Since May, cumulative net inflows have dropped by ~$1B
At the same time, Ethereum Foundation headlines are not helping:
- 54 roles cut
- 20% of staff gone
- Budget reduced by ~40%
$19.26B invested
$9.30B current value
~6% chance ETH hits a new ATH by Dec 31, 2026.
~25% chance ETH touches $1,000.
➕ ETH💥
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$100,000 invested across major tokens at launch is now worth $5,900. That’s -94.10%🩸
Worst cases:
Swell → $89 (-99%)
AltLayer → $137 (-98%)
Renzo → $193 (-98%)
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• Bear case: ~$109
• Bull case: ~$689
Key figures from the report: revenue of $873 million in 2025, open interest of $9.6 billion - more than all DeFi competitors combined, and a 59% market share in Perp contracts within DeFi. Monthly Perp volume already accounts for 17% of Binance’s, whereas two years ago it was zero.
Current balance: $452.9M
Total PNL: +$244.0M
YTD: +116.83%
➕ HYPE $64.4🚀
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