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Invesco QQQ Trust Series 1

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SPY is trending as investors react to the ongoing State of the Union address, with community discussion heavily focused on Trump's proposals regarding tariffs and income tax, and divided opinions on whether his remarks will propel the market higher or lead to a reversal.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to intense community debate surrounding Donald Trump's State of the Union address, as many speculate whether the speech will ignite a rally, given the stock often acts as a proxy for his political sentiment, or further its decline amid discussions of his legal issues and economic policies.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending with fervent investor discussion surrounding its cancer immunotherapy, ANKTIVA, driven by high expectations for national attention on its groundbreaking treatments and intense speculation about a potential short squeeze that has ignited extreme bullish sentiment.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as the market anticipates potential catalysts from the State of the Union address and NVIDIA's upcoming earnings, driving widespread community speculation on whether these events will lead to a market rally or a significant pullback amidst persistent claims of manipulation.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending on the eve of its highly anticipated earnings report, with the community actively debating whether strong results will propel the broader market higher or trigger a "sell the news" reaction, all while considering a competitor's recent major AI chip deal and ongoing concerns about US-China export policies.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending due to intensified political and regulatory scrutiny on the healthcare sector, including a new bill introduced by senators to break up conglomerates and anticipated negative comments from a former president, sparking a polarized community debate between bearish sentiment and those identifying a long-term buying opportunity.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as recent political commentary underscores the critical need for data centers to secure their own power, a significant bullish catalyst for the company given its extensive renewable energy infrastructure and strategic pivot to AI/HPC. The community is actively discussing high short interest and upcoming earnings, fueling speculation of a potential squeeze.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is actively discussed as a bidding war for Warner Bros. Discovery intensifies, with Paramount Skydance's raised offer pushing the streaming giant to decide whether to counter, risking market disapproval and debt, or exit the deal. Many believe walking away would benefit the stock by avoiding a costly acquisition and navigating significant regulatory and political scrutiny.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending following a mixed earnings report, which highlighted revenue growth but wider losses, alongside news of significant layoffs. The community is sharply divided between those anticipating a short squeeze and future product success, and those highlighting persistent cash burn and the potential for further dilution.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its Q4 earnings, where cautious fiscal year 2027 subscription revenue guidance, despite an earnings beat, fueled concerns over slowing growth and AI disruption in the enterprise software sector. While many fear AI could replace core services, supporters argue the stock is undervalued, citing its established market position and that AI leaders like Anthropic and OpenAI are Workday customers.

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<ul class="summary-bullets"><li>The Ethereum Foundation said its first deposit of 2,016 ETH has already been made using open-source infrastructure tools.</li><li>Staking rewards will be returned to the foundation’s treasury to generate on-chain yield.</li><li>Ethereum’s price has been under pressure amid the current crypto rout, unable to regain $2,000 since last week.</li></ul>The Ethereum Foundation said Tuesday it has begun staking Ethereum (ETH) under its updated treasury policy and plans to stake a total of 70,000 ETH, with rewards directed back into its treasury.<figure class="image"><a class="st-link-external" href="https://x.com/ethereumfndn/status/2026218289928556625" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_054928_png_9b7162c031.webp" alt="Screenshot 2026-02-24 054928.png" width="829" height="320"></a><figcaption>Source: @ethereumfndn</figcaption></figure>The move comes amid Ethereum co-founder Vitalik Buterin offloading his Ethereum holdings this month after pledging to fund open-source projects. Buterin has sold around 10,723 ETH since February 2, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/OnchainLens/status/2026094028568301653?s=20">data</a> from Onchain Lens. Arkham Intelligence&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://intel.arkm.com/explorer/entity/vitalik-buterin">showed</a> he had sold nearly $2.5 million worth of Ethereum between Monday and Tuesday as per the altcoin’s current price.<h2 class="st-heading-2">Ethereum Price Struggles Below $2,000</h2><a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> has dropped nearly 5% in the last 24 hours to around $1,826 as of Tuesday morning. On Stocktwits, retail sentiment around ETH remained in ‘extremely bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_054839_png_ccacd0d13b.webp" alt="Screenshot 2026-02-24 054839.png" width="1249" height="136"><figcaption>ETH retail sentiment and message volume on February 24 as of 5:00 a.m. ET | Source: Stocktwits</figcaption></figure>Ethereum-linked equities were also in the red in early morning trade on Tuesday. Tom Lee-backed&nbsp;<a href="https://stocktwits.com/symbol/BMNR">Bitmine Immersion Technologies (BMNR)</a> and&nbsp;<a href="https://stocktwits.com/symbol/SBET">SharpLink Gaming (SBET)</a> slipped as much as 1.7% each in pre-market trade.The drop in Ethereum’s price comes amid a broader decline in the cryptocurrency market, with&nbsp;<a href="http://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> trying to stay above $63,000 after a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-drops-below-63-k-after-ibm-s-worst-day-in-25-years/cZRvmBAR4zX">brief decline</a> on Monday night to around $62,900. The slump comes after IBM’s stock saw its worst-ever single-day decline in 25 years, following Anthropic's claim that Claude could do what “armies of consultants” at IBM take years to implement.<h2 class="st-heading-2">Treasury Strategy Shifts Toward Staking</h2>The Ethereum Foundation made its first deposit of 2,016 Ethereum tokens on Tuesday. It said the effort is being conducted using open-source software options, including Dirk and Vouch by Attestant IO, after reviewing multiple platforms.Dirk functions as a distributed signer, allowing validator operations to be coordinated across multiple jurisdictions and reducing the risk of a single point of failure. Vouch supports multiple client pairings and incorporates strategies to mitigate client diversity risks, the foundation said.The setup relies on minority clients and a mix of hosted infrastructure and self-managed hardware across several jurisdictions. The approach is intended to balance operational resilience with decentralization goals, according to the foundation.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-drops-below-63-k-after-ibm-s-worst-day-in-25-years/cZRvmBAR4zX">Bitcoin's Price Drops Below $63K After IBM's Worst Day In 25 Years – Triggers $370 Million Liquidation Wave</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A coin of Ethereum cryptocurrency is seen over a keyboard. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

Ethereum Foundation Begins 70,000 ETH Staking Plan While Vitalik Buterin Sells Holdings

Ethereum co-founder Vitalik Buterin has sold more than 10,0000 ETH tokens in February after pledging to fund open-source projects.

