Content
@
0 reply
0 recast
0 reaction
Colin Lieb
@colinlieb
we are at maximum EV for ETH aligned high-beta plays. $OP $ARB $RPL $LIDO … ⚠️ my warning ⚠️ they won‘t outperform ETH through the entire cycle. So don‘t marry your altcoin bags.
2 replies
0 recast
0 reaction
Samuel ツ
@samuellhuber.eth
How did you come up with the EV?
1 reply
0 recast
1 reaction
tudor
@tudor
Of course ethereum can t be outperformed by some layer 2 in terms of mcap, but what about TPS ?
1 reply
0 recast
1 reaction
