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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... show more

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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 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 views • 3 months ago

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

90,866 views • 3 months ago

is ETH gas or sound money? i am in the camp that an asset can only be one primarily and ETH should lean hard into the "digital oil" narrative ⛽️

is ETH gas or sound money? i am in the camp that an asset can only be one primarily and ETH should lean hard into the "digital oil" narrative ⛽️

Christine D. Kim

19,547 views • 1 year ago

Are ETH Treasuries good for Ethereum? vitalik.eth thinks they can be: “ETH just being an asset that companies can have as part of their treasury is good and valuable… giving people more options is good.” But he also issues a warning: “If you woke me up 3 years from now and told me that treasuries led to the downfall of ETH… my guess would be that they turned into an overleveraged game.” More access to ETH is great—until it becomes a house of cards.

Are ETH Treasuries good for Ethereum? vitalik.eth thinks they can be: “ETH just being an asset that companies can have as part of their treasury is good and valuable… giving people more options is good.” But he also issues a warning: “If you woke me up 3 years from now and told me that treasuries led to the downfall of ETH… my guess would be that they turned into an overleveraged game.” More access to ETH is great—until it becomes a house of cards.

Bankless

481,108 views • 1 year ago

Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with Vivek Raman in the links below.

Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with Vivek Raman in the links below.

Etherealize

155,701 views • 3 months ago

Etherealize CEO Vivek Raman JUST SAID ETH COULD HIT $80,000 🔥 Vivek said: We have to dream a lot bigger, we’re building the infrastructure for the WHOLE GLOBAL ECONOMY and that means $ETH is a $10 TRILLION ASSET

Etherealize CEO Vivek Raman JUST SAID ETH COULD HIT $80,000 🔥 Vivek said: We have to dream a lot bigger, we’re building the infrastructure for the WHOLE GLOBAL ECONOMY and that means $ETH is a $10 TRILLION ASSET

Crypto-Gucci.eth ᵍᵐ🦇🔊

52,918 views • 11 months ago

“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.

“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 views • 1 month ago

"It's almost ironic. Today ETH has the worst properties of any asset in the Ethereum ecosystem" Ansgar Dietrichs on ETH's overlooked interop problem "There are many assets that can directly teleport from chain to chain. If you use USDC via CCTP, you can instantly hop from one chain to the next. With your ETH, you cannot" "That seems like a problem. How is it that ETH, the native asset of the system, does not have the best properties? If I design my markets, it's much more convenient to base everything off of the assets that have the most convenient properties available" "In some places it's as simple as making sure that ETH is a first class citizen as we look at the Ethereum ecosystem as a whole"

"It's almost ironic. Today ETH has the worst properties of any asset in the Ethereum ecosystem" Ansgar Dietrichs on ETH's overlooked interop problem "There are many assets that can directly teleport from chain to chain. If you use USDC via CCTP, you can instantly hop from one chain to the next. With your ETH, you cannot" "That seems like a problem. How is it that ETH, the native asset of the system, does not have the best properties? If I design my markets, it's much more convenient to base everything off of the assets that have the most convenient properties available" "In some places it's as simple as making sure that ETH is a first class citizen as we look at the Ethereum ecosystem as a whole"

Laura Shin

103,457 views • 1 month ago

Right now, ETH is being valued mostly by transaction fees.” There's an assumption “Bitcoin has already won store of value.” That framing misses the real upside. Michael McGuiness on Bankless with Vivek Raman from Etherealize: “The core argument of Productive Money is that ETH is actually better money than Bitcoin.” Ethereum should not just be valued as a fee-generating network, but as an asset capable of capturing monetary premium too. That's how ETH gets to $250,000. 🎬

Right now, ETH is being valued mostly by transaction fees.” There's an assumption “Bitcoin has already won store of value.” That framing misses the real upside. Michael McGuiness on Bankless with Vivek Raman from Etherealize: “The core argument of Productive Money is that ETH is actually better money than Bitcoin.” Ethereum should not just be valued as a fee-generating network, but as an asset capable of capturing monetary premium too. That's how ETH gets to $250,000. 🎬

Bankless

49,269 views • 3 months ago

“The whole financial system is going to move to ETH as a foundational layer” Eric Peters is CIO of Coinbase Asset Management. Mega Bullish ETH. One of my favorite episodes this year.

“The whole financial system is going to move to ETH as a foundational layer” Eric Peters is CIO of Coinbase Asset Management. Mega Bullish ETH. One of my favorite episodes this year.

RYAN SΞAN ADAMS - rsa.eth 🦄

94,706 views • 11 months ago

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.

