This is an interesting snapshot from 2024. Since then the dynamics between Ethereum and Solana have shifted quite a bit — with SOL recently outperforming ETH on some metrics (fees, network activity, capital inflows).

Given those developments, do you think your thesis still holds? What would you change in hindsight if you were writing the analysis today?

Meanwhile $LTC-X is flying.

I disagree. Stable coins will be used next. It meets their goals. Not yours. Bearish

Maybe AI will come up with cold fusion or some other, better way, safer way to create power. Then nuclear will be a thing of the past.

That is true, but I think crypto is past the theoretical stage and is here to stay. It's more reliable than some countries' currencies and and even in strong countries like in the US, it is becoming more important for those distrustful of the government and the tax authorities. Plus #Bitcoin just hit an all time high!

Do you think this will be bigger than crypto?

Hooray... How exciting.. $86.

 $SPX.X $FARTCOIN.X Bullish

Until when?

Can't all these components simply be made in the US instead? Manufacture in the US, Buy in the US.