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The problem with $ETH is that this trade is so momentum-driven that we can't afford to lose the momentum for too long, or the whole reflexivity dies
And we're already at almost $4k, which has basically been overheated territory for four years
In the same time, with so much energy funneled into ETH, I don't think it disappears immediately after just 2 weeks.
And I don't think the treasury companies trade is over, which implies more inflows for ETH and alts.