2-5 mins Viewpoint: ETHBTC has still not risen enough relative to the gap in upcoming flows / what has been created this wk $4K is asymmetric because by many it is viewed as "top blasting resistance" when in reality that is not the case. Why? Much greater skew toward TCos bidding this wk than in prior wks. They view $4K as just a number; recognizing that is what makes the spot interesting Sentiment: EO is most beneficial for products like BTC or BTC.D. Not a bad thought; just baseless. If true: why did STRC have its worst day ever Friday? Simultaneously where ETHA volume returned to ~$2B and SBET/BMNR had record volume days? AKA if he's a good hitter, why doesn't he hit good?

ETH TCOs: Blockworks has a good dashboard for tracking TCOs mcaps, trading volumes, mNAVs and holdings. BMNR is up 65% on the week and saw mNAV expansion from 1.21 to 1.68 allowing for more accretive issuance. mNAVs > 1.5 to 2.0 are a good proxy for impending ATMs. link below

from paypal mafia to palantir mafia. whatever you may think of him can’t deny thiel’s midas touch

Death blow to right wing podcasters 💀 what are they gonna talk about now?

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Eth is free money rn I've waited 4 years for these conditions

This one is for Oats @kwaker_oats_

Hate it or love it, but you don't get bearish on $ETH when the $BMNR mNAV is expanding

High Stakes loading up on BMNR. ETH up +11% while BMNR up +70% P3D.

ETH: we have cleared a lot of overhead supply on this breakout attempt and we got some profit taking, which is not unusual for a HTF level. If we hold >3900 into the weekend and develop some value here we go for the break again imo. similar to what BTC did in May at 110k.