Загрузка видео...

Не удалось загрузить видео

Возникла проблема при загрузке этого видео. Это может быть связано с временными проблемами сети или видео может быть недоступно.

На главную

David Hoffman: Wall Street moving onchain might actually be BAD for $ETH the asset. Wall Street thinks in risk language. They'll love Ethereum's credible neutrality. But they'll also love that "Ethereum charges me basically nothing." "I will put 10 trillion dollars of assets on Ethereum because Ethereum is charging... show more

Milk Road

104,291 subscribers

70,696 просмотров • 2 месяцев назад •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

David Hoffman: The argument has been that "Ethereum can't secure tens of trillions of dollars of assets if Ether is $10." "And I'm like, you're right. That doesn't mean Ether is going to go up..." "There is no mechanism there. The mechanism is missing." FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

David Hoffman: The argument has been that "Ethereum can't secure tens of trillions of dollars of assets if Ether is $10." "And I'm like, you're right. That doesn't mean Ether is going to go up..." "There is no mechanism there. The mechanism is missing." FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

Milk Road

28,935 просмотров • 2 месяцев назад

David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

Milk Road

288,833 просмотров • 2 месяцев назад

David Duong: Ethereum's new thesis = the settlement layer for AI agents. Protocols like x402 let AI agents transact with each other. "But you also need AI agents to verify other AI agents..." "Ethereum is enabling that in its EIPs. I think this is a good trajectory for where Ethereum is going." Prior to this, $ETH felt directionless - restaking, composability, academic stuff that didn't resonate with investors. The AI agent narrative has a clear use case. FT David Duong🛡️ John Gillen - WartimeEthereum.eth

David Duong: Ethereum's new thesis = the settlement layer for AI agents. Protocols like x402 let AI agents transact with each other. "But you also need AI agents to verify other AI agents..." "Ethereum is enabling that in its EIPs. I think this is a good trajectory for where Ethereum is going." Prior to this, $ETH felt directionless - restaking, composability, academic stuff that didn't resonate with investors. The AI agent narrative has a clear use case. FT David Duong🛡️ John Gillen - WartimeEthereum.eth

Milk Road

10,210 просмотров • 3 месяцев назад

Kyle Reidhead (Kyle Reidhead | Milk Road) explains why he agrees with David Hoffman in the short term and disagrees in the long term: "David's article: Ethereum is going to be great, but ETH won't be any good. I disagree with that. But I agree with it in the short term." "ETH is $250 billion, ridiculous for what's done on it today. Short term: HYPE is a better bet." "Long term: ETH is probably the best bet on the crypto ecosystem. Agentic payments, tokenization, treasuries, stocks onchain. Ethereum benefits. ETH has a place. We just need a lot more onchain first."

Kyle Reidhead (Kyle Reidhead | Milk Road) explains why he agrees with David Hoffman in the short term and disagrees in the long term: "David's article: Ethereum is going to be great, but ETH won't be any good. I disagree with that. But I agree with it in the short term." "ETH is $250 billion, ridiculous for what's done on it today. Short term: HYPE is a better bet." "Long term: ETH is probably the best bet on the crypto ecosystem. Agentic payments, tokenization, treasuries, stocks onchain. Ethereum benefits. ETH has a place. We just need a lot more onchain first."

The Rollup

22,839 просмотров • 2 месяцев назад

🎙️ New The Edge Podcast ⚔️ Wartime Ethereum: The Case For ETH Going Much Higher 0:00 - Intro 3:01 - John's background 8:39 - Why focus on Ethereum and ETH 14:29 - Why Wartime Ethereum mode? 17:44 - Ethereum can’t be evil 20:23 - Trustware for economic systems 24:48 - Is Wall Street understanding ETH's value? 32:04 - Institutional bull run vs bearish retail 36:03 - When will ETH go up? 45:57 - CLARITY Act tailwind for Ethereum 52:11 - No EF funding crisis, just eco reshaping 59:05 - Decentralized AI makes case for Ethereum 1:08:39 - Questioning the rules of the system 1:10:33 - How to value ETH 1:14:29 - John's outlook for ETH price 1:18:23 - Closing 🙏 Thanks to John Gillen - WartimeEthereum.eth from Milk Road for joining us!

