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Joseph Chalom explains why the ETH burn thesis isn't broken: "Mainnet is being built for the volume coming from tokenization, stablecoins, and agentic. 3x throughput increases. Reduced gas fees." "If it grows incrementally, you won't trigger the burn in a way that drives ETH up. We believe the step-function... show more
171,424 просмотров • 5 месяцев назад •via X (Twitter)
Комментарии: 12
@antiprosynth I’m getting tired, @KumaCapxbt step up
FT @joechalom @Sharplink
Huge amounts of ETHs would have to be burnt to increase a meaningful effect on scarcity. Increasing transaction fees to improve the staking yield would be much simpler, while having thre same effect.
The problem for Ethereum is that Bitcoin is going to capture all of that utility with ZKrollups. Then there is no reason for Ethereum to even exist.
Yea the thesis isn’t broken but $SBET value is! The asset is ETH, the liabilities are @joechalom @mandyzcamp @sheffieldreport @mcamarda0
@FigoETH Growth and adoption seem not as fast as needed. $300B is a very small proportion and growing to that hasn’t significantly added value. You need to see $3T next year and $30T in the following year to see this argument play out.
“IF”. That’s all these clowns have
Why do we care about the burn rate ? ETH could be valued by the TVL in it, the lvl of decentralisation.
shit for brains, literally. lol
バーン理論まだ生きてる
if that step function hits mainnet first l2s gonna feel like dialup
Chalom says ETH burn not broken. Mainnet built for tokenization stablecoin and agentic volume coming
![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)
![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.”](https://image.24vids.com/tw-2030372918627037220/amplify_video_thumb/2030026320994799616/img/qHpKVjaf7se_Bs95.jpg)
