visser

Ethereum is set up for an upside move with a weekly momentum cross ready, following Bitcoin.

ETHETHLONG@ $3,325.10
$1,863.85-43.95%
since call Jan 18
Trade on Hyperliquid →
ETHETHSHORTPOSITION7mo ago
“I still think he is propping up ETH”
Taiki Maeda

ETH is propped up only by Tom Lee buying; once he slows, it converges far lower toward fair value.

ETHETHSHORT@ $2,863.20
$1,863.85+34.90%
since call Dec 17
peak +38.6%
Trade on Hyperliquid →
ETHETHSHORT8mo ago
“ETH is like a $357 billion market cap and the estimated annualized revenue … is like $300 mil. So like the market cap to revenue ratio is like over 1,000.”
Taiki Maeda

ETH is fundamentally overvalued with no growing metrics; one more leg lower toward the $2Ks.

ETHETHSHORT@ $2,922.20
$1,863.85+36.22%
since call Nov 25
peak +39.8%
Trade on Hyperliquid →
ETHETHSHORTPOSITION8mo ago
“I'm still bearish ETH, like, the thesis has not changed. So I just decided to re-enter my shorts at $3,387 for, yeah, for $1.5 million.”
Taiki Maeda

ETH heading below $3K as demand collapses and token supply expands post-Oct 10

ETHETHSHORT@ $3,231.30
$1,863.85+42.32%
since call Nov 13
peak +45.6%
Trade on Hyperliquid →
ETHETHSHORTPOSITION9mo ago
“The state of altcoins right now do not support an ETH valuation of $500 billion, half a trillion dollar market cap. On-chain is dead”
Taiki Maeda

ETH at half-trillion cap unsupported by dead on-chain activity; alt weakness trickles up to ETH

ETHETHSHORT@ $3,803.70
$1,863.85+51.00%
since call Oct 30
peak +53.8%
Trade on Hyperliquid →
ETHETHSHORT9mo ago
“Ethereum might be cooked.”
Taiki Maeda

Ethereum is cooked; conviction has bled out while price stayed flat, and the Q4 pump everyone is waiting to sell into may never come

ETHETHSHORT@ $3,830.70
$1,863.85+51.34%
since call Oct 17
peak +54.1%
Trade on Hyperliquid →