🎙️ New The Edge Podcast ⚔️ Wartime Ethereum: The Case For ETH Going Much Higher 0:00 - Intro 3:01 - John's background 8:39 - Why focus on Ethereum and ETH 14:29 - Why Wartime Ethereum mode? 17:44 - Ethereum can’t be evil 20:23 - Trustware for economic systems 24:48 - Is Wall Street understanding ETH's value? 32:04 - Institutional bull run vs bearish retail 36:03 - When will ETH go up? 45:57 - CLARITY Act tailwind for Ethereum 52:11 - No EF funding crisis, just eco reshaping 59:05 - Decentralized AI makes case for Ethereum 1:08:39 - Questioning the rules of the system 1:10:33 - How to value ETH 1:14:29 - John's outlook for ETH price 1:18:23 - Closing 🙏 Thanks to John Gillen - WartimeEthereum.eth from Milk Road for joining us!

DeFi Dad ⟠ defidad.eth

38,856 просмотров • 1 месяц назад

Threadguy reacts to David Hoffman selling 100% of his ETH and says there's no price at which he'd buy it "David Hoffman has officially sold all of his Ether tokens. He's out. Mr. ETH. Mr. Ethereum himself is fully out. If you were here in 2021 that is a big deal. They were the biggest. There's nobody bigger than Bankless. They were the fucking biggest and they were ETH bulls." "But can you blame him? I mean it's a mess. There's no price at which I'm an ETH buyer. I don't know what it would take for me to get back in ETH."

Threadguy reacts to David Hoffman selling 100% of his ETH and says there's no price at which he'd buy it "David Hoffman has officially sold all of his Ether tokens. He's out. Mr. ETH. Mr. Ethereum himself is fully out. If you were here in 2021 that is a big deal. They were the biggest. There's nobody bigger than Bankless. They were the fucking biggest and they were ETH bulls." "But can you blame him? I mean it's a mess. There's no price at which I'm an ETH buyer. I don't know what it would take for me to get back in ETH."

Kai

43,287 просмотров • 2 месяцев назад

“There are two crypto assets worth more than $100 billion: BTC and ETH. In many ways, Ethereum is in a unique position. Ethereum has had a lot of success. The problem is, it had that success five years ago… so the market is saying “you won round one, but what’s round two?” So internally, our prompt has been “what does it take for ETH to become a trillion dollar asset?” There aren’t many individual trillion dollar assets on earth, so what does it take for ETH to be a trillion dollar asset? For Ethlabs, that will be one of our north stars. We’d be a bit full of ourselves if we came out and said that we had the answer today; it’s going to be a huge project for the entire community. But Ethlabs can act as the bridge. We can be the entity that goes and talks to the people that want to take on that mission. Then we can go and talk to the people that help steward Ethereum and work together to make that outcome happen.” — ansgar.eth talks Ethlabs and a trillion dollar Ethereum on Bankless.

“There are two crypto assets worth more than $100 billion: BTC and ETH. In many ways, Ethereum is in a unique position. Ethereum has had a lot of success. The problem is, it had that success five years ago… so the market is saying “you won round one, but what’s round two?” So internally, our prompt has been “what does it take for ETH to become a trillion dollar asset?” There aren’t many individual trillion dollar assets on earth, so what does it take for ETH to be a trillion dollar asset? For Ethlabs, that will be one of our north stars. We’d be a bit full of ourselves if we came out and said that we had the answer today; it’s going to be a huge project for the entire community. But Ethlabs can act as the bridge. We can be the entity that goes and talks to the people that want to take on that mission. Then we can go and talk to the people that help steward Ethereum and work together to make that outcome happen.” — ansgar.eth talks Ethlabs and a trillion dollar Ethereum on Bankless.

dreamsofdefi

38,401 просмотров • 1 месяц назад

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Macro Milk Road (Mar 2026)

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Macro Milk Road (Mar 2026)

Etherealize

34,149 просмотров • 1 месяц назад

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered

Etherealize

99,358 просмотров • 4 месяцев назад

Are ETH Treasuries good for Ethereum? vitalik.eth thinks they can be: “ETH just being an asset that companies can have as part of their treasury is good and valuable… giving people more options is good.” But he also issues a warning: “If you woke me up 3 years from now and told me that treasuries led to the downfall of ETH… my guess would be that they turned into an overleveraged game.” More access to ETH is great—until it becomes a house of cards.

