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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...

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Laura Shin

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24,617 次观看 • 1 个月前 •via X (Twitter)

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$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.
2:48

$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.

SamAlτcoin.eth 🌞

65,474 次观看 • 1 个月前

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 次观看 • 1 年前

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 次观看 • 5 个月前

Why BlackRock CEO Larry Fink calls Ethereum "The Toll Road to Tokenization" "What he meant by that is assets will be tokenized, people will transact, and then each of those transactions will pay a fee to the Ethereum network. Part of that fee will be burned and decrease the supply of ETH. The other part will be paid to stakers. So it's kind of like a toll road for anyone who wants to transact with tokenized assets." "The first example of product/market fit with tokenization was stablecoins. There are a lot of reasons why a tokenized dollar is better than one on fiat rails. But the big things are accessibility -- it gives people around the world who don't have access to the US financial system access to dollars -- and reducing the friction of settling those transactions. If you've had to send a wire or ACH transfer, it takes days. Stablecoins settle instantly, so it's way more efficient. You've even heard Jamie Dimon come around to the advantages of stablecoins." "Stablecoins are really just tokenized dollars, and then that's going to happen with almost every asset class. Stocks will be next. People are talking a bout tokenizing art and real estate. The theme is 'the tokenization of everything.' And as all of these assets move on chain because more people can access them and the friction of transacting with them is reduced, trillions of dollars of assets will move on-chain... and Ethereum will be the global settlement layer for all of those transactions, and all of those transactions will generate a fee to ETH holders, which is why your ETH will compound."
2:10

Why BlackRock CEO Larry Fink calls Ethereum "The Toll Road to Tokenization" "What he meant by that is assets will be tokenized, people will transact, and then each of those transactions will pay a fee to the Ethereum network. Part of that fee will be burned and decrease the supply of ETH. The other part will be paid to stakers. So it's kind of like a toll road for anyone who wants to transact with tokenized assets." "The first example of product/market fit with tokenization was stablecoins. There are a lot of reasons why a tokenized dollar is better than one on fiat rails. But the big things are accessibility -- it gives people around the world who don't have access to the US financial system access to dollars -- and reducing the friction of settling those transactions. If you've had to send a wire or ACH transfer, it takes days. Stablecoins settle instantly, so it's way more efficient. You've even heard Jamie Dimon come around to the advantages of stablecoins." "Stablecoins are really just tokenized dollars, and then that's going to happen with almost every asset class. Stocks will be next. People are talking a bout tokenizing art and real estate. The theme is 'the tokenization of everything.' And as all of these assets move on chain because more people can access them and the friction of transacting with them is reduced, trillions of dollars of assets will move on-chain... and Ethereum will be the global settlement layer for all of those transactions, and all of those transactions will generate a fee to ETH holders, which is why your ETH will compound."

Etherealize

10,783 次观看 • 4 个月前

"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 次观看 • 1 个月前

Etherealize CEO Vivek Raman: Banks are looking at Larry Fink and Ethereum “It’s impossible not to be bullish now. […] The [Ethereum] network has never been stronger, more resilient, or future-proofed to scale with Layer 2s plugged in and ready for the institutional moment right now. Asset price will follow.” “[BlackRock CEO] Larry Fink is a pioneer in the space. He has been a visionary, and his voice is heard and listened to by everyone else on Wall Street. The banks are looking at him. The asset managers are looking at him. He’s one of the leaders that’s digital assets-forward, and when he tokenized BUIDL — their money market fund — on Ethereum before there was regulatory clarity and before we got out of the Gensler SEC, that set the standard for Ethereum to be the default.” “Ever since then, the money in money market funds on Ethereum has multiplied. Stablecoins on Ethereum have multiplied. And now Larry Fink is coming in and saying, ‘We need one common blockchain’ so that we don’t have fragmentation and all tokenized assets can be in one place. That means Ethereum — it’s the best set up for it.” Source: The Rollup (Mar 2026)
1:14

