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@Siren0q
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4 #Bitcoin ETFs are in the Top 25 ETFs of all time!
This chart shows the top 25 ETFs ever in history after only just 1 month on the market!
(Data spans a total of 5,535 ETF launches in 30yrs)
Blackrock & Fidelity are in a league of their own (each over $3B).
ARKInvest and Bitwise also making the list.
This chart shows the top 25 ETFs ever in history after only just 1 month on the market!
(Data spans a total of 5,535 ETF launches in 30yrs)
Blackrock & Fidelity are in a league of their own (each over $3B).
ARKInvest and Bitwise also making the list.
What’s the biggest change since last cycle?
Last cycle today we only had #DeFi
This cycle we have DeFi NFT depin desci #RWA payment #gaming desoc #L2 da #Staking restaking mev raas parallelism ai zk fhe
Impossible for anyone to be expert in everything
Pick one or few areas of focus, stay in ur circle of competency, and outperformance will ensue
Last cycle today we only had #DeFi
This cycle we have DeFi NFT depin desci #RWA payment #gaming desoc #L2 da #Staking restaking mev raas parallelism ai zk fhe
Impossible for anyone to be expert in everything
Pick one or few areas of focus, stay in ur circle of competency, and outperformance will ensue
Extremely impressive inflows and performance from #BTC but still think the ETHBTC bottom is in and we're just moving through a period of time-based capitulation.
Strong BTC #ETF inflows tells the market there will be strong #ETH etf inflows. That uncertainty was what squashed the initial eth etf front run move, but now the market has the confidence to get back into the trade.
Think the most overlooked aspect is the relative change in ETH's supply picture compared to the last few months. A large indiscriminate seller has run out of coins and #restaking protocols ballooning in TVL (ETH being locked up).
Restaking and the complex building around it is implicitly raising the opportunity cost of not holding ETH. Not only do you have the eigen airdrop, but then you will have all the AVS #airdrops. You could be looking at 20% - 30% over the next few months just for holding ETH (maybe more).
Throw in blast and mantle airdrops, throw in some general reflexivity, and you can have a pretty nasty supply squeeze on ETH.
Strong BTC #ETF inflows tells the market there will be strong #ETH etf inflows. That uncertainty was what squashed the initial eth etf front run move, but now the market has the confidence to get back into the trade.
Think the most overlooked aspect is the relative change in ETH's supply picture compared to the last few months. A large indiscriminate seller has run out of coins and #restaking protocols ballooning in TVL (ETH being locked up).
Restaking and the complex building around it is implicitly raising the opportunity cost of not holding ETH. Not only do you have the eigen airdrop, but then you will have all the AVS #airdrops. You could be looking at 20% - 30% over the next few months just for holding ETH (maybe more).
Throw in blast and mantle airdrops, throw in some general reflexivity, and you can have a pretty nasty supply squeeze on ETH.
#RWATokens are going to be big and will get a lot of hype! #MapleFinance is one of them