1 天前
The kind of guys now entering crypto with size are simply not the usual CT flipflop degens who cry at every dip assuming the world ending tomorrow. Tom Lee / Bitmine, Peter Thiel, Sam Tabar / Bit Digital, Cathie Wood, Stanley Druckenmiller etc. All people with a longterm vision how the world will change in the next couple of years. With Tom as the goat. And they simply get that ETH will be core to one of the most disruptive changes happening. Blockchain tech becoming the foundation for everything finance (& more). With stablecoins, tokenization etc. enabling 10x improvements re: efficiency & new usecases. Fundamentals all set and US admin all in literally kind of a liftime R/R bet.
Tom Lee is still buying ETH. He bought $320m ETH yesterday. He now owns $9.4 billion ETH. That's 2.8% of total ETH supply...up from 0 on July 1. Idk if we've seen a higher conviction buyer in crypto. You have to believe Tom Lee is either a legend or a fool - he's left us no half measures. I think his 2025 ETH trade will prove legendary. History will decide.
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