@lluciano_btc

$ETH is cooking, and most people still aren't paying attention. Everyone's focused on the chop while the structural setup keeps getting tighter. Over 41.4 million ETH is now locked in staking, around 34% of the circulating supply taken off the liquid market. While BTC consolidates, the ETH/BTC ratio has quietly climbed more than 10% this quarter. With the CLARITY Act framework taking shape and upcoming network upgrades, the macro headwinds are easing. Ethereum is scaling, and the regulatory outlook is becoming clearer. On the fundamentals: ☑️ 53.1% of total TVL, maintaining its lead in smart contract capital. ☑️ Roughly 49–52% of the total stablecoin market cap. The smart money is accumulating the base layer. Don't let late-summer chop distract you. The supply shock is building. Positioned accordingly.

Bitcoin is currently undervalued, IMO. This metric has dropped back into a zone that has historically appeared when short-term speculation was low and the market was closer to accumulation than euphoria. That does not mean the bottom is guaranteed. But these are usually the moments when Bitcoin looks least interesting to the crowd and most interesting to patient investors.

Generational buy zones don’t stay open forever. When retail is panicking, the macro data is screaming OPPORTUNITY. Every single time Bitcoin’s Supply in Loss slams into this 10.5M BTC red zone, it marks absolute seller exhaustion and a generational macro bottom. 📍 2018 Bear Market Bottom: Hit the band 📍 2020 COVID Capitulation: Hit the band 📍 2022 Bear Market Bottom: Hit the band When pain is at its maximum, the bottom is in. The smart money is watching this exact zone to reload for the next macro expansion phase.

Ethereum continues to quietly strengthen one of the most important metrics for long-term network health. The staking ratio has now reached 33.9%, the highest level in Ethereum's history. That means roughly one-third of the entire ETH supply is now locked securing the network rather than sitting on exchanges waiting to be sold. This matters for several reasons: ➜ Less liquid supply available on the open market. ➜ Greater network security through increased validator participation. ➜ Stronger long-term conviction from holders choosing yield over short-term trading. ➜ A supply dynamic that becomes increasingly interesting if demand continues to grow. At the same time, Ethereum remains the foundation for much of crypto's activity. 🔵 Stablecoins 🔵 Tokenized real-world assets 🔵 DeFi 🔵 Institutional settlement 🔵 Layer 2 ecosystems As more capital flows on-chain, the network securing that activity becomes increasingly valuable. Price may fluctuate in the short term. But fundamentals continue moving in one direction. The market often focuses on today's candles. I prefer watching the metrics that shape tomorrow's trend. Bullish on $ETH for the long haul.

Hyperliquid keeps printing new ATHs, and while everyone sees the chart, not everyone sees what's driving it. HYPE ETFs just wrapped up an incredible May, posting a full month of net inflows without a single day of outflows. If this momentum holds, a move to $100 HYPE by year-end doesn't look out of reach, in my opinion.