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$ETH is the Microsoft of crypto. Raoul Pal's Ethereum framework: If you pulled the plug on $ETH tomorrow, how much economic value gets destroyed? L2s. DeFi. RWAs. NFTs. Stablecoin rails. AI agents. That alone makes ETH undervalued. Bitcoin is global savings. Ethereum is global infrastructure. And infrastructure can scale... show more
83,315 просмотров • 4 месяцев назад •via X (Twitter)
Комментарии: 33
$ETH is the Microsoft of crypto. Pull the plug tomorrow and the entire ecosystem collapses. L2s, DeFi, RWAs, stablecoins, AI Agents — all gone. Bitcoin is gold. Ethereum is the internet. The explosive upside of infrastructure is always underestimated. Just like #moodeng right now — cute but wild on ETH, perfectly representing Ethereum’s energy and vitality 💥 See you in the bull market!
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It’s 2026. Why are we still shilling Rug Pal? Muted.
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eth is weird because the bear case always sounds clean until you list what actually breaks if it disappears
Ethereum is great. But $ETH is just a gas token now. noone really gives a fuck
When you have to resort to retarded what if arguments like this, you know the bottom ain’t in Stop taking hopium and build monetization engines yall dumb mfs
is sound money first infrastructure, without abandoning @Bitcoin. 👀 |
I agree significantly beaten down and undervalued
too many fucktard gurus with no alpha like raoul long eth for it to ever pump imo lol, maybe when they finally capitulate
インフラ言う割にガス代高杉
The network and the asset are completely different according to the EF and Vitalik himself.
if you pull the Etheurum plug, even bitcoin will not survive. Maxis will tell you nonsense... but no, it won't survive, the crypto/blockchain/defi/rwa/smart-contracts industry will be done.
He has been wrong about absolutely everything. This is your champion?
ETH being infrastructure is not the debate. Whether the infrastructure pays the token is. Hard capture 0.005% of mcap, L2 rent fell 90% to $13M as transactions grew 300%. The network wins. The token does not. Mechanism here:
@DeFi_Dad eth is way more than just l2s and defi
I keep telling myself this as I continue to DCA into eth over the last 4 years and I’m break even still 😂
People still listening g to this cunt thinking ETH is going to 10k 😂
So you underwater now
I have been looking to buy ethereum:native but the only thing holding me back is the L2 argument that the layer 2s will take away most of the transaction fees and won’t actually lead to the price increase. What’s your take on that?
How much of the "lost value" could Sol capture if that occured? Nearly all of it, and do it faster and cheaper. No need for L2's.
The L2s are literally abandoning ETH for gas tokens. Arbitrum keeps ARB fees, Base keeps revenue, Blast keeps yields. The economic destruction test fails when your biggest builders are extracting value away from ETH itself.
No it’s not
Microsoft never suffered week after week of sells offs
How many millions of TPS can scale to while maintaining atomic composability? 🤔
Microsoft of crypto? For fuck's sake. Raoul was also saying LUNA and Anchor were safe and an amazing protocol. Really tired of podcasters.
lol 😂 with less than 1 million DAU
RP is a moron, who listens to clown anymore?!
Microsoft’s moat was enterprise inertia. ETH’s is a growing debt of apps and L2s that literally depend on its settlement. Pull the plug and the whole experimental economy unwinds. That’s not just undervalued, it’s a trapped network.
$eth is def undervalue as the protocol layer for all this stuff. ton will be too once they ship the same things though.
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what about when blockchain isnt the best option at all? I am pretty sure crypto did something great as a stepping stone but the future wont use at least crypto as it is today they will have to pivot. sooner the better
A speculative setup at that
![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)
