Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

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”

Counterparty

12,587 subscribers

487,515 görüntüleme • 10 ay önce •via X (Twitter)

Haberler & Politika Bilim & Teknoloji Finans

Anya Rossi• Live Now

Private livecam show

33 Yorum

Leo Lanza | Lanza.eth profil fotoğrafı

Leo Lanza | Lanza.eth10 ay önce

ETH is a commodity not a software company. Commodities are not valued based on revenue. They are valued based on supply and demand dynamics. Please learn basic economics.

Money Plane profil fotoğrafı

Money Plane10 ay önce

Lol at using price to sales ratio in crypto

William Mougayar profil fotoğrafı

William Mougayar10 ay önce

What an idiotic statement. Shows no understanding of blockchain as a platform. Ethereum is not a company. It is critical infrastructure. It is not a platform that extracts value from users. It is not a product that can be optimized for revenue. It is no more reasonable to value Ethereum based on gas revenue than it is to value TCP/IP based on packet fees.

Nelson profil fotoğrafı

Nelson10 ay önce

How does this guy mid-curve so consistently on something he spends so much time thinking and talking about. It’s honestly impressive.

⟠ profil fotoğrafı

⟠10 ay önce

Thank you. Great bookmark for my multi trillion ETH victory lap

mert profil fotoğrafı

mert10 ay önce

oh man can't wait for the QTs on this one

Maxime Desalle profil fotoğrafı

Maxime Desalle10 ay önce

Agree ETH is overvalued, but exclusively relying on a P/S ratio to value ETH is ridiculous. There are many other properties to ETH (secures the network, monetary premium by being the native asset on L2s, etc.), it can't be compared to a regular stock.

Nomad profil fotoğrafı

Nomad10 ay önce

Actually BTC is overvalued because $ETH deprecates $BTC Once we accept the premise that monetary standards (gold, BTC, or any single "backing" asset) become obsolete because everything trades directly on a unified, global, decentralized ledger: The base layer token always captures the network's value in a winner-take-most system When Apple shares trade directly for Tesla shares, or USD for RMB, or real estate fractions for wheat futures — all settled atomically on the same ledger — the only asset that is universally required for every single transaction is the native token that pays for blockspace/security (ETH). Asset 1 -> Asset 2 (without needing Gold or BTC) ETH becomes the unavoidable unit of account for fees, the collateral for staking, the gas for execution, and the settlement assurance.

MoneyMovement.eth profil fotoğrafı

MoneyMovement.eth10 ay önce

@santiagoroel Honestly impressed with the level of mid curve that is @santiagoroel Very embarrassing to hear him speak - he should consider retiring from public facing stuff after this

Jacob Franek profil fotoğrafı

Jacob Franek10 ay önce

TIL that the Japanese Yen and Oil should be valued on their P/E ratios

🧵🍊Ibraheem profil fotoğrafı

🧵🍊Ibraheem10 ay önce

On Fusaka day? You couldn’t release this tomorrow?

SamAlτcoin.eth 🌞 profil fotoğrafı

SamAlτcoin.eth 🌞10 ay önce

Santi told everyone to rotate ETH into SOL at the lows and has been coping ever since.

Sage profil fotoğrafı

Sage10 ay önce

Totally agree! The board should fire the Ethereum CEO and invest more into marketing

nΞxt alphaa 🛡️ profil fotoğrafı

nΞxt alphaa 🛡️10 ay önce

we're putting the global economy onchain and ETH secures it see you at 100k ETH 🤝 Ethereum 🤝 L2s what a santi receipt lmao

rob profil fotoğrafı

rob10 ay önce

@santiagoroel who remembers this?

suppression profil fotoğrafı

suppression10 ay önce

@santiagoroel You can’t stop talking about it though

AZKicks profil fotoğrafı

AZKicks10 ay önce

My name is Santiago, and I'm retarded.

supremeleadoor profil fotoğrafı

supremeleadoor10 ay önce

Thoughts? @santiagoroel

Rittenhouse Research profil fotoğrafı

Rittenhouse Research10 ay önce

@notthreadguy Hi @santiagoroel - what’s the price to sales ratio of Helium?

Daito 💚 profil fotoğrafı

Daito 💚10 ay önce

Santiago is an idiot or selling an alt L1 or both.

Choo profil fotoğrafı

Choo10 ay önce

If that's how you determine value then BTC is cooked.

dihydrotestosterone profil fotoğrafı

dihydrotestosterone10 ay önce

This idiot just talked with @RaoulGMI and didn’t learn a damn thing. He said the same stupid shit and raoul told him you can’t value blockchains with P/E models like stocks because crypto is valued by the network effects. This guy.

@tomkruise profil fotoğrafı

@tomkruise10 ay önce

three retards walk into a bar

AdrianoFeria.eth 🦇🔊 🛡️ profil fotoğrafı

AdrianoFeria.eth 🦇🔊 🛡️10 ay önce

There you go...

