BEST Ethereum DIP TO BUY! (TRUMP DEPORTING ELON!?)
🎯 Summary
Podcast Episode Summary: BEST Ethereum DIP TO BUY! (TRUMP DEPORTING ELON!?)
This 60-minute episode of “Discover Crypto” hosted by DZ, TJ, and Josh, focused heavily on the immediate trading opportunities in Ethereum (ETH) amidst significant macroeconomic and political noise, underpinned by a major fundamental shift in global finance.
1. Focus Area: The primary focus was Cryptocurrency Trading and Investment Strategy, centered on Ethereum (ETH) price targets, technical analysis (TA), and the long-term fundamental narrative supporting ETH due to its role in the emerging tokenized economy (stablecoins and stock tokenization). Secondary topics included market volatility driven by political commentary (Trump/Elon) and upcoming regulatory decisions (Altcoin ETFs).
2. Key Technical Insights
- Liquidation Sweeps & Order Blocks: Traders emphasized waiting for “liquidation sweeps” or “flash wicks” below recent lows (e.g., BTC targeting $105k-$105.7k) to fill unconfirmed order blocks before entering long positions, ensuring they are not the ones being liquidated.
- Power of Three (AMD) Model for ETH: The discussion detailed the “Power of Three” (Accumulation, Manipulation, Distribution) trading pattern observed in ETH, suggesting the market is currently in the Distribution phase, targeting a rally above $5,000 (a 100% rally from the manipulation low).
- Bull Flag Pennants: Technical charting showed multiple converging bull flag pennants on ETH charts (3-day timeframe), projecting targets around $5,000 to $5,200, potentially leading into September.
3. Market/Investment Angle
- ETH as the Financial Backbone: The core investment thesis is that ETH is the essential layer-one architecture for the future of finance, including stablecoins and tokenized traditional assets (stocks).
- Institutional Accumulation Front-Running: The hosts highlighted Fundstrat’s Thomas Lee thesis: institutions (banks like Goldman Sachs, JP Morgan) will need to acquire and stake ETH to secure the stablecoins and tokenized assets they issue on the network, creating massive demand.
- Trading Discipline: Actionable advice stressed patience: Do not chase trends. Wait for clear entry signals based on market structure and stop-loss discipline (e.g., cutting trades at 20% loss, or using tight stop-losses like 5% on leveraged trades).
4. Notable Companies/People
- Thomas Lee (Fundstrat CIO): Featured for his strong bullish thesis on ETH accumulation by future institutional users (banks securing stablecoins via ETH staking).
- Elon Musk & Donald Trump: Mentioned in the context of political volatility, specifically regarding potential tariffs or deportation threats, which caused minor market whipsaws.
- BlackRock (Larry Fink): Referenced as a key figure signaling Wall Street’s entry into crypto, validating the long-term bullish outlook.
- Sony, Kraken, Deutsche Bank, Robinhood: Mentioned as entities either building on or integrating with Ethereum, reinforcing its utility.
5. Regulatory/Policy Discussion
- Altcoin ETFs: The odds of approval for Altcoin ETFs (specific altcoin not named but implied to be a major one) have “skyrocketed to 95%.”
- Macroeconomic Uncertainty: The hosts noted upcoming volatility due to potential US tariff announcements and the looming FOMC meeting at the end of July, which could influence rate cuts expected around September.
6. Future Implications The conversation strongly suggests that the industry is entering a phase where real-world finance integration (tokenization) will drive the next major crypto cycle, with Ethereum positioned as the primary settlement layer. The hosts maintain a highly bullish long-term outlook, believing the current market action is merely “Round One” and that the major upside is still ahead, potentially peaking around September/October following anticipated rate cuts.
7. Target Audience This episode is most valuable for Active Crypto Traders and Intermediate to Advanced Crypto Investors focused on technical analysis, market timing, and understanding the fundamental drivers behind Ethereum’s long-term value proposition.
🏢 Companies Mentioned
💬 Key Insights
"This is almost like when Larry Fink does a Bitcoin ETF, every other CEO perks up and says, wait, what did he do? This is the same for financial advisor."
"Says owning crypto no longer speculative. Failing to do so is where the real speculation lies."
"He's now recommending a 40% crypto allocation for aggressive investors, 10% for conservative."
"But the trend suggests that they're about to struggle even more. Look at Total 3 excluding stablecoins. This is Total.3.ES trading below now the 21-day EMA, the 55-day and the 200 EMA. Altcoins just got rejected on this dynamic range."
"The Solana staking ETF is set to launch on Wednesday. There's going to be the first in the US to allow crypto staking."
"Crypto ETF summer kicking off. Let's go. Here's James Seyffart, friend of the channel, Eric Balchunas. We love these two. The most recent odds on spot crypto ETFs approval by the end of 2025. A new wave of ETFs is coming in the second half of 2025. So they have upped a huge swath up to 95%, including Litecoin, Solana, and XRP."