
If bullish majors I think ETH actually sneaky favorite - counterpoints to a lot of btc bear catalysts (post quantum focus, tom lee is unlevered) - renewed focus and competition from leadership (eth labs, eth institutional, new eth fnd roadmap etc) - decent insto adoption moment w/ robinhood using ETH l2 (tempo and ousd is counterpoint ofc) Hype and I guess lit probly outperform in bullish cases but vol adjusted is interesting

