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Alea Research

$ORE

November 27, 20249 min • Language: en

Introduction

One major theme of this cycle has been $ETH lagging behind, while $BTC and $SOL charge ahead in full force. Just today, $SOL punched in new all-time highs for the first time since 2021, even despite the significant amount of supply dilution in the past years. Meanwhile, $BTC is sitting just under the key $100K level, all while becoming fully accepted as a macro asset and garnering attention from the largest asset managers, institutions, and governments in the world.

On the surface, i...