The founder of a Chinese firm that timed Ethereum's previous peak shares his view on what's next. His track record makes the framing worth examining.

Ethereum's Future According to Investor Who Sold the Peak

The founder of a Chinese investment firm that previously sold Ethereum near cycle highs has publicly commented on the altcoin's future, and while the specific details remain scarce, the fact that he's speaking now carries weight. This isn't a trader chasing headlines—it's an investor with a documented history of selling into strength when the crowd was still buying. That kind of discipline is uncommon, and it usually stems from a structured approach to cycles, valuation, or on-chain behavior rather than gut feeling.

What makes this commentary interesting isn't just the opinion itself, but the context around it. Ethereum is currently navigating a murky phase: institutional adoption is real, but fee revenue is migrating to Layer 2s. The merge delivered on sustainability, but it didn't deliver the supply shock many expected. Staking yields are modest, and competition from other Layer 1s remains fierce. Someone who sold the top before likely isn't anchored to the same narratives that kept long-term holders optimistic through drawdowns. That creates a different lens.

Investors who exit at peaks tend to focus on diminishing returns, valuation exhaustion, or shifts in market structure that the majority overlooks. If this founder is bullish, it might signal he sees a setup forming that resembles pre-rally conditions from past cycles. If he's cautious, it could reflect concerns about Ethereum's ability to capture value in a fragmented, multi-chain world. Either way, the track record suggests his perspective is grounded in more than speculation.

The challenge for the market is that one person's view, even a credible one, doesn't dictate outcomes. But it does offer a reference point. When someone who sold the high starts talking about the future, it's a signal to reassess assumptions and ask whether the current narrative is missing something. That's often where the edge lives.