Etherealize CEO Vivek Raman: Banks are looking at Larry Fink and Ethereum “It’s impossible not to be bullish now. […] The [Ethereum] network has never been stronger, more resilient, or future-proofed to scale with Layer 2s plugged in and ready for the institutional moment right now. Asset price will follow.” “[BlackRock CEO] Larry Fink is a pioneer in the space. He has been a visionary, and his voice is heard and listened to by everyone else on Wall Street. The banks are looking at him. The asset managers are looking at him. He’s one of the leaders that’s digital assets-forward, and when he tokenized BUIDL — their money market fund — on Ethereum before there was regulatory clarity and before we got out of the Gensler SEC, that set the standard for Ethereum to be the default.” “Ever since then, the money in money market funds on Ethereum has multiplied. Stablecoins on Ethereum have multiplied. And now Larry Fink is coming in and saying, ‘We need one common blockchain’ so that we don’t have fragmentation and all tokenized assets can be in one place. That means Ethereum — it’s the best set up for it.” Source: The Rollup (Mar 2026)

Etherealize

13,706 次观看 • 5 个月前

Tom Lee says ethereum:native fundamentals are getting stronger, even if price hasn’t caught up yet. "We're in a period where price is lagging fundamentals." "Ethereum has gained additional assets." "More real world assets are being tokenized on Ethereum." "(Ethereum) is the most widely used blockchain." "At the center of why you wanna be involved in crypto is (it's) both the future of AI and Wall Street upping their tech stacks."
2:09

Tom Lee says ethereum:native fundamentals are getting stronger, even if price hasn’t caught up yet. "We're in a period where price is lagging fundamentals." "Ethereum has gained additional assets." "More real world assets are being tokenized on Ethereum." "(Ethereum) is the most widely used blockchain." "At the center of why you wanna be involved in crypto is (it's) both the future of AI and Wall Street upping their tech stacks."

Altcoin Daily

121,332 次观看 • 2 个月前

"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 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."
1:02

"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 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."

The Wolf Of All Streets

85,152 次观看 • 1 天前

“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 次观看 • 2 个月前

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 increases are coming." "10x, 20x, 50x transactions on Ethereum and L2s, you end up needing ETH as trustware to secure them. That is the thesis."
1:59

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 increases are coming." "10x, 20x, 50x transactions on Ethereum and L2s, you end up needing ETH as trustware to secure them. That is the thesis."

The Rollup

171,316 次观看 • 3 个月前

🚨 HISTORIC MOMENT FOR ETHEREUM 🚨 Vivek Raman, CEO of Etherealize, just delivered a powerful testimony to Congress: ✅ Ethereum is the most secure + decentralized settlement layer ✅ $140B in stablecoins + $10B in tokenized assets ✅ Time to 100x innovation with the Clarity Act ✅ Real-time payroll, DeFi, tokenization — all happening on ETH “We are going to change history by embracing the next phase of the internet.” 📺 Watch it. Share it. Be proud. Ethereum is the future. 🧱🌐🔥
4:52

🚨 HISTORIC MOMENT FOR ETHEREUM 🚨 Vivek Raman, CEO of Etherealize, just delivered a powerful testimony to Congress: ✅ Ethereum is the most secure + decentralized settlement layer ✅ $140B in stablecoins + $10B in tokenized assets ✅ Time to 100x innovation with the Clarity Act ✅ Real-time payroll, DeFi, tokenization — all happening on ETH “We are going to change history by embracing the next phase of the internet.” 📺 Watch it. Share it. Be proud. Ethereum is the future. 🧱🌐🔥

Leo Lanza | Lanza.eth

273,717 次观看 • 1 年前

Joseph Chalom explains why BlackRock launched BUIDL on Ethereum “I’m not a spokesman for Larry Fink, but he really evolved his thinking on Bitcoin, and I give him a lot of credit because there’s very few people in their 60s or 70s who have the humility to continue to be a student of the market and a student of technology. And he learned that it’s an incredible store of value and has a role in a portfolio.” “I think BlackRock and others believe even more strongly that tokenization will essentially lead to the democratization and digitization of all of finance. Crypto is a $2.4 trillion market. Total financial assets are over $700 trillion. Our clients wanted to know where we were going, and we led them along.” “We launched a token called BUIDL, which was a yield-bearing security on mainnet Ethereum that was interchangeable 24/7 with stablecoins and could be used as collateral in on-chain transactions. That became the largest tokenized fund in history — not because it was BlackRock, but because we provided real utility. The industry was missing real examples and use cases of utility, and we wanted our first foray into tokenization to be something that would break barriers and give clients more utility than what they had, which was that stablecoins were not earning yield.” BUIDL has grown to $2.5 billion, and BlackRock has since filed to launch two new tokenized money market funds on Ethereum. BSTBL brings the nearly $7 billion Select Treasury Liquidity Fund on-chain, with BNY Melon keeping the official shareholder registry on Ethereum in ERC-20 tokens. BRSRV is a new fund built for stablecoin reserves and the GENIUS Act-driven institutional demand for tokenized Treasury yield. Source: Thinking Crypto Podcast (Mar 2026)
1:27

