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.
26 Comments
FIRE community is the most underrated corner of personal finance.
I've been burned by this before. Your caution is warranted.
This is exactly what I needed to read today.
Appreciate you sharing the L's too. Most people only post wins.
What's your thoughts on the downside risk here?
The exit strategy is what most people don't think about.
Done similar analysis. Your numbers check out.
The fee math always surprises people when you actually do it out.
The behavioral aspect of investing is so underrated.
I respectfully disagree. The data suggests otherwise.
This is a masterclass. Bookmarked.
This is why I come to this community. Real numbers, real analysis.
Appreciate the transparency here. Most people gatekeep this stuff.
The math here is solid. This is what people miss.
I've been burned by this before. Your caution is warranted.
Mind sharing your full allocation?
Have you considered the tax implications of this approach?
Curious about the rebalancing approach. Annual or threshold-based?
The psychology of money matters as much as the math.
Great post, thanks for sharing this.
This is why I come to this community. Real numbers, real analysis.
This is the post I needed. Exactly my situation.
Appreciate you sharing the L's too. Most people only post wins.
What brokerage are you using for this?
Real talk: most people can't stick to this when it gets hard.
I've been thinking about this too. What's your time horizon?
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