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"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an...

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The Wolf Of All Streets

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85,152 görüntüleme • 1 gün önce •via X (Twitter)

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"In my opinion the Ethereum network is much more secure in the long term. There's no obvious way to do a Bitcoin-like attack on it" Duke Professor Campbell Harvey on why you can't pull off the Bitcoin attack on Ethereum "This is important because most tokenized assets reside on either the Ethereum blockchain or Ethereum compatible blockchains. But Ethereum has a different method, there's no mining anymore, it's proof of stake. You'd need to take over at least a third of the existing Ethereum, and that turns out to be really hard to do" "Much of the Ethereum is staked, there's a huge queue to go into staking and not much to actually come out. About 65% of the supply is available to unstake, so to get a third you have to buy over half of the existing supply. That's going to be very expensive and would drive the price of Ether up dramatically" "The same trade we talked about for Bitcoin, where you buy the equipment and short the Bitcoin, doesn't work for Ethereum. Because you're buying the Ether, and then if you're selling, it's a wash. So there's no obvious way to do a Bitcoin-like attack on the network"
2:08

"In my opinion the Ethereum network is much more secure in the long term. There's no obvious way to do a Bitcoin-like attack on it" Duke Professor Campbell Harvey on why you can't pull off the Bitcoin attack on Ethereum "This is important because most tokenized assets reside on either the Ethereum blockchain or Ethereum compatible blockchains. But Ethereum has a different method, there's no mining anymore, it's proof of stake. You'd need to take over at least a third of the existing Ethereum, and that turns out to be really hard to do" "Much of the Ethereum is staked, there's a huge queue to go into staking and not much to actually come out. About 65% of the supply is available to unstake, so to get a third you have to buy over half of the existing supply. That's going to be very expensive and would drive the price of Ether up dramatically" "The same trade we talked about for Bitcoin, where you buy the equipment and short the Bitcoin, doesn't work for Ethereum. Because you're buying the Ether, and then if you're selling, it's a wash. So there's no obvious way to do a Bitcoin-like attack on the network"

The Wolf Of All Streets

76,405 görüntüleme • 1 ay önce

Tom Lee: The size of Ethereum's potential upside is almost absurd. Gold: $22T. Stock market: $100T+. Real estate market: $300T. Bitcoin + Ethereum combined: under $2T. "All of those other assets - to make them composable... you're going to have to run it on Ethereum and other blockchains." "And if Ethereum is at 300 billion, it's grossly undervalued." FT Michaël van de Poppe Thomas (Tom) Lee (not drummer) FundstratDirect.com New Era Finance Podcast.
1:00

Tom Lee: The size of Ethereum's potential upside is almost absurd. Gold: $22T. Stock market: $100T+. Real estate market: $300T. Bitcoin + Ethereum combined: under $2T. "All of those other assets - to make them composable... you're going to have to run it on Ethereum and other blockchains." "And if Ethereum is at 300 billion, it's grossly undervalued." FT Michaël van de Poppe Thomas (Tom) Lee (not drummer) FundstratDirect.com New Era Finance Podcast.

Milk Road

72,291 görüntüleme • 1 ay önce

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, because of the dependencies." "L1 acts as the hub between all these chains, whether Solana likes it or not. People love to move between chains, and the volume flows back to L1." "Even if you're a Hyperliquid bull, you're hugely reliant on Ethereum."
1:11

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, because of the dependencies." "L1 acts as the hub between all these chains, whether Solana likes it or not. People love to move between chains, and the volume flows back to L1." "Even if you're a Hyperliquid bull, you're hugely reliant on Ethereum."

