Fwiw, this is by far my largest bag I don’t see any coin with nearly the same tailwinds - structural buying pressure, futures catalysts (converge, fee switch), ETH beta in a time where ETH is a market leader I’m lucky to have had a low entry, but I’ve been averaging up
Now that we flushed all the positioning post buyback/treasury announcement, I think ENA continues to outperform as price starts to feel the 5m/day in buying pressure for the next 5-6 weeks - 8% circ supply taken off the market -40% off the OI - funding turned neg
Few x a year you get a play so obvious you can’t help but to double down, the RR is too good if you are betting on the market not being topped
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