You can’t trust a word Brother Sun says

Sun Yuchen revealed that he hasn’t touched his core BTC holdings in a year, while selling off 80–90% of his ETH between $3,600 and $4,000. He then moved the money into Nvidia and the Nasdaq. He says he’s worried quantum computing could threaten BTC, yet he’s swapped all his aggressive positions for a core holding in U.S. AI stocks. This move tells a better story than a white paper.

The ETH sold near the highs doesn’t just vanish. Market-maker depth and on-chain liquidation levels are right there, and the bagholders who chased the price in the $3,600–$4,000 range are a short-term ceiling. Any rebound to around $3,400 will likely be a grind. For ETH to break straight through its previous high, we first need to see whether the whales are willing to buy back the coins they dumped.

If your ETH cost basis is above $3,800, how much did you buy when Brother Sun ran? Are you lining up on the rooftop, or planning to average down? Drop a number and give me a laugh.

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