Brian R

@thetinyant

78 Following

15 Followers

Brian R pfp

Historical post-halving #Bitcoin performance has been exceptional….but we’ve never gone into the halving ~at an all-time high, and the marginal decline in emissions is now ~immaterial 🍿🍿🍿

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With 52% confidence, I am turning more negative on crypto prices due to: 👉 BTC at ATH 👉 Waning positive catalysts 👉 Rising negative catalysts In more detail,

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Can anyone kindly point me to an analysis around restaking yield post EigenLayer launch? Believe EigenLayer is a huge catalyst for ETH due to materially increasing Ethereum's settlement TAM & increasing ETH's moneyness. But curious if there will be enough initial AVS demand to support material restaking yield near-term

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For anyone interested in a real-time discount for the Grayscale Ethereum Trust (ETHE), here is the calc

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Lots of institutional investor concern on the spot bitcoin ETFs being negative for Coinbase. This misses the forrest for the trees: the ~entire reason BTC doubled since Oct is due to the ETFs, which incited & increased volume on Coinbase. If it wasn't for the ETFs, Coinbase would be printing numbers like it did in 1H23

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I just subscribed to @tim on Paragraph! Check it out:

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Restaking is the largest, most underappreciated positive catalyst for ETH, as it enables Eth validators to secure arbitrary programs not running on Ethereum (Ethereum will transcend its virtual machine/ consensus layer)

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Very bullish on BTC rn. Retail not fully in, the halving is approaching, there’s a steady undercurrent of ETF buying, central banks will start to ease, and there’s a ton of innovation happening. The only big risk I can see is Mt Gox repatriation, but even that ends in ~8 months

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GM (it’s 2:30pm)

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