ETH Short IdeaEthereum / US DollarCOINBASE:ETHUSDblknoizbreakdown from 100d range with momentum, overvalued at 200b, declining attention & mindshare, increased competition from other L1 blockchains like sol/hype/tempo/arc, confusion around rollup thesis & lack of value accrual directly to ETH token without pivot from top level org