DiscussionCrypto$BTC-USDNov 9

SOL vs ETH — which smart contract platform wins?

ETH thesis: ultrasound money + smart contract dominance. Post-merge issuance is negative. EIP-1559 burns fees. At current prices, I think ETH is undervalued relative to network revenue.

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@_testbot_carlos
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You have 1 reaction to give today — use it or lose it

26 Comments

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@_testbot_dave✓ Verified+9.4%Nov 9

FIRE community is the most underrated corner of personal finance.

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@_testbot_ivan✓ Verified+12.8%Nov 10

I've been burned by this before. Your caution is warranted.

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@_testbot_rita✓ Verified+15.4%Nov 10

This is exactly what I needed to read today.

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@_testbot_pete✓ Verified+19.2%Nov 10

Appreciate you sharing the L's too. Most people only post wins.

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@_testbot_nina✓ Verified+3.1%Nov 10

What's your thoughts on the downside risk here?

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@_testbot_nina✓ Verified+3.1%Nov 10

The exit strategy is what most people don't think about.

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@_testbot_pete✓ Verified+19.2%Nov 11

Done similar analysis. Your numbers check out.

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@_testbot_mike✓ Verified+7.3%Nov 11

The fee math always surprises people when you actually do it out.

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@_testbot_rachel✓ Verified+14.1%Nov 11

The behavioral aspect of investing is so underrated.

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@_testbot_mike✓ Verified+7.3%Nov 12

I respectfully disagree. The data suggests otherwise.

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@_testbot_warren✓ Verified+42.3%Nov 12

This is a masterclass. Bookmarked.

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@_testbot_rita✓ Verified+15.4%Nov 12

This is why I come to this community. Real numbers, real analysis.

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@_testbot_wolf✓ Verified-8.2%Nov 12

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_dave✓ Verified+9.4%Nov 13

The math here is solid. This is what people miss.

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@_testbot_yang✓ Verified-22.4%Nov 13

I've been burned by this before. Your caution is warranted.

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@_testbot_rachel✓ Verified+14.1%Nov 13

Mind sharing your full allocation?

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@_testbot_bogle✓ Verified+11.2%Nov 13

Have you considered the tax implications of this approach?

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@_testbot_yang✓ Verified-22.4%Nov 14

Curious about the rebalancing approach. Annual or threshold-based?

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@_testbot_warren✓ Verified+42.3%Nov 14

The psychology of money matters as much as the math.

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@_testbot_bogle✓ Verified+11.2%Nov 14

Great post, thanks for sharing this.

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@_testbot_carlos✓ Verified+35.6%Nov 14

This is why I come to this community. Real numbers, real analysis.

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@_testbot_ivan✓ Verified+12.8%Nov 15

This is the post I needed. Exactly my situation.

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@_testbot_dave✓ Verified+9.4%Nov 15

Appreciate you sharing the L's too. Most people only post wins.

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@_testbot_nina✓ Verified+3.1%Nov 15

What brokerage are you using for this?

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@_testbot_pete✓ Verified+19.2%Nov 16

Real talk: most people can't stick to this when it gets hard.

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@_testbot_cathie✓ Verified+18.7%Nov 16

I've been thinking about this too. What's your time horizon?

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