The Rollup

31,220 görüntüleme • 1 ay önce

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?
34:28

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Michaël van de Poppe

422,844 görüntüleme • 1 ay önce

BlackRock’s former Head of Crypto explains how he pitches ETH to Wall Street “The first thing we do is explain the Ethereum opportunity. Stablecoins, which are today about $310 billion, are going to trillions. Tokenized assets today are about $32 billion and going to trillions as well. Institutional DeFi adoption is happening like we’ve never seen before. We’ll get to agentic in a minute, but explaining to them — and they agree wholeheartedly — that the Ethereum ecosystem is going to be the future settlement layer for finance is the first step.” After explaining that Ethereum is going to be the global world ledger, Joseph Chalom, who is now the CEO of the $1.5 billion Ethereum treasury company Sharplink, talks about ETH the asset: “As the Ethereum ecosystem grows, you need more Ether to secure and settle these transactions. Therefore, Ether ends up becoming a trust commodity. We start with the principles and fundamentals . . . What we don’t do is make up numbers and talk about short-term price predictions for Ether.” The other thing Joseph does not do is compare Ether to Bitcoin. “The second narrative that people use typically is that [Ethereum] is ‘little brother’ to ‘big brother’ Bitcoin and that ETH is just some relative coefficient of the value of BTC and they need to trade together. What we’re trying to explain is that there is intrinsic value and Ether is going to be the trust commodity that is going to secure the future of finance . . . The number one thing to do is not make up numbers. And then number two, [Ethereum] is not a derivative of Bitcoin. It has intrinsic value to the future of the financial system.”
2:43

BlackRock’s former Head of Crypto explains how he pitches ETH to Wall Street “The first thing we do is explain the Ethereum opportunity. Stablecoins, which are today about $310 billion, are going to trillions. Tokenized assets today are about $32 billion and going to trillions as well. Institutional DeFi adoption is happening like we’ve never seen before. We’ll get to agentic in a minute, but explaining to them — and they agree wholeheartedly — that the Ethereum ecosystem is going to be the future settlement layer for finance is the first step.” After explaining that Ethereum is going to be the global world ledger, Joseph Chalom, who is now the CEO of the $1.5 billion Ethereum treasury company Sharplink, talks about ETH the asset: “As the Ethereum ecosystem grows, you need more Ether to secure and settle these transactions. Therefore, Ether ends up becoming a trust commodity. We start with the principles and fundamentals . . . What we don’t do is make up numbers and talk about short-term price predictions for Ether.” The other thing Joseph does not do is compare Ether to Bitcoin. “The second narrative that people use typically is that [Ethereum] is ‘little brother’ to ‘big brother’ Bitcoin and that ETH is just some relative coefficient of the value of BTC and they need to trade together. What we’re trying to explain is that there is intrinsic value and Ether is going to be the trust commodity that is going to secure the future of finance . . . The number one thing to do is not make up numbers. And then number two, [Ethereum] is not a derivative of Bitcoin. It has intrinsic value to the future of the financial system.”

Etherealize

56,814 görüntüleme • 5 ay önce

Joseph Chalom on when Ethereum will start triggering the burn again "At some point, the transaction volumes coming on Ethereum are going to be many, many multiples of what we see today. Right now there's a lot of blockspace, we're not triggering the burn. But when you start seeing stablecoin growth like we expect, and tokenization, that changes" "There's only $31 billion of tokenized real world assets. The estimates, whether it's BCG or Citigroup or B. Riley, is that it's going to be measured in the trillions. DeFi has had a hiccup from a security perspective, but wait until RWAs join Bitcoin and ETH in borrowing and lending markets. You're gonna see massive transaction volume, and that's even before we get to agentic" "This stuff is compounding. If stablecoins, tokenized real world assets, and DeFi are largely happening on Ethereum, this is gonna be a righteous circle, and more and more share of transactions are gonna happen on Ethereum. At some point, we'll start triggering the burn"
1:04

Joseph Chalom on when Ethereum will start triggering the burn again "At some point, the transaction volumes coming on Ethereum are going to be many, many multiples of what we see today. Right now there's a lot of blockspace, we're not triggering the burn. But when you start seeing stablecoin growth like we expect, and tokenization, that changes" "There's only $31 billion of tokenized real world assets. The estimates, whether it's BCG or Citigroup or B. Riley, is that it's going to be measured in the trillions. DeFi has had a hiccup from a security perspective, but wait until RWAs join Bitcoin and ETH in borrowing and lending markets. You're gonna see massive transaction volume, and that's even before we get to agentic" "This stuff is compounding. If stablecoins, tokenized real world assets, and DeFi are largely happening on Ethereum, this is gonna be a righteous circle, and more and more share of transactions are gonna happen on Ethereum. At some point, we'll start triggering the burn"

