O Patriot @0x_OP3
Tinfoil Hat Enthusiast, Cottage Industry Specialist Venice Beach, Los Angeles Joined October 2018-
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Probably gonna look back on “people” calling Ethh the “macro trade of the decade” in the not so distant future and say…. “yeaaaaaaaaaahhhhhh”
Could not be more bearish on this
The moat Eth currently has by being the only alt with a (real) ETF reminds me of the moat it had when it was the only other asset on Coinbase. Won’t last forever and the time to capitalize is now.
Selling extremely volatile assets is harder than buying them imo, because when you buy you have limited downside (to zero), but when you sell, your mind struggles with foregoing theoretical unlimited upside.
You know who isn’t anchored to the 4 year cycle thesis after a handful of brutal bear markets? Tradfi Higher
Biggest difference between Eth situation and a potential re-run with Sol is that Sol doesn’t have a liquid Blackrock ETF where market participants can attempt to arb the premium of the DAT companies (and subsequently get blown out repeatedly for the next 6 months)
Your “flywheel” is more like a water wheel. When the water stops flowing in, the wheel grinds to an abrupt halt.
A bubble is just your friends making money. Gah damn, Anon, you feel that, right?
O how times have changed
Heard it here first, folks
@KrisMootoo @ReiNetwork0x yep and rei doing it with 1/1000th the market value rn
When that first drop hits your lips. Pure bliss
The insane thing is that $IBIT is literally the greatest ETF of all time and it’s not particularly close. What are we even talking about man, this industry has been beyond vindicated.

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