Leon Waidmann 🔥
@LeonWaidmann
Head of Research @OnchainHQ 🔎 | Get Insights into the most important Onchain Trends | Uncover future-shaping Developments.📈
Stablecoin and Global Liquidity Recovery: The Catalyst for the next Crypto Rally? What Will You Discover today? 1. Understanding the Significance of Liquidity for Bitcoin and the broader Crypto Market 2. Gearing up for a Stablecoin Liquidity Game-Changer as the Tokenization of…
How decentralized is Ethereum really? We will go through across 9 key metrics and discuss them. Thread: 👇
Ethereum's real-world traction is accelerating just ahead of its 10th anniversary. According to the Ethereum Adoption Dashboard, in H1 2025 alone, 39 new integrations already appeared – compared to 50 in the entire 2024, 34 in 2023, and 24 in 2022. Growth is clearly…
$ETH went from most hated coin to darling of CT in ~5 weeks -- price action is the best content marketing.
#Ethereum 🔥
JUST IN: $ETH surpasses combined market cap of HSBC and American Express.
Stablecoins are the backbone of the crypto industry.
Just look at the chart below Stablecoins are most prominent in countries hit by war or high inflation. They're essential in places where economic freedom and stability are under threat
#Ethereum remains the undisputed KING of liquidity. 👑 🔸ETH net inflows dominate at nearly 10B YTD. 🔸Altchains are struggling to attract sustained liquidity. Capital votes with its wallet. And it’s still overwhelmingly choosing #ETH.
#Ethereum bullish.
We recently talked about Ethereum’s validator exit queue hitting record levels. But there’s more to the story… The entry queue is also growing. Over 326,000 ETH, worth more than $1.20 billion, is currently waiting to enter staking. Let’s unpack this 👇
PAY ATTENTION: This trend is only getting stronger!
MORE and MORE ETH BEING SCOOPED OFF THE MARKET! The ETH Strategic Reserve thesis is playing out EXACTLY as I predicted... 🔸Institutions are aggressively accumulating ETH. 🔸Racing to become the "Microstrategy of ETH" 🔸ETH available to buy shrinking FAST
🚨 Do we already have a WINNER? 🚨 Bitmine Immersion Tech now holds 566.8K ETH worth over $2 BILLION, leading by more than $750M ahead of #2 SharpLink Gaming! The MICROSTRATEGY of ETH??
MORE and MORE ETH BEING SCOOPED OFF THE MARKET! The ETH Strategic Reserve thesis is playing out EXACTLY as I predicted... 🔸Institutions are aggressively accumulating ETH. 🔸Racing to become the "Microstrategy of ETH" 🔸ETH available to buy shrinking FAST
🔥 HOT TAKE ON INFLATION 🔥 The “experts” lied to you. Trump’s tariffs did NOTHING to spike inflation. 🔸 U.S. inflation IS trending DOWN. Tariffs haven't been the big inflation driver they feared. BUT here's the STORY people don't fully understand yet: We now have TWO…
Liquidity UP.📈 Expecting the rally to continue. We are NOT DONE yet.
BRRR: US Liquidity just re-entered the growth phase. The Fed, Treasury and RRP markets are juicing markets.
Retail still isn't FOMOing into #Bitcoin. Search interest & holdings remain modest, indicating a normal correction along the path. Expect new ATHs soon.
Private Equity is moving ONCHAIN!🔥 Tokenization isn't just digitizing old finance, it's opening a massively underestimated market. Platforms like @JarsyInc and @RobinhoodApp are already pioneering this wave, making Private Equity investable via crypto. 🔸 Why Onchain Private…
🚨 #Ethereum Ecosystem is BOOMING! 🚨 🔸 24.69 MILLION transactions processed DAILY 🔸 Another ALL-TIME HIGH crushed! 🔥 #ETH adoption is unstoppable. Data via @growthepie_eth
Private equity including @SpaceX and @OpenAI is moving onchain, and this is only the start. Why? Because blockchain rails are a fundamentally better infrastructure ↓
Private Equity is moving ONCHAIN!🔥 Tokenization isn't just digitizing old finance, it's opening a massively underestimated market. Platforms like @JarsyInc and @RobinhoodApp are already pioneering this wave, making Private Equity investable via crypto. 🔸 Why Onchain Private…