My 100 second elevator pitch on ETH to tradFi. Bitcoin is 1 asset - just bitcoin. Ethereum is all possible assets. Which is bigger? Gold...or all the assets in the world? Bitcoin was designed to secure one asset, just bitcoin. Ethereum is a general purpose platform designed to secure everything else: stablecoins, loans, equities, bonds, derivatives - everything in finance. The word for this is: Tokenization. People like Larry Fink are saying every stock, bond, and asset will be tokenized on a global ledger. And even he's thinking too small - tokenization isn't just the assets of the past it's the assets of the future - AI compute, personal data, social status & celebrity. Everything will be tokenized. Ethereum is a global computing network to tokenize and program any asset. Ethereum adds property rights to the internet. Tokenization can and will happen on other platforms, but Ethereum is positioned the strongest contender to ride the tokenization wave. 100 million people own ETH. 100 thousand developers actively contribute to the code. Already, Ethereum settles more annually than the Visa network…and it’s just getting started. Now let's talk about ETH. The cryptocurrency of Ethereum is called ETH and has investible economics, including an algorithmic buy-back and dividend program that drives billions per year in earnings to ETH holders. This number grows as the network expands. You can build a DCF model on ETH as you word with a stock like Nvidia. And because ETH is extremely secure and decentralized like Bitcoin, more and more people are seeing ETH as a compliment to Bitcoin as a non-sovereign store of value. While bitcoin has greater certainty of supply, Ethereum pays a dividend and is deflationary, with the upside of the entire token economy. Bitcoin is exposure to digital gold. Ethereum is exposure to everything else. I own both. But if I could only pick one, I'd pick the superset. I’d pick ETH.

RYAN SΞAN ADAMS - rsa.eth 🦄

73,912 views • 2 years ago

pulled a kbm and bet on eth hitting 2400 and 2200 in november eth is just such a trash asset that i could see it happening if btc puked to 80-90k 0.06$ to make 1$ on eth hitting 2200 is just way too good value cozy 10x if eth hits 2400

pulled a kbm and bet on eth hitting 2400 and 2200 in november eth is just such a trash asset that i could see it happening if btc puked to 80-90k 0.06$ to make 1$ on eth hitting 2200 is just way too good value cozy 10x if eth hits 2400

gainzy

55,043 views • 9 months ago

Ethereum’s Next Big Catalyst: Why Tokenized Assets Could Send ETH Parabolic w/ SharpLink (SBET) Co-CEO Joseph Chalom ETH at $3K feels scary. ETH with trillions of assets moving onchain feels inevitable. Joe explains how institutional staking, restaking, and tokenization could turn ETH into the most productive asset in crypto. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:41 – Why SBET’s First Earnings Matter for Ethereum 03:51 – Why Institutions Are Buying $SBET & $ETH 06:21 – How Wall Street’s View of Ethereum 09:02 – The Best Way to Explain ETH to Investors 11:40 – Coopetition: ETH Treasuries Working Together 13:51 – BlockTrust 14:27 – Bridge 14:50 – Why ETH Is Core to SharpLink’s Strategy 19:19 – Staking, Restaking & Institutional ETH Deals 23:30 – Can Institutions Safely Access DeFi? 26:17 – Is Competition a Threat to SBET’s Moat? 29:10 – ETH - Fear vs Long-Term Opportunity 33:12 – Figure Markets 33:47 – How SBET Manages Its ETH Treasury in Volatile Markets 36:15 – The Ethereum Institutional Supercycle Explained 39:00 – What Retail Investors Are Missing About ETH 41:58 – Final Thoughts

Ethereum’s Next Big Catalyst: Why Tokenized Assets Could Send ETH Parabolic w/ SharpLink (SBET) Co-CEO Joseph Chalom ETH at $3K feels scary. ETH with trillions of assets moving onchain feels inevitable. Joe explains how institutional staking, restaking, and tokenization could turn ETH into the most productive asset in crypto. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:41 – Why SBET’s First Earnings Matter for Ethereum 03:51 – Why Institutions Are Buying $SBET & $ETH 06:21 – How Wall Street’s View of Ethereum 09:02 – The Best Way to Explain ETH to Investors 11:40 – Coopetition: ETH Treasuries Working Together 13:51 – BlockTrust 14:27 – Bridge 14:50 – Why ETH Is Core to SharpLink’s Strategy 19:19 – Staking, Restaking & Institutional ETH Deals 23:30 – Can Institutions Safely Access DeFi? 26:17 – Is Competition a Threat to SBET’s Moat? 29:10 – ETH - Fear vs Long-Term Opportunity 33:12 – Figure Markets 33:47 – How SBET Manages Its ETH Treasury in Volatile Markets 36:15 – The Ethereum Institutional Supercycle Explained 39:00 – What Retail Investors Are Missing About ETH 41:58 – Final Thoughts

