Published 26 Jun 2026, 16:48 UTC · fetched 3 Nov 2026, 10:57 UTC
Mayne
@Tradermayne
In reply to · 26 Jun 2026, 08:09 UTC · context given to the AI
SOLETH is the better pair to look at it made higher highs past cycle on that pair & would bet that it makes higher highs again this cycle solana has continuously improved as an L1 w/ its ecosystem & technologically infra wise, while eth has outsourced most execution to rollups & most metrics are down since 2021 except tvl believe covid cycle highs were anomalously high for all alts, so hard to compare to as things went extremely high without much fundamental value behind them, we are now coming down to earth w valuations, but definitely believe that solana's ceiling is now much higher as last cycle the most dominant activity was memecoins, https://t.co/1Sc1wp5IVE, & trading terminals the moonshot thesis for sol is that it enables various successful consumer apps across tokenized stocks, rwas, perps, memes, tcgs, defi, ganing etc etc - & there is evidence of this trend starting to happen, in which case it makes sense for sol to trade much higher than it did in 2025 hyperliquid is biggest threat to solana from an onchain trading perspective & has large lead there, which is why i think its necessary to hold both hype & solAll fair points. I have no clue how high this cycle ultimately goes, but I do think BTC will likely continue to see diminishing returns from here. It’ll be really interesting to watch whether SOL or HYPE can pull off what ETH did in past cycles with meaningful new ATHs. Totally agree SOL is sitting in a solid value area based on last cycles move and with a long enough time horizon, I think 12-18 months. That said, I’m still cautious for more near-term downside since I'm not sure BTC has reached it's 4 year cycle low yet. I think that comes in Oct/Nov of this year which makes me think SOL is still in the June–Oct ‘22 phase of the cycle rather than the Dec ‘22–May ‘23.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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