Take What the Defense Gives You

Sep 2, 2022 • 6 Min Read

So Long Summer

As the sun sets on a tumultuous summer, we bring you a note filled with resolve as we continue to discuss the opportunity that remains on the table for those positioning ahead of the Merge. For those wishing to review a comprehensive summary on the matter, we invite you to check out the report we released this week. Despite the recent selling pressure across risk assets, we still think there is an opportunity for ETH to outperform heading into and/or following the Merge once the change in flows starts to manifest.

One of the emerging reasons we continue to add on pullback...

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