This video provides a bullish fundamental analysis on ETHUSD. The video posits that Treasury companies and ETH ETF buyers are creating a sustained demand for ETH. BitMine has invested over 1.5 million ETH in a month and a half, while a $20 billion increase in common shares from BitMine and a $10 billion increase from ETHZilla are creating even more demand. The analysis suggests that ETH is undervalued and still has room to move higher. The anchor thinks that as institutions come in and start using ETH then ETH needs to have a higher price due to security reasons.