How can @ssv_network benefit from these mega ETH trends? 👇
🔐 DVT adoption:
- Treasuries, ETFs & corporates are piling into ETH + staking → they need Distributed Validator Tech.
- Many treasury names you see in headlines will adopt DVT soon.
- If they do, @ssv_network TVL could double in 12 months.
- That’s ~460K validators, paying 3.2 SSV each → ~1.5M SSV in annual fees.
🧮 That’s ~11% of total SSV supply paid back to operators yearly!
🌉 Rollups & composability:
- ETH infra is scaling → thousands of rollups possible.
- The catch? We need seamless interop + validator infra to support it.
- We’re actively building towards that 👀.
- If successful, SSV network fees can 2× again → ~3M SSV/year in fees.
- That’s >20% of total supply flowing through network fees every year!
SSV isn’t just staking infra — it’s positioned to capture upside from both ETH staking demand and the rollup explosion. 🚀
🎯 ETH Target by mid 2026: $10K ETH (My personal opinion)
--- Supply sinks ---:
🪙 ETFs: ~6.4M ETH (~5% supply) already, with $1B+ daily inflows this month
🏦 Treasuries: north of 2M ETH on balance sheets, most staked for yield
📈 Staking: grew +2M ETH YTD (~$9B), now ~36M ETH (≈30% of supply)
📉 Exchanges: balances at 9-yr low (~12% supply)
---Demand drivers---:
🌐 ETH = global infra of choice for crypto (stablecoins, DeFi, NFTs, RWAs, rollups)
🏗️ Rollups are businesses: Wallet street/ tradfi/ corporations can build their own "mini" Ethereum
💰 ETH staking: ~3% real yield on the world’s most battle-tested chain → irresistible for corporates & funds
--- Macro + politics---:
🏛️ Political mega-shifts: current administration signaling openness to crypto ETFs, corporate adoption, and innovation hubs — regulation always lags markets (see BTC ETF → ETH ETF).
💵 Interest rate cuts on the horizon free up liquidity → risk assets (esp. ETH) benefit.
🏦 TradFi integration: it’s never been easier to create direct buy pressure — ETFs, custodians, and banks can onboard instantly with billions.
At $10K ETH, mcap = ~$1.2T. With ETFs + treasuries + staking locking up >40% of supply, rollups turning ETH infra into cash-flow, and policy + macro winds shifting in ETH’s favor, $10K by mid-2026 is firmly in sight 🚀✨
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