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“The state of altcoins right now do not support an ETH valuation of $500 billion, half a trillion dollar market cap. On-chain is dead”
@Taiki Maeda
ETH at half-trillion cap unsupported by dead on-chain activity; alt weakness trickles up to ETH
ETHSHORT@ $3,803.70
$1,862.35+51.04%
since call Oct 30
peak +53.8%
5:17SHORT
“the public blockchain infrastructure, or the token itself, right, it doesn't gain anything from Robinhood using it … private and public companies like…”
@Taiki Maeda
L2 token gains nothing even from Robinhood partnership; infra does not accrue value
ARBSHORT@ $0.29
$0.08+73.34%
since call Oct 30
peak +73.9%
“it's going to be a K-shaped recovery … coins with buybacks. So maybe like Hyperliquid”
@Taiki Maeda
Coins with real buybacks survive the washout; Hyperliquid favored in K-shaped recovery
HYPELONG@ $45.44
$52.64+15.86%
since call Oct 30
peak +51.5%
“I'm short like SUI, like Plasma, like Arbitrum, like Optimism, Movement Labs, right? Like these coins with unlocks, like who's buying them?”
@Taiki Maeda
L1 facing unlocks with identifiable sellers and no buyers gets washed out
SUISHORT@ $2.29
$0.68+70.23%
since call Oct 30
peak +70.4%
“I'm short like SUI, like Plasma, like Arbitrum, like Optimism, Movement Labs, right? Like these coins with unlocks, like who's buying them?”
@Taiki Maeda
L2 token with unlocks and no value accrual gets smoked
OPSHORT@ $0.40
$0.09+78.64%
since call Oct 30
peak +78.8%
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