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Santiago explains why ETH is overvalued “ETH is a 380B asset. It will crank out 1B in fees. That’s a 380 times price-to-sales ratio. Amazon never traded at more than 28 times at the peak of the dotcom bubble”

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Counterparty

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487,198 просмотров • 8 месяцев назад •via X (Twitter)

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Santiago explains how Tron is undervalued “Tron is valued at 26B and it generated 629M in fees. It’s trading at a 41x price-to-sales ratio, which makes it one of the cheapest L1s. Solana is at 42x, Ethereum is at 380x, BNB is at 400x"

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TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native
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TOM LEE: ETH COULD HIT $60,000 Ethereum is coming out of a massive multi-year consolidation. The last 2 times that happened, ETH went 227x and 54x. This time the drivers are even bigger: 🔹 Stablecoins 🔹 Tokenization 🔹 Agentic AI 🔹 On-chain equities Even JAMIE DIMON now admits crypto is better than the current financial system. LEE says ETH is better positioned today than it was in 2021. At $250K BTC, 25% of Bitcoin implies ~$62,000 ETH. That’s why he sees $60,000 by 2028–2029. ethereum:native

BMNR Bullz

251,366 просмотров • 3 месяцев назад

🔥TOM LEE: $ETH COULD HIT $22,000 He says the best way to predicting ETH is to look at its ratio to Bitcoin. At its 8-year average ratio of 0.0479, BTC at $250K implies $12K ETH. "But that's too low," he says. "It may recover to its 2021 high of 0.0873. That's $22K ETH." "And of course it can go higher."
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🔥TOM LEE: $ETH COULD HIT $22,000 He says the best way to predicting ETH is to look at its ratio to Bitcoin. At its 8-year average ratio of 0.0479, BTC at $250K implies $12K ETH. "But that's too low," he says. "It may recover to its 2021 high of 0.0873. That's $22K ETH." "And of course it can go higher."

Coin Bureau

87,047 просмотров • 5 месяцев назад

Tom Lee says $ETH could hit $62,000. Here’s how: The ETH/BTC ratio shows how much 1 ETH is worth in BTC. This has averaged around 0.048 over the last 8 years. If $BTC runs to $250K and ETH just trades at that average ratio, it implies a price of $12K. If ETH recovers its 2021 ratio high of 0.087, that jumps closer to $22K. But if Ethereum grows into its role as the financial rails of the system, which is happening... Thomas (Tom) Lee (not drummer) FSInsight.com says the upside isn’t $22k, it’s $62K.
1:17

Tom Lee says $ETH could hit $62,000. Here’s how: The ETH/BTC ratio shows how much 1 ETH is worth in BTC. This has averaged around 0.048 over the last 8 years. If $BTC runs to $250K and ETH just trades at that average ratio, it implies a price of $12K. If ETH recovers its 2021 ratio high of 0.087, that jumps closer to $22K. But if Ethereum grows into its role as the financial rails of the system, which is happening... Thomas (Tom) Lee (not drummer) FSInsight.com says the upside isn’t $22k, it’s $62K.

Milk Road

45,744 просмотров • 11 месяцев назад

Vivek reveals why ETH will be a core institutional holding: “Institutional allocations into ETH are inevitable as Ethereum grows.” “You need a neutral asset where the U.S. can trade with anyone. ETH is that asset. It’s still early, but as that happens, ETH reprices into a multi-trillion-dollar asset because it’s trustless collateral that no one can censor.” “If everything’s going to be tokenized, you need a neutral asset… ETH is that asset.”
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Vivek reveals why ETH will be a core institutional holding: “Institutional allocations into ETH are inevitable as Ethereum grows.” “You need a neutral asset where the U.S. can trade with anyone. ETH is that asset. It’s still early, but as that happens, ETH reprices into a multi-trillion-dollar asset because it’s trustless collateral that no one can censor.” “If everything’s going to be tokenized, you need a neutral asset… ETH is that asset.”

