ether.fi (ETHFI)

$0.3911  -10.20%  24H

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  • DeFi Warhol DeFi_Expert OnChain_Analyst B
     51.28K  @Defi_Warhol
    DeFi Warhol DeFi_Expert OnChain_Analyst B
     51.28K  @Defi_Warhol

    In case you missed it, there's a full-blown war between KAST and EtherFi happening right now. Here's a summary of everything that happened: 1. @MikeSilagadze (EtherFi CEO) QRT’d a post from @0xVishnya about a fee comparison and basically said EtherFi has the best product, but weaker marketing. 2. @raagulanpathy (KAST CEO) then quote-tweeted Mike’s post with a screenshot of $ETHFI price. 3. Mike fired back and called out KAST Terms of Service, basically saying that they work against their users. 4. So far, KAST or Raagulan have not responded. Whose side are you on?

     100  37  8.80K
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Bärisch
    EtherFi and KAST are in a heated clash, with KAST accused of having terms unfavorable to users, and ETHFI price sharply dropping.
  • Owais TA_Analyst Trader A
     2.72K  @OwaisAlpha1

    $ETHFI is looking great here. I love the strength and how we are back at the range again. I would like to make an entry on a retest of the range support + FVG. All eyes on this for now. https://t.co/Q68IbFDjuf

     12  0  724
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Bullisch
    ETHFI is performing strongly and has broken the downtrend; the author plans to enter long on a retest of the support level.
  • CoinLaunch Space Media OnChain_Analyst D
     2.88K  @CoinLaunchSpace

    Crypto has plenty of cards Very few generate usage without paying users to show up Here's the CoinLaunch team review of @ether_fi Save it for later and share it 👇https://t.co/IzPVAhByfx

    Jason Shaw D
     1.06K  @jason_shaw26

    The most used crypto card? @ether_fi Cash just hit 1M on-chain transactions per month. Numbers since early June: - $600M+ total spend (+13%) - 100K+ cardholders (+22%) - $18M+ cashback paid out - Protocol 30D Revenue: ~$1.1M This is a crypto card that actually gets used. Real Visa transactions, including $100K - $600K single purchases, happen several times a month. What makes it different from every other crypto card: non-custodial. Your funds sit in your own Safe vault. EtherFi can't touch them. You spend via Direct Pay (debit mode) or Borrow Mode - borrow USDC against your ETH collateral without selling, no taxable event. The protocol already accounts for ~1/3 of all crypto card transactions industry-wide. Growth is organic. No points gimmick, no airdrop farming. Just people using a card because it works. Major announcement dropping July 30. Maybe something really interesting?

     1  0  162
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Extrem bullisch
    EtherFi Cash shows strong organic growth and user adoption, with monthly transaction volume reaching 1 million and notable protocol revenue.
  • DeFi Warhol DeFi_Expert OnChain_Analyst B
     51.28K  @Defi_Warhol

    In case you missed it, there's a full-blown war between KAST and EtherFi happening right now. Here's a summary of everything that happened: 1. @MikeSilagadze (EtherFi CEO) QRT’d a post from @0xVishnya about a fee comparison and basically said EtherFi has the best product, but weaker marketing. 2. @raagulanpathy (KAST CEO) then quote-tweeted Mike’s post with a screenshot of $ETHFI price. 3. Mike fired back and called out KAST Terms of Service, basically saying that they work against their users. 4. So far, KAST or Raagulan have not responded. Whose side are you on?

     100  37  8.80K
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Extrem bärisch
    EtherFi and KAST are in a heated clash, with KAST accused of having terms unfavorable to users, and ETHFI price sharply dropping.
  • defizard DeFi_Expert Trader C
     61.22K  @belizardd

    Most neobanks will die. "But they just set an ATH in weekly top-ups, $245M!" Nah, demand is the least problem... They will die because of what they built underneath. 🧵 https://t.co/srprYRaR0B

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    II. For some context, there are roughly 326 neobanks... Only seven of them account for 90% of total volume. And... There's no clear winner by all stats, because people choose cards depending on their preferences and the country's economy.

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    III. One of the main reasons behind this growth is that people want a dollar account, a card that works, and yield that beats inflation. In Argentina, Venezuela, Nigeria, or Philippines that's people who try to save up. "So... What's the problem?"

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    IV. Trust. Recently, users who accumulated KAST points received a one-sided announcement. - The original token launch plan is reportedly being reconsidered. - The company now plans to convert points into a tokenized form of company equity. ... meaning that the points have been diluted into worthlessness. I ain't even talking about you no longer obtaining ownership over your assets after depositing to Kast.

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    V. "What was the original plan?" - Points and tokens would convert at a 1:1 ratio. - 35% would be allocated to the community. - The TGE was planned for Q2–Q3.

