Clemens retweeted
Gm @ether_fi now makes more money than lighter but still trades at 1/5th the market cap
They have extremely strong and consistent week / week growth
All spending, user, cards, etc. metrics are at all time highs
They just launched a stablecoin with @ethena… imagine a stablecoin with over $1.5b of real yearly spending… not p2p transfers or defi chain switching loops or whatever
They’re going into the most fruitful consumer spending quarter (Christmas / Black Friday shopping)
And… they haven’t even done the Q4 holders call yet where we’re expecting them to launch perps 👀
Note: dcf cap seeded ethfi
Clemens retweeted
Don't forget your goal is to leave the crypto casino and the real flex is walking away with profits not unrealized screenshots. Greed and addiction will continue to change the number you will be happy with and it's why so many get stuck in a never ending dopamine cycle.
Clemens retweeted
Introducing EtherFi Borrow.
Earn rewards on idle USDC and ETH.
Borrow against your portfolio at low rates.
Spend, transfer, or reinvest from the same account.
Feeling the heat of EtherFi summer already?☀️ ether.fi/app/cash/borrow
T1 hit on ethereum:0xfe0c30065b384f05761f15d0cc899d4f9f9cc0eb
Breakout on $ethfi chart - daily already out, would love to see it on weekly close as well.
T1 @ .55
T2 @ .80
T3 @ 1.80 (longerterm)
Solid business with P/E about 9x
- Card rev. growing 30%+ last 2 months
- staking rev.dropping (mainly due to eth PA)
- emissions flatlined
Snagged a lil ethereum:0x40e3d1a4b2c47d9aa61261f5606136ef73e28042 at this lvl, altho prepared for lower still to add to the position. (W chart)
New position: ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73
+50% to first resistance T1, than re-asses.
Clemens retweeted
Live tweeting the @ether_fi analyst call
Note: dcf cap seeded etherfi
- In Nov 2025 they were at 100M in annualized spend and now approaching $2b annualized
- 2nd largest player now behind redotpay
- announcements in this call should help em flip
- Mike: “I don’t think people appreciate how diversified the revenue has become”. Eth staking is only 25% of revenue so now they will be far less exposed to ups and downs of crypto
Cont in thread
Clemens retweeted
In July, our monthly revenue passed five figures for the first time, up 33% month over month.
zauth is pushing the boundaries of this industry, and we've barely just begun.
In a few hours you'll understand what we mean as we publish our most in-depth benchmark yet.