Milk Road

69,527 views • 8 months ago

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 views • 1 year ago

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

The ETH thesis for Thomas (Tom) Lee (not drummer) FundstratDirect.com is simple. He's frontrunning ETH accumulation by the banks. "Ethereum is also the architecture that future banks will have. When goldman issues a stablecoin and JPMorgan doing it on Ethereum as Layer 1 blockchain they're going to want to secure it by staking Ethereum so, we're trying to get in front of that by creating an Ethereum treasury vehicle." Why is Tom Lee converting a bitcoin mining company to an ETH treasury and staking company? Simple. The banks will have stablecoins. The stablecoins will deploy on Ethereum. And so...the banks will acquire & stake ETH to secure their stablecoins. First commercial banks buy and stake. Then central banks buy and stake ETH. ETH becomes a world reserve asset. He's frontrunning the obvious ETH accumulation trend - just as he did with bitcoin many years ago. Bullish ETH.

RYAN SΞAN ADAMS

474,304 views • 1 year ago

Etherealize CEO Vivek Raman: Wall Street's understanding of ETH as "productive money" is starting to accelerate "BlackRock just launched their ETHB ETF for staked ETH, and in the marketing around that, they said ETH is an asset that actually generates yield. You're not just holding a digital asset store of value anymore. You're holding a digital asset store of value that has yield, and that starts to resemble how Wall Street thinks about US Treasuries." "[Wall Street] wants minimized counterparty risk, perfect collateral, and yield -- ETH packages that all together. Bitcoin was the original idea and is now understood as 'digital gold.' But the final form is what ETH is fulfilling as productive money." Michael McGuiness adds Stanley Druckenmiller as a datapoint who has called stablecoins (the vast majority of which are on Ethereum) "incredibly useful." "I assume our whole payments systems will be stablecoins in 10 or 15 years," Druckenmiller told Morgan Stanley. Mike continues: "That's the other aspect of what we mean by productive -- it's actually providing utility, and people are benefiting from it. It's not just pure speculation." Read the full and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize CEO Vivek Raman: Wall Street's understanding of ETH as "productive money" is starting to accelerate "BlackRock just launched their ETHB ETF for staked ETH, and in the marketing around that, they said ETH is an asset that actually generates yield. You're not just holding a digital asset store of value anymore. You're holding a digital asset store of value that has yield, and that starts to resemble how Wall Street thinks about US Treasuries." "[Wall Street] wants minimized counterparty risk, perfect collateral, and yield -- ETH packages that all together. Bitcoin was the original idea and is now understood as 'digital gold.' But the final form is what ETH is fulfilling as productive money." Michael McGuiness adds Stanley Druckenmiller as a datapoint who has called stablecoins (the vast majority of which are on Ethereum) "incredibly useful." "I assume our whole payments systems will be stablecoins in 10 or 15 years," Druckenmiller told Morgan Stanley. Mike continues: "That's the other aspect of what we mean by productive -- it's actually providing utility, and people are benefiting from it. It's not just pure speculation." Read the full and watch the full The Edge Podcast interview with Vivek Raman and Michael McGuiness in the links below.

Etherealize

17,104 views • 3 months ago

🚨 $ETH is heading to $80,000. Leo Lanza | Lanza.eth believes Ethereum inevitably flips Bitcoin this cycle. He argues you can’t recreate $ETH or $BTC today – VC L1s like Solana $SOL aren’t credibly neutral and carry real counterparty risk. In his view, ETH’s floor value comes from the TVL it secures, and his "China buys $ETH for $20 and owns America’s financial system" analogy shows why the asset must be worth trillions as global collateral.

🚨 $ETH is heading to $80,000. Leo Lanza | Lanza.eth believes Ethereum inevitably flips Bitcoin this cycle. He argues you can’t recreate $ETH or $BTC today – VC L1s like Solana $SOL aren’t credibly neutral and carry real counterparty risk. In his view, ETH’s floor value comes from the TVL it secures, and his "China buys $ETH for $20 and owns America’s financial system" analogy shows why the asset must be worth trillions as global collateral.

SamAlτcoin.eth ☀️

67,824 views • 5 months ago

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

BMNR Bullz

40,549 views • 1 month ago