Laura Shin

24,617 görüntüleme • 1 ay önce

"One of the biggest challenges with cryptocurrencies is that you'd like for them to be successful, adopted, to be a cooperative. But the way tokenomics work... they're intrinsically adversarial. So it's like kind of a subzero market. For Bitcoin to win, Ethereum must fail. For Ethereum to win, Bitcoin must fail. And for crypto to win, the banking industry has to fail. And that's not how the world works." Charles Hoskinson
15:26

"One of the biggest challenges with cryptocurrencies is that you'd like for them to be successful, adopted, to be a cooperative. But the way tokenomics work... they're intrinsically adversarial. So it's like kind of a subzero market. For Bitcoin to win, Ethereum must fail. For Ethereum to win, Bitcoin must fail. And for crypto to win, the banking industry has to fail. And that's not how the world works." Charles Hoskinson

Shawn Ryan

74,839 görüntüleme • 1 yıl önce

Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem “The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.” Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision. “Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.” As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement. “This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.” “I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.”
6:32

Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem “The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.” Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision. “Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.” As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement. “This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.” “I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.”

Etherealize

126,049 görüntüleme • 2 ay önce

"CryptoPunks is a better levered bet on Ethereum than Ethereum itself." Yat Siu (Yat Siu), co-founder of Animoca Brands ✈️ SuperAI 🇸🇬, on what retail should actually do in this market: "If it's your first time in crypto, hold a reasonable basket of the majors. Bitcoin, Ethereum, probably Solana. If you believe in digital, you should believe in that." "Overweight Bitcoin and Ethereum. It's volatile, but it's something you understand and it has the liquidity." "Punks are a cultural status item. It's like Picasso: if the French economy does wonderful, Picasso is the better bet. Picasso appreciates more than the GDP." "Then take a basket of things you love. You love the founder, you love the product. If you don't have passion, don't do it." "If you want to gamble because gambling is fun, do it. But realize it's a gamble. There's no rhyme or reason why a memecoin does well. There's a lot of funny stuff going on in the back that you don't see. That's not calculation. That's taking a bet." "Most tokens should be viewed like wine. There's utility, you can drink it because you enjoy it. But it also has value because you believe in it." Translation: this is a portfolio hierarchy, not a shill. Liquid majors as the base. Cultural assets as the leveraged layer, but only if you can afford it. Passion projects as the satellite. And memecoins are honestly labeled as entertainment, not strategy. Most retail portfolios are built in exactly the reverse order. Which layer is your portfolio actually overweight in?
3:15

"CryptoPunks is a better levered bet on Ethereum than Ethereum itself." Yat Siu (Yat Siu), co-founder of Animoca Brands ✈️ SuperAI 🇸🇬, on what retail should actually do in this market: "If it's your first time in crypto, hold a reasonable basket of the majors. Bitcoin, Ethereum, probably Solana. If you believe in digital, you should believe in that." "Overweight Bitcoin and Ethereum. It's volatile, but it's something you understand and it has the liquidity." "Punks are a cultural status item. It's like Picasso: if the French economy does wonderful, Picasso is the better bet. Picasso appreciates more than the GDP." "Then take a basket of things you love. You love the founder, you love the product. If you don't have passion, don't do it." "If you want to gamble because gambling is fun, do it. But realize it's a gamble. There's no rhyme or reason why a memecoin does well. There's a lot of funny stuff going on in the back that you don't see. That's not calculation. That's taking a bet." "Most tokens should be viewed like wine. There's utility, you can drink it because you enjoy it. But it also has value because you believe in it." Translation: this is a portfolio hierarchy, not a shill. Liquid majors as the base. Cultural assets as the leveraged layer, but only if you can afford it. Passion projects as the satellite. And memecoins are honestly labeled as entertainment, not strategy. Most retail portfolios are built in exactly the reverse order. Which layer is your portfolio actually overweight in?

