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Inceptionally 🎩
@inceptionally
I sold $GBTC & Bought $ETHE NFA DYOR First time in years I have no BTC exposure in my brokerage accounts. Thesis: * Innovation on ETH accelerating (e.g. Warpcast, Base) * ETH will flip BTC * ETHE has a >12% discount to NAV * ETH ETF coming soon * @dcinvestor loves ETH
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Brian R
@thetinyant
a few MOAR: *Narrative until recently was ETH is dead *Retail not back yet *Easing central bank monetary policy *Successful Dencun upgrade *Full bull activity = greater deflation *Restaking enabling Ethereum to move beyond its VM / consensus (increases settlement/security TAM, moneyness)
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Inceptionally 🎩
@inceptionally
Nice additions!
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