Cryptocurrency

<ul class="summary-bullets"><li>In a post on X, Tom Lee said inflation trends may be softer than anticipated, pointing to the gap between the consumer price index and truflation, which is at a near five-year high.</li><li>He agreed that reported inflation could fall “significantly” over the next six months.</li><li>Falling inflation would raise the odds of an interest rate cut, which has historically led to more capital for riskier assets like Bitcoin and Ethereum.</li><li>Traders are watching for Bitmine’s weekly Ethereum purchase update on Monday, with a user on Stocktwits anticipating the company’s biggest buy since mid-December.</li></ul>Bitmine Immersion Technologies’ (BMNR) Chairman Tom Lee said Sunday night that inflation may be softer than markets anticipate, ahead of the company’s expected Monday update on its latest Ethereum (ETH) purchases.“Underlying inflation trends are far softer than many realize,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat/status/2025798723138203948?s=20">wrote</a>, responding to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Garth_Friesen/status/2025205180103348242?s=20">post</a> on X noting that the gap between the consumer price index (CPI) and truflation is near a five-year high. “If the Truflation numbers are a good predictor of where official CPI is heading, reported inflation could fall significantly over the next 6 months,” said the post by ex-hedge fund manager Garth Friesen.<figure class="image"><a class="st-link-external" href="https://x.com/fundstrat/status/2025798723138203948" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021004_png_e61c14b8d0.webp" alt="Screenshot 2026-02-23 021004.png" width="823" height="893"></a><figcaption>Source: @fundstrat/X</figcaption></figure>For Lee, softer inflation would strengthen the case for the Federal Reserve lowering interest rates, which usually directs more capital towards riskier assets like Bitcoin (BTC) and Ethereum (ETH).&nbsp;<h2 class="st-heading-2">U.S. Inflation Cools Down</h2>The comments come after the latest U.S. CPI numbers&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-70k-tease-turns-to-tumble-eth-dumps-below-2k-fed-minutes-on-adar/cZRWevAR4MN">showed</a> that inflation in January was cooler than expected, but still above the Federal Reserve’s 2% target. Headline CPI rose 2.4% year-on-year, while core CPI rose 2.5%. The gap between CPI and truflation currently stands at around -1.5, last seen mid-2023, according to the truflation gauge.&nbsp;<h2 class="st-heading-2">BMNR Stock Falls With Ethereum Slide</h2><a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> was down over 4% in overnight trade on Sunday, struggling to climb back above $20 this month. On Stocktwits, retail sentiment around the Ethereum-backed digital asset treasury (DAT) continued to trend in ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021120_png_29e5d1958b.webp" alt="Screenshot 2026-02-23 021120.png" width="1221" height="136"><figcaption>BMNR retail sentiment and message volume on February 23 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure>The dip in BMNR shares came alongside&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> underperforming Bitcoin and falling 5.2% in the last 24 hours to $1,873. According to Lee, ETH is poised for a sharp rebound, having flagged “perfect bottom” at $1,890. On Stocktwits, retail sentiment around Ethereum trended in ‘extremely bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021151_png_2639e70efd.webp" alt="Screenshot 2026-02-23 021151.png" width="1233" height="130"><figcaption>BMNR retail sentiment and message volume on February 23 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bitmine’s Weekly Ethereum Buy On Monday</h2>Traders are anticipating that Bitmine will disclose a new Ethereum purchase on Monday as part of its weekly treasury update. The company has a target to accumulate 5% of Ethereum’s circulating supply. With roughly 4.37 million ETH already in its coffers, it has achieved about 72.3% of that target. The company has continued to buy the dip in Ethereum during the crypto winter this year.&nbsp;One bearish user on Stocktwits said that owning BMNR shares is as bad as accumulating meme coins.<stembedurl>https://www.stocktwits.com/DarkMatter1/message/645578838</stembedurl>A more bullish user anticipated that BMNR is going to announce an Ethereum purchase of around 62,000 tokens on Monday – the highest weekly accumulation since mid-December. They forecast that once the company hits its 5% target, things are likely to turn around.<stembedurl>https://stocktwits.com/Mitch_271/message/645559298</stembedurl>BMNR’s stock is down over 28% this year, while Ethereum’s price has fallen nearly 37%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slumps-under-65-k-ethereum-underperforms-after-trump-tariff-move/cZRtXW9R4Uj">Bitcoin Slumps Under $65K, Ethereum Underperforms After Trump’s 15% Tariff Announcement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

BMNR’s Tom Lee Points To ‘Softer’ Inflation Trends Ahead Of Weekly ETH Purchase Update

BMNR’s stock tumbled after hours following the dip in Ethereum’s price amid broader weakness in the crypto market after President Trump’s announcement to implement 15% import tariffs.

