ETH is only expensive relative to Revenue related metrics.By other narratives it is worth more.https://t.co/o03rpdISz9Ki Young Ju (@ki_young_ju):10 out of 12 Ethereum valuation models say ETH is undervalued. https://t.co/ng0FbHnPoT ...

RT Ignas | DeFi (@DefiIgnas)Comparing $ETH (network) and $AMZN (corporation) on PE ratios misses the point of crypto.Amazon can run without $AMZN stock.Ethereum cannot run without $ETH.ETH needs to be staked for the network to work.Higher Ethereum adoption means higher demand for ETH because anyone using Ethereum ends up needing it one way or another (as Vitalik says, 'users' also include Wall Street and others).That part is obvious.The bearish case is gas abstraction removing the need for end-users to acqu ...

RT Ignas | DeFi (@DefiIgnas)Comparing $ETH (network) and $AMZN (corporation) on PE ratios misses the point of crypto.Amazon can run without $AMZN stock.Ethereum cannot run without $ETH.ETH needs to be staked for the network to work.Higher Ethereum adoption means higher demand for ETH because anyone using Ethereum ends up needing it one way or another (as Vitalik says, 'users' also include Wall Street and others).That part is obvious.The bearish case is gas abstraction removing the need for end-users to acqu ...

$HYPE has shifted from being driven by demand (buybacks) to supply drive (what will the team do).Instead of 'look - a $5M daily buy back!!"CT will discuss will team sell? Not sell? Stake? Unstake? Restake?pickle (@Pickle_cRypto):So i was hoping for HYPE unlocks to come alongside an official bullish announcement of some sortThey didn'tthe token has shifted from being led by demand, to being led by supply (unlocks) from this point onwardsgood news - much of the unlock restakedmost of the https://t.co/oLW8vRy8 ...

RT Ignas | DeFi (@DefiIgnas)There's no other token excites me more than $POLY by Polymarket.At a $15B FDV, $POLY would rank the same as $SUI and slightly above $LINK, but it all depends on their equity versus token structure.I want in. https://t.co/yjPyI7kGVr ...

This quick $MON price reversal will ingrain in our brains that:'new hot TGE tokens only worth for a quick flip trade. Not for holding.'Which is, sadly, nothing new for low-float, high-FDV TGEs we had early in the cycle.$MEGA hopefully plays out differently.DonAlt (@CryptoDonAlt):This might be one of the quickest 2x into full retrace I've traded in a whilePlan was to buy, wait for bullishness/bearishness into the monthly close and then reassesJust gonna follow it but bit bummed out I didn't take advantage of ...

Comparing $ETH (network) and $AMZN (corporation) on PE ratios misses the point of crypto.Amazon can run without $AMZN stock.Ethereum cannot run without $ETH.ETH needs to be staked for the network to work.Higher Ethereum adoption means higher demand for ETH because anyone using Ethereum ends up needing it one way or another (as Vitalik says, 'users' also include Wall Street and others).That part is obvious.The bearish case is gas abstraction removing the need for end-users to acquire ETH.Fair criticism.Even ...

Polymarket would be perhaps the first anti-cyclical crypto app:No matter if BTC up or down, there are trading opportunities on Polymarket.Obviously, it goes beyond trading, as a hedging tool that replaces options and serves as a source for truth.Bullish. ...

There's no other token excites me more than $POLY by Polymarket.At a $15B FDV, $POLY would rank the same as $SUI and slightly above $LINK, but it all depends on their equity versus token structure.I want in. https://t.co/yjPyI7kGVr ...

RT Ignas | DeFi (@DefiIgnas)This cycle was tough for making money, but we succeeded in finally bringing 'killer crypto apps.'At least three:- Stablecoins- Prediction markets- TokenizationWe could add onchain perps, too.None of the above have reached their max potential. Far from it.It's not the time to leave crypto. ...