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    VI. They doubled revenue by encouraging people to spend more to earn more points, then removed the points program after raising a Series A at a $600M valuation.

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    VII. "I use KAST because it's good and got good exchange rates. I don't care about points." Sir... https://t.co/92ZPlT349G

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    VIII. Anyway, it's not a single incident. - @ready_co gave non-EEA users one hour's notice in this June when their issuer relationship broke. - @binance lost Visa in the EU in July 2023. Two months later, it lost @Mastercard in LATAM.

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    IX. "What to use, then?" Personally, I like @ether_fi the most as they have gained my trust over the years... I've been their user since the beginning (kind of biased). Also, cards from @Plasma and @okx aren't that bad too.

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    X. Mentioning some people who are into neobanks and/or contributed to this thread: @eth_apple, @criptolawyer, @mcasto_, @Defi_Warhol, @andyyy, @defyneric, @Octop3s. https://t.co/wdVvyO35v7

    defizard DeFi_Expert Trader C
     61.22K  @belizardd

    I hope you enjoyed reading this. Follow me @belizardd for more. Like/RT the quote below if you can. ;)

    Ser Dave | Σ: D
     11.39K  @SerrDavee

    @splinter0n @belizardd no blz. once in a while, good - but content has evolved into something better imo

     24  15  3.16K
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Extrem bärisch
    The author warns that most neobanks will fail due to trust issues and structural flaws, and recommends decentralized alternatives.
  • jfab.eth FA_Analyst OnChain_Analyst S
     9.26K  @josefabregab
     0  0  0
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Extrem bullisch
    EtherFi revenue is booming, author is very bullish on its development
  • arndxt FA_Analyst OnChain_Analyst C
     46.65K  @arndxt_xo
    YashasEdu FA_Analyst OnChain_Analyst B
     9.44K  @YashasEdu

    In the past 12 months the revenue mix for @ether_fi has changed drastically. Staking used to dominate, but that revenue was always cyclical and tied to yields. That’s a big reason why buybacks became inconsistent and slowed down in 2026 which could have been the major reason for governance choosing to spend more on growth and incentives instead but now looking at the chart👇 1. Cash has clearly taken over as the main revenue driver 2. This moves the protocol toward more usage-based revenue rather than just staking yields 3. For ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb, this creates a better setup over time If more of this steadier revenue starts flowing into buybacks (which we can expect seeing the distribution they've got), holders will get value accrual that’s tied to actual product usage. Right now I feel the market is still treating ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb like the old model and I expect a repricing soon.

     62  28  2.37K
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Bullisch
    Ether.fi revenue structure optimization, cash flow driven, token value revaluation expected.
  • Michaël van de Poppe TA_Analyst VC C
     820.42K  @CryptoMichNL

    Multiple assets are breaking above their 21-Day and 50-Day MA's for the first time in nearly a year. $ETHFI is another one. What does this tell to me? It's telling me that we're going to see a strong DeFi run over the coming period. Quite strongly this is influenced due to the approval of the Clarity Act (or the potential approval). Any dips I'm interested into buying, and I think there's a lot of upside to come from here towards the next resistance.

     298  37  35.11K
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Extrem bullisch
    ETHFI breaks key moving averages, with the DeFi sector expected to rally strongly; recommend buying on dips.
  • YashasEdu FA_Analyst OnChain_Analyst B
     9.44K  @YashasEdu

    In the past 12 months the revenue mix for @ether_fi has changed drastically. Staking used to dominate, but that revenue was always cyclical and tied to yields. That’s a big reason why buybacks became inconsistent and slowed down in 2026 which could have been the major reason for governance choosing to spend more on growth and incentives instead but now looking at the chart👇 1. Cash has clearly taken over as the main revenue driver 2. This moves the protocol toward more usage-based revenue rather than just staking yields 3. For ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb, this creates a better setup over time If more of this steadier revenue starts flowing into buybacks (which we can expect seeing the distribution they've got), holders will get value accrual that’s tied to actual product usage. Right now I feel the market is still treating ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb like the old model and I expect a repricing soon.

     62  28  2.37K
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Bullisch
    Ether.fi revenue structure optimization, cash flow driven, token value revaluation expected.
  • CryptoDoc (Gem Hunter💎) TA_Analyst Trader C
     79.83K  @cryptodoc_

    $ethfi attempting a breakout from the downtrend ✍️ Confirmed retest would be an opportunity for a spot/swing play. https://t.co/WQcEeKXmks

     35  4  8.18K
    Original lesen >
    Trend von ETHFI nach Veröffentlichung
     Bullisch
    ETHFI is attempting to break out of a long-term downtrend, and a confirmed retest could present a trading opportunity.