Should I Buy ETH Treasuries? Early Stage Greed Cycle? | Michael Nadeau’s DeFi Report #4Public companies are racing to lock ETH onto their balance sheets, but is this the spark for a late-cycle greed run or a setup for a painful reversal?@JustDeauIt from The DeFi Report joins @RyanSAdams to unpack the ETH treasury boom, explain how staking yield and convertible debt amplify reflexivity, and show why onchain signals place us around 9 p.m. on the market clock. We examine surging DEX volumes, record stablecoin ...

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Market Narrative - Narratives in crypto tend to follow price movements, justifying them rather than predicting them [1] - The market's narrative is shaped by price action, with explanations emerging after significant chart movements [1] - The absence of a surge in ETH to $10 thousand led to the disappearance of the ETF narrative [1]

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Market Trend - Altcoins have decreased 44% against Ethereum since April, indicating an "Ethereum Season" [1] - Ethereum is outperforming even Bitcoin, with only a few altcoins as exceptions [1] Cryptocurrency Analysis - Ben Cowen analyzes the altcoin market's downturn and Ethereum's dominance since spring [1]

RT Limitless (@LimitlessFT)There's one MAJOR difference between AI and NFTs.And @xanderatallah would know, as co-founder of both @opensea and @OpenRouterAI"Crypto is an extremely long term play... whereas AI has overnight business transformations"@Josh_Kale and @cryptopunk7213 unpack in 60s 👇 https://t.co/GPIUnERG0n ...

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ETH Treasury companies may push ETH to new highs — but then what?Ben Cowen ( @intocryptoverse ) warns that the current ETH treasury hype may be pulling forward demand.He’s worried we’ll see a wave of altcoin treasury firms chasing quick returns — and setting up a massive crash:“A lot of greedy people are going to launch these treasury companies for altcoins… and it’s going to be an absolute disaster.” ...

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“Once you start going higher up the risk curve… into a lottery of altcoins, you almost start to develop the narrative for a 2026 bear market.”Ben Cowen ( @intocryptoverse ) is watching for a classic market script: altcoins capitulate, narratives form, and projects misallocate capital… ...