<ul class="summary-bullets"><li>ETHZilla shares fell more than 5% in overnight trading after filings showed Peter Thiel’s Founders Fund had fully exited its position.</li><li>ETHZilla once held over 100,000 Ether but sold significant portions during the crypto downturn to fund buybacks and reduce debt.</li><li>Retail sentiment on Stocktwits around the Ethereum DAT remained in 'neutral' territory over the past day.</li></ul>ETHZilla (ETHZ) shares tumbled more than 5% in overnight trade after regulatory filings showed billionaire tech investor Peter Thiel and his Founders Fund had completely sold out of the stock.<a href="https://stocktwits.com/symbol/ETHZ/">ETHZ’s stock</a> fell as much as 5.4% after hours, leading losses among crypto-linked equities, following a gain of 0.86% in regular trade. On Stocktwits, retail sentiment around the Ethereum (ETH)-focused digital asset treasury (DAT), remained in 'neutral' territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_024706_png_8138ce47bc.webp" alt="Screenshot 2026-02-18 024706.png" width="1249" height="145"><figcaption>ETHZ retail sentiment and message volume on February 18 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Peter Thiel’s Founders Fund Exits ETHZ Stake</h2>According to filings with the Securities and Exchange Commission (SEC), Thiel’s Founder Fund now reports owning zero shares of the company, down from a 7.5% stake disclosed in August.The investment was reported after the company pivoted from 180 Life Sciences Corp. to ETHZilla and adopted Ethereum as its primary treasury asset. The company was among many pivoting toward a crypto-led balance sheet, hoping to replicate the success of Strategy (MSTR) and its Bitcoin (BTC) playbook.<h2 class="st-heading-2">Crypto Rout Forces Ethereum Liquidations</h2>ETHZilla held over 100,000 Ethereum at its peak, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://defillama.com/digital-asset-treasury/ethz">data</a> from DefiLlama. However, once the crypto market started to fall after October’s peak, the company was among the first few that were forced to sell.&nbsp;ETHZ sold around $40 million of Ethereum in October to fund stock repurchases. It then sold another $74.5 million worth of ETH tokens in December to repay senior secured convertible notes.The company has around 65,786 ETH left on its balance sheet, valued at around $138.82 million. Its average purchase price stands at $3,841, well below Ethereum’s current trading range.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> has been struggling to climb back above the $2,000 mark this month. The altcoin was trading at around $1,998 on Tuesday night, up 1.2% in the last 24 hours and leading gains among major tokens. On Stocktwits, retail sentiment around ETH remained in ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_022957_png_dce9a48742.webp" alt="Screenshot 2026-02-18 022957.png" width="1258" height="145"><figcaption>ETH retail sentiment and message volume on February 18 as of 1:55 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">A Hail Mary Or Strategic Play?</h2>In its latest pivot, ETHZilla announced in January a new subsidiary called ETHZilla Aerospace, which plans to offer tokenized access to equity in leased jet engines. Simply put, the company has two jet engines it plans to lease to airlines. Last week, it announced its first equity token, the Eurus Aero Token 1, backed by engine lease cash flows.While this suggests the company is looking beyond a pure Ethereum play to buff up its balance sheet, it could also be a Hail Mary to avoid going under. ETHZ’s stock has fallen over 30% this year alongside ETH’s drop of over 32% in the same time frame.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-michael-saylor-says-bitcoin-is-winning-amid-crypto-winter/cZR0KFjR4Hm">MSTR's Michael Saylor Says ‘Bitcoin Is Winning’ Amid Crypto Winter, Sees ‘Glorious Summer’ Ahead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Peter Thiel speaks at The Cambridge Union on May 08, 2024 in Cambridge, Cambridgeshire. (Photo by Nordin Catic/Getty Images)

Peter Thiel’s Fund Walks Away From Ethereum Play – ETHZ Stock Sinks After Hours

Peter Thiel's Founder Fund previously disclosed a 7.5% stake in August following the company’s pivot to an Ethereum treasury strategy.

<ul class="summary-bullets"><li>According to Ethereum co-founder Vitalik Buterin said the builders should instead focus on creating systeming that add something fundamentally different or new.</li><li>He also noted that an increasing number of projects aren’t honest about how they describe themselves.</li><li>Buterin highlighted prediction markets are a great use case of taking Ethereum to the next-level, instead of just treating it like an “add-on.”</li></ul>Ethereum (ETH) co-founder Vitalik Buterin took to X on Thursday to express his frustration against Ethereum-based projects that aren’t adding any value to the overall network.&nbsp;“We don't friggin’ [freaking] need more copypasta [copy-paste]] EVM chains, and we definitely don't need even more L1s [layer-1s],” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin/status/2019341766407725170">wrote</a>, criticizing projects that copy Ethereum’s technology, make only minor tweaks, and then present themselves as something new. According to Buterin, Ethereum itself is already scaling, so creating more look-alike blockchains doesn’t solve any real problem.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> slipped 5.5% on Thursday morning to around $2,130. On Stocktwits, retail sentiment around the leading altcoin remained in ‘bearish’ territory amid ‘extremely high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_053605_png_a75b7bc7a4.webp" alt="Screenshot 2026-02-05 053605.png" width="1244" height="129"><figcaption>SRXH retail sentiment and message volume on February 4 as of 5:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Does Vitalik Buterin Want For Ethereum?</h2>Instead of launching more near-identical chains, Buterin stated that developers should focus on building solutions that actually do something new such as improving privacy, making applications much faster, or creating systems designed for specific use cases.He also said that projects should be honest about how closely they are connected to Ethereum. If a system truly depends on Ethereum to function, it should say so. If it operates mostly on its own, it shouldn’t pretend otherwise.&nbsp;<blockquote>Vibes should match substance - the degree of connection to Ethereum in your public image should reflect the degree of connection to Ethereum that your thing has in reality.&nbsp;– Vitalik Buterin, Co-Founder, Ethereum</blockquote>His comments come as on-chain data showed that Buterin has been offloading the leading altcoin from his portfolio. According to&nbsp;Arkham data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2019281955255353650?s=20">spotted</a> by LookOnChain, Buterin has sold nearly 3,000 ETH worth around $6.6 million&nbsp; in the last three days at an average price of $2,228.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hits-end-of-winter-moment-michael-burry-mike-novogratz-agree/cZbmUZPR4NM">Bitcoin Hits ‘End-Of-Winter’ Moment? Michael Burry, Mike Novogratz And Matt Hougan Are On The Same Page</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ethereum co-founder Vitalik Buterin speaks at ETHDenver on February 18, 2022 in Denver, Colorado. (Photo by Michael Ciaglo/Getty Images)