Nifty DEL profil fotoğrafı

Nifty DEL10 ay önce

Santiago has bags of coins that require ETH to fail in order for them to succeed. Dont fall for these tricks

Gold⛓️🤠 profil fotoğrafı

Gold⛓️🤠10 ay önce

Shorting eth with 100x leverage rn

ObsidianDark profil fotoğrafı

ObsidianDark10 ay önce

Damn imagine him looking up BTC. There is no revenue but had a 2.5t Mcap. Clowns being clowns 🤡

Counterparty profil fotoğrafı

Counterparty10 ay önce

FT @notthreadguy @santiagoroel @hosseeb

vanya2h profil fotoğrafı

vanya2h10 ay önce

It is a commodity you dumb idiot.

ibu profil fotoğrafı

ibu10 ay önce

lol

Curious J profil fotoğrafı

Curious J10 ay önce

L.

Kris Kay | 🎲 444 Capital profil fotoğrafı

Kris Kay | 🎲 444 Capital10 ay önce

guy who wrote think pieces about memes and his WIF investment is now applying P/S to L1s lmao

Homie G (ByTheG) profil fotoğrafı

Homie G (ByTheG)10 ay önce

this is why tradfi investors should stay out of crypto lmao

Benzer Videolar

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"

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"

CounterParty TV

28,610 görüntüleme • 10 ay önce

This explains why manifesting at night is seven times more powerful than in the morning‼️

This explains why manifesting at night is seven times more powerful than in the morning‼️

Leaders 𝕏 Junction

27,241 görüntüleme • 6 ay önce

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

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

262,751 görüntüleme • 5 ay önce

🔥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."

🔥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 görüntüleme • 7 ay önce

The ethereum:native thesis starts with Ethereum itself. ansgar.eth says it plainly: “Ethereum and ETH can only win together.” “ETH is the asset that sits at the very core of Ethereum.” But the key point is what comes next: “The effects on ETH is a little bit of an afterthought.” “You really need to codevelop Ethereum and ETH.”

The ethereum:native thesis starts with Ethereum itself. ansgar.eth says it plainly: “Ethereum and ETH can only win together.” “ETH is the asset that sits at the very core of Ethereum.” But the key point is what comes next: “The effects on ETH is a little bit of an afterthought.” “You really need to codevelop Ethereum and ETH.”

Bankless

19,527 görüntüleme • 3 ay önce

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.”

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 görüntüleme • 5 ay önce

$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 $19,000+ 👀 Let me show you the math behind it:$

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 görüntüleme • 1 yıl önce

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."

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 görüntüleme • 4 ay önce

🚨 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

🚨 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 görüntüleme • 4 ay önce

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

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

Crypto-Gucci.eth ᵍᵐ🦇🔊

211,508 görüntüleme • 1 yıl önce

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 👇

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 👇

Etherealize

91,247 görüntüleme • 5 ay önce

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

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

Bankless

78,163 görüntüleme • 1 yıl önce

🚨 THIS IS HOW THE $ETH BULLISH SCENARIO LOOKS Look at the multi-year support. ETH has tested this trendline multiple times, and every major reaction from it has led to new highs. 2021 → $5K 2024 → $4K 2025 → $5K Now ETH is sitting on the same structure again. The trendline is holding. The higher-timeframe setup is bullish. Anyone still bearish on $ETH needs to explain why this time is different.

🚨 THIS IS HOW THE $ETH BULLISH SCENARIO LOOKS Look at the multi-year support. ETH has tested this trendline multiple times, and every major reaction from it has led to new highs. 2021 → $5K 2024 → $4K 2025 → $5K Now ETH is sitting on the same structure again. The trendline is holding. The higher-timeframe setup is bullish. Anyone still bearish on $ETH needs to explain why this time is different.

Void 🔎

15,032 görüntüleme • 25 gün önce

🚨 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

🚨 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

28,718 görüntüleme • 7 ay önce

$ETH Complete 13-minute video macro breakdown for #Ethereum, and what to expect in the remaining cycle. There’s no doubt that #ETH is becoming a more mature asset, but that is actually a blessing in disguise. When in doubt, zoom out 🥷

$ETH Complete 13-minute video macro breakdown for #Ethereum, and what to expect in the remaining cycle. There’s no doubt that #ETH is becoming a more mature asset, but that is actually a blessing in disguise. When in doubt, zoom out 🥷

XForceGlobal

11,655 görüntüleme • 1 ay önce

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.

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 Crypto

289,304 görüntüleme • 3 ay önce

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

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 görüntüleme • 5 ay önce

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: @MilkRoadMacro Milk Road Crypto (Mar 2026)

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: @MilkRoadMacro Milk Road Crypto (Mar 2026)

Etherealize

34,528 görüntüleme • 3 ay önce