👀 ETH Is Waking Up —And So Is DeFi Beta. Here’s How to Play It.
PLUS: Ethereum Staking Hits Record High With Nearly $90 Billion Locked
Hi Investor 👋
welcome to a ✅ free edition ✅ of Altcoin Investing Picks, the most actionable crypto newsletter.
I hope you enjoyed our last issue “The Most Ambitious and Controversial Altcoin of 2025”
If you haven’t yet, subscribe to get access to these posts, and every post.
In today's newsletter:
💡 ETH Is Waking Up —And So Is DeFi Beta. Here’s How to Play It
📣 Ethereum Staking Hits Record High With Nearly $90 Billion Locked
📈 BlackRock's spot Bitcoin ETF becomes the fastest ETF in history to surpass $70 billion AUM
Let’s dive in!
💡 Insight
ETH Is Waking Up —And So Is DeFi Beta. Here’s How to Play It
When ETH starts pumping, what happens next?
If you’ve been around for a few cycles, you know the answer: DeFi beta plays start outperforming ETH itself.
Let’s break it down.
What is DeFi beta?
It refers to DeFi tokens with high correlation (and often higher volatility) compared to ETH. When ETH runs, these tokens tend to outperform.
Why? Because they’re leveraged bets on the Ethereum economy — think of it like buying call options instead of stock.
📈 Why This Matters Now
ETH is starting to show real strength again, fueled by ETF momentum, staking growth, and market-wide rotation from memecoins to “real” fundamentals. This is where DeFi beta comes in.
Let’s look at some of the top ETH beta plays right now:
🔹 $PENDLE (yield-bearing tokens)
🔹 $LDO (liquid staking)
🔹 $AAVE (borrowing/lending)
🔹 $FLUID (borrowing/lending)
🔹 $ENA (stables/yield-bearing tokens)
🧠 Our Take
If you believe ETH is breaking out, positioning into DeFi beta now is a high-upside rotation play. These tokens tend to lag ETH’s first move, but catch up quickly — often with a 2–3x multiple in performance.
That said: timing and exit discipline matter.
Many of these tokens are still down from ATHs. Focus on relative strength, narrative tailwinds, and protocol usage.
🤑 Action Plan for Investors
Here’s how to play it:
Track ETH dominance — a drop may signal alt rotations.
Monitor TVL & onchain volume for the tokens above.
Set targets. Set stop losses. Don’t get emotionally attached.
Let the trend work for you — not against you.
📣 Update
Ethereum Staking Hits Record High With Nearly $90 Billion Locked
The amount of staked ETH has hit a new all-time high, suggesting growing long-term confidence in Ethereum.
As of this week, over 34.6 million Ether (ETH) – worth nearly $90 billion – is locked into Ethereum’s Proof-of-Stake (PoS) system, according to data from BeaconChain. That represents nearly 28% of the entire ETH supply, which currently stands at around 120.72 million.
📈 Signal
BlackRock's spot Bitcoin ETF becomes the fastest ETF in history to surpass $70 billion AUM
Take action 🚀
you want to level up your crypto journey, consider subscribing to the premium package.
Here are some of our latest popular premium posts:
Thanks for reading!
See you next time