Are ETH Treasuries good for Ethereum? vitalik.eth thinks they can be: “ETH just being an asset that companies can have as part of their treasury is good and valuable… giving people more options is good.” But he also issues a warning: “If you woke me up 3 years from now and told me that treasuries led to the downfall of ETH… my guess would be that they turned into an overleveraged game.” More access to ETH is great—until it becomes a house of cards.

Bankless

481,137 просмотров • 1 год назад

Buy the dips. ETH is in year one of fifty: "This is like 1971 because in 1971, the dollar went off the gold standard and everyone said I'll buy gold instead. But remember that dollars suddenly became a fiat and Wall Street innovated because they said now we have a dollar, let's make sure we can move the dollars efficiently. You don't need to move bars of gold to match the movement. So it created Wall Street, which came out of that single act in 1971. So now 2025, Project Crypto from the SEC and Genius Act is saying, Wall Street, take advantage of this new technology to make Wall Street a tech industry. But they're all choosing to do it or the majority are choosing to do it on Ethereum. Ethereum is a smart contract platform, it has what they call EVMs, Ethereum virtual machines. So you can do basically a lot of smart programs and contracts. That's where Robinhood is doing their stable coins, the tokenized products."- Tom Lee H/T: Altcoin Daily

Buy the dips. ETH is in year one of fifty: "This is like 1971 because in 1971, the dollar went off the gold standard and everyone said I'll buy gold instead. But remember that dollars suddenly became a fiat and Wall Street innovated because they said now we have a dollar, let's make sure we can move the dollars efficiently. You don't need to move bars of gold to match the movement. So it created Wall Street, which came out of that single act in 1971. So now 2025, Project Crypto from the SEC and Genius Act is saying, Wall Street, take advantage of this new technology to make Wall Street a tech industry. But they're all choosing to do it or the majority are choosing to do it on Ethereum. Ethereum is a smart contract platform, it has what they call EVMs, Ethereum virtual machines. So you can do basically a lot of smart programs and contracts. That's where Robinhood is doing their stable coins, the tokenized products."- Tom Lee H/T: Altcoin Daily

Nomad

45,161 просмотров • 11 месяцев назад

$ETH "WORTH ALOT OF MONEY" Avichal Garg of Electric Capital believes Ethereum has something impossible to replicate: Credible neutrality. Bitcoin has credible neutrality too. But $BTC isn't designed to be the transaction layer and settlement layer for the global financial system. In a world where countries from China to India to Brazil are looking for financial infrastructure that isn't controlled by any single nation, credible neutrality becomes incredibly valuable. "You talk to anybody on Wall Street... everybody's trying to build on $ETH." ETFs are here. Coinbase is building on ETH. Robinhood is building on ETH. Sofi is building on ETH. What's a global financial network that neither the U.S. nor China controls worth? "A lot of money." Sidenote: Avichal Garg's firm Electric Capital, is one of the more respected crypto native VCs. Avichal was mining Bitcoin as early as 2010.

$ETH "WORTH ALOT OF MONEY" Avichal Garg of Electric Capital believes Ethereum has something impossible to replicate: Credible neutrality. Bitcoin has credible neutrality too. But $BTC isn't designed to be the transaction layer and settlement layer for the global financial system. In a world where countries from China to India to Brazil are looking for financial infrastructure that isn't controlled by any single nation, credible neutrality becomes incredibly valuable. "You talk to anybody on Wall Street... everybody's trying to build on $ETH." ETFs are here. Coinbase is building on ETH. Robinhood is building on ETH. Sofi is building on ETH. What's a global financial network that neither the U.S. nor China controls worth? "A lot of money." Sidenote: Avichal Garg's firm Electric Capital, is one of the more respected crypto native VCs. Avichal was mining Bitcoin as early as 2010.

