Ethereum is on the verge of its biggest adoption cycle, driven by two factors: (1) the Clarity Act in the US Senate (likely passing soon) is a major positive narrative for Ethereum; (2) once yields on government bonds in Japan and the US turn lower, the negative correlation with Ethereum will flip, allowing DeFi to thrive. The recent weakness in ETH vs BTC is a buying opportunity. I am positioning ETH as a very large long from here.