The State of Ethereum Today | Analyst Round Table
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On that same regard, I mean, it's a matter of supply versus demand. And on the demand side, I think ETFs just add into that in such a big way, especially this year in 2025. And so it really depends on if Ethereum can get its north star in order, and it can, like, call call gas around some kind of narrative and actually push that a bit further. This
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Hey, guys. Welcome back to another episode of OX Research. Today, I'm joined by Mark, Dan, and 0X MIMS or Darren. We're representing all of the sort of internal teams of the research team today from BlockWorks. We've got research members, data team members, and advisory team, representing us today. So glad to have you guys on. How we doing? Always
a pleasure to be here, my friend. Yeah.
Happy to be doing an episode of What, ETH? Yep.
Happy to be here.
Awesome. Mark, let the cat out of the bag. We are gonna talk about ETH today. Maybe I'll just drop a glimmer of excitement into the chat first. The markets looked doom and gloom, I think, a little bit last week when we spoke. People were worried about macro fears, and I feel like the sentiment has completely 1 80'd in the past week, since our our last conversation. Is, is everyone rocking on their heels back and forth, right now at this kind of crazy volatility up and down, or how are we feeling? I'm
not sure if this is just part of being in, you know, 2nd and a half cycle, but, I mean, this volatility seems normal. I mean, if you, like, zoom out and look at the drawdown charts, like, this is nothing, and I can't believe people are calling the top is in already. So, I mean, I'm not worried. I'm just trying to see if any, gems come on sale while all of this fair is happening.
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