Ethereum Co-Founder Says ‘Vibes Need To Match Substance’ In Post Raging Against Copy-Paste Chains 

In a post on X, Vitalik Buterin expressed his frustration around too many identical new blockains and layer-2 solutions popping up without adding any value to the ecosystem.

Vitalik Buterin Slams ‘Copypasta’ Ethereum Projects, Says ‘Vibes Need To Match Substance’

<ul class="summary-bullets"><li>On-chain data showed two anonymous whale wallets that had been dormant for five years were reactivated and had accumulated over $100 million in ETH.</li><li>The whale “7 Siblings” continued buying, accumulating over $72 million in ETH over two days.</li><li>Trend Research also deposited more than $120 million in ETH on Binance, likely to sell and repay debt.</li><li>Meanwhile, Ethereum bulls Tom Lee, Jack Yi, and Garrett Jin saw massive losses on Ethereum’s price dip.</li></ul>Ethereum’s (ETH) selloff over the weekend alongside Bitcoin (BTC) weighed heavily on large corporate holders, with Bitmine Immersion Technologies (BMNR) chair Tom Lee facing an estimated $6.8 billion hit, while on-chain data showed crypto whales stepping in to buy the dip.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> fell nearly 6% in the last 24 hours to around $2,200 at the time of writing. On Stocktwits, retail sentiment around the altcoin remained in ‘bearish’ territory, while chatter rose to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054139_png_f7f54ad0e1.webp" alt="Screenshot 2026-02-02 054139.png" width="1255" height="132"><figcaption>ETH retail sentiment and message volume on February 2 as of 5:35 a.m. ET | Source: Stocktwits</figcaption></figure>The top three Ethereum bulls saw the value of their holdings plummet amid the crypto crash. Bitmine’s Tom Lee is sitting on an unrealized loss of around $6.8 billion, according to LookOnChain&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018257888696025234?s=20">data</a>, while Trend Research’s Jack Yi is $680 million in the red. Garrett Jin, an early Bitcoin investor, took a loss of nearly $1 billion.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018257888696025234?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054345_png_7a8c260f0f.webp" alt="Screenshot 2026-02-02 054345.png" width="815" height="683"></a><figcaption>Source: @lookonchain/X</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> was among the top trending tickers on Stocktwits with retail sentiment in ‘bearish’ territory and chatter at ‘normal’ levels over the past day as the share price fell over 10% in pre-market trade.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054421_png_af0e957007.webp" alt="Screenshot 2026-02-02 054421.png" width="1230" height="132"><figcaption>BMNR retail sentiment and message volume on February 2 as of 5:40 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Dormant Wallets Wake Up To Buy Ethereum’s Dip</h2>Blockchain data from Arkham Intelligence, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018177160008319395?s=20">flagged</a> by LookOnChain, showed that two anonymous whale wallets that had been dormant for roughly five years reactivated over the weekend. The wallets deposited a combined 44,490 ETH, worth about $98.3 million, into Aave before borrowing roughly $104 million in USDT.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018177160008319395?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054332_png_a2b82a15f8.webp" alt="Screenshot 2026-02-02 054332.png" width="819" height="836"></a><figcaption>Source: @lookonchain/X</figcaption></figure>The borrowed stablecoins were then used to purchase 45,319 ETH at an average price of $2,295, indicating leveraged accumulation during the downturn rather than profit-taking.<h2 class="st-heading-2">Other Major Whales Add Ethereum Exposure Despite Price Weakness</h2>The whale known as “7 Siblings” also added to its Ethereum position, purchasing an additional 6,820 ETH for about $15 million in USDT, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/OnchainLens/status/2018224308099911968?s=20">data</a> spotted by OnChainLens. Over the past two days, the entity has accumulated 30,959 ETH for a combined $72.2 million, at an average price of roughly $2,332.<figure class="image"><a class="st-link-external" href="https://x.com/OnchainLens/status/2018224308099911968?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054315_png_d4cf7040d5.webp" alt="Screenshot 2026-02-02 054315.png" width="821" height="697"></a></figure>Crypto activity across other whale accounts also suggested continued appetite for Ethereum at current levels. Onchain Lens disclosed that a wallet identified as “0xFB7” purchased another 14,750 ETH, valued at about $33.9 million, alongside 740 cbBTC worth roughly $56.9 million from FalconX and Coinbase (COIN).<figure class="image"><a class="st-link-external" href="https://x.com/OnchainLens/status/2018172931751428513?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054302_png_819b489ee4.webp" alt="Screenshot 2026-02-02 054302.png" width="810" height="909"></a><figcaption>Source: @onchainlens/X</figcaption></figure>Following the purchases, the wallet’s holdings rose to 150,572 ETH, valued at approximately $336.9 million, and 750 cbBTC, valued at approximately $57.1 million.Trend Research was also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018206945631760414?s=20">spotted</a> sending 20,000 ETH worth roughly $43.9 million to Binance. In total, Trend deposited 53,588 ETH, valued at about $123.1 million, into the exchange. The transfers appeared tied to selling activity aimed at repaying an outstanding loan.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018206945631760414?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054249_png_0bb34b0304.webp" alt="Screenshot 2026-02-02 054249.png" width="825" height="596"></a><figcaption>Source: @lookonchain/X</figcaption></figure><h2 class="st-heading-2">Is Ethereum’s Price Going To Rally?</h2>While many analysts have flagged the weakness in Ethereum, some believe that it may be about to rally. Founder and the chief investment officer at MN Fund, Michael van de Poppe, stated that&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-selloff-hits-ethereum-yet-michael-van-de-poppe-sees-300-upside/cZbgLFUR4jH">Ethereum’s price could rally</a> more than 300% against Bitcoin (BTC) after gold’s recent record high of over $5,500 per troy ounce.Crypto analyst Marc De Mesel also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MarcDeMesel/status/2017939349933830530">stated</a> in a recent analysis that Ethereum is “not done” yet. He forecast that ETH and other altcoins could still have upside, even though this cycle has been disappointing so far.&nbsp;The overall cryptocurrency fell 2.5% in the last 24 hours to $2.67 trillion.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 1.9%, trading at around $77,200 on Monday morning. On Stocktwits, retail sentiment around the apex cryptocurrency fell to ‘extremely bearish’ from ‘bearish’ territory with chatter at ‘extremely high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-crypto-is-crashing-has-to-do-with-gold-than-binance-or-etfs-raoul-pal/cZbgWOHR4js">Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Is BMNR’s Stock In Focus After Ethereum’s Sharp Selloff? 