Michaël van de Poppe

17,613 görüntüleme • 2 ay önce

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.
3:36

The $250,000 ETH Productive Money Price Target Explained "You just have to look at the monetary premium that currently exists in gold and Bitcoin. If ETH is better money than gold and Bitcoin, it should capture the monetary premium of those two assets. Today gold has a market cap of ~$30 trillion and Bitcoin has a market cap of ~$1.5 trillion. If you divide that by 121 million ETH, you get a price somewhere between $250,000 and $300,000." Michael McGuiness continues: "I view Bitcoin and gold as the rough TAMs for scarce assets without counterparty risk. That's what gold is and that's what Bitcoin is... and I actually think that could end up being low because it doesn't include other TAMs like the broader money supply -- M2 is ~$22 trillion. There's a monetary premium in asset classes like luxury real estate -- you're not buying an apartment in NYC for the cap rate; it's more of a store of value. If the world converged on ETH as its store of value, it might win that monetary premium as well." Vivek Raman adds: "It sounds audacious but Ethereum is audacious. It's a new technology and people need to start thinking in exponentials... Institutional investors are starting to realize too that it's not just a discounted cash flow model -- Ethereum is not a software company. It's going for money. The repricing from an asset that's not well-understood yet to a productive money that's the global reserve asset is not something that's going to stop at a 10x... And that's what the opportunity is. There aren't many assets out there that have an intrinsic value floor with actual fundamental value plus a monetary premium -- and you have the ability to capture the growth of an entire network that's kind of like owning a piece of the Internet early on. That's what ETH is. It's one of the greatest assets I've ever seen." Mike adds: "I know the number can sound crazy on the surface, but one sanity check I like to do is: there's ~60 million millionaires and there's ~121 million ETH. If every millionaire globally tried to buy some ETH, they'd each be able to own ~2. Obviously there are people out there who own a lot more than 2 ETH, so it'd be less than that. So that's another way of thinking about these few-hundred-thousand-dollar price targets. I used to think about Bitcoin the same way. It's just a nice sanity check: If this is the global reserve asset and the world converges on it, and everyone tries to buy it, how much is left to go around?" Read the full report and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

171,344 görüntüleme • 4 ay önce

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.
2:20

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.

Wu Blockchain

38,442 görüntüleme • 1 ay önce

"You have Ethereum down 40% and the plan is to basically rebuild the entire engine while doing 70 on the highway, It's a bit scary here" "Ethereum is reinventing itself with the biggest overhaul since the merge. Nearly every core piece of the protocol will be rebuilt over three to four years, with quantum safety and privacy moved front and center" "There's been a bit of an existential crisis over the past year for Ethereum. The Ethereum Foundation was long viewed as the driver of the machine determining how Ethereum would be developed. Now we've seen a huge departure of executives from the Foundation" "Buterin himself recently said the Ethereum Foundation would effectively become just another node, just another part of the network. It would become more decentralized and have less impact moving forward on how Ethereum was built"
1:10

"You have Ethereum down 40% and the plan is to basically rebuild the entire engine while doing 70 on the highway, It's a bit scary here" "Ethereum is reinventing itself with the biggest overhaul since the merge. Nearly every core piece of the protocol will be rebuilt over three to four years, with quantum safety and privacy moved front and center" "There's been a bit of an existential crisis over the past year for Ethereum. The Ethereum Foundation was long viewed as the driver of the machine determining how Ethereum would be developed. Now we've seen a huge departure of executives from the Foundation" "Buterin himself recently said the Ethereum Foundation would effectively become just another node, just another part of the network. It would become more decentralized and have less impact moving forward on how Ethereum was built"

The Wolf Of All Streets

51,838 görüntüleme • 1 ay önce

“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.
1:29

“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 görüntüleme • 2 ay önce

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 🚀
3:10

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

259,949 görüntüleme • 1 yıl önce

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on Bankless with Vivek Raman discussing the new Etherealize "Productive Money" report below.
2:34

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on Bankless with Vivek Raman discussing the new Etherealize "Productive Money" report below.

