https://ethmrc.com/tags/fundamentals/Recent content in Fundamentals on Ethereum Market Research CenterHugoen-usFri, 30 Jan 2026 02:29:29 +0000https://ethmrc.com/beyond-the-risk-on-trade-why-eth-and-btc-must-graduate-to-fundamentals/Fri, 30 Jan 2026 02:29:29 +0000https://ethmrc.com/beyond-the-risk-on-trade-why-eth-and-btc-must-graduate-to-fundamentals/<p><em>Risk-on pricing built crypto fast. Fundamentals will decide whether it lasts.</em><br> <strong>Should ETH and BTC remain risk-on assets, or is it better that they transition to</strong> a <strong>fundamental-based valuation?</strong> The answer is not ideological, nor is it purely financial. It is structural. And it goes to the heart of whether crypto remains a speculative arena—or matures into indispensable global infrastructure.</p> <p>This is not a question about short-term price performance. It is a question about what kind of assets <strong>Ethereum</strong> and <strong>Bitcoin</strong> ultimately become.</p>