Just had a casual chat with friends tonight, just sharing thoughts as they come:

1. Ethereum: Traditional capital is eyeing ETH, evident from ETF flows, even though on-chain activity seems pretty stagnant. But with Trump possibly taking office, liquidity could skyrocket—pulling ETH up along with it. Fundamentals? In 2021, $FIL didn’t need fundamentals, just insane liquidity driving prices up. Imagine UBS, BlackRock, Visa—all building in, then pushing for mass adoption and drawing in more institutions. Ultimately, it’s Wall Street pulling the strings. Why will ETH’s price rise? Liquidity. I don’t know the exact narrative yet, but if they spin it as the “backbone of the financial system,” I’ll probably be all in.

• Gensler resignation narrative picks: $UNI $MKR $ENA $AAVE $IMX $DYDX

• Staking narrative: $LDO $RPL $SSV

• My Holdings: Only $ETH

2. Old Chains (Aptos, Near, Avax, Sei): All making moves, but I’m sticking with $FTM, especially with the Sonic launch expected in December. Eyeing a run back to $1.2.

• Holdings: $FTM (Not recommending buying in high; I might offload some.)

3. AI Projects: Consensus is AI might be the biggest bubble yet. Legit projects I like: $TAO, $SPEC, $GRASS (holding only $GRASS now, as $TAO’s emissions are a concern).

• AI Meme Picks: $GOAT, $FART, $Zerebro look solid—considering but haven’t bought yet.

4. Solana DeFi: Explosive potential here; if you’re daring, there’s money to be made. But I’m keeping my focus on $FTM, $ETH, and $GRASS.

Just some thoughts—take them as you will.