Michael McGuiness

120,514 görüntüleme • 4 ay önce

"I got crucified on the timeline for being a PE guy" Santi on why crypto now rewards fundamentals over narratives "I've been talking about this since late last year. I'm an investor in a lot of these protocols, Ethena, Pump, and I was calling the same thing. Well, I come from a world of investing in fundamentals and cash flow." "Crypto has matured as an industry. In 2017 you were throwing narratives on the wall, and if it stuck the market believed it, because you're talking about a huge TAM. Let's replace Wall Street, the internet superhighway, that's a $300 billion narrative Ethereum still commands." "It's gotten much harder to make money in crypto. If you were invested in Solana three years ago you vastly underperformed and lost money. This cycle it's been Pump and it's been Hyperliquid." "That's a good thing, by the way. The game gets harder as the industry grows, rightfully so."
0:54

"I got crucified on the timeline for being a PE guy" Santi on why crypto now rewards fundamentals over narratives "I've been talking about this since late last year. I'm an investor in a lot of these protocols, Ethena, Pump, and I was calling the same thing. Well, I come from a world of investing in fundamentals and cash flow." "Crypto has matured as an industry. In 2017 you were throwing narratives on the wall, and if it stuck the market believed it, because you're talking about a huge TAM. Let's replace Wall Street, the internet superhighway, that's a $300 billion narrative Ethereum still commands." "It's gotten much harder to make money in crypto. If you were invested in Solana three years ago you vastly underperformed and lost money. This cycle it's been Pump and it's been Hyperliquid." "That's a good thing, by the way. The game gets harder as the industry grows, rightfully so."

The Wolf Of All Streets

34,125 görüntüleme • 1 gün önce

Paradigm co-founder Matt Huang says allocating capital to Bitcoin and Ethereum in 2018 is a lot like investing in the AI sector today: "When we launched Paradigm in 2018, a lot of our thesis was that we knew crypto would expand massively. And then there was this open question — should you invest in the core protocols like Bitcoin and Ethereum, or invest in startups?" "Obviously in hindsight, the answer was both." "I think it's a lot like the AI landscape now, with this question of — do you own the model companies, or do you own the application layer on top? In 2018, Bitcoin and Ethereum were like OpenAI and Anthropic, and those are the things to own."
1:28

Paradigm co-founder Matt Huang says allocating capital to Bitcoin and Ethereum in 2018 is a lot like investing in the AI sector today: "When we launched Paradigm in 2018, a lot of our thesis was that we knew crypto would expand massively. And then there was this open question — should you invest in the core protocols like Bitcoin and Ethereum, or invest in startups?" "Obviously in hindsight, the answer was both." "I think it's a lot like the AI landscape now, with this question of — do you own the model companies, or do you own the application layer on top? In 2018, Bitcoin and Ethereum were like OpenAI and Anthropic, and those are the things to own."

TBPN

58,410 görüntüleme • 5 ay önce

Small clip but tells you EXACTLY what you need to know about takes on ETH and the Ethereum ecosystem. Price is moving regardless of Blockworks bearishness on ETH. Everyone is welcome to an opinion and are free to like or dislike assets but it's been as clear as day that as a media company the ETH hate runs deep. The Ethereum community has been calling this out for some time, rightfully so. Ethereum and ETH will win and these people will capitulate eventually. $ETH looks good here.
2:08

Small clip but tells you EXACTLY what you need to know about takes on ETH and the Ethereum ecosystem. Price is moving regardless of Blockworks bearishness on ETH. Everyone is welcome to an opinion and are free to like or dislike assets but it's been as clear as day that as a media company the ETH hate runs deep. The Ethereum community has been calling this out for some time, rightfully so. Ethereum and ETH will win and these people will capitulate eventually. $ETH looks good here.

JoshETH.eth 🏦 Chief Ethereum Capital Officer*

26,064 görüntüleme • 1 yıl önce

One of the great fascinations of the last decade is the constant sales pitch to buy Bitcoin and Ethereum even from founders. There's a reason you've never heard Brad Garlinghouse giving you an XRP sales pitch and telling you to go out and buy as much XRP as possible.
0:31

One of the great fascinations of the last decade is the constant sales pitch to buy Bitcoin and Ethereum even from founders. There's a reason you've never heard Brad Garlinghouse giving you an XRP sales pitch and telling you to go out and buy as much XRP as possible.

Digital Asset Investor

96,213 görüntüleme • 10 ay önce