Ethereum

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.

building @numos | german web3 spaces every saturday with @bassen

Developer 🤓 build, develop and operate Farcaster solutions @ dtech.vision also love tech, decentralization, fitness and oldschool rap 😎

Depending on risk value I may propose not discount the dollar with currently ~ 5% depending on the time frame

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.