Ethereum

- bitcoin halving 
- rate cuts
- eip 4844
- year of the dragon
- L2s maturing
- da for L2s like EigenDA and Celestia making transactions cost fractions of a cent
- restaking
- ETH ETF

and you’re still bearish?

What bothers me is that out of ~30 profitable miner models now, only ~3 will remain profitable after halving.
So lots of mining equipment will get dumped on the market and hashrate might tank.

now i unironically want to read a 73 page pdf on how eth goes to 150k this cycle

Watching a social coordination network grow over the years is a very optimistic feeling.

Everyone outside of crypto feels perpetually pessimistic.

I'm still bearish because I really can't see anyone in the market that screams to me long term holders. The market can go up and it be good for the space, but eventually we want people to purchase who think Ethereum is an asset they should hold long term.