According to Eric Cryptoman, he has concentrated his DeFi exposure on Ethereum in PEAS and went all-in on Peapods Finance, citing confidence it will outperform other sectors such as memes, AI, and RWA. Source: Eric Cryptoman on X, Aug 26, 2025. He states the protocol is one of the only consistently earning and is deflationary, emphasizing revenue-backed tokenomics as his rationale. Source: Eric Cryptoman on X, Aug 26, 2025. He also references $1B+ via a link in the post, highlighting scale as part of the thesis. Source: Eric Cryptoman on X, Aug 26, 2025. For traders, the actionable datapoints are the deflationary design, claimed consistent earnings, and Ethereum-based deployment of PEAS, which together frame the narrative behind his concentrated positioning. Source: Eric Cryptoman on X, Aug 26, 2025.

According to Cas Abbé, Ethereum total value locked has risen to $94.7B, marking the highest level since 2022, source: Cas Abbé on X. According to Cas Abbé, capital is flooding back into ETH DeFi, indicating renewed participation across the Ethereum ecosystem, source: Cas Abbé on X. According to Cas Abbé, ETH is being positioned as a settlement layer for global finance, underscoring its role beyond a medium of exchange, source: Cas Abbé on X. According to Cas Abbé, this combination of a 2022-high TVL and returning DeFi capital highlights strengthening on-chain conditions that traders tracking ETH and DeFi tokens may monitor, source: Cas Abbé on X.