SamAlτcoin.eth ☀️

85,717 просмотров • 2 месяцев назад

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

DeFi Dad ⟠ defidad.eth

259,923 просмотров • 1 год назад

Why Ethereum’s New Marketing Arm Is Convinced Wall Street Will Adopt ETH Ethereum has faced a tough year (or even more 👀), but Vivek Raman, founder of Etherealize, says the tide is turning. 🌊 Why he believes Ethereum can solidify its lead in institutional adoption 🥊 How he thinks it stacks up against rivals like Solana? Timestamps: ⏳ 02:50 Why Vivek believes now is the perfect time to launch Etherealize 🔍 07:32 The behind-the-scenes work that started long before the launch 💸 13:28 Why Vitalik Buterin and the Ethereum Foundation backed the project 🎯 15:11 Vivek’s take on the fortunate timing of the announcement 📈 19:03 Driving the narrative of ETH as an institutional-grade asset 🏢 22:17 Whether L2s are ideal for corporate scalability and customization 🤝 29:13 Vivek’s pitch for Ethereum to TradFi 🏛️ 31:42 Why Ethereum is a better fit for Wall Street than Solana, according to Vivek ⚖️ 34:08 Addressing concerns over L2 centralization Thank you to our sponsors! Quai Network ⚡️💵 Polkadot

Why Ethereum’s New Marketing Arm Is Convinced Wall Street Will Adopt ETH Ethereum has faced a tough year (or even more 👀), but Vivek Raman, founder of Etherealize, says the tide is turning. 🌊 Why he believes Ethereum can solidify its lead in institutional adoption 🥊 How he thinks it stacks up against rivals like Solana? Timestamps: ⏳ 02:50 Why Vivek believes now is the perfect time to launch Etherealize 🔍 07:32 The behind-the-scenes work that started long before the launch 💸 13:28 Why Vitalik Buterin and the Ethereum Foundation backed the project 🎯 15:11 Vivek’s take on the fortunate timing of the announcement 📈 19:03 Driving the narrative of ETH as an institutional-grade asset 🏢 22:17 Whether L2s are ideal for corporate scalability and customization 🤝 29:13 Vivek’s pitch for Ethereum to TradFi 🏛️ 31:42 Why Ethereum is a better fit for Wall Street than Solana, according to Vivek ⚖️ 34:08 Addressing concerns over L2 centralization Thank you to our sponsors! Quai Network ⚡️💵 Polkadot

Laura Shin

93,550 просмотров • 1 год назад

LIVE NOW - Productive Money: The Most Bullish Case for Ethereum ($250K) Ethereum may be one of the most underappreciated assets. Michael McGuiness and Vivek Raman of Etherealize lay out the case for ETH as “productive money”: A monetary asset with the store-of-value properties of gold and Bitcoin, but with the ability to compound through network activity. Enjoy! -------------- TIMESTAMPS 0:00 Intro 4:45 $250K ETH? 6:04 How to Price ETH 8:15 ETH’s Monetary Premium 10:25 What Differentiates ETH 13:54 The Path to $250K ETH 16:35 Menger’s Monetary Attributes 20:28 Scarcity 24:58 Fungibility 26:43 Divisibility 27:45 Portability 28:28 Durability 34:30 Verifiability 35:27 Censorship Resistance 37:00 ETH is Productive Money 41:39 How is ETH Productive? 46:40 Ethereum’s Tollbooth 51:28 Counterparty Risk 53:48 Productive Money vs Dead Capital 58:03 Pitching Productive Money to Wall Street 1:00:08 Why is ETH Underappreciated? 1:04:19 Wall Street ETH Investors 1:11:28 Other L1s 1:14:06 Why Not Just Buy the S&P? 1:15:00 Ethereum Technical Risks 1:17:20 How Does ETH Get to $250K? 1:23:18 Closing & Disclaimers

