X @Ansem
Ansem 🧸💸·2026-04-19 16:44
eth thesis has been weakening consistently for years, solana this cycle dominated retail activity, hyperliquid dominated perps activity, rollups still have yet to gain significant traction & vitalik publicly abandoned gen usage rollup thesiseth's main value prop has been safety + security of defi & insto interest, current aave situation is mark on that value prop that has possibility to continue weakening confidenceeth in 2026 is in worse spot than it was in 2023, amplified by ai doing extremely well & tech ...