BMNR’s stock plummeted over 10% in pre-market trade with the paper value of its holdings dropping $6.8 billion after the weekend crypto flash crash.

BMNR’s Stock Plummets As Tom Lee Faces $6.8 Billion Loss Following Ethereum’s Price Crash – Other Crypto Whales Are Buying The Dip

<ul class="summary-bullets"><li>Michael van de Poppe believes that Ethereum’s price could rally more than 300% against Bitcoin after gold’s recent record high of over $5,500 per troy ounce.</li><li>In a post on X, he drew historical links between gold peaks and ETH rallies.</li><li>Analyst Marc De Mesel said Ethereum is not “done” despite the recent rout, forecasting upside for the leading altcoin.</li></ul>Ethereum (ETH) led losses over the weekend as the crypto market crashed and Bitcoin (BTC) crashed to under $75,000. However, analysts believe that this could be a bullish setup for the leading altcoin after gold’s recent rally.&nbsp;Founder and the chief investment officer at MN Fund, Michael van de Poppe, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL">believes</a> that&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> could rally more than 300% against Bitcoin after gold’s recent record high of over $5,500 per troy ounce.Ethereum led losses among the top 10 cryptocurrencies by market capitalization on Monday morning, down 7.4% in the last 24 hours to around $2,200. On Stocktwits, retail sentiment around the altcoin remained in ‘bearish’ territory even as chatter rose to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_033408_png_51e3461e53.webp" alt="Screenshot 2026-02-02 033408.png" width="1249" height="143"><figcaption>ETH retail sentiment and message volume on February 2 as of 3:15 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 2.3% in the last 24 hours to $76,600, recovering from a low of around $74,500, last seen in November 2024. Retail sentiment around the apex cryptocurrency fell to ‘extremely bearish’ from ‘bearish’ territory over the past day, while chatter stayed at ‘extremely high’ levels. BTC was among the top trending tickers on Stocktwits at the time of writing,&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_033421_png_1f6c771394.webp" alt="Screenshot 2026-02-02 033421.png" width="1238" height="156"><figcaption>BTC retail sentiment and message volume on February 2 as of 3:20 a.m. ET | Source: Stocktwits</figcaption></figure>The price of gold has crashed over 14% since Friday to around $4,600 per troy ounce after the record high. Retail sentiment on Stocktwits around the&nbsp;<a href="https://stocktwits.com/symbol/GLD/">SPDR Gold Shares ETF</a> (GLD) was in the ‘extremely bullish’ territory with chatter at ‘extremely high’ levels over the past day. The ETF edged 0.97% higher after hours, following a loss of over 10% on Friday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_033431_png_802799d19a.webp" alt="Screenshot 2026-02-02 033431.png" width="1261" height="151"><figcaption>GLD retail sentiment and message volume on February 2 as of 3:25 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Van De Poppe Says Ethereum’s Price Will Rally</h2>Van de Poppe noted that during the last cycle, Ethereum bottomed roughly nine months before gold reached its high, followed by a sharp decline of about 30% to 40%. Ethereum went on to significantly outperform Bitcoin amid a broader crypto bull market.According to him, the current setup looks similar. Ethereum bottomed around nine months ago, hitting $2,113 in June. He added that ETH’s price is already down about 31% from recent highs, while gold has pushed to a new record above $5,500 per troy ounce.&nbsp;The earlier cycle saw Ethereum rise more than 300% relative to Bitcoin once liquidity conditions improved and risk appetite returned, which Van de Poppe forecasts may happen again this time around.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoMichNL" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_033501_png_d31bf3a90e.webp" alt="Screenshot 2026-02-02 033501.png" width="515" height="701"></a><figcaption>Source: @CryptoMichNL/X</figcaption></figure><h2 class="st-heading-2">Other Analysts Are Bullish, But Flag Caution</h2>According to crypto analyst Marc De Mesel, Bitcoin crashing over the weekend showed that it's probably near or past its peak cycle, but Ethereum is not “done.” He&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MarcDeMesel/status/2017939349933830530">forecast</a> that ETH and other altcoins could still have upside, even though this cycle has been disappointing so far.&nbsp;Mesel noted that Ethereum has slightly outperformed Bitcoin on long-term trend charts. He added that ETH briefly fell into the serious “undervaluation” zone earlier this year during a bull market — something that has never happened before. However, the altcoin has never reached extreme overvaluation levels, which suggests it’s not overheated, Mesel said.According to him, the crypto market is in the middle of an altcoin season, but it’s weaker than the last time around. He speculated that this could be due to their overperformance in the previous cycle, or perhaps retail investors are sitting this one out. It could also be that the AI hype is keeping capital away from altcoin traders.&nbsp;Either way, he recommends that altcoin traders give it a little more time until the market hits 45% Bitcoin dominance. Currently, that figure sits at 59.4%, according to CoinMarketCap data.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-crypto-is-crashing-has-to-do-with-gold-than-binance-or-etfs-raoul-pal/cZbgWOHR4js">Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A neon sign advertises a Bitcoin and Ethereum crypto currency exchange in Warsaw, Poland, on January 4, 2025.

