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jon_charb
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jon_charb
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crypto if everyone was required to take one intro to finance class
crypto if everyone was required to take one intro to finance class
jon_charb
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investing isnt black & white, you need to accept both of these especially in crypto: 1) many assets dont trade on strict fundamentals today, & many never will 2) trend ahead is most big cryptoassets will trade more on fundamentals, not less, vs today its all a timing question
investing isnt black & white, you need to accept both of these especially in crypto:
1) many assets dont trade on strict fundamentals today, & many never will
2) trend ahead is most big cryptoassets will trade more on fundamentals, not less, vs today
its all a timing question
jon_charb
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there are people saying with a straight face: 1) the burn is what makes ETH special🦇🔊 2) REV is a bad metric without realizing ETH burn = base fees today + they're all excited to add MEV burn = REV
there are people saying with a straight face:
1) the burn is what makes ETH special🦇🔊
2) REV is a bad metric
without realizing ETH burn = base fees today + they're all excited to add MEV burn = REV
ETH
jon_charb
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A few years ago even I assessed a higher probability than today that the “ETH is money” stuff could work But it’s clear the world is increasingly picking BTC as the dominant crypto SoV as seen by fundamentals (see SBR) & price (see ETH/BTC) You need to be able to update views
A few years ago even I assessed a higher probability than today that the “ETH is money” stuff could work
But it’s clear the world is increasingly picking BTC as the dominant crypto SoV as seen by fundamentals (see SBR) & price (see ETH/BTC)
You need to be able to update views
BTC
ETH
jon_charb
--
Would increasing Ethereum REV be good for ETH price
Would increasing Ethereum REV be good for ETH price
ETH
jon_charb
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Both ETH & SOL: - Were running at ATH REV at the same time as their ATH prices - Traded at the same multiple on annualized REV at those times (~26.5x)
Both ETH & SOL:
- Were running at ATH REV at the same time as their ATH prices
- Traded at the same multiple on annualized REV at those times (~26.5x)
SOL
ETH
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