LIVE NOW - Productive Money: The Most Bullish Case for Ethereum ($250K) Ethereum may be one of the most underappreciated assets. Michael McGuiness and Vivek Raman of Etherealize lay out the case for ETH as “productive money”: A monetary asset with the store-of-value properties of gold and Bitcoin, but with the ability to compound through network activity. Enjoy! -------------- TIMESTAMPS 0:00 Intro 4:45 $250K ETH? 6:04 How to Price ETH 8:15 ETH’s Monetary Premium 10:25 What Differentiates ETH 13:54 The Path to $250K ETH 16:35 Menger’s Monetary Attributes 20:28 Scarcity 24:58 Fungibility 26:43 Divisibility 27:45 Portability 28:28 Durability 34:30 Verifiability 35:27 Censorship Resistance 37:00 ETH is Productive Money 41:39 How is ETH Productive? 46:40 Ethereum’s Tollbooth 51:28 Counterparty Risk 53:48 Productive Money vs Dead Capital 58:03 Pitching Productive Money to Wall Street 1:00:08 Why is ETH Underappreciated? 1:04:19 Wall Street ETH Investors 1:11:28 Other L1s 1:14:06 Why Not Just Buy the S&P? 1:15:00 Ethereum Technical Risks 1:17:20 How Does ETH Get to $250K? 1:23:18 Closing & Disclaimers

Bankless

257,127 просмотров • 3 месяцев назад

LIVE NOW - How Ethereum Wins: What We Think RYAN SΞAN ADAMS - rsa.eth 🦄 and David Hoffman reunite on Bankless Takes with a big question: What must Ethereum do to win? Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet. Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future. -------------- TIMESTAMPS 0:00 Intro 3:21 Job’s Not Finished 10:11 A Call for Maximalism 13:10 Blue-Money Gospel 25:23 Restoring ETH’s Product-Money Feedback Loop 46:58 Towards a United Chains of Ethereum 1:05:43 ETH—Commodity Money Backed by an Economy 1:08:59 Rethinking Our Messaging 1:14:49 Can Ethereum Still Win? 1:19:22 Closing & Disclaimers

LIVE NOW - How Ethereum Wins: What We Think RYAN SΞAN ADAMS - rsa.eth 🦄 and David Hoffman reunite on Bankless Takes with a big question: What must Ethereum do to win? Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet. Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future. -------------- TIMESTAMPS 0:00 Intro 3:21 Job’s Not Finished 10:11 A Call for Maximalism 13:10 Blue-Money Gospel 25:23 Restoring ETH’s Product-Money Feedback Loop 46:58 Towards a United Chains of Ethereum 1:05:43 ETH—Commodity Money Backed by an Economy 1:08:59 Rethinking Our Messaging 1:14:49 Can Ethereum Still Win? 1:19:22 Closing & Disclaimers

Bankless

44,074 просмотров • 1 год назад

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.

RYAN SΞAN ADAMS - rsa.eth 🦄

73,912 просмотров • 2 лет назад

Etherealize CEO Vivek Raman: Wall Street's understanding of ETH as "productive money" is starting to accelerate "BlackRock just launched their ETHB ETF for staked ETH, and in the marketing around that, they said ETH is an asset that actually generates yield. You're not just holding a digital asset store of value anymore. You're holding a digital asset store of value that has yield, and that starts to resemble how Wall Street thinks about US Treasuries." "[Wall Street] wants minimized counterparty risk, perfect collateral, and yield -- ETH packages that all together. Bitcoin was the original idea and is now understood as 'digital gold.' But the final form is what ETH is fulfilling as productive money." Michael McGuiness adds Stanley Druckenmiller as a datapoint who has called stablecoins (the vast majority of which are on Ethereum) "incredibly useful." "I assume our whole payments systems will be stablecoins in 10 or 15 years," Druckenmiller told Morgan Stanley. Mike continues: "That's the other aspect of what we mean by productive -- it's actually providing utility, and people are benefiting from it. It's not just pure speculation." Read the full and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize CEO Vivek Raman: Wall Street's understanding of ETH as "productive money" is starting to accelerate "BlackRock just launched their ETHB ETF for staked ETH, and in the marketing around that, they said ETH is an asset that actually generates yield. You're not just holding a digital asset store of value anymore. You're holding a digital asset store of value that has yield, and that starts to resemble how Wall Street thinks about US Treasuries." "[Wall Street] wants minimized counterparty risk, perfect collateral, and yield -- ETH packages that all together. Bitcoin was the original idea and is now understood as 'digital gold.' But the final form is what ETH is fulfilling as productive money." Michael McGuiness adds Stanley Druckenmiller as a datapoint who has called stablecoins (the vast majority of which are on Ethereum) "incredibly useful." "I assume our whole payments systems will be stablecoins in 10 or 15 years," Druckenmiller told Morgan Stanley. Mike continues: "That's the other aspect of what we mean by productive -- it's actually providing utility, and people are benefiting from it. It's not just pure speculation." Read the full and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

