Great show. What to do with the ETH bags... glad to know you are chewing on that one too. There's 20 new L2s, all VC-encumbered, with low floats and high FDV, unlocks out beyond the seeable horizon. And all these poorly performing L2 hustles are competing with ETH for investor capital. Meanwhile Vitalik is turning out to be Klaus Schwab's mini-me. What is the case for ETH this cycle? Remind me. NFT market place? Defi ponzis? Lame L2 settlement layer? IDK. Everyone says, "ETH always outperfors BTC". but this cycle, I can't see why that is such a sure thing. I may just roll my ETH into a BTC/Solana split.That seems safer in the short term.
imo no reason to hold eth at all. like you said many things don’t make sense and upside potential is pretty capped. rather just hold a high growth stock or btc as its pretty straight-forward with its bull case. and if im gonna bet on eth’s price short term i’ll go through a higher beta like pepe. also the eth etf inflows have been extremely sad. curious to see if it picks up in q4
@@colesidles4507 Thanks for the thoughts. Yeah. RN, I just don't see the argument for ETH beyond "first mover". Cosmos/IBC, even though the price action has been lame, seems way more interesting technically. Have you dug into this new Polygon tech, that is supposed to connect all the ETH L2s, kind like IBC? I dumped my Polygon a while back, but that sounds interesting. Maybe it will reinvigorate the ETH space. IDK. I wish I had rolled all my ETH into BTC or SOL when BTC was sub $2Ok in the '22/'23 bear.
U guys rock ❤ love from Estonia 🇪🇪 keep smashing it ❤
Awesome as always, thanks both.
Would be great to buy you a coffee in london and pick your brains for career advice in trading Jonah.
fckn fire gents thank you
would be funny if this marked a top for HNT w Ansem in the boat, 8.00-6.00 nice range
Great show. What to do with the ETH bags... glad to know you are chewing on that one too. There's 20 new L2s, all VC-encumbered, with low floats and high FDV, unlocks out beyond the seeable horizon. And all these poorly performing L2 hustles are competing with ETH for investor capital. Meanwhile Vitalik is turning out to be Klaus Schwab's mini-me. What is the case for ETH this cycle? Remind me. NFT market place? Defi ponzis? Lame L2 settlement layer? IDK. Everyone says, "ETH always outperfors BTC". but this cycle, I can't see why that is such a sure thing. I may just roll my ETH into a BTC/Solana split.That seems safer in the short term.
imo no reason to hold eth at all. like you said many things don’t make sense and upside potential is pretty capped. rather just hold a high growth stock or btc as its pretty straight-forward with its bull case. and if im gonna bet on eth’s price short term i’ll go through a higher beta like pepe. also the eth etf inflows have been extremely sad. curious to see if it picks up in q4
@@colesidles4507 Thanks for the thoughts. Yeah. RN, I just don't see the argument for ETH beyond "first mover". Cosmos/IBC, even though the price action has been lame, seems way more interesting technically. Have you dug into this new Polygon tech, that is supposed to connect all the ETH L2s, kind like IBC? I dumped my Polygon a while back, but that sounds interesting. Maybe it will reinvigorate the ETH space. IDK. I wish I had rolled all my ETH into BTC or SOL when BTC was sub $2Ok in the '22/'23 bear.
❤
1000x podcast talking about BTC most of the time. If you don't like shitcoins and gambling, then don't call yourself 1000x.
was 2021 his administration?
Bitcoin & Ethereum will survive no matter who is president.
Same decisions can always be made for completely different or even ridiculous reasons. LOL but I keep open minded to finish the bs/rationale
I love how Avi just entertains Jonahs completely mid takes on crypto as if they are profound and ahead of the curve 😭good entertainment though
why did Avi slammed on @Helium? Because he did not buy $HNT or really had bad experience with it?