BNB Reddit Mentions | ChartExchange

**Diminishing Crypto Returns**
If you do an annualized return of crypto assets with a starting point when they reach a significant marketcapcap of medium sized companies and not set a starting point when a crypto asset is a small marketcap or when they have dumped -70% to -90%, *crypto returns have been coming down to the level of return of traditional assets but much greater volatility.*
**CAGR from Dec/Jan 2017/18 (Only crypto with $100B+ Marketcap from As-Of-Date)*
| Asset | Annual Return |
|:-----------|------------:|
| BTC | 24.64%|
| QQQ | 17%
| ETH | 15.36%
| GOLD | 13.21%
| S&P 500 | 11.6%|
| XRP | -3.94%|
**CAGR from Nov 2021 (Only crypto with $100B+ Marketcap from As-Of-Date)*
| Asset | Annual Return |
|:-----------|------------:|
| Gold | 16.3%
| BTC | 12.08%|
| QQQ | 9.5%
| S&P 500 | 8.5%|
| BNB | 6.75%|
| ETH | -3.94%|
**Returns since assets reached $1 Trillion Marketcap**
Forget $100 Billion, at around ~$1 Trillion range, an asset has reached megacap status and you need significant fundamentals or narrative to attract real money for continued appreciation and you expect the returns to be even more muted.
*BTC is the fastest asset to reach $1 Trillion marketcap* but since then it's return has been underperforming tech leaders.
*Annualized Return of Assets after they reached $1 Trillion Marketcap (including 1/2 Trillion Marketcap ETH)*
| Asset | 1T Mktcap. | CAGR |
|:-----------|------------:|:------------:|
| GOLD | 5/21/1979| 5.79%
| AAPL | 8/2/2018| 23.83%
| AMZN | 9/4/2018| 13.08%
| MSFT | 4/2/2019| 25.29%
| GOOGL | 1/16/2020| 21.32%
| BTC | 2/29/2021| 16.21%
| NVDA | 5/30/2023| 114.95%
| META | 01/24/2024| 9.06%
| TSLA | 11/08/2024| -24.08%
| **Asset** | **1/2 T Mktcap.** | **CAGR** |
| ETH | 10/28/2021| 0.54%
**Michael Saylor: 30% Annual BTC growth over 30 years**
Michael Saylor projects 30% annual Bitcoin growth over 30 years and is targetting $1MM/BTC by 2035 and $13MM/BTC by 2045. Considering that BTC has had ~25% Annual return from $330 Billion marketcap top in Dec. 2017 to today and has slowed to 12% annual return since 2021 when it reached $1 Trillion, I am very skeptical of 25% annual returns. I mean it's not outside the realm of possibility but typically the annual return rate of assets don't get higher when their marketcap gets higher and higher and BTC has followed this rule. What we've witnessed, at least so far, is that *the supply doesn't crunch.* Dormant Wallets wake up to money they cannot refuse, introducing an influx of more supply into the market.
https://www.bitcoinmagazinepro.com/charts/whale-shadows/
**Tom Lee: "ETH, The Biggest Macro Trade of the Next Decade"**
All throughout 2017-2024, Tom Lee wasn't vociferously bullish about ETH when it came to crypto. He has always been touting BTC appreciation and making bullish BTC predictions since 2017. Google it. Then he suddenly becomes the chairman of BMNR and calls ETH an asset that has lost value over the last 4 years, "the The Biggest Macro Trade of the Next Decade."
It looks like Tom Lee got a lot of money thrown at him to become the chairman because he is a megabull who has a lot of influence in Wall Street and putting him as the face of an ETH Treasury company is the best marketing to attract money. If Tom Lee genuinely considers ETH the "Biggest Macro Trade of the Next Decade" why was he not screaming this in 2024 or before July 2025 when he became the chairman of BMNR? If Tom Lee genuinely considers ETH the "Biggest Macro Trade of the Next Decade" then why has he not allocated a percentage to ETH in his OWN ETF, Fundstrat's flagship ETF?
https://grannyshots.com/holdings/
*If ETH is the "Biggest Macro Trade of the Next Decade", why is Tom Lee allocating to BTC in his very own ETF portfolio through MSTR and not have ANY exposure to ETH?*
**Alts and Altseason**
BTC returns should still make it competitive diversifier investment along with the S&P 500, tech indices, tech stocks and maybe even gold. But at over $1 Trillion marketcap, its days of returning 10X or 25X over a short span are over. Patience and longer time horizons are needed, both of which is severely lacking in crypto investors.
The end of BTC parabolic gains and institutional involvement also means the end of Altseason since every parabolic Altseason was driven by BTC profits. The total Alt marketcap today is still below the total Alt marketcap in 2021. There has been no growth in Alts. Sure there will continue to be Alts that pump and dump but there will no longer be a broad market parabolic Alt rally.

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BNBUSDT20240812P460
Binance Coin / Tether USD Aug 12 2024 460.00 Put
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