The Rollup(@therollupco):Rob (@robbieklages) says the more bearish everyone gets on ethereum:native, the more bullish he becomes: "Every dinner in New York last week, every meeting today, everyone is so bearish ETH." "They're ready for it to be dethroned as the number-two asset. And the more bearish takes I hear, the more bullish I get." "The barbell, hard money on one side, the revenue meta on the other, has outperformed for six months. But it's crowded now." "There are assets that aren't crowded, contrarian, poised for reflexive upside. I think ETH is in that spot." "Especially with capital flowing out of AI into digital assets, and we're still early in that trend."

2026.09.21 19:28

Rob (@robbieklages) says the more bearish everyone gets on ethereum:native, the more bullish he becomes: "Every dinner in New York last week, every meeting today, everyone is so bearish ETH." "They're ready for it to be dethroned as the number-two asset. And the more bearish takes I hear, the more bullish I get." "The barbell, hard money on one side, the revenue meta on the other, has outperformed for six months. But it's crowded now." "There are assets that aren't crowded, contrarian, poised for reflexive upside. I think ETH is in that spot." "Especially with capital flowing out of AI into digital assets, and we're still early in that trend."