I Might Be Changing My Mind About ETH… Again!

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27 Dec 2025

Humility To Adjust
I have never been an ETH fan, and for multiple reasons. However, that did not stop me from primarily investing in ETH in 2019 and 2020. The pandemic-related crash provided an excellent opportunity. I managed to pick up some ETH at approximately $80, which turned out to be a great move. After evaluating the market in 2019, I concluded that Ethereum was primed to be a winner in the upcoming cycle.
I was left with no choice but to invest in ETH. By the time the cycle had matured, my portfolio was heavily weighted in ETH. This was primarily due to ETH appreciating by 70X in my national currency. It was also a lesson not to place one’s opinions above the data. What is the data saying? That’s the question every serious investor has to ask themselves. Facts beat opinions every time!
The current cycle provided me with BONK. I saw the strong correlation between BONK and Solana long before it started rallying. The facts were clear, and I had no choice but to adhere to the data. I didn’t expect much from ETH this cycle, and I was correct in thinking so, as the data speaks for itself. However, what does the future now suggest?
The Bitcoin Effect
This cycle has seen alts being dropped for Bitcoin. All of the attention has been on the king, largely thanks to Michael Saylor and BlackRock. Many firms are adopting Saylor’s model for a Bitcoin treasury. As the rate of freshly mined Bitcoin decreases against an ever-increasing demand, the price is set to increase. Bitcoin is currently suffering the weight of OGs selling their Bitcoin.
It’s important to note that OGs hold a significant portion of the circulating supply. They can direct the market. Essentially, OGs are whales, and whales can manipulate markets. However, once they are finished selling, the market is bound to experience some resilience. Bitcoin is the new standard for a long-term store of value, and Ethereum is the new standard for a new blockchain-based economy.
When it comes to WEB3, Ethereum continues to be seen and interpreted as the leader. This is likely to trigger a similar dynamic to that of Bitcoin. This can already be seen in Tom Lee’s Bitmine, which now owns in excess of 3% of Ethereum’s circulating supply. The appetite of TradFi investors is growing, and as Bitcoin becomes heavily saturated, investors will shift to Ethereum.
Ethereum is a good long-term play. Essentially, short-term plays have been replaced by medium-term plays. It has now become almost impossible to identify a good short-term play. Although not impossible, it is reserved for the skilled. Decent dips are for buying, at least for long-term investors.

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Final Thoughts
My eyes are not necessarily on Ethereum. However, I am eyeing a few RWA projects built on ETH. That being said, Ethereum offers a decent return for long-term investors. OGs like myself still try to identify future winners. Once you have been spoiled with 500X returns, it becomes difficult to settle for hundreds of percent. These are merely my views. Always conduct your own research, and please don’t consider this investment advice. See you next time!

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Disclaimer
First of all, I am not a financial advisor. All information provided on this website is strictly my own opinion and not financial advice. I do make use of affiliate links. Purchasing or interacting with any third-party company could result in my receiving a commission. In some instances, utilizing an affiliate link can also result in a bonus or discount.
This article was first published on Sapphire Crypto.