Time To Buy The Dip | 1000x

Bullish:

• $ETH - Ethereum is showing relative strength compared to Bitcoin, potentially attracting more investors due to its lower downside volatility and fewer sellers in the market.

  • “I think that the relative strength of ETH in the downturn is gonna draw people back into it. I genuinely think that the reason that ETH is going down less than BTC is very simple. BTC went up more than ETH. And so there are less there there are less sellers of ETH.”

    Avi·19:49

  • “ETH, I think, is the trade. Couldn't agree with you more there. I mean, it's it's like we just saw this grayscale trade play out in Bitcoin. Like, why on earth wouldn't it play out in ETH?”

    Jonah·20:39
• $ETHE - The Grayscale Ethereum Trust (ETHE) is expected to follow a similar pattern to the recent Bitcoin Grayscale trade, potentially offering a good investment opportunity.

  • “ETH, I think, is the trade. Couldn't agree with you more there. I mean, it's it's like we just saw this grayscale trade play out in Bitcoin. Like, why on earth wouldn't it play out in ETH?”

    Jonah·20:39
• $LAYERTWO - Layer 2 tokens, particularly Arbitrum (ARB), are showing potential value due to their limited price appreciation compared to BTC and ETH, and their significant price drops from recent highs.

  • “I am I am noticing that I I think a lot of these coins, because they didn't go up that much in the run relative to BTC and ETH, there there's not that many people left to sell them. Right? Yeah. I mean, arbitrum had, like, a little it had it had a pop, and then it went straight back down. And now it's trading where it was literally 2023.”

    Avi·22:46

  • “ETH is down 4%, Arbitrum's down 70 bps, and it has collapsed by, you know, 50 60, 70% from the dead highs. Actually, I think from the dead high, it's down, yeah, it's down 58%. It's like, okay. No. There's there's certain things that are starting to actually look sort of appetizing.”

    Avi·5:48
• $AR - Arweave is viewed favorably as a potential investment opportunity in the current market.

  • “I actually really like Arweave. It's a good one.”

    Avi·4:54
• $SOL - Solana is experiencing a supply deficit due to FTX's previous token accumulation, leading to a potential long-term hold opportunity as locked tokens are gradually released.

  • “Tawana has the opposite of a supply issue. It has, like, a deficit of tokens because FTX swallowed up so much of the liquid supply that people thought they had. Now it's being, like, recycled in the form of, like, multiyear locked Solana that people wanna hold on to for for long term reasons anyway.”

    Jonah·28:32

Bearish:

• $NEWCOINS - New coins are expected to underperform in the near future due to increasing supply, following their initial success with low float launches.

  • “I do think that overall, what we're probably gonna see is that new coins were good in the first part of the cycle, but new coins probably start to be bad soon. And the reason that new coins start to be bad soon is because there is a crazy, crazy, crazy amount of supply that's coming online for a lot of these because they basically they were good because they launched with a low float.”

    Avi·51:21