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sethginns
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sethginns
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The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play And it will probably be equity-like token soon enough!
The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play
And it will probably be equity-like token soon enough!
sethginns
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SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team
https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
BTC
ETH
sethginns
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Talking markets with @matttpotts https://youtu.be/9si3YUe9ziI @coinfund_io
Talking markets with @matttpotts
https://youtu.be/9si3YUe9ziI
@coinfund_io
sethginns
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Hindsight Narrative: Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
Hindsight Narrative:
Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
ETH
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WhaleDeRiskETH
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I see this as a strong opportunity to pay attention to $ETH The main reason is the wide gap between its current price and what could be considered its fair value. Based on the MVRV ratio, Ethereum is now just as undervalued as it was during: The April 2025 market crash The June 2022 bottom after the Luna collapse The March 2020 COVID crash The December 2018 bear market low Each of those moments turned out to be an excellent accumulation zone for ETH. Historically, periods like this have rewarded investors who stepped in while sentiment was still weak. #WhaleDeRiskETH
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