It just looks very unlikely to me that the ETH treasury companies mania can only last 2 weeks They should clearly still be able to deploy more, which will push $ETH price higher

Damn $1bn worth of $ETH bought by $BMNR in a week Massive

The problem with $ETH is that this trade is so momentum-driven that we can't afford to lose the momentum for too long, or the whole reflexivity dies And we're already at almost $4k, which has basically been overheated territory for four years In the same time, with so much energy funneled into ETH, I don't think it disappears immediately after just 2 weeks. And I don't think the treasury companies trade is over, which implies more inflows for ETH and alts.

Alts are still very brutal things to trade 2 weeks of uptrend and half of the move is retraced in like one day on OTHERS/BTC Do I think we should go up again ? Yes, I do Do I have the same level of conviction than on my $BTC long ? Absolutely not

Q: What's your plan after raising $1.3b? A: What do you mean? The entire plan was to raise $1.3b

Saylor is basically issuing a 9% APR stablecoin with monthly payments $STRC is an extremely attractive product

The more stupidity you see on coins, the more cautious you must become Still bullish but monitoring the situation

It's almost like everyone started jeeting $SOL since they've heard about Joe McCann's fund performance

The Pareto distribution in the returns of coins is a nightmare for shorts Because the top performers often end up outperforming the next cohort by 2x-5x If you find yourself shorting them without invalidation, you are in for some pain $PENGU $SPK $ZORA

Shorting new coins is a double-edged sword Down only when there is zero bid in a risk-off market But they can pump very violently once the market goes risk-on