Crypto Selloff Hits Ethereum Hardest, Yet Michael Van De Poppe Sees 300% Upside Vs Bitcoin

Ethereum led losses on Monday morning after the weekend crypto flash crash, falling more than 7% in the last 24 hours. 

<ul class="summary-bullets"><li>Bitcoin hit a three-month high above $97,700 on Wednesday, leading gains among major digital assets.</li><li>Spot Bitcoin ETFs recorded their largest inflows since the October 10 market crash.</li><li>Glassnode data shows Bitcoin is trading within a heavy resistance zone between $93,000 and $110,000, where long-term holders have previously sold.</li></ul>Bitcoin (BTC) was looking to hit a higher high past $98,000 in early morning trade on Thursday after breaking past $97,000 in the previous session, and analysts say there’s heavy resistance ahead.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at around $96,800, up 1.9% in the last 24 hours and leading gains among crypto majors. The apex cryptocurrency hit a three-month high of over $97,700 on Wednesday. Spot Bitcoin ETFs&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-et-fs-record-highest-inflows-since-october-crash-retail-doubts-the-rally/cmU1hgAR47Z">recorded</a> their highest inflows since the October 10 market crash.On Stocktwits, retail sentiment around BTC remained in ‘bullish’ territory over the past day as chatter rose to ‘high’ from ‘normal’ levels. Despite the uptick, Bitcoin’s price remains over 20% below its record high of $126,000 seen last year.&nbsp;Market watchers are keeping an eye on developments between the U.S. and Iran, as well as developments on Federal Reserve Chair Jerome Powell being subpoenaed by the Trump administration. After the crypto market’s price movement&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BullTheoryio/status/2011483902263902363">decoupled</a> from the stock market this past week, some are hoping its status as a digital safe haven asset may return.&nbsp;<stembedurl>https://www.stocktwits.com/ChuckRoades/message/641876061</stembedurl><h2 class="st-heading-2">Will Bitcoin Hit Higher Highs?</h2>According to on-chain analytics firm Glassnode, Bitcoin is now trading in a price area where a lot of long-term investors previously bought and later sold. It&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://insights.glassnode.com/the-week-onchain-week-02-2026/">noted</a> that this zone, roughly between $93,000 and $110,000, has acted like a ceiling in recent months.It said that every time Bitcoin has moved into this range, selling pressure has increased, stopping the rally – a trend that has been on a loop since November. Until that happens, the zone between $93,000 and $110,000 remains a key resistance level for Bitcoin to beat.Analyst Caleb Franzen&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CalebFranzen/status/2011473094771138959">said</a> Bitcoin’s price movement over the last two days looks very similar to a setup seen in April 2025. At the time, the pattern was followed by a big rally, with Bitcoin rising from $93,000 to $123,000 over the next few months.He said the key difference this time is that in April, Bitcoin broke above its 100-day and 200-day moving averages (DMAs). Currently, Bitcoin is still trading below those trend lines. In his opinion, the breakout rally has not confirmed the price break through those technical indicators.<figure class="image"><a class="st-link-external" href="https://x.com/CalebFranzen/status/2011473094771138959" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_063225_png_4219b3a67b.webp" alt="Screenshot 2026-01-15 063225.png" width="815" height="943"></a><figcaption>Source: @CalebFranzen/X</figcaption></figure><h2 class="st-heading-2">Ethereum Needs To Cross $3,400 For A Rally</h2>The overall cryptocurrency market moved in line with Bitcoin, 1.5% higher at $3.36 trillion. CoinGlass&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/liquidations">data</a> showed over $450 million crypto bets were wiped out in the last 24 hours, with shorts on Bitcoin and Ethereum (ETH) leading losses.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose 1.8% in the last 24 hours, still struggling to sustain itself above $3,300. According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/AshCrypto/status/2011559338683621715">crypto influencer</a> Ash Crypto, the leading altcoin has been trading sideways over the last 62 days. If Ethereum’s price closes above the $3,400 level, it could rally to $4,000.<figure class="image"><a class="st-link-external" href="https://x.com/AshCrypto/status/2011559338683621715" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_063243_png_058f990dd6.webp" alt="Screenshot 2026-01-15 063243.png" width="816" height="703"></a><figcaption>Source: @AshCrypto/X</figcaption></figure>Tron (TRX), Solana (SOL) and Binance Coin (BNB) posted gains of under 1% in the last 24 hours. Meanwhile, Ripple’s native token XRP (XRP), Dogecoin (DOGE), and Cardano (ADA) were in the red.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-goes-long-on-strategy-betting-on-bitcoin-rebound-adds-zcash/cmU19D0R47L">Arthur Hayes Goes Long On Strategy, Metaplanet Betting On Bitcoin Rebound – Continues To Add To Zcash Stack</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin symbol is seen on Bitcoin ATM kiosk in the city center of Krakow, Poland on July 26th, 2024. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Bitcoin Is Closing In On $98,000 – And Analysts Are Watching This Resistance Level For Its Next Rally

Bitcoin’s price rose nearly 2% over the past 24 hours, trading around $96,800 after briefly pushing toward the $98,000 level.