Joseph Chalom explains why BlackRock launched BUIDL on Ethereum “I’m not a spokesman for Larry Fink, but he really evolved his thinking on Bitcoin, and I give him a lot of credit because there’s very few people in their 60s or 70s who have the humility to continue to be a student of the market and a student of technology. And he learned that it’s an incredible store of value and has a role in a portfolio.” “I think BlackRock and others believe even more strongly that tokenization will essentially lead to the democratization and digitization of all of finance. Crypto is a $2.4 trillion market. Total financial assets are over $700 trillion. Our clients wanted to know where we were going, and we led them along.” “We launched a token called BUIDL, which was a yield-bearing security on mainnet Ethereum that was interchangeable 24/7 with stablecoins and could be used as collateral in on-chain transactions. That became the largest tokenized fund in history — not because it was BlackRock, but because we provided real utility. The industry was missing real examples and use cases of utility, and we wanted our first foray into tokenization to be something that would break barriers and give clients more utility than what they had, which was that stablecoins were not earning yield.” BUIDL has grown to $2.5 billion, and BlackRock has since filed to launch two new tokenized money market funds on Ethereum. BSTBL brings the nearly $7 billion Select Treasury Liquidity Fund on-chain, with BNY Melon keeping the official shareholder registry on Ethereum in ERC-20 tokens. BRSRV is a new fund built for stablecoin reserves and the GENIUS Act-driven institutional demand for tokenized Treasury yield. Source: Thinking Crypto Podcast (Mar 2026)

Etherealize

49,244 次观看 • 3 个月前

🔥 CATHIE WOOD IS ALL IN ON ETH 🔥 On CoinDesk today, Cathie Wood laid out why Ethereum is becoming the institutional protocol: - Coinbase L2 = Ethereum - Robinhood L2 = Ethereum - Stablecoin boom is mostly happening on Ethereum - $ETH treasuries offer utility and staking unlike Bitcoin treasuries - “We had a thesis Ethereum would be the institutional protocol” - now it’s playing out in real time - Ethereum might be higher cost and a little slower, but it’s decentralized more secure - First time ARK ETFs have be able to take a solid position in ETH - ARK invested in Tom Lee’s $BMNR, the largest ETH treasury in the world The foundation of the next financial system is being laid out in real time And it’s all on Ethereum ⟠
4:23

🔥 CATHIE WOOD IS ALL IN ON ETH 🔥 On CoinDesk today, Cathie Wood laid out why Ethereum is becoming the institutional protocol: - Coinbase L2 = Ethereum - Robinhood L2 = Ethereum - Stablecoin boom is mostly happening on Ethereum - $ETH treasuries offer utility and staking unlike Bitcoin treasuries - “We had a thesis Ethereum would be the institutional protocol” - now it’s playing out in real time - Ethereum might be higher cost and a little slower, but it’s decentralized more secure - First time ARK ETFs have be able to take a solid position in ETH - ARK invested in Tom Lee’s $BMNR, the largest ETH treasury in the world The foundation of the next financial system is being laid out in real time And it’s all on Ethereum ⟠

Crypto-Gucci.eth ᵍᵐ🦇🔊

467,850 次观看 • 1 年前

.Justin Drake: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." Fede’s intern 🥊 adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: Blockspace Forum Read our thesis on why ETH is better money than BTC below 👇
2:36

.Justin Drake: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." Fede’s intern 🥊 adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: Blockspace Forum Read our thesis on why ETH is better money than BTC below 👇

