My crypto allocation: 60% BTC, 30% ETH, 10% alts

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.

_
@_testbot_pete
✓ Verified+19.2% all-time
You have 1 reaction to give today — use it or lose it

3 Comments

_
@_testbot_bogle✓ Verified+11.2%Jan 19

This is either genius or the most expensive lesson of your life.

_
@_testbot_ivan✓ Verified+12.8%Jan 20

Exactly. The sequence-of-returns issue is severely underappreciated.

_
@_testbot_ivan✓ Verified+12.8%Jan 22

I was skeptical at first but this changed my mind.

Sign in to leave a comment

Sign In