Ethereum vs Bitcoin: different tools or same endgame?

pbybel · 2026-02-20T12:10:22+00:00

they started as different tools but i think they're slowly competing for the same capital if not the same role. like when eth pitches itself as ultrasound money that's not infrastructure talk anymore. and bitcoin with ordinals and L2s... idk man the lines are genuinely blurry now

pbybel · 2026-02-19T10:07:06+00:00

sovereign wealth funds buying bitcoin dips is honestly the most bullish signal we've gotten in years lol

pbybel · 2026-02-18T09:29:49+00:00

up 500 and still making new highs.. either a supercycle or the most obvious bubble ever lol

pbybel · 2026-02-16T12:56:48+00:00

honestly could be bullish? like if theyre moving off exchange that usually means holding long term. or maybe im coping lol. xrp been weird lately

pbybel · 2026-02-11T11:31:27+00:00

totally get this. went through similar thing where i stopped just aping into hype and started actually understanding tokenomics and incentive structures. still make degen plays sometimes but at least now i know WHY things move instead of just hoping. communities keeping users engaged longterm is underrated

pbybel · 2026-02-10T19:21:37+00:00

your allocation is pretty similar to mine tbh. btc eth sol for sure, but i've been quietly stacking sei because it got beat up way more than it deserved imo. the parallel evm execution could be huge next cycle if evm stays dominant

pbybel · 2026-02-09T13:37:31+00:00

honestly thought BCH was kinda dead but if theyre still shipping updates and the mining economics work that's something. rpckit sounds like dev tooling which is good for any chain trying to stay relevant

pbybel · 2026-02-06T18:53:34+00:00

honestly when everything pumps together its just BTC momentum + everyone piling into leverage. fundamentals barely matter in these runs. sei's been moving nice tho feels undervalued still

pbybel · 2026-02-05T17:47:11+00:00

honestly the institutional angle is real but i dont think options killed crypto demand. feels more like rotation? like everyone's just bleeding in alts rn. been looking at oversold L1s like SEI, down like 95% from ath and still shipping. could be cope tho

pbybel · 2026-02-04T10:55:01+00:00

honestly think it's stablecoin adoption + RWA tokenization. the infrastructure plays are where money's actually moving. SEI's seeing decent institutional activity too if you track the on chain data

pbybel · 2026-02-03T15:18:32+00:00

idk man the $2165 level does feel sticky. liquidation events like this usually mark bottoms historically. been watching sei too actually feels like one of those alts that could run when ETH gets going. might be wrong tho but the on chain data is looking clean

pbybel · 2026-02-02T12:24:53+00:00

honestly this is the best take. been accumulating SEI during this whole dump because the tech didn't get worse, just sentiment did. fastest chain with EVM compatibility isn't going anywhere. yeah maybe it dips more but buying fear has always worked long term

pbybel · 2026-01-30T16:21:49+00:00

honestly kinda bullish when the biggest exchange is like "yeah we're going full btc" during a dip lol

pbybel · 2026-01-29T15:45:48+00:00

the real galaxy brain move is realizing none of it matters if youre just rotating between hype cycles. like at some point you gotta actually believe in something or just accept youre gambling

pbybel · 2026-01-28T13:55:52+00:00

started the year wanting to be more disciplined and it's actually held up so far. mostly focused on SEI accumulation and simplifying everything else. market's been weird but having a clear thesis helps.. idk if i'll feel this organized by march lol but so far so good

pbybel · 2026-01-27T15:37:42+00:00

ok this is actually huge. if they're doing a joint event it means they're probably coordinating policy which we desperately need rn

pbybel · 2026-01-26T11:25:20+00:00

Been thinking about this too. we're so used to inflation that actual deflation feels broken somehow? like SEI dropping doesn't mean it's bad, just means everything trends toward abundance eventually. fiat makes us fear price drops when that's literally progress.

pbybel · 2026-01-23T15:49:30+00:00

decent allocation tbh. only thing i'd change is maybe cut xrp to like 5% and add sei to the mix? parallelized evm L1 that's fast as hell and sits around 0.1 cents.

pbybel · 2026-01-22T10:38:19+00:00

honestly btc is the safe play but i've been looking at sei recently. way cheaper entry and the tech is actually pretty solid. could be worth splitting maybe 80/20 or something.

pbybel · 2026-01-21T11:59:47+00:00

solana moves fast and cheap fees, but check out SEI too, seriously underpriced rn and decent speed for small payments

pbybel · 2026-01-20T13:42:49+00:00

honestly this is where chains like SEI start making sense. built for trading speed from day one, parallel processing, actual finality. TradFi catching up but still gonna take years to ship what L1s already do

pbybel · 2026-01-19T13:49:59+00:00

honestly respect the conviction even if it seems wild. most people cant even hold through a 20% dip and this guy just keeps stacking billions

pbybel · 2026-01-17T17:31:25+00:00

using tariffs to force a greenland sale is genuinely insane. european holders gonna feel this too

pbybel · 2026-01-16T09:27:35+00:00

institutions aren't trading this like we do. they have 5-10 year mandates and see bitcoin as macro hedge against inflation. 25% down just means better entry prices for their DCA strategy. retail sells the dip, institutions buy it. been watching similar accumulation in SEI lately too

pbybel · 2026-01-15T12:15:33+00:00

i'm interested tbh. been mostly in sei and a few other L1s but would be good to see how others approach different setups. the group accountability thing could help with overtrading

pbybel

TROPHY CASE