<ul class="summary-bullets"><li>Ethereum’s price edged 0.3% higher in the last 24 hours, maintaining above $3,100.&nbsp;</li><li>Standard Chartered now expects Ethereum’s price to hit $7,500 by year end, down from its initial forecast of $12,000.&nbsp;</li><li>Standard Chartered expects the CLARITY Act, combined with the resilience of U.S. equity markets, to push Bitcoin to a new all-time high in the first half of the year.</li></ul>Standard Chartered’s Geoffery Kendrick said 2026 is slated to be “the year of Ethereum (ETH)” even as the firm lowered its price targets for the leading altcoin, citing weaker momentum across all cryptocurrencies with Bitcoin’s (BTC) weak roll out in the beginning of the year.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> edged 0.3% higher in the last 24 hours, maintaining above $3,100. Retail sentiment around the token, however, dipped to ‘extremely bearish’ from ‘bearish’ over the past day amid ‘low’ levels of chatter.Standard Chartered now expects Ethereum’s price to hit $7,500 by year end, down from its initial forecast of $12,000. The target still predicts a potential upside of over 140%. “We lower our year-end ETH-USD forecasts for 2026 to 2028 to reflect broader weakness in digital assets,” the bank said. “However, we raise our longer-term ETH-USD forecasts.”<h2 class="st-heading-2">Ethereum’s Price To Hit $40,000 By 2030</h2>Under the revised projections, Standard Chartered now sees Ethereum at $15,000 in 2027, down from $18,000 and $22,000 in 2028, down from and $25,000. The bank maintained its 2029 target at $30,000 and expects ETH to reach $40,000 by the end of 2030.Bitcoin’s price forecasts were unchanged, with the bank projecting BTC at $150,000 in 2026, rising to $500,000 by 2030.<h2 class="st-heading-2">CLARITY Act Could Unlock Next Phase for DeFi</h2>The bank predicted that the potential passage of the CLARITY Act, which would establish a regulatory framework for digital assets, could be particularly supportive for Ethereum if it enables further development of decentralised finance.Standard Chartered expects the legislation, which has been delayed to the last week of January, combined with the resilience of U.S. equity markets, to push Bitcoin to a new all-time high in the first half of the year. The House passed its version of the CLARITY Act in mid-2025, but the Senate must approve its own version before the bill can move forward.<h2 class="st-heading-2">Why Ethereum’s Long-Term Case Has Strengthened</h2>Despite trimming near-term estimates, Standard Chartered said the driver behind Ethereum has improved this year. “I think 2026 will be the year of Ethereum,” Geoffrey said over email, pointing to several factors supporting that view.The firm noted that inflows into ETFs and digital-asset treasury companies (DATs) have slowed across the sector, but continued accumulation by Bitmine Immersion Technologies (BMNR) has provided ETH with a relative advantage. The Tom Leed-backed firm is the largest Ethereum-focused corporate treasury.&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> edged 0.79% lower in pre-market trade after notching a gain of 3.56% in regular trading. Retail sentiment around the stock remained in ‘bearish’ territory over the past day.&nbsp;The bank also remains bullish on stablecoins, real-world assets (RWAs), and decentralised finance (DeFi), areas where Ethereum maintains a dominant share of activity.&nbsp;It added that Ethereum’s plan to increase transactions on its layer 1 network by tenfold is showing progress, according to the bank’s analysis. Standard Chartered said higher transaction throughput has historically translated into higher network value and market capitalisation.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/vivek-ramaswamy-backed-strive-jumps-ahead-of-semler-merger-vote/cmUXRGNR44L">Vivek Ramaswamy-Backed Strive Jumps Ahead Of Semler Merger Vote On Bitcoin Treasury Bet</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A neon sign advertises a Bitcoin and Ethereum crypto currency exchange in Warsaw, Poland, on January 4, 2025. (Photo by NurPhoto/Getty Images)

Ethereum Seen At $40,000 By 2030, Bitcoin To Hit New High In 2026: Standard Chartered

Standard Chartered’s Geoffery Kendrick said 2026 is slated to be “the year of Ethereum” even as the firm lowered its price targets on the leading altcoin.

