Giving my reasoning on why I swapped my Solana to Ethereum.
Solana's pump was not with the market, in fact it took the liquidity away from the market because of Trump's coin. At 20bil+ FDV I don't find the Trump memecoin to be an attractive investment. I believe the volume for this coin will slow down.
I always look at every investment with the lens of risk and returns. Solana pumping 20% will yield a $300 $SOL, while Ethereum pumping 20% will yield a $4000 $ETH. Now 4k $ETH is something we seen several times this cycle, yet $300 $SOL would be price discovery, hence more risky.
Also if you look at the chart I posted, Ethereum always plays catch up to Bitcoin. Historically, Q1 is the best year for Ethereum, and while I am very bullish on Solana, currently, I will be in Ethereum until it pumps to 4k.
SolChains
Converted my Solana to Ethereum. The Eth chart is just too attractive.
SolChains
Solana ecosystem just took all the liquidity out of the market because of Trump’s coin.
This is a huge catalyst that can ignite memecoin season again.
From here on out, most alts will do a 3-5x. Hope you are positioned. It’s not about which altcoins is the best, but more so if you are highly allocated in alts. Rising tide lifts all boats.
$GOAT chart looks primed for a breakout during January.
SolChains
Rant on AI Agents
I think ai agents, more specifically utility memes are the future of memecoins. Buying into something that will have intrinsic value, the ability to adapt and do its own marketing. and upgrade itself with more data will be more appealing than just holding a dog coin like DOGE.
The problem is that with these ai launchpads like $VIRTUAL, everyone and their mother can launch an "ai agent" without much knowledge. It use to be you needed some knowledge of creating a coin + programing to be able to launch a good ai agent project.
Another factor is the utility itself. Because it is a new space, the improvements will be fast. So new coins will inevitable be much better than old coins based on utility.
With all that being said, I will be putting my bet on $GOAT as it is the first one. The novelty factor enables it to be less reliant on actual utility.
