I do think ETH will be fine, I just struggle with the case for owning it vs BTC/SOL, and haven’t heard a good case for why it’s bullish *against* those assets. 

We saw like a week post-election where it outperformed, and then ETHBTC got sent back down to new lows. Would be keen to hear a material case for ETHBTC or ETHSOL being green over the next 1y

Over a long enough time > say beyond the next 3-6 months it can perform well because of sustained ecosystem growth and the capacity to be deflationary.

Think the ETFs will also become more attractive at btc runs and then has less upside…

Nah probability not this as the speculation of nation states and btw reserve will drive narrative for quite awhile.

I do wonder how the inflationary role of solana at the moment might actually be helping growth as long as there is energy to extend out the tail of assets and keep your sol circulating rather than swapping to stables.  If sol is becoming more numerous, yet you keep it in the system it helps fuel growth.

Whenever this becomes a false reality then the vibes will shift.  When this is, I have no idea.

Growing veggies for the fine folks of Southeastern Massachusetts, w/ a focus on nutrient quality. Always interested in the evolution of digital payments.  🎩 

The SOL inflation is a good point + lots of unlocks coming in the spring