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25 Apr, 11 tweets, 3 min read
Investment report all set for release Tuesday.

I’ll drop a thread accompanied by a ~75 page PDF with my best attempt at an institutional grade investment case for $ETH to 150k.

Will follow it up in coming weeks with smaller, digestible ELI5 threads to spur discussion.
Warning! this is not your crypto investor’s $ETH thesis. I’m taking a different angle, tackling difficult concepts to present the most robust institutional grade case that I can.
For me this is my attempt to show all that I’ve self-taught on investing before I head to medical residency. I think you’ll really enjoy it!
My price target is 150k, but I honestly think that will be too conservative.

Here are some highlights👇
“The Ethereum Triple Halving is an alchemic process by which the ethereum investor base moves farther on the paperhand to diamondhand spectrum.”

Ethereum, The Triple Halving $ETH
“We saw the FOMO with Tesla stock. Now imagine if $TSLA had begun offering a 25% dividend yield while buying back stock at 2% per year with prices just breaking to all time highs.”

Ethereum, The Triple Halving $ETH
“Bitcoin Investors project price targets 5x above current prices due to their S2F model.

After PoS, ETH will have a negative stock to flow. How much is that worth?”

Ethereum, The Triple Halving $ETH $BTC
Trigger Warning!

I’ll predict $ETH Ultra-Bulls like @TrustlessState and @RaoulGMI will increase their price targets by 500% by Jan2023.
Still have to do finishing touches, but currently planning to drop the report Tuesday at noon ET.

Will let you know if I need to delay.
P.S. I created a substack!

Still not sure what I want to do with it, but if you’d be interested in hearing what I have to say, feel free to subscribe!


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More from @SquishChaos

27 Apr
Ethereum, The Triple Halving

My report on the investment case for $ETH is finally finished.

It is 79 pages long, my pride and joy, the cumulative product of years of learning and a week of insane effort.
The impetus for this piece realizing that my thread on the $ETH triple halving was mostly interpreted as a nice meme-able crypto pump.

The triple halving may become a meme, but there is a serious investment case here.

I put everything I had into this piece. As a retail investor, I want to use this report to show how much I’ve learned about investing and share my current highest conviction idea. If I’m capable of writing institutional grade research - this is it.
Read 20 tweets
17 Apr
“Net annual buy pressure” doesn’t make the point.

In a halving event, $BTC miner sell pressure drops 50%. It causes all hell to break loose. What will this look like for $ETH?
Post-merge, $ETH sell pressure will drop 90%. For $BTC sell pressure to reduce this much, it takes 3 halving events. I’ll repeat:

ETH will undergo the equivalent of 3 halving events in the next 12 months.
Illiquidity breeds volatility, and more illiquidity breeds more volatility. Post-merge, expect $ETH to have 3 halving events of volatility in 1 cycle.
Read 6 tweets

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