Bankless co-founder David Hoffman just dropped a bombshell about why he sold all his ETH. In a May 29 interview with Unchained, Hoffman made it clear his exit wasn't about being bearish on Ethereum or wanting to be labeled a defector. Instead, he framed it purely as an opportunity cost play. He sees better alpha elsewhere. Here's where it gets interesting. Hoffman admitted that Bankless was built on the thesis of Ether as sound money. But now? He believes ETH is unlikely to see a major re-rating higher. His core critique? Ethereum lacks the coordination and execution muscle needed to regain its momentum. This isn't just a random whale selling. This is one of crypto's most vocal Ethereum advocates shifting his stance. The market is watching closely. If someone deeply embedded in the Ethereum ecosystem is reallocating capital, it raises real questions about the network's near-term narrative. What do you think? Is this a smart rotation or a premature exit? Let's discuss.