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Ansem 🧸💸·2025-07-01 13:05

every time i tweet about ethbtc underperformance i get infinite talking heads mad at me on here but im p confident its more reflective of the overarching trend in crypto of issues w/ value capture for infra tokenscan write as many thinkpieces as we want about why coins should be worth $100T+ but the market is no longer projecting aggressive growth in a new asset class without justification, peak market caps from 2020-21 cycle were anomalous, reason many infra tokens have performed so poorly is bc they are b ...