Prediction evidence

In reply to · 16 Jul 2026, 19:54 UTC · context given to the AI

$ETH is going to $10,000 sooner than anyone thinks Price is down 60% from the top, but everyone is looking at the wrong scoreboard Price is a function of supply and demand. Let's start with demand: 1. Stablecoins hit a record $320 billion in May, their 4th straight monthly all-time high, and over $175 billion of them live on Ethereum 2. Tokenized assets hit a record $28.9 billion, with tokenized treasuries at $16.1 billion 3. Ethereum holds roughly 53% of all tokenized real-world asset value. When @BlackRock and @FTI_US needed a home for their funds, they chose Ethereum. Every dollar of that settles on ETH rails In March, @SECPaulSAtkins and @CFTC published a joint framework that classifies ETH as a digital commodity. Binding on both agencies, first time ever. Five days before that, BlackRock launched a staked ETH ETF so institutions can earn the yield without ever touching a validator And ETF flows just flipped positive for the first time in 8 weeks The third wave is what nobody's pricing: the supply is disappearing 1. Over 39 million ETH is staked, roughly a third of the entire supply 2. Exchange balances fell to 8.3% of supply in May, a multi-year low per @glassnode That's the exact setup Bitcoin had before the 2024 ETF run: demand showed up and there weren't enough coins to go around This thesis doesn't even need the burn. It needs the tradeable float to keep shrinking while the demand rails keep growing. BOTH are happening NOW. At $1,900 you're paying 2021 prices for a network that's never seen stronger fundamentals $10K $ETH is FUD Follow @BitcoinJesusETH for more $1 Milk Road PRO / track my real-time portfolio, every buy and sell (link in bio)