Ethereum (ETH)

kinda feel like the speculate fervor flowing into ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29 will flow back to the market leader in ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be

i have no position in either atm but should at least for a trade. as much as i love perps there are times options are just a better instrument (more flexibility) for expressing a bet

This week, I'm releasing a 1-hour conversation with @hosseeb - Managing Partner at @dragonfly_xyz.

Haseeb started investing in early 2018 - right at the bottom of the ICO collapse, when there was no one to blame and people genuinely thought crypto had been a collective hallucination. He stayed.

His argument this episode: the Wild West phase is over, the pioneers are supposed to leave, and that's actually when the real money gets made - social media after 2010 still did 20, 30x, and by then all the ideas were already built.

We talk about:
- Why the OGs leaving crypto right now is a structural feature, not a warning sign
- What Silicon Valley figured out about failure and trust that almost no other city has replicated
- Why status quo bias is the most dangerous cognitive trap for crypto investors
- The two asset regimes that explain why Ethereum moves the way it does
- Why HyperLiquid is the rarest thing in crypto: simultaneously in both regimes
- The "long-term greedy" framework and why VC lockups solve a b

Tracking the Glamsterdam Upgrade on EIPsInsight

https://t.co/Nd1wMTyasg