The market is wrong on Ethereum
We are betting on the inevitable repricing.
"In the short run, the market is a voting machine but in the long run, it is a weighing machine." - Warren Buffet
While Ethereum's competitors have been attracting attention with promises of speed and affordability, we believe the fundamental compromises enabling these features are being overlooked by the market.
Blockchain's true value lies in decentralization - a principle Ethereum 2.0 uniquely embraces while solving for global scale.
Ethereum is monumentally superior to its competition.
Ethereum never compromised on its final vision.
Ethereum 2.0 is not a reaction to the congestion in 2021, it was proposed in 2015, soon after Ethereum's mainnet launch. It is the decade-long brainchild of the greatest minds of this industry, ‘The Merge’ alone being arguably the most remarkable software innovation since the creation of Bitcoin in 2009.
On the other hand, the competition is short-sighted and compelled to do whatever it takes to persuade the world they can compete with Ethereum.
Danksharding will make any semblance of competition irrelevant.
Classic internet protocols (HTTP, SMTP, SSH, DNS, FTP, etc.), much like Web 3.0 protocols, naturally gravitate toward monopoly. As open networks mature, external competition becomes impractical and counterproductive.
In a world dominated by Ethereum, the only way for a competing smart-contract platform to be relevant is niche specialisation.
Ethereum being every major financial institution's solution of choice is no accident.
BlackRock, Goldman Sachs, JPMorgan, Morgan Stanley, Bank of America, Visa, MasterCard, SWIFT are all building and experiencing on Ethereum.
While platforms like Solana and BNB Smart Chain are shining thanks to the retail side of the user spectrum, mostly dominated by quick money-grab schemes.
Why is Ethereum currently relatively undervalued?
We see 3 potential factors.
Greed (or The Gold Rush Mentality)
The success of meme-coins is a testimony of crypto investors’ strong appeal to take a chance at catching early the next craze. This creates a bias in the market towards newer and smaller capitalization.
The Scalability Narrative
Since Ethereum's 2021 congestion issues, while the legitimacy of any blockchain is no longer questioned, it seems that the market has fixated on transaction speed and cost, often ignoring crucial tradeoffs.
The Complexity Challenge vs. A Momentum-Oriented Market
With blockchain architecture being legitimately difficult to understand and evaluate, many investors tend to rely on crypto's time-tested momentum trading strategy.
Anaideia is designed to outperform Ethereum.
Aside from informed de-risking / market timing, Anaideia is bound to outperform Ethereum thanks to its portfolio selection method.
Our Ethereum keystones provide a fundamental lever on Ethereum, as they are characterized by a large & stable scope, which can be anticipated early by a strong momentum of integrations.
We believe that a strong, and somewhat justified, momentum of integrations is the single best predictor of a strong risk/reward investment in the Ethereum ecosystem.
To learn more about our Ethereum keystones, reach out at info@anaideia.capital.
Live Performance
Our live performance is available at performance.anaideia.capital.