The #1 point boomers need to know is BTC is not YET a “fixed cap” asset
BTC is inflating at an extreme rate of $1 billion of new coins each month
But ETH is DEFLATING at a growing rate
ETH has a *constant* buyback decreasing its float
Thus, the ETH supply shock will be SEVERE https://twitter.com/kamikaz_eth/status/1794105792842371365

Twitter

Here is the English translation:

Why am I confident that the AI Agent will bring about an industry growth on the scale of a 'DeFi Summer'? Please believe that this judgment has nothing to do with the conspiracy group behind the pure on-chain PVP or the narrative of pure VC coins, it is simply because at a certain bottleneck point of the macro, technology, market, community, and ecosystem, a spontaneous chemical reaction has emerged, giving rise to a trending force that breaks through the predicament. Why?

Complementing the previous article, I will further refine and simplify a few points to share with my friends:

1) The AI Agent is not an accidental new narrative, it is backed by AI MEME, AI DeFi...

Viewpoint: Keep up with the AI Agent narrative trend and don’t fall behind

Bitcoin reached $100K amid expectations of Trump's crypto-friendly policies. Meanwhile, Crypto All-Stars ($STARS) emerged as a presale star, set to hit the $15 million mark thanks to its disruptive <Staking> platform.

Could Trump's Inauguration Spark a Crypto Market Explosion After Bitcoin Hits $100K? Crypto All Stars: A Golden Opportunity For Early Investors

Here is the English translation, with the content within <> left untranslated:

The recent public listing mechanism of Hyperliquid has sparked much discussion. However, the reason why this matter has attracted market attention is inseparable from a tweet posted by Simon, CEO of Moonrock Capital, on November 1 this year. He claimed that "Binance requires a potential project to provide 15% of its total token supply to ensure its listing on the CEX, and this accounts for 15% of the total token supply, worth about $50 million to $100 million."
Meanwhile, the co-founder of Sonic Labs...

Behind the sky-high market value of $6 billion, Hyperliquid attempts to reshape the cryptocurrency listing landscape

This key difference - BTC’s *inflating* supply vs ETH’s *deflating* supply - means the marginal supply shock for ETH is SEVERE and underappreciated
Even when BTC is in demand, $1 billion new coins each month need to be absorbed
For ETH, EVERY buyer needs a NEW, EXISTING seller

What this means is that Ethereum - NOT Bitcoin - is the actual digital gold
ETH is the digital-native store of value for which there will ALWAYS be fewer coins than today due to accelerating deflation as the gas burn perpetually increases with increased network activity

Saylor is in serious trouble
Tardfi is going to learn this year that each additional dollar invested in ETH has about 15-20x the impact on market cap as on BTC
Every boomer that missed BTC will jump into ETH faster
Every BTC ETF holder will sell half to get in ETH early https://twitter.com/saylor/status/1794096295092597002