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Key Takeaways
- Ethereum best performing asset since the Iran war started.
- John Bollinger trend model turned positive, full Bitcoin position.
- 1% ETH allocation doubled a 10-year S&P portfolio from $229K to $520K.
- ETH at 2021 high ratio against $250K BTC implies approximately $22,000.
- Tokenization projected at $300 trillion.
The Crypto Winter Argument and Why the Timing Matters
Lee opened by addressing the room directly. Many in the audience had lived through the last crypto winter, a prolonged period of falling prices, collapsing narratives, and institutional retreat that burned out a significant portion of participants who had entered during the 2021 cycle. Lee acknowledged that burnout explicitly, noting that some may have given up on crypto entirely because of it. His argument was not that they were wrong to feel that way. It was that the burned-out majority is prec...
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