threadsdebate

The Map of Ethereum's Bottom
Title: 🧵 Ethereum is at the Bottom What the Data Shows
1/8 🧵 Ethereum dropped to $1,934 and many investors are at a loss. But the on-chain data tells a different story. Let's get to what matters.
2/8 🧵 REALIZED PRICE: It is the average cost of all holders. Today it is at $2,241. Current price: $1,934. Difference: -22%.
3/8 🧵 HISTORICAL COMPARISON:
2022: -39% (would imply $1,367 today)
2025: -21% (would imply $1,770 today)
2026: -22% (we are in the historical range)
4/8 🧵 DECILE ANALYSIS: We are in the 9th decile (extreme oversold). Historically, when ETH reaches this level:
Average return 12 months: +81%
Chance of rise: 87%
5/8 🧵 INSTITUTIONAL ACCUMULATION: BitMine bought 45,000 ETH in 48h. They already have 4.38 million ETH (3.62% of the supply).
6/8 🧵 STAKING: 3.04 million ETH are staked at BitMine, generating $176 million/year in revenue.
7/8 🧵 THE COUNTERPOINT: MVRV Z-Score at -0.64 (below 2022 and 2025). Whales buy, retail sells.
8/8 🧵 CONCLUSION: Historical data suggests we are in an accumulation zone, not in panic. The 9th decile has an 87% chance of higher prices in 12 months. The decision is yours.
#ThreadsDebate #Ethereum #ETH #Onchain #Fundstrat #BitMine #BinanceSquare
$XRP $BNB $ETH

Schiff vs. The Data – Who Is Right?
Title: 🧵 Peter Schiff Predicts Drop to 20k But On-Chain Data Says Otherwise
1/7 🧵 Peter Schiff, the most famous critic of Bitcoin, is back with an apocalyptic warning: BTC could drop to $20k if it loses $50k. But the on-chain data tells a more complex story. Let's look at the numbers.
2/7 🧵 THE FEAR: US-Iran tensions, ETFs with outflows of $360M in the week, fear index at 10/100. Schiff is right: the moment is fragile.
3/7 🧵 THE CAPITULATION: The short-term SOPR is at 0.92-0.94, indicating that recent investors are selling at a loss. Historically, this marks the exhaustion of weak sellers.
4/7 🧵 THE CONTRARY SIGNAL: The short-term Sharpe Ratio has dropped to -38.38 – a level that preceded ALL major recoveries of Bitcoin: 2015, 2019, and late 2022.
5/7 🧵 THE STRONG HANDS: Long-term investors have accumulated 115,000 BTC since January, after 6 months of distribution. Those who understand the cycle are buying.
6/7 🧵 THE REAL RISK: It's not Schiff, but a macro liquidity shock that prolongs the bottom. For now, the indicators point to selling exhaustion, not collapse.
7/7 🧵 CONCLUSION: Schiff may be right about the fragile moment. But the data suggests that if $60k holds, the long-term scenario is one of accumulation, not panic. Extreme fear (10/100) has always been a turning point.
#ThreadsDebate #Bitcoinarena #OnChain #SharpeRatio #sopresa #BİNANCESQUARE

The Fundamentals of Solana in 2026
🧵 5 REASONS TO BELIEVE IN SOLANA EVEN WITH A 30% DROP 🧵
1/6 🧵 REASON 1 – Superior technology. Finality in milliseconds, negligible fees, proven scalability. Mynt calls it a "highly scalable and fast network".
2/6 🧵 REASON 2 – TVL of US$ 10.7 billion. Second largest in the market, tied with the total of all the L2s of Ethereum.
3/6 🧵 REASON 3 – Stablecoins. US$ 14 billion in stablecoins on the network. More than Arbitrum, Optimism, and Base combined.
4/6 🧵 REASON 4 – RWA exploding. 90% growth in 30 days. BlackRock, Ondo, and Western Union are already on the network.
5/6 🧵 REASON 5 – Institutional adoption. ETFs with US$ 1 billion in AUM. Morgan Stanley wants to launch theirs. Forward Industries has 7 million SOL on the balance sheet.
6/6 🧵 CONCLUSION: Price drops, fundamentals rise. This divergence does not last forever.
#ThreadsDebate #SolanaPay #Fundamentos #CryptoNewss #BinanceSquare

The 4 Reasons Why This Winter is the Most Painful

🧵 4 REASONS WHY THIS CRYPTO WINTER HURTS MORE (According to The Economist) 🧵
1/5 🧵 REASON 1 – Loneliness. In 2022, everyone was losing money (NASDAQ fell 33%). Now? The NASDAQ is 4% away from its all-time high. Crypto investors are suffering ALONE.
2/5 🧵 REASON 2 – Leverage backfires. On Sep/25, crypto loans reached US$ 74 billion (more than in 2021). In October, US$ 19 billion were liquidated in days. And Strategy Inc (MSTR) plummeted 70%.
3/5 🧵 REASON 3 – ETFs have become villains. IBIT (BlackRock) was the fastest-growing ETF in history. Now? US$ 3.5 billion in outflows in 80 days. Institutional money came in and is leaving through the back door.
4/5 🧵 REASON 4 – THE VIBE HAS DIED. For an asset without intrinsic value, the aura is EVERYTHING. Charles Hoskinson: "We became part of the system. And the system makes things dull." The president of the USA has become an insider. Where's the rebellion?
5/5 🧵 AND THERE'S STILL THE BITHUMB SCANDAL: "Ghost coins" registered without real backing. Trust? It's on the floor.
#ThreadsDebate #InvernoCripto #Bitcoin #ETFApproved #BinanceSquare
$XRP $USDC $BTC