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DeFi Dad says even Ethereum's biggest competitors, Solana, Hyperliquid, are hugely reliant on it. "I still believe Ethereum's market cap should be in the trillions, based on all the economic activity it hosts." "Destroy the Ethereum network tomorrow and you take down, conservatively, 60% of all DeFi. Probably more,... show more
31,220 просмотров • 12 дней назад •via X (Twitter)
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![EthLabs Co-founder Ansgar Dietrichs on why Ethereum must be the central node of the on-chain global economy “When we say the global economy is coming on-chain, I believe there are two very different ways that can play out. What I see as the default is you have this world of all these different, independent chains [with different use cases] and then you tie them all together with brittle links. Over time you try to derisk these links, but we’ve seen this multiple times in the past — bridges keep failing. Bridges between independent chains can only ever be so secure/robust because ultimately these chains don’t have a shared state.” Ansgar continues: “The alternative outcome is one where the global economy has one central node — that doesn’t mean that all the activity is on that node or Ethereum L1, but it means that there’s one central node that everything links back into. We are in a fundamentally better state for the world, when all these different parts of the economy can talk to each other trustlessly and without friction. And we really believe that it’s only Ethereum that can play that role. There is no second-best, neutral chain that actually has a shot at this. But that doesn’t mean it’s inevitable. We could just end up in the worse world.” This is why EthLabs is focused on, as Ansgar puts it, “talking to the builders in Ethereum, figuring out what are the friction points — especially as we build toward bringing finance and these economic flows on-chain — and iteratively removing them and strengthening Ethereum.”](https://image.24vids.com/tw-2073039907396649050/amplify_video_thumb/2073039809551998976/img/LBb19u5_virR7mKl.jpg)
![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 🚀](https://image.24vids.com/tw-1956382051604615290/amplify_video_thumb/1956380413691138051/img/CBz4OEsUyr7ow2dn.jpg)
![[Ansem 🐂🀄️ just broke down why he started going all in on Solana back in early 2021] “if there’s another L1 that can do what Ethereum is doing but cheaper & faster, that’s a pretty simple thesis.” “it seemed like a pretty good hedge against ETH.” “it doesn’t make sense that they have the second most active users, one of the most active developer communities… and it’s trading at like 5% of Ethereum’s market cap.” “eventually this is gonna get repriced higher.” What stood out is how simple his thesis actually was. Ethereum had already proven demand for smart contracts. If another L1 could deliver the same experience, but faster, cheaper, and still attract builders, that was an asymmetric bet worth taking. After spending 4+ years watching the ecosystem evolve through DeFi Summer, the NFT boom, congestion issues, FTX, and the recovery, his core thesis hasn’t really changed. The fundamentals have. - the network is far more stable after years of upgrades - the builder ecosystem keeps expanding - user activity stays among the highest in crypto - consumer apps, DeFi, and AI are all growing on the same chain His point is that the market spent years pricing Solana based on old narratives like outages and FTX, while ignoring how much the network has improved underneath. That’s why he believes a repricing is inevitable. The fundamentals have finally caught up to where the valuation should’ve been all along.](https://image.24vids.com/tw-2075803044323918334/amplify_video_thumb/2075802674575134721/img/aEeF6iYJfT4MKVb9.jpg)
