Published 22 Aug 2026, 04:25 UTC · fetched 3 Nov 2026, 13:37 UTC
Mike Alfred
@mikealfred
In reply to · 21 Aug 2026, 13:01 UTC · context given to the AI
I STRONGLY believe that $ETH can go to $20,000 this cycle. Why? It got neutered last cycle because there was NO LOVE in the space. The narrative was absolute shit. But that was before $BMNR and other Ethereum Treasuries. <-- Technically, these came in at the end of the cycle, but it was so short lived because we were already at the top of the cycle. Do you REMEMBER how well Bitcoin Treasuries did last cycle? Because Ethereum had NONE of that. But this time NOT ONLY does it have a huge treasury company that is behind it and gobbling up Ethereum, but they have their preferred offering $BMNP as well, and there's stable coin adoption where ETH is a top L1, as well as them being the # 1 lending service by dollars, in the crypto space. When you add in the Agentic AI narrative I could see a MASSIVE run for this investment. And ALL of the above doesn't even include a macro environment that is VERY INVITING to high beta scarce assets. <-- Yes, it's scarce because of the burn. Not that I remotely consider it a replacement for BTC. This is just such a NO BRAINER, IMO. @BitMNR @fundstrat @FundstratDirect REMINDER - This is the kind of post you get if you subscribe here on X.@Micro2Macr0 I agree with your conclusion but disagree that a full cycle already happened. It hasn’t.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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