The Rollup

33,580 просмотров • 3 месяцев назад

Ethereum is generating more revenue than Bitcoin… Yet it’s trading at a fraction of the value. If we applied Bitcoin’s revenue multiple to ETH, the fair price is $19,000+ 👀 Let me show you the math behind it:
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Ethereum is generating more revenue than Bitcoin… Yet it’s trading at a fraction of the value. If we applied Bitcoin’s revenue multiple to ETH, the fair price is $19,000+ 👀 Let me show you the math behind it:

Leo Lanza | Lanza.eth

63,046 просмотров • 1 год назад

Threadguy reacts to David Hoffman selling 100% of his ETH and says there's no price at which he'd buy it "David Hoffman has officially sold all of his Ether tokens. He's out. Mr. ETH. Mr. Ethereum himself is fully out. If you were here in 2021 that is a big deal. They were the biggest. There's nobody bigger than Bankless. They were the fucking biggest and they were ETH bulls." "But can you blame him? I mean it's a mess. There's no price at which I'm an ETH buyer. I don't know what it would take for me to get back in ETH."
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Threadguy reacts to David Hoffman selling 100% of his ETH and says there's no price at which he'd buy it "David Hoffman has officially sold all of his Ether tokens. He's out. Mr. ETH. Mr. Ethereum himself is fully out. If you were here in 2021 that is a big deal. They were the biggest. There's nobody bigger than Bankless. They were the fucking biggest and they were ETH bulls." "But can you blame him? I mean it's a mess. There's no price at which I'm an ETH buyer. I don't know what it would take for me to get back in ETH."

Kai

43,287 просмотров • 2 месяцев назад

🚨 TOM LEE: “ETHEREUM’S CHEAP.” At $2,300, ETH is trading well below where the math says it should be. If $BTC hits $250K fair value, the ETH/BTC ratio puts ETH at $22,000. 🔹 Long-term avg ratio: 0.048 🔹 2021 high ratio: 0.087 🔹 Implied ETH: $22K 🔹 Crypto spring = ETH lags early, then rips “If crypto winter has ended, by the end of this year we’re going to see some strong moves.” The setup is here. Most just aren’t paying attention yet. $ETH $BMNR
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🚨 TOM LEE: “ETHEREUM’S CHEAP.” At $2,300, ETH is trading well below where the math says it should be. If $BTC hits $250K fair value, the ETH/BTC ratio puts ETH at $22,000. 🔹 Long-term avg ratio: 0.048 🔹 2021 high ratio: 0.087 🔹 Implied ETH: $22K 🔹 Crypto spring = ETH lags early, then rips “If crypto winter has ended, by the end of this year we’re going to see some strong moves.” The setup is here. Most just aren’t paying attention yet. $ETH $BMNR

BMNR Bullz

22,883 просмотров • 2 месяцев назад

LIVE NOW - Why ETH Might Be the Most Mispriced Asset in the World Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek Raman and dannyryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. -------------- TIMESTAMPS 0:00 Intro 0:52 The Bull Case for ETH 3:18 Why ETH? 6:35 Pitching to Wall Street 10:59 ETH is Digital Oil 21:29 ETH’s Monetary Policy 37:37 Why Hold ETH? 43:42 ETH/BTC Ratio 47:20 ETH is a Store of Value 53:55 Ethereum’s Scaling Path 1:03:08 Ethereum’s Renaissance 1:07:06 Ethereum Competitors 1:10:14 The Report 1:12:29 Vivek in Congress 1:13:33 Closing & Disclaimers
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Bankless

78,163 просмотров • 1 год назад

Etherealize CEO Vivek Raman on the case for ETH as money "When we look at ETH the asset, we should be comparing it to the TAM of money and not a software stock that's trading at a multiple of earnings. Ethereum is not a technology stock or a technology company -- it is the infrastructure platform where the world's assets are being digitized." "What is ETH? ETH is the money that's used across the entire Ethereum ecosystem and outside of the Ethereum ecosystem as a reserve asset." "BlackRock's second biggest digital asset ETF after Bitcoin is ETH. They just launched a staked ETH ETF -- that's for institutions to get exposure to this asset as a money and a store of value. You're seeing players like Tom Lee, Joe Lubin, and Joe Chalom hold ETH as an institutional treasury asset. They're not playing for a growth/earnings, company-style return. They're playing for a repricing of when ETH gets rated as a monetary asset." "What is the TAM of money? I would almost say it's conservative just saying it's gold and bitcoin. You also have the M2 of the US dollar. High end real estate is also viewed as a store of value." "But let's take the most tangible ones where ETH has superior properties -- gold and bitcoin -- and we think ETH should start to eat away at that monetary premium and capture some of that itself." Source: Roxom TV Read our full Productive Money report below 👇
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Etherealize CEO Vivek Raman on the case for ETH as money "When we look at ETH the asset, we should be comparing it to the TAM of money and not a software stock that's trading at a multiple of earnings. Ethereum is not a technology stock or a technology company -- it is the infrastructure platform where the world's assets are being digitized." "What is ETH? ETH is the money that's used across the entire Ethereum ecosystem and outside of the Ethereum ecosystem as a reserve asset." "BlackRock's second biggest digital asset ETF after Bitcoin is ETH. They just launched a staked ETH ETF -- that's for institutions to get exposure to this asset as a money and a store of value. You're seeing players like Tom Lee, Joe Lubin, and Joe Chalom hold ETH as an institutional treasury asset. They're not playing for a growth/earnings, company-style return. They're playing for a repricing of when ETH gets rated as a monetary asset." "What is the TAM of money? I would almost say it's conservative just saying it's gold and bitcoin. You also have the M2 of the US dollar. High end real estate is also viewed as a store of value." "But let's take the most tangible ones where ETH has superior properties -- gold and bitcoin -- and we think ETH should start to eat away at that monetary premium and capture some of that itself." Source: Roxom TV Read our full Productive Money report below 👇

