- We’re still early in the cycle compared to prior cycles
- Bottoms often form simply out of seller exhaustion
- Altcoins are underperforming this cycle because liquidity is the same, yet there are 50x more coins > dispersion
- Meme coin super cycle thesis is still intact
- SOL/ETH relative value trade is strengthening
- Spot ETH ETFs will be surprisingly successful
- Mathematics behind the impact of ETH ETF inflows in detail
- Counter-trading against Alton funding rates has been a successful strategy this year
- Altcoin narratives to keep your eye on in July: ETH ETF plays incl. $PEPE, $ENS, $PENDLE, $LDO, $TON, $NOT
- Don’t let short-term noise shake you out of one of the most obvious long-term setups in crypto history!
OP: https://x.com/milesdeutscher/status/1810268904297746896?s=46&t=d5nuVMonz8BX6y7xSWK5ag Show Less