while im p turned around and quite literally chopped rn one thing i do have high conviction in is there will not really be any alt expansion anytime soon i think a lot of retail capital that would have come onchain during a move like we had instead got sucked into treasury cos

the onchain hot ball of money took a big hit w/ pump imho

also the treasury co premiums will collapse quicker than you think, this amount of free money existing in tardfi doesnt last that long

also the treasury co premiums of things not named MSTR and maaybe SBET will collapse quicker than you think, this amount of free money existing in tardfi doesnt last that long

if u want to countertrade me heres ur chance im like 0/4 rn lmao

i dont rly consider eth an alt it and btc (and hype) are the receipients of the treasury cos, its the smaller onchain alts that dont have a firehose pointed at them thatll suffer

i mean this in the general sense (everything going up 2-3x) good cult coins that ppl dont want to sell will keep doing well and spots like zora (that i missed) will always pop up