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Ethereum might be the sleeper play of this cycle—and the market could be missing it entirely. According to Fundstrat’s Chief Analyst Tom Lee, ETH could be majorly undervalued right now. Why? It all comes down to stablecoins. $3.7 Trillion Stablecoin Market by 2030? U.S. Treasury Secretary Scott Bessent just dropped a bombshell prediction: the stablecoin market could surge 15x to hit $3.7 trillion by 2030. That’s not a typo. And if that projection holds, Ethereum—already the core infrastructure for stablecoins like USDT and USDC—could be in for a massive revaluation. Tom Lee isn’t shy about it either. He says Ethereum would be a “direct beneficiary” of this growth, especially as stablecoins are already responsible for 25–30% of all Ethereum network fees. That’s a huge slice of the pie—and it’s only growing. So Why Didn’t ETH Pump After the GENIUS Act? Here’s the twist: even after the GENIUS Act passed—legislation that essentially greenlights stablecoin innovation in the U.S.—Ethereum barely moved. Prices stayed muted around $2.5k, while stablecoin giants like Circle (CRCL) and Coinbase (COIN) saw double-digit gains. Why the disconnect? Timing might be to blame. With geopolitical tensions (like Israel–Iran headlines) dominating the news cycle, crypto developments got pushed to the back burner. But the fundamentals haven’t changed—and Lee’s thesis might just be early, not wrong. Follow the Fees: Stablecoins Are Pouring Money into ETH In just the past 30 days, Tether, Circle, and Ethena have spent over $700 million on Ethereum fees. That’s real usage, not speculation. And that’s the kind of activity that turns ETH from a sleepy Layer 1 into a cash-flowing powerhouse. Valuation Models Are Flashing “BUY” Look at the MVRV Z-score, which measures how “cheap” an asset is relative to its fair value. Ethereum’s score is sitting at 0.4—deep in undervalued territory. Historically, ETH tends to top out when that score hits 2.0 or higher. So what could that mean in price terms? $4K if we hit previous cycle valuation bands $4.8K to $6.4K if ETH follows its historical top ranges (according to Glassnode data) That’s 2x–2.5x upside from current levels. Ethereum Secret Weapon? Stablecoin Dominance Ethereum may not be making headlines, but it’s quietly becoming the rails for a trillion-dollar financial layer. If stablecoins really are set to explode—powered by legislation like the GENIUS Act and growing demand for digital dollars—Ethereum could be the biggest beneficiary. Bottom Line: ETH Is Looking Dirt Cheap Right now, ETH is hovering around $2.5K while absorbing hundreds of millions in fees, backed by rising institutional adoption and now regulatory support. If the stablecoin thesis plays out even partly, Ethereum might not just “catch up”—it could lead the charge. $BTC $ETH $SOL $SUI $XRP $PI $AI $WCT $BGB

In a remarkable shift that could reshape the current DeFi narrative, Ethereum ($ETH) has officially overtaken Solana ($SOL) in both daily transaction fees and overall decentralized exchange (DEX) activity — a milestone not seen since September 2024. 📊 Key Highlights: Ethereum's daily fees surged past Solana, signaling a resurgence in user engagement and on-chain utility. DEX activity on Ethereum saw a notable spike, surpassing Solana in total volume and user participation. This performance boost reflects renewed confidence in Ethereum's Layer-1 ecosystem amidst rising Layer-2 scaling adoption (e.g., Arbitrum, Optimism, and Base). 💬 Why It Matters: This shift suggests Ethereum ecosystem is not only recovering but thriving — reclaiming its role as the leading smart contract and DeFi platform. While Solana has captured headlines for its speed and low fees, Ethereum’s deeper liquidity and broad developer adoption appear to be fueling its comeback. 📈 Market Implications: Bullish sentiment around Ethereum may strengthen in the coming weeks as institutional and retail capital follow activity trends. Developers may refocus efforts on Ethereum-native dApps, Layer-2 integrations, and NFT platforms. Solana may need to innovate further to maintain its recent momentum. 🔎 Looking Ahead: With the upcoming Ethereum upgrades and continued Layer-2 expansion, this trend could mark the beginning of a new phase of Ethereum-led DeFi dominance. All eyes are now on whether Ethereum can sustain this momentum — or if Solana will counter with fresh innovations of its own. $BTC $ETH $SOL $SUI $XRP $PI $AI $WCT $BGB

