JoshETH.eth 🏦 Chief Ethereum Capital Officer*

ETH was a great opportunity back in May, one a lot didn't have the balls to take. ETH is still hugely undervalued however the world is waking up to this fact and the opportunity wont be around forever. I continue to increase ETH per JoshETH. There simply is no second best $ETH

Carl Icahn was telling folks in 2021 ETH was a SoV like BTC. He's a legend for a reason. $ETH

BTC demand Vs ETH demand. There is no second best, positive ETH appetite is just getting going and given the market size difference ETHs supply shock potential is that much higher given how strong the demand is. CREDIT @hildobby for the data. $ETH

The ETFs demand is so strong due to front running of treasury buys. This is EXACTLY what happened with BTC. Don't midcurve this going long and riding it is the play. Plenty midcurved this for BTC and watched as ETFs chewed through billions regularly. $ETH time is now.

Inflation rate for ETH is nowhere near the staking reward APY. Issuance on ETH is capped at 1.51% @ 100% network staked Demand on ETH vs the supply far outweighs that of BTC at the moment given market cap difference and ETH flows beating BTCs. The supply shock will be 🌋. $ETH

Good thread and something I've been banging the drum on. The demand far outweighs supply. BTC was driven by treasury company buying power and the ETPs front ran/chased them. ETH has this now, and it's no surprise the ETH ETPs are seeing strong demand. This is what caused…

An awesome read, they certainly get it. The ticker is $ETH

ETH bros, remember the terrible takes and the grave dancing you've posted. Nobody needs you to cheer for them. Certainly not with midcurve takes like this. Rollups expand Ethereums network effects enormously. It's a large part of why it will win. ETHEREUM EVERYWHERE.

Great interview of @AK_EtherMachine on CNBC here. Welcome to the ETH accumulation race. Wen strategicethreserve.xyz $ETH looking good here.

In the words of @djkhaled Another one. $ETH looking good.

GM 🌅10 years of Ethereum and no downtime. The rollup roadmap was not a mistake, it has compounded ethereums network effects. This will continue. The L1 is scaling. Ethereums time is now and the ticker is $ETH

I want some NFT exposure. I think ETH L2 NFTs will also do well. Probably @base but I won't pretend that I have an edge in NFTs I a million % don't. I just think NFTs have been written off and as ETH moons then bids through it and beats @elonmusk to mars. People want to own…

I now identify as Chief Ethereum Capital Officer. Thank you for your attention to this matter. ETH is going so much higher, it's got the exact same setup BTC had. Treasury company buying power is what drove BTC and caused it to disconnect from the rest of the market. $ETH

GM 🌄 hope you've all had a great weekend so far.

ETH $10,000 to $15,000 but again that wouldn't be the cap. 🐂

We are entering into a phase where we have a new treasury company plunge protection cabal. BTC enjoyed this, it dampened the downside vol on risk off. I expect the same here. Genies out the bottle, the ticker is $ETH

Fantastic line up. 100% worth tuning into this.