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90,866 просмотров • 3 месяцев назад

Bloomberg analysts just said it’s now ETH’s time to shine They talked about why they are bullish and why Ethereum is better than Bitcoin 👇 - $ETH treasury companies acquired 1% of ETH in circulation in July - ETH staking component differentiates it from Bitcoin because you generate income and don't just hold it - ETH is more than digital gold, more than an asset, it’s the internet of digital assets - ETHA ETF is the 2rd fastest ETF ever to hit $10B - Ethereum ETFs could get to 20-30% market share soon - ETHA could bring in the most inflows of any ETF in August Ethereum is inevitable
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Bloomberg analysts just said it’s now ETH’s time to shine They talked about why they are bullish and why Ethereum is better than Bitcoin 👇 - $ETH treasury companies acquired 1% of ETH in circulation in July - ETH staking component differentiates it from Bitcoin because you generate income and don't just hold it - ETH is more than digital gold, more than an asset, it’s the internet of digital assets - ETHA ETF is the 2rd fastest ETF ever to hit $10B - Ethereum ETFs could get to 20-30% market share soon - ETHA could bring in the most inflows of any ETF in August Ethereum is inevitable

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🚨 TOM LEE: CRYPTO PAIN IS NEAR THE END Sentiment is wrecked. Price action has been ugly. That’s why bottoms form. TOM DEMARK has been calling the levels since November. ETH hit his $1,890 target “to the penny.” He says one more undercut and that’s the low. 🔹 Bad sentiment 🔹 BTC toward 60k 🔹 ETH bottom near $1,890 This move felt brutal because it happened fast, no bubble first. $BTC $ETH
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🚨 TOM LEE: CRYPTO PAIN IS NEAR THE END Sentiment is wrecked. Price action has been ugly. That’s why bottoms form. TOM DEMARK has been calling the levels since November. ETH hit his $1,890 target “to the penny.” He says one more undercut and that’s the low. 🔹 Bad sentiment 🔹 BTC toward 60k 🔹 ETH bottom near $1,890 This move felt brutal because it happened fast, no bubble first. $BTC $ETH

BMNR Bullz

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David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.
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David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

Milk Road

288,833 просмотров • 2 месяцев назад

ETH is up almost 40% since this livestream (less than 48 hours ago) the last three times ETH increased by over 30% in a single day, its value quadrupled within the following three months
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ETH is up almost 40% since this livestream (less than 48 hours ago) the last three times ETH increased by over 30% in a single day, its value quadrupled within the following three months

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271,629 просмотров • 1 год назад

Tom Lee says you can't model the price of ETH on a spreadsheet. "ETH at $3,600 is ridiculously undervalued so maybe that's the most important takeaway - not trying to give someone a spreadsheet" Thomas (Tom) Lee (not drummer) FSInsight.com acquired $3 billion in ETH over the last 30 days and plans to buy at least another $20 billion.
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Tom Lee says you can't model the price of ETH on a spreadsheet. "ETH at $3,600 is ridiculously undervalued so maybe that's the most important takeaway - not trying to give someone a spreadsheet" Thomas (Tom) Lee (not drummer) FSInsight.com acquired $3 billion in ETH over the last 30 days and plans to buy at least another $20 billion.

