Ethereum is building up steam for a massive supply shock brought by staking, the likely ETF, and factors mainstream aren't even discussing. In this episode, find out Why the Ethereum ETF Will Make Bitcoin Returns Look Small as the ETH's supply shock hits the markets.

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Ethereum's narrative as "Ultra Sound Money" isn't new. But what if the puzzle that kicks this narrative into action is just now underway?

On this episode of The Trading Pit, we unpack the supply and demand dynamics pushing ETH towards a supply shock that will cause price to explode. And on a risk adjusted basis, ETH might continue to be king kong of the jungle.

Now is the time to prepare. But how about the rest of the rest of the market?

After a weekend of Alt runs (#worldcoin , #ronin anyone?), the market is experiencing a bit of a sale off. Bitcoin spot continues to show consolidation as ETF flows have surprised everyone by their continued strength.

Perpetuals and Options show large players are positioned for higher volatility without guessing which direction it might go (hint, hint the better play is to follow the trade, not your hopes and wishes).

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DXY and rates aren't giving concrete signals at the moment and it continues to be a game of sitting on your hands. But that hasn't stopped the market from going down the risk curve. In the last week, mid-cap alts in the AI, Gaming and meme sectors have had strong runs. But don't just ape in. The Sharpe / Sortino ratios suggest caution as price runs ahead of demand.

Now is the time to wait for an indication of where the market heads. Don't front run it.

Don't apply leverage to a guess.

Chapters

00:00:00 ETH's Ready to Run

00:03:40 Signs of ETH's Coming Supply Shock

00:05:50 Market Update: Expect Consolidation

00:07:34 Surprising Bitcoin ETF Flows

00:16:30 The Recent Alt Rally

00:19:20 Risk Adjusted Returns on Alt Coins

00:23:28 Pros Don't Care if BTC hits 70K by June

00:27:57 DXY and the Liquidity Armageddon

00:35:25 Positioning in This Market

00:42:50 Options vs Perpetuals

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This content is for entertainment purposes only. Nothing shared during this broadcast is or should be considered financial advice. The views and thoughts shared here are simply opinions. Do your own research and consult a registered financial advisor before making any investments.

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