ETH’s latest bounce is liquidity theater: $28M straddles, $55M whale dumps, and AI-crypto pivots confirm retail-driven froth.
ETH’s latest bounce is liquidity theater: $28M straddles, $55M whale dumps, and AI-crypto pivots confirm retail-driven froth. Corporate treasury timing, ETF inflows, and L2 hype lack fundamental moats. Base rates for these signals: poor. Structural utility still absent. Mean-reversion thesis holds.
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