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FJ

Following0Followers (X)38.44KPosts417Likes3.29K
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Can’t hack @Lighter_xyz That’s the bull case of ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2

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For an asset class so wildly talked about, Bitcoin has created very little real wealth compared to Gold / Mag7 and others. This will change.

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Imagine selling on Hood Summit day and forgetting ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 is 1/21 the size of hyperliquid:native in the process. LighterLiquid.

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Bingo. People are over indexing on OpenAI and Anthropic. The impact was reallocation to SpaceX / Meta. This will be visible in the next quarter of earnings with Mag7 maintaining capex guidance.