17,104 просмотров • 3 месяцев назад

Etherealize co-founder Danny Ryan on the bull case for DATs “These companies — there’s a number of them — will have to try to differentiate themselves and compete. Ultimately, some might play the yield game. Some might blow up spectacularly. But a lot of the differentiation might be on-chain: yield, DeFi, and the utilization of Ethereum. I think the best case scenario is there’s healthy competition amongst a few of them to differentiate and use the chain in novel and interesting ways and become on-chain asset managers.” Ex-Co-Executive Director at the Ethereum Foundation Tomasz Stańczak builds on Danny’s point: “Many of them will be absolutely top-quality people with a great understanding of technology and vision for how to — in a smart way — use DeFi to generate returns and structure everything so that it’s perpetual and safe… and in general, I have massive respect for binging Ethereum to Wall Street and those who want to have exposure to Ethereum in a way that is compliant . . . You have ETFs, DATs, spot ETH, which bring together various ways of participating in and securing the network. For Ethereum, it’s great — especially as a public company: they’ll have this obligation to play the consensus game properly and respect the rules. You don’t expect DATs to be attackers of the network.”

Etherealize co-founder Danny Ryan on the bull case for DATs “These companies — there’s a number of them — will have to try to differentiate themselves and compete. Ultimately, some might play the yield game. Some might blow up spectacularly. But a lot of the differentiation might be on-chain: yield, DeFi, and the utilization of Ethereum. I think the best case scenario is there’s healthy competition amongst a few of them to differentiate and use the chain in novel and interesting ways and become on-chain asset managers.” Ex-Co-Executive Director at the Ethereum Foundation Tomasz Stańczak builds on Danny’s point: “Many of them will be absolutely top-quality people with a great understanding of technology and vision for how to — in a smart way — use DeFi to generate returns and structure everything so that it’s perpetual and safe… and in general, I have massive respect for binging Ethereum to Wall Street and those who want to have exposure to Ethereum in a way that is compliant . . . You have ETFs, DATs, spot ETH, which bring together various ways of participating in and securing the network. For Ethereum, it’s great — especially as a public company: they’ll have this obligation to play the consensus game properly and respect the rules. You don’t expect DATs to be attackers of the network.”

Etherealize

12,360 просмотров • 4 месяцев назад

“Solana was driven by memecoins, and the activity died. They’ll need to find a new trick. But it won’t be enough to power greater price performance than ETH. Every L1 besides Ethereum or Solana is a zero.” it’s almost impossible for L1s to reinvent themselves. they can’t rebuild their tech for every new product. Solana can’t compete with onchain perp DEXs because it’s not built for it. Ethereum has Lighter & RISE, L2s purpose-built for this use case. it’ll always win because it’s the base layer that innovation is built on. the L1 doesn’t have to reinvent itself. new L2s do, and they all benefit Ethereum's network effects

“Solana was driven by memecoins, and the activity died. They’ll need to find a new trick. But it won’t be enough to power greater price performance than ETH. Every L1 besides Ethereum or Solana is a zero.” it’s almost impossible for L1s to reinvent themselves. they can’t rebuild their tech for every new product. Solana can’t compete with onchain perp DEXs because it’s not built for it. Ethereum has Lighter & RISE, L2s purpose-built for this use case. it’ll always win because it’s the base layer that innovation is built on. the L1 doesn’t have to reinvent itself. new L2s do, and they all benefit Ethereum's network effects

rip.eth

290,327 просмотров • 8 месяцев назад