Trump Media and Technology Group (TMTG) — the company majority-owned by former U.S. President Donald Trump and operator of the Truth Social platform — has officially received the green light from the U.S. Securities and Exchange Commission (SEC) to proceed with its ambitious Bitcoin investment plan. The SEC declared effective the registration of TMTG’s previously-announced Bitcoin treasury strategy, unlocking approximately $2.3 billion in capital raised from nearly 50 institutional investors. This substantial war chest can now be used to acquire Bitcoin at any time. No Cap on Bitcoin Holdings In its prospectus, TMTG did not specify how much Bitcoin it plans to purchase or when, only stating it would invest “in the amounts and on the timeline it deems optimal.” The strategy could include not just Bitcoin itself, but also bitcoin-related securities, with flexibility to liquidate holdings based on market conditions and reinvest proceeds in cash, equivalents, or interest-bearing assets. $12 Billion in Potential Fundraising Power TMTG has also filed a universal shelf registration, enabling the firm to raise up to $12 billion in additional capital through stock, debt, or warrants at any time. However, the company clarified it has no immediate plans to issue new securities under the shelf registration. Shares Unlocked, Resale Looms About 84.7 million shares, held by early investors, are now registered for resale — representing nearly half the public float and 30% of all shares outstanding. Trump Media trades on the Nasdaq under the ticker DJT. Expanding the "America First" Tech Ecosystem Beyond Truth Social, TMTG’s media empire now includes the Truth+ streaming service and the newly launched Truth.fi, a FinTech brand introduced in January. The company describes Truth.fi as a “financial services and FinTech brand incorporating America First investment vehicles,” signaling a deeper push into the crypto and financial innovation space. Bitcoin with Political Backing As crypto markets continue to mature, TMTG foray into Bitcoin puts it in the company of other corporate treasuries seeking alternatives to traditional assets. However, the firm’s political ties and branding around “America First” finance give it a uniquely bold — and potentially polarizing — position in the Web3 space. $BTC $ETH $SOL $SUI $XRP $PI $AI $WCT $BGB

Ethereum Whale Accumulation Signals Bullish Outlook Ethereum briefly dipped below $2,500 on Friday amid rising geopolitical tensions between Israel and Iran but has since recovered to around $2,567—still below its weekly high of $2,871. Despite market volatility, blockchain analytics firm Santiment has revealed a bullish trend: Ethereum whales holding between 1,000 and 100,000 ETH have increased their holdings by 3.72% over the past 30 days. This group acquired 1.49 million ETH—worth approximately $38.26 million—demonstrating strong confidence in Ethereum’s long-term prospects. Historically, such whale activity signals potential price appreciation and could attract renewed retail interest. While Ethereum has dipped 2.38% over the last month, the continued whale accumulation suggests optimism beneath the surface. $BTC $ETH $SOL $SUI $XRP $PI $AI $WCT $BGB

Ethereum Hits Record 41.98 Million Transactions in May — A New All-Time High in Sight? Ethereum (ETH) just posted one of its most impressive milestones yet — 41,980,000 transactions processed in May 2025, making it the highest monthly transaction count in the past year. That’s not just a number — it’s a clear signal that Ethereum’s network activity is heating up as the broader crypto market gears up for a potential bull run. Increased on-chain activity often correlates with heightened user engagement, DeFi activity, and strong institutional interest. 🚀 All Eyes on a New All-Time High With on-chain fundamentals strengthening and Layer-2 scaling solutions continuing to reduce congestion and fees, Ethereum seems to be laying the groundwork for a major price breakout. Analysts and traders alike are now closely watching ETH as it edges toward the psychological and technical barriers near its all-time high. 🔍 What’s Fueling the Surge? DeFi & NFTs: Renewed interest in decentralized finance and NFT ecosystems has brought fresh volume to the chain. Layer-2 Growth: Protocols like Arbitrum and Optimism are pushing more transactions onto Ethereum’s stack. Institutional Movement: Ethereum is increasingly seen as a programmable money layer, drawing attention from major players. ✅ The Bottom Line Ethereum isn't just holding steady — it's building momentum. With transaction volume peaking, investor sentiment turning bullish, and macro tailwinds from ETF speculation and tech adoption. $BTC $ETH $SOL $SUI $XRP $PI $AI $WCT $BGB