First of all: I am a secular commodity bull and have a sizable position
Most people are not acting that long and are playing for 1–2 years while forming a datacenter build out thesis. I’ve been riding the whole commodity leg in 2025 and I am now trimming for alts.
ETH trades like copper (not QQQ) but is lagging towards it.
You sell copper now and buy ETH.
If you are doing it the other way around you are just follow-on capital since others already made gains

gm to absolutely everyone except those who are selling crypto and buying precious metals
We all know what’s coming next.

Simon Dedic

Twitter

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