Why I’m Shorting $1M of ETH (Again)

Description

Taiki is back in the arena shorting $1M of ETH. In this video I recap my ETH bear thesis over the last few months, and why I decided to re-enter shorts. Shorting ETH Playlist: https://www.youtube.com/playlist?list=PL6bwqqJO_txjFNIgTE9f-VAgAbm43D_1s Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ New Channel: https://www.youtube.com/@FarmerTaiki Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 Shorting $1M of ETH 0:55 Recap of my ETH Bear Case 4:18 The Tom Lee Effect on ETH 11:25 Tom Lee's Compensation Package 16:31 Bear Catalyst in January 15, 2026? 19:15 Things Can Always Get Worse 24:45 Taiki vs ETH Maxis 29:52 Good Tech, Bad Assets? 32:02 Summary MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.