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Ansem talks about $ETH: It's not an attractive buy-in zone yet.
His key judgments:
The biggest problem in the market is the lack of a strong narrative; money has been drawn away by AI stocks.
Unlike the explosive period of DeFi/NFT in 2020-2021, it's now very difficult to make money by buying on expectations.
If you really want to bet on crypto, the more opportunities are at the application layer: Hyperliquid, Tether, Polymarket—these are ETH above 3000.