Yo some clown said today there's no bull case for $ETH outperformance lmao. Dropping a whole pod tomorrow where we break down why $ETH is straight up mispriced right now.

Here's the thing — everyone keeps treating fees like revenue and running DCF models on $ETH like it's some Web2 stock. That's completely wrong for a PoS network bro.

$ETH isn't the revenue stream, it's the LOCK on the entire vault. All that crazy economic activity happening on Ethereum? $ETH is what secures it all. People still don't get the valuation framework.

Tune in tomorrow, we're going deep on this with Varys Capital. Gonna be spicy 🔥