Exponential Edge - #20
The Next Nvidia Trade?
ETH just broke $3K as inflows rise—yet shorts sit near all-time highs.
Meanwhile, AI capital is rotating down the risk curve: AMD trades 17x cheaper than NVDA, with OpenAI backing its new Helios system.
Source: CompaniesMarketCap
The author(s) own BTC at the time of writing (disclaimer).
Key Report Insights:
ETH setup: ATH shorts vs. surging institutional inflows
LINK is tokenization's rails—65% share, 2.4K+ integrations
AMD trades 17x cheaper than NVDA with OpenAI tailwinds
TradFi flow now 32% of BTC volume—COIN, HOOD, MSTR surge
ETH hosts 56.4% of stablecoins—reflexivity is kicking in
The Next Rotation: ETH (+18.85%)
We flagged ETH on June 8—driven by stablecoin flows — weeks before the GENIUS Act cleared. It's up roughly 20% since.
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