Why the ETH ETF is bullish, SOLs tech vs TONs distribution - what matters more? – The Hivemind

Duncan: Hey, everyone. Welcome back to another episode of The Hivemind. This week, we got some special guests on. Jose and Jan are away on vacation or work. I'm not remember.

And we have Jason. You know, he's been on a few times. Macro trader, professional line drawer, TA TA extraordinaire, Bear King, Dog King. Lots of titles for him. And then we have Jordan who's never been on, who's the head of DeFi research at Delphi.

And then, obviously, Cedrus, the the head of research in general. So this is really exciting episode. We just had Van Eck about an hour ago file for a Solana ETF. We're up 10%. Solana's around 1 50 right now, and we have the ETF launching next week.

So let's get into it.

Jason: Yeah. Maybe maybe you should start. Right? You've been pretty active on on Twitter over the last, like, week or so, full post of threads on the ETH ETF and and why everybody's offsides on it. So maybe you wanna kinda share

Ceteris: a little bit of what

Jordan: you saw.

Ceteris: And I also think you were, like, you were bullish Ethan Ton here. And so what is this like, Sol?

Duncan: And so I I Sol as well. But more so more so excited about Ton because I felt like it hadn't really run, and and it still doesn't have a bind. But, yeah, anyways, zooming out. I guess, like, just reviewing what I've been posting a bunch on Twitter in the past few days and why I got really excited is because just for some context, sometime the last couple weeks, we've traded down from, like, 70 k, maybe little higher, all the way down to, I think, 58.5 yesterday. You know, 15% pullback on BTC, pretty major.

Why the ETH ETF is bullish, SOLs tech vs TONs distribution - what matters more?

Mentioned

Transcript