Etherealize

170,819 次观看 • 4 个月前

Aryan from CMT Digital says tokenomics based protocols are now competing with traditional structured products "There's a lot of opportunity. We're investors in the space, so I'd be worried if we didn't think so. But Ethereum and Solana and other ecosystems like Hyperliquid are proving that tokenomics based protocols can compete with the traditional structured product world." "We see that in HIP-3 on Hyperliquid. We see that in HIP-4 markets with prediction markets, and Polymarket and Kalshi. We see things that are only possible as a function of blockchain technology." "That story is going to continue. We're going to see more and more exotic products built on substrates like Hyperliquid HIP-3 markets." "So we're spending a lot of time thinking about what this ecosystem can provide that the traditional world just doesn't have access to, but demands."
0:56

Aryan from CMT Digital says tokenomics based protocols are now competing with traditional structured products "There's a lot of opportunity. We're investors in the space, so I'd be worried if we didn't think so. But Ethereum and Solana and other ecosystems like Hyperliquid are proving that tokenomics based protocols can compete with the traditional structured product world." "We see that in HIP-3 on Hyperliquid. We see that in HIP-4 markets with prediction markets, and Polymarket and Kalshi. We see things that are only possible as a function of blockchain technology." "That story is going to continue. We're going to see more and more exotic products built on substrates like Hyperliquid HIP-3 markets." "So we're spending a lot of time thinking about what this ecosystem can provide that the traditional world just doesn't have access to, but demands."

The Wolf Of All Streets

29,469 次观看 • 1 天前

Why BlackRock CEO Larry Fink calls Ethereum “the toll road to tokenization” “In Davos, my old boss Larry Fink had a great slide when he was talking about the future of finance that said, ‘Ethereum is the toll road to tokenization.’” BlackRock’s former Head of Crypto Joseph Chalom explains: “There’s a recognition from the largest, most sophisticated institutions in the world that Ethereum is going to be the global financial ledger because it has the trust, liquidity and security.” Asked if there’s a role for more centralized L1 blockchains, Joseph replies: “I do think there will be roles for other L1s — I think they’ll be specialized. Solana does an amazing job on meme coins, altcoins, and gaming, and there may be use cases. But if you look where the largest financial institutions in the world are building their money market funds, trading applications — Robinhood, Coinbase — it’s on Ethereum. I’m not here to FUD others. I think the Solana Foundation did a great job over the past several years when there was a bit of a gap in the Ethereum narrative and leadership to steal some of that marketing thunder. But marketing thunder is not real world use cases.”
1:03

Why BlackRock CEO Larry Fink calls Ethereum “the toll road to tokenization” “In Davos, my old boss Larry Fink had a great slide when he was talking about the future of finance that said, ‘Ethereum is the toll road to tokenization.’” BlackRock’s former Head of Crypto Joseph Chalom explains: “There’s a recognition from the largest, most sophisticated institutions in the world that Ethereum is going to be the global financial ledger because it has the trust, liquidity and security.” Asked if there’s a role for more centralized L1 blockchains, Joseph replies: “I do think there will be roles for other L1s — I think they’ll be specialized. Solana does an amazing job on meme coins, altcoins, and gaming, and there may be use cases. But if you look where the largest financial institutions in the world are building their money market funds, trading applications — Robinhood, Coinbase — it’s on Ethereum. I’m not here to FUD others. I think the Solana Foundation did a great job over the past several years when there was a bit of a gap in the Ethereum narrative and leadership to steal some of that marketing thunder. But marketing thunder is not real world use cases.”

Etherealize

22,603 次观看 • 5 个月前

Will tokenized assets flip crypto-native assets in DeFi? Robert Leshner says yes, and I agree. It's now inevitable, just a matter of when. $700 trillion is waiting offchain to become TVL. Can't imagine not being bullish on DeFi or the #1 chain hosting >50% of DeFi, Ethereum 🫡
1:05

Will tokenized assets flip crypto-native assets in DeFi? Robert Leshner says yes, and I agree. It's now inevitable, just a matter of when. $700 trillion is waiting offchain to become TVL. Can't imagine not being bullish on DeFi or the #1 chain hosting >50% of DeFi, Ethereum 🫡

DeFi Dad ⟠ defidad.eth

13,522 次观看 • 2 个月前