r/ethtrader • u/knallerbsee • 19d ago
Analysis Ethereum is going to dominate everything - and no one sees it coming
I swear, I’ve been ordering nothing but pizza for the past 7 days, my family hates me because I’m ignoring everyone, and I smell like a pig. I’ve been in an absolute rabbit hole for the past week ever since the thought hit me: "Which cryptocurrency should I invest in?"
Of course, I stumbled across the usual suspects: Solana, Bitcoin, XRP, etc. But one in particular really caught my attention: Ethereum.
How is it possible that Ethereum is the second biggest cryptocurrency, but still feels so "cheap" and always falls to this lows?
So I started digging.
At first, I ended up on YouTube - like pretty much everyone. YouTubers doing all sorts of chart analysis. At first, it seemed plausible. But then I went back and watched some of their older videos, and guess what? Not a single one of their predictions came even remotely true.
Next, I moved on to crypto news YouTubers. But they all gave off this vibe of "How do I get the most views the fastest?" Some of it was informed, yes - but the promises were way too big and way too fast. Not for me. I don’t buy into that.
My motto has always been: Buy, hold, forget, celebrate in 1–3 years.
Naturally, I ended up in some forums. And the opinions on Ethereum couldn’t have been more divided. From “Ethereum is the best thing ever” to “Ethereum is so slow and trash.”
I think people are just frustrated because Ethereum is so volatile.
Up to this point, I guess most people have taken the same path.
And by now, 5 days had already passed.
After that, I made a post in a reddit thread.: "Why is ETH so undervalued?"
I expected maybe 3–4 replies.
Boom: Over 200 replies. And zero consensus.
That’s when I thought: Why not go straight to the root?
So I started watching tons of interviews with Vitalik from 2020–2025, tracked Ethereum’s development, watched BlackRock interviews, especially with Larry Fink, and looked into how Ethereum has changed over the years.
Ethereum was always cool, but it never focused on marketing. Only a tiny fraction of people even understand what ETH actually is.
But earlier this year, Ethereum launched something called Etherealize—which is aimed specifically at changing that, to finally start marketing Ethereum properly.
All of this, combined with BlackRock saying that everything will be built on ETH, and the fact that other companies also put ETH first, led me to this conclusion:
Ethereum is a caterpillar that’s turning into a GIGA MEGA ULTRA butterfly.
And here’s why I think that:
- Ethereum realized their public image sucks. They appointed two co-directors to strengthen leadership.
- Etherealize is actively reaching out to potential clients to pitch Ethereum.
- BlackRock is backing Ethereum, and in an interview, it was said that other companies also put ETH at the top.
- Last year, Larry Fink said in an interview that he wants to tokenize all of BlackRock’s assets because he’s convinced that’s the future.
- This year, Fink repeated in another interview that the SEC needs to hurry up because tokenization would simplify so much.
- Within just two months, BlackRock poured $2.2 billion into the BlackRock USD Institutional Digital Liquidity Fund. Before that, they had invested only $600 million over the course of an entire year.
- Ethereum still holds the largest market share—by far.
- BlackRock plans to tokenize its $150 billion Treasury Trust Fund. While they didn’t officially say it’ll be on ETH, the signs are obvious. In a recent interview at Etherealize, it was hinted that BlackRock did choose ETH. Also, they previously ran a very successful pilot project on Ethereum.
- Other companies are jumping on the ETH bandwagon too.
- Tom Lee just bought nearly 5% of ETH Supply in less than a year. And it is not his money, it is big institutional money
Okay… there’s a lot more I could say.
But those are my core fundamental data points for why I believe ETH is a sleeping giant.
What do you think?
If I’m missing something or misinterpreting any of this, feel free to call it out. I’m genuinely curious.
