Published 20 Sept 2026, 04:22 UTC · fetched 20 Oct 2026, 08:29 UTC
Murad 💹🧲
@MustStopMurad
In reply to · 19 Sept 2026, 15:03 UTC · context given to the AI
The bull case for Ethereum and Solana is basically like saying if I mail you a trillion dollars the post office should be worth a trillion dollarsbeen saying this on Twitter since 2018 but everyone disagreed ETH and SOL are only valuable insofar as they become "Future Money" / receive long-term HODL demand their initial monetary premium emerged due to them being "gambling chips" in their respective casinos (ICO + DeFi) and (Trenches) respectively, with a bunch remaining/sitting/lost/burnt/locked in people's wallets and various protocols to this day giving them some floor 99% of participants, however, even large ones, incorrectly reason about them as some sort of BTC-beta + Tech Platform hybrids The Tech is good but the Coins are mid... Both coins are about 10x overvalued and are being momentum-traded purely on vibes as BTC beta due to 'indexing' / 'diversification' habits acquired from TradFi stock instincts... no one wants to admit this obvious truth... They will still go up with the Tide during a Bull Market though, but no one wants to discuss these things from first principles. In order to be an ETH / SOL megabull, you need to clearly explain why they are a superior Future Neo-Gold than BTC (and Gold) strictly from a monetary perspective... if you can't, then there is no thesis... This is why competing on Tech is a fool's errand going into AGI... If you value Tech above all else then you are not going to have a good time in a World with 1 trillion agents (aka algorithmic immigrants) with 275 IQ... (assuming they don't kill us all) look into spx6900, a movement to flip the stock market. a giant wealth redistribution mechanism cosplaying as a post-ironic memecoin.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 111.44 / 108.98 − 1 = +2.26%d × r = -2.26% against a neutral band of ±1.50% → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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