Ethereum Copying Bitcoin 2021 MEGA PUMP (Last Chance!)
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Companies
97
Key Quotes
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Topics
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Insights
🎯 Summary
Podcast Summary: Ethereum Copying Bitcoin 2021 MEGA PUMP (Last Chance!)
This 62-minute podcast episode, hosted by Dezi and featuring TJ, focuses heavily on the bullish technical setup for Ethereum (ETH) mirroring Bitcoin’s 2021 rally, coupled with market analysis, specific altcoin accumulation strategies, and anticipation for major upcoming catalysts, including a significant airdrop.
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Focus Area: Cryptocurrency market analysis, specifically focusing on the technical comparison between Ethereum (ETH) and Bitcoin (BTC) price action, DeFi ecosystem developments (especially on Base), and the Oracle sector rivalry (Chainlink vs. Pyth).
- Key Technical Insights:
- ETH Mirroring BTC 2021: Ethereum is exhibiting a technical setup strikingly similar to Bitcoin’s 2021 parabolic move, characterized by three RSI taps and a falling wedge breakout, suggesting a potential move toward $5,000 ETH upon breaking the “ancient dragon resistance” around $4,000.
- BTC Support Confirmation: Bitcoin successfully bounced off the long-term yellow line (multi-month support level/50-day EMA), maintaining bullish momentum despite typical weekend volatility patterns (green Sunday often followed by red Monday).
- SOL/ETH Reversal Signal: The ETH/SOL pair is in a multi-year parallel downtrend (SOL priced in ETH), currently forming a falling wedge, suggesting ETH is likely to outperform SOL in the immediate term, though SOL is predicted to rally after ETH cools off post-rate cuts.
- Market/Investment Angle:
- Altcoin Accumulation Window: The hosts suggest that the current period, before anticipated September rate cuts, is a prime opportunity to accumulate altcoins, as the market is poised for a significant risk-on move once cuts begin.
- ETH Dominance & Alt Season: ETH is currently leading the market (“ETH season”), outperforming most altcoins. True “Alt Season” is predicted to officially begin once ETH breaks into “discovery zone” (above $4k) and trades sideways, allowing mid/low-caps to catch up.
- Solana Re-entry Point: Despite recent underperformance against ETH, Solana (SOL) is showing bullish signals (flipping 50/200-day MAs to support) and is predicted to perform very well during the rate cut/risk-on season.
- Notable Companies/People:
- BlackRock/ETFs: Mentioned for massive inflows ($1.7B over 10 days) into their iShares ETH ETF, signaling institutional accumulation.
- Galaxy Digital/OTC: A single address accumulated $300M worth of ETH via OTC deals from Galaxy Digital, highlighting whale activity.
- Arbitrum (ARB): Highlighted as a key accumulation target, viewed as the closest proxy for buying the Base ecosystem, especially with Coinbase integrating Base DEXes soon.
- Chainlink (LINK): Positioned as the dominant Oracle solution, potentially saving institutions like Franklin Templeton significant costs ($200M+), making it “unstoppable.” Pyth is dismissed as a viable long-term competitor.
- Regulatory/Policy Discussion:
- Rate Cuts as Catalyst: The expectation of interest rate cuts, potentially starting in September, is framed as a major macro catalyst that will fuel the next leg up for risk assets like crypto.
- Institutional Control: The discussion around BlackRock’s involvement in ETH/SOL staking implies that institutional adoption favors frameworks (like Chainlink) that offer “regulatory clarity” and a degree of control/governance.
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Future Implications: The industry is heading toward a phase of significant institutional integration, where Ethereum’s infrastructure (especially DeFi on L2s like Base) becomes more accessible and cheaper. The next major market phase will be driven by macro easing (rate cuts), leading to a rotation from BTC dominance into ETH dominance, followed by a broader altcoin rally.
- Target Audience: Crypto investors, traders, and professionals focused on technical analysis, macro trends, and specific DeFi/infrastructure narratives (Oracles, L2s).
🏢 Companies Mentioned
Trump Media
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Institution
Amazon
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Institution
Apple
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Institution
Google
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Institution
Thond Digital
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Crypto institutions
Sharplink
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Crypto institutions
VanEck
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Crypto investment firms
Firefox
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Web3 infrastructure companies
Ledger
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hardware wallet
Oracle (Oracle Corporation)
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traditional tech/oracle
Wolf of All Streets (Scott Melker)
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personality/analyst
Pie
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Cryptocurrency
Story
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Cryptocurrency
Pangu
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Cryptocurrency
Manel
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Cryptocurrency
đź’¬ Key Insights
"if you just zoom out because this is just a great assessment: your government is broke, your bank is insolvent, your currency is melting, and you're still debating if Bitcoin is risky? Bruh."
"Do not get panicked out, or don't panic yourself. Don't be a panicking when you see a 25% decline, 30% decline, 50% decline."
"Bitcoin consistently makes higher lows, and the hash rate continually goes up. And when you see the hash rate going up, that means that the network is getting stronger. More people are committing their power to the network, which means the network has more value, more security."
"If we kept on the path we were on in 2021, Bitcoin and the digital asset market would have run away before some of the wealthiest people in the world got a chance to be positioned. They've been positioning since 2021, all of '22, '23, '24, '25, they've been accumulating and accumulating and accumulating..."
"I've never felt more certain that Bitcoin was going to a million dollars over time, or even significantly higher than that, through the dollar, you know, de-dollarization of a lot of what's going on."
"in about 15 years, all of the top 20 companies will be Bitcoin treasury companies, either by buying Bitcoin treasury companies like MicroStrategy growing into the top 20 or the other ones adopting a similar strategy to stay at the top."
đź“Š Topics
#artificialintelligence
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#investment
2
🧠Key Takeaways
have, you know, should have cut rates, but they, you know, realistically, what they should do is admit the entire system is broken and then that we need a new system