1CC DeFi Alpha Report 26/05/23
ETH staking is up only and it is a race to generate the most yield.
In 2021 counterparty for exit liquidity was retail with stimulus cheques. In 2024/2025, it will be finance bros who want to buy ETH for dividend income.
Playbook: 2022 accumulate, 2023 keep stacking, 2024 rotate low caps into ETH, 2025 dump on TradFi
The main narrative in the space is LS…
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