RYAN SΞAN ADAMS - rsa.eth 🦄

203,078 просмотров • 1 год назад

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Macro Milk Road (Mar 2026)
2:30

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Macro Milk Road (Mar 2026)

Etherealize

34,149 просмотров • 1 месяц назад

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered
2:30

Standard Chartered’s Geoffrey Kendrick explains his $40,000 ETH price target by 2030 “I think a lot of [tradfi activity] happens on Ethereum Layer 1. I think about how BlackRock rolled out BUIDL, for example — all on layer 1 Ethereum… which I think is a more logical playbook for how tradfi will approach this buildout in the next year. And if you assume that more activity equals higher token price — which I think is correct (today I find the best measure is fees paid on the applications or protocols built on the Ethereum network) — I think that means ETH outperforms now and for the foreseeable.” Geoffrey Kendrick is the Global Head of Digital Assets Research at Standard Chartered and former Head of Asia FX & Rates Strategy at Morgan Stanley. He believes the ETH/BTC ratio will go from 0.03 today to 0.04 by the end of 2026, which is a $4,000 price target for ETH at $100,000 BTC. “My long-term forecast is $500,000 BTC by 2030 and $40,000 Ethereum by 2030… roughly 20x [for Ethereum], but a huge outperformance [versus Bitcoin] as well. And it’s because all the use cases we’ve been talking about, will almost all happen on Ethereum.” Source: Milk Road Milk RoadMacro Standard Chartered

Etherealize

99,358 просмотров • 3 месяцев назад

Etherealize CEO Vivek Raman on how ETH can evolve as money for Wall Street “In the world of tokenized assets, you need an asset that’s money-like and can be used globally that doesn’t have the counterparty risk or an off-chain anchor. That’s what ETH is.” “The more tokenization happens, the more you need a trading pair between those tokenized assets. ETH first found product/market fit in the DeFi ecosystem. Every crypto asset is paired against ETH. Then you saw digital art, which is also paired against ETH. ETH is the most common trading pair and the most common collateral.” “You’ve seen the initial versions of its utility, but that’s just the crypto-native players. Imagine when the Wall Street players start to realize that too… This is how you can start to see the institutional money thesis play out, but it’s early.” ETH is one leg of most high-volume pools on Uniswap V3. On Aave (the largest DeFi lending protocol) ETH alone accounts for ~40% of all loans, according to CoinDesk. As Vivek puts it: “Blockchains are understood. Tokenization and stablecoins are understood. ETH the asset is next.” Watch the full interview with Vivek Raman 👇
1:11

Etherealize CEO Vivek Raman on how ETH can evolve as money for Wall Street “In the world of tokenized assets, you need an asset that’s money-like and can be used globally that doesn’t have the counterparty risk or an off-chain anchor. That’s what ETH is.” “The more tokenization happens, the more you need a trading pair between those tokenized assets. ETH first found product/market fit in the DeFi ecosystem. Every crypto asset is paired against ETH. Then you saw digital art, which is also paired against ETH. ETH is the most common trading pair and the most common collateral.” “You’ve seen the initial versions of its utility, but that’s just the crypto-native players. Imagine when the Wall Street players start to realize that too… This is how you can start to see the institutional money thesis play out, but it’s early.” ETH is one leg of most high-volume pools on Uniswap V3. On Aave (the largest DeFi lending protocol) ETH alone accounts for ~40% of all loans, according to CoinDesk. As Vivek puts it: “Blockchains are understood. Tokenization and stablecoins are understood. ETH the asset is next.” Watch the full interview with Vivek Raman 👇

Etherealize

13,458 просмотров • 2 месяцев назад

"The Achilles heel of any DeFi protocol is the oracle. It lives and dies by its oracle" Niklas Kunkel, CEO of Chronicle Labs, on why oracles are the single point of failure in DeFi "If an oracle prints that ETH is a trillion dollars, anyone can just go and drain all of the liquidity out of any lending market, out of any credit protocol. Similarly, if the oracle reports ETH is zero, you can liquidate all of the ETH positions in a lending protocol" "If you're looking at the likes of Aave and Sky, you could potentially trigger a liquidation cascade on ETH, that has far more second order effects than just the onchain liquidations"
0:46

"The Achilles heel of any DeFi protocol is the oracle. It lives and dies by its oracle" Niklas Kunkel, CEO of Chronicle Labs, on why oracles are the single point of failure in DeFi "If an oracle prints that ETH is a trillion dollars, anyone can just go and drain all of the liquidity out of any lending market, out of any credit protocol. Similarly, if the oracle reports ETH is zero, you can liquidate all of the ETH positions in a lending protocol" "If you're looking at the likes of Aave and Sky, you could potentially trigger a liquidation cascade on ETH, that has far more second order effects than just the onchain liquidations"

Laura Shin

10,478 просмотров • 26 дней назад