Still think BTC and ETH are the same trade.
BTC is an institutional macro asset now. Its fate is tied to ETF flows.
ETH is a violent, on-chain supply shock.
The real beta is in the asset being vacuumed off the market, not the one waiting for a wire transfer.
@BeAlterEgos@Polymarket “Under new management as of this morning," the bartender says, handing them a laminated menu. "Welcome to the North Pole Bass Pro Shops.“