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Is now the best time to buy Ethereum? The sentiment around ETH is getting ugly, fast.
BlackRock sold ETH. Harvard dumped their $87M ETH ETF position from Q4 2025. Bankless fully exited their ETH bags. For some, this looks like institutions and OGs losing faith. For others, it smells like peak capitulation.
Right now, ETH sentiment is deeply divided. So we tracked the hottest bullish and bearish takes on Ethereum.
Bearish
TrustlessState is bullish on the network, but bearish on the EF and ETH as an asset. His critique isn't that Ethereum is useless, it's that EF leadership, execution, and market perception are failing holders.
blknoiz06 sees ETH as weak and irrelevant right now, especially compared to stronger narratives like HYPE, SOL, VVV, and ZEC. His attention has clearly shifted to HYPE as a better market opportunity.
Bullish
RyanSAdams sees the EF as important, but not enough to drive ETH's next phase. His core point: ETH can still win, but it needs more builders and organizations actively caring about pumping ETH price.
econoar views the current EF drama, weak ETH price action, and Bankless selling as classic capitulation signals. To him, this looks more like a bottom signal than a reason to lose faith.
ryanberckmans says when David finally turns positive on ETH again, that might be the real signal to buy hard. For now, ignore the noise, keep building, and let Ethereum cook.
As of today, ETH is down 57% from its all-time high and 28% year-to-date. Are you buying when everyone is fearful?
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