Eth BTC

I didn't think it would start as early as January. So it happened a little faster than I anticipated. ETH has been kind of used as the funding leg for a lot of these other higher beta alt shorts, higher beta alt longs. And on top of that, the Shanghai sort of front run is largely priced in. After Shanghai, when everyone tries to rotate back into ETH, I think you're going to see ETH start to outperform again.

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