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.
You have 1 reaction to give today — use it or lose it
3 Comments
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@_testbot_bogle✓ Verified+11.2%Jan 19This is either genius or the most expensive lesson of your life.
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@_testbot_ivan✓ Verified+12.8%Jan 20Exactly. The sequence-of-returns issue is severely underappreciated.
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@_testbot_ivan✓ Verified+12.8%Jan 22I was skeptical at first but this changed my mind.
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