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$ETH will flip $BTC & become more valuable? ⬩ tokenization ⬩ zero-knowledge proofs ⬩ productive asset 10-year Wall Street veteran and founder of Etherealize Vivek Raman explains:
71,343 views • 29 days ago •via X (Twitter)
21 Comments
@VivekVentures @Etherealize_io Heard this exact pitch for like 10 years now
@VivekVentures @Etherealize_io ETH has literally compressed for 6 years, once it starts moving it starts MOVING.
@VivekVentures @Etherealize_io ETH does not need to flip Bitcoin to prove its value. The more important question is how much real economic activity will eventually settle on Ethereum. If tokenization and zero knowledge technology become part of global finance, market cap may simply follow utility.
@VivekVentures @Etherealize_io Impossibile
@VivekVentures @Etherealize_io lol cope more
@VivekVentures @Etherealize_io The argument that ETH flips BTC on tokenization, zero knowledge proofs, and being a productive asset is one of those debates that never gets settled, but it's interesting hearing it from a Wall Street veteran. You and @reynosismo_ are the two accounts I most enjoy following
@VivekVentures @Etherealize_io ETH has the utility, BTC has the brand.
@VivekVentures @Etherealize_io Net positive real yield is a big plus as a productive store of value (SOV). ETH’s potential to stay deflationary long-term with usage burns is a real use case as a superior SOV. Also ETH has a higher stock-to-flow ratio (ETH 200 vs. BTC 125) which can make it scarcer longterm
@VivekVentures @Etherealize_io Interesting points on ETH flipping BTC via tokenization & ZK. You and @MattSevenich are top tier follows
@VivekVentures @Etherealize_io Tokenization + ZK + productive yield is a serious long term thesis. The market still has a lot to price in if Ethereum executes. 🔥
@VivekVentures @Etherealize_io lol. i've heard that for over 10 years
@VivekVentures @Etherealize_io If ETH starts moonwalking past BTC, I’ll finally have a legit excuse for my “crypto‑diversified” portfolio. 😬
@VivekVentures @Etherealize_io Don’t risk your reputation!
@VivekVentures @Etherealize_io If tokenization and ZK adoption accelerate, the flippening becomes more than a meme.
@VivekVentures @Etherealize_io productive asset is the real flex, bitcoin’s job is still just holding
@VivekVentures @Etherealize_io i came for a sip and found invisible money interviewing for the crown
@VivekVentures @Etherealize_io flipping $BTC is a decade-long larp
@VivekVentures @Etherealize_io Tokenization and $ETH working as a productive asset make a strong case for a flip. You and @JasonColelfod are two of my favorite follows for the $ETH vs. $BTC debate, since you both weigh real utility over tribal loyalty.
@VivekVentures @Etherealize_io Tokenization alone makes the flippening case way more interesting than it used to be. You and @SophiaBlackkod always bring the Wall Street angle that makes these debates click, love following you both.
@VivekVentures @Etherealize_io ETH is 11.4% of total market cap against bitcoin at 58.3%. The flip is not an argument to win, it is a five to one gap to close. Productive asset is the strongest leg of that case, tokenization is the slowest.
@VivekVentures @Etherealize_io
![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.](https://image.24vids.com/tw-2047002875210207338/amplify_video_thumb/2046995343955394561/img/vwypaHsP3sAHfzUu.jpg)
![Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with Vivek Raman in the links below.](https://image.24vids.com/tw-2046755747992596802/amplify_video_thumb/2046753199680274432/img/Njpmmpb2aaVpqVm6.jpg)
