Prediction evidence

In reply to · 1 Jul 2026, 16:06 UTC · context given to the AI

finally rotated the last of my eth out to sol early this morning. first time not owning any eth in 9 years. i didn't have much left, but never carried stone cold 0. thesis: solusd can pull back at some point (and probably will), so only doing cautious USD nibbles, but the sol/eth chart looks comically good on HTF, so backing up the truck here is prudent. i thought there was a chance it'd go lower, but it's basically frontrun a whole bunch of levels in terms of downside, and looks like it wants to go to infinity. the reasons why will be familiar to anyone that isn't an eth maxi (or generally someone with sol derangement syndrome), no need to beat a dead horse at this point i like ethereum. i'm rooting for it. i just don't think at ~200b mcap, and getting painted into a corner "but stables/RWAs!" world (where even those are being meticulously eroded) there's really much upside for the token in terms of value accrual, or relative outperformance on any major pair. it's that simple. eth will exist for eons - it's a bit like jquery. react ate the lunch of how to write front end code starting in 2016, but even a decade later, jquery still somehow powers half the internet. i think eth has been a massive success as a foundation layer for crypto but it's been abundantly clear that the token is busted (this has been clear for years, tbh)