
Beanie is bullish on Solana due to its network activity and value consolidation, believing it's the sole winner among chains. They argue Ethereum is overvalued at 5x Solana despite having less network activity and repo, viewing other EVM chains as "zombie chains" with blowup risk. This suggests a potential long Solana / short Ethereum pair trade or a direct long Solana position.

By beaniemaxi
Crypto native since the early days. Went all in on DeFi summer. Then tripled down on NFTs. VC @gmcapital_. No paid promos. Not financial advice. I talk my book.