<ul class="summary-bullets"><li>Decentralized stablecoins have inherent design issues, said Ethereum co-founder Vitalik Buterin on Sunday.</li><li>He cautioned that oracle design and financialized governance systems are pushing protocols towards high-value extraction to stay secure, describing this as “bad” for users.</li><li>The comments come ahead of Thursday's crucial markup by the Senate Banking Committee of the U.S. crypto market structure bill.</li></ul>Decentralized stablecoins’ fundamental design flaw means they present a longer-term risk and face structural weaknesses, according to Ethereum (ETH) co-founder Vitalik Buterin.Buterin wrote&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin/status/2010253778365055363">on X</a> that the industry requires a more fundamental architectural innovation, not just incremental patches. Buterin said that the industry is still too reliant on tracking the U.S. dollar and lacks much in the way of resiliency to long-term macro risks. “Tracking USD is fine in the short term, but part of the vision of nation-state resilience should be independence even from that price ticker,” he wrote, noting that across a multi-decade horizon, dollar debasement could emerge as a material vulnerability.<figure class="image"><a class="st-link-external" href="https://x.com/VitalikButerin/status/2010253778365055363" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_11_at_5_26_54_AM_png_5783b88461.webp" alt="Screenshot 2026-01-11 at 5.26.54 AM.png" width="598" height="1130"></a><figcaption>Ethereum co-founder Vitalik Buterin on decentralized stablecoins. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin">VitalikButerin</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $3,102.81, up 0.29% in the last 24 hours. On Stocktwits, retail sentiment around Ethereum remained in ‘neutral’ territory, with chatter levels in ‘normal’ over the past day.&nbsp;<h2 class="st-heading-2">Buterin Warns of Oracle Capture, Governance Risks, And Weak Yields</h2>He also mentioned oracle design as a critical risk, stating that decentralized systems must be resistant to capital-based capture. Without that, protocols are incentivized to achieve higher value extractions in order to protect themselves, something he described as “quite bad for users.” Buterin was dismissive of financialised governance systems, arguing they lack defensive asymmetry and inefficiently require high economic penalties in order for them to be trustworthy.On yield, he described trade-offs encountered by staking-based stablecoins, arguing that without structural changes, users are stuck on “a few percent APY suboptimal return rates.” He also stressed that the cutting of risk and inactivity penalties is an undervalued consideration when designing stablecoins, especially when involved funds are supposed to remain usable even in cases of sharp market drawdowns.The remarks also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/fox-news-ads-oppose-defi-provisions-in-crypto-bill/cmU3Wv1R435">come as U.S. lawmakers</a> are getting ready to mark up the highly anticipated crypto market structure bill later this week. The legislation will be reviewed by the Senate Banking Committee on Thursday, and if it passes, we should hopefully see shored-up regulatory frameworks that could jump-start institutional involvement across the stablecoins and wider digital asset infrastructure.Read also: ‘<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/no-faith-in-any-given-trade-peter-brandt-pushes-back-on-tom-lee-s-200k-bitcoin-target/cmUeFEzR43i">No Faith In Any Given Trade’: Peter Brandt Pushes Back On Tom Lee’s $200k Bitcoin Target</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Vitalik Buterin Warns Of Three Structural Flaws Holding Back Decentralized Stablecoins

Vitalik Buterin said stablecoin designers undervalue risk and inactivity penalties.

<ul class="summary-bullets"><li>Grayscale's Ethereum Trust is the first U.S.-listed crypto ETF to pass staking income to investors.</li><li>ETHE is also the only Ethereum ETF with cumulative net inflows in the red, amounting to nearly $5 billion.</li><li>ETHE’s payout covers staking rewards earned between October and December 2025.</li></ul>Grayscale Ethereum Trust (ETHE) became the first crypto product to roll out staking rewards for its holders on Monday as Ethereum (ETH) rallied alongside the broader cryptocurrency market.Shareholders will receive $0.083178 per&nbsp;<a href="https://stocktwits.com/symbol/ETHE/">ETHE share</a> held. The distribution will be paid on Tuesday to investors who held shares as of the record date on January 5, according to Grayscale.According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sosovalue.com/assets/etf/us-eth-spot">data</a> on SoSoValue, ETHE is the only Ethereum fund with cumulative net inflow in the red, amounting to nearly $5 billion. Even on Monday, the fund lagged behind its peers with net inflow of $1.32 million while&nbsp;<a href="https://stocktwits.com/symbol/ETHA">BlackRock’s ETHA</a> clocked $102 million and&nbsp;<a href="https://stocktwits.com/symbol/FETH">Fedelity’s FETH</a> saw $21 million.&nbsp;<h2 class="st-heading-2">Ethereum Price On The Rise</h2>The fund rose 3.6% in regular trading but was edging 0.91% lower in after-hours trading despite Ethereum’s price rising. On Stockwits, retail sentiment around Grayscale’s ETF improved to ‘neutral’ from ‘bearish’ over the past day as chatter also ticked higher to ‘normal’ from ‘low’ levels.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose 1.8% in the last 24 hours to over $3,200. The leading altcoin remains more than 35% below its record of nearly $5,000 seen in August last year, according to CoinGecko data. On Stocktwits, retail sentiment around ETH trended in ‘bullish’ territory over the past day as chatter rose to ‘high’ from ‘normal’ levels.<h2 class="st-heading-2">How the ETHE Distribution Works</h2>The distribution reflects staking rewards earned by the fund and then sold, with the cash proceeds being returned to shareholders. The structure is similar to income-style distributions seen in traditional ETFs, but with a yield component tied to Ethereum’s proof-of-stake mechanism.Grayscale first activated staking for its Ethereum products in October last year. ETHE and the Grayscale Ethereum Staking Mini ETF were subsequently renamed in January 2026 to reflect their staking-enabled structure.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-outperforms-bitcoin-as-etf-inflows-gain-momentum-crossing-1-billion/cmxwk0nR4Rw">Solana Outperforms Bitcoin As ETF Inflows Gain Momentum After Crossing $1 Billion Mark</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Grayscale Investments logo is seen on a smartphone and on a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

The First US Crypto Fund To Pay Staking Rewards Is Also Staring At $5 Billion In Outflows

Grayscale Ethereum Trust announced that it would distribute staking-related cash proceeds to shareholders for the first time on Tuesday.

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