Blitzkrieg Backshots ($BETH)

Oh boy @pudgypenguins are moving

The @PDGYSTRG effect?

9 MoonCats sold for 1.62 BETH ($7,272.73) 🧵 👇

ETHEREUM FOUNDATION DROPS NEW PRIVACY ROADMAP

The roadmap introduces stealth addresses, private voting, private reads, and zkTLS proving for Ethereum.

This marks a major step toward making privacy a native feature of ETH, strengthening its role as both programmable money and infrastructure for decentralized apps.

Source: @Cointelegraph

BULL MARKET IS NOT OVER

Yes, your portfolio might be down

Yes, alts are bleeding

This is EXACTLY what happens mid-cycle before the real pump.

Let me break down the facts:

Bitcoin "crash" reality check:

Current price: ~$110k
ATH: $124k
Drawdown: Only 13% from ATH
Bear market drawdowns: 70-85%
This is a sneeze, not a collapse

Institutional demand is INSANE:

Bitcoin ETFs hold ~$146+ BILLION in assets
BlackRock IBIT alone: 750,000+ BTC
Corporate treasuries: 1+ million BTC held permanently
Recent ETF flows: Still seeing inflows during "crash"

Government backing like never before:

US Strategic Bitcoin Reserve established March 2025
~198,000 BTC that CANNOT be sold per executive order
Arizona, New Hampshire, Texas passed Bitcoin reserve laws
BITCOIN Act pending for 1M BTC purchase over 5 years

Historical context matters:

September 2025 = historically "Red September"
But current drawdown is 13% vs typical 30-40% mid-cycle
2017/2021 pattern: BTC first, then ETH, then altseason
We're in the consolidation phase, not cycle end

On-chain metrics don't lie:

Whale addresses hit record 19,130 despite price drop
Exchange inflows at lowest since May 2023
ETF accumulation continues during weakness
Long-term holders still accumulating

What's different this time. Unlike previous cycles driven by retail FOMO, this is built on:

Government strategic reserves
Corporate treasury adoption
Regulatory clarity
Institutional infrastructure

The 13% correction from $124k to $108k mirrors historical mid-cycle patterns, not bear market beginnings.

Bottom line:

Institutions buying while retail panics
Government reserves can't be sold
Regulatory framework supporting growth
Historical patterns suggest continuation

While retail investors panic and sell, institutions continue accumulating

This isn't the end. It's healthy consolidation

The infrastructure creates the strongest foundation crypto has ever had

The regulatory clarity achieved in 2025 combined with historical mid-cycle patterns strongly indicates we're in a temporary consolidation phase, not a cycle ending.

MEGA ALTSEASON is coming

What is 🔥 BETH 🔥 ?

If you're curious this is the pod for you.

(We didn't know either)

🔥 @ethcforg just announced a clever new way to track burned ETH with a token called BETH.

🤔 Imagine L2s who burn a % of txn fees in ETH, like @LineaBuild, can now easily prove how much ETH they burned.

🎙️ @0xzak shares more on BETH in a new @edge_pod!

Few thoughts on $BETH (tokenized burned ETH) having just recorded with @0xzak (stay tuned for pod today!)

+ Key value to BETH is simple: the ability to track and prove when you burn ETH
+ This smart contract written by @0xzak accepts ETH, sends it to the popular 0x0000 address for burning project tokens, and for every 1 ETH sent, the contract sends you 1 BETH
+ It remains to be seen if BETH could ever trade at any value above $0, given there's no ETH to redeem, but it also could command value in the future if ever some clever DeFi engineers get to design a protocol using BETH
+ Regardless, BETH is built for those who wish to make the ultimate sacrifice: burn ETH and reduce the supply for the greater good of increasing ETH's monetary premium
+ One likely user of BETH is anyone with larger ETH treasuries such as an L2 like @arbitrum, @LineaBuild or @base to easily prove they're burning ETH (ie if they commit to burn % of txn fees and hence show an accrual of BETH)
+ Someone needs to build a BETH tracker so like TVL or the @SERdotxyz, we can see a number grow over time.

Subscribe at for the convo we just recorded for The @edge_pod, and stay tuned 🫡

🗣️ Join us in 2 hours for a new live session of Yield Talks on The @edge_pod on Proof of Burn + tokenized burned ETH (BETH) introduced recently by @ethcforg and @0xzak!

👉 RSVP:

🗣️ Join us in 2 hours for a new live session of Yield Talks on The @edge_pod on Proof of Burn + tokenized burned ETH (BETH) introduced recently by @ethcforg and @0xzak!

👉 RSVP: