Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
I personally think this dynamic – investing in Ethereum apps but not ETH – will continue to play out in venture and liquid markets.
As the Fat App Thesis cements itself, investors will look to own top tier EVM applications but hesitate to own ETH until the value accrual story changes.
25.4.2025
I still own 0 ETH, think its overvalued especially vs comps, & base case expect pivot rn to be too little too late to restore what was
I've also been saying repeatedly since EF leadership change there's a real positive shift, & I continue to invest in great Ethereum projects
@ec265 The fundamentals don't reflect that. For instance, Morpho (Ethereum's second largest lending market) has more borrow collateral in BTC than ETH (Morpho on mainnet).
13.4.2025
We see a bitcoinization of the @ethereum economy. BTC is more and more traded and is a bigger collateral on @MorphoLabs than ETH
21,18K
Johtavat
Rankkaus
Suosikit