“Tom Lee has been propping up Ethereum above fair value … it's probably lower.”
ETH propped above fair value by Tom Lee buying; as he runs out of money it converges lower.
“his game plan is he shills Bitmain on TV, right? Tells people to like buy Bitmain because he'll make you rich, and then he'll dump Bitmain on you to raise cash”
Tom Lee got his bonus, ETH has retraced, and Bitmine retail holders will capitulate as the stock breaks down.
“they bought a bunch of ETH at $3,600 and now they're down a billion and now they're kind of fucked, right?”
SharpLink bought ETH near the top and is down a billion, out of money with nothing to offer but staking.
“DeFi Dev Corp, this is a Solana dApp, complete scam... now they're launching meme coins, right?...”
DeFi Dev Corp is a Solana treasury scam now launching meme coins; signals more downside.
“when I saw hype go up on good fundamentals, I was like, you know what, maybe hype has bottomed”
HYPE rose on real fundamentals while alts bled, a sign Hyperliquid has bottomed and value-accruing tokens recover first.
“Their new product line called Borrow's a way to like trade funding rates, hitting new all-time highs in OI…”
Pendle's new Boros funding-rate product is hitting record open interest; cheap token with real value accrual could rerate.
“sub-$2 billion for the leading lending market, the money market seems okay to me. They're still buying back tokens”
AAVE is the leading money market under $2B with ongoing buybacks; cheap enough to redeploy into.
“Uniswap, I know people hate this token, but it's like a $3 to $4 billion market cap, they're starting to introduce buybacks.”
Uniswap at $3-4B is starting buybacks; a hated token that could rerate as value accrual activates.
“I'm looking to buy in the next few months”
Crypto is near a bottom; buying quality alts now over the next few months should pay over a 2-year horizon