Ethereum

Ethereum hasn't even seen its demand season yet.

When it does we have no idea how high price will go.

So much ETH in staking, and restaking, and defi, and getting burnt this cycle - no new supply.

Add an ETF to that?

There's not enough ETH to go around.

We simply had to maintain altitude whilst this L1 killer narrative played out, and whilst the L2 fragmentation narrative rinsed out the wash.

Now we are set for macro narrative szn and a reassertion of Ethereum’s dominance as a crypto native financial asset class.