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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.
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Samuel ツ
@samuellhuber.eth
How did you come up with the EV?
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Colin Lieb
@colinlieb
Focus here is on *relative* EV to ETH good point would be regarding risk adjusted EV. ETH & BTC might just be the kings in that respect.
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Samuel ツ
@samuellhuber.eth
Depending on risk value I may propose not discount the dollar with currently ~ 5% depending on the time frame
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