Hello, again! Today, I’m rolling out the first exclusive unlock for loyal readers like yourselves. What’s the scoop? You're the reason this content exists, and today you’re getting the first premium-only unlock, a juicy follow-up to my recent piece:
Wall Street Is Going On-Chain And You Need to Catch Up.
Let’s get into what didn’t quite make it into that article, the high-octane fuel behind the Ethereum investment thesis and why I’ve added more to my position today.
Here’s the TL;DR for my brilliant, discerning subscribers:
Stocks are down. Bitcoin & Ethereum is stable. Decoupling? Maybe.
Short interest is stacked, primed for a squeeze.
Institutional whales are buying big and betting long.
On-chain metrics are flashing strength across the board.
Historical patterns and seasonal trends point bullish.
Staking demand is high.
Keep reading with a 7-day free trial
Subscribe to Tief’s Substack to keep reading this post and get 7 days of free access to the full post archives.