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๐ฎ What surprised me talking to ansgar.eth: he openly admits ETH still has no clear value story after five years of being unable to break $5,000. Ethlabs' whole pitch is bringing intentionality to what ETH is actually for. ๐ Timestamps: ๐๏ธ 01:26 Why the Ethereum Foundation is stepping back... show more
43,311 views โข 2 months ago โขvia X (Twitter)
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![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 ๐](https://image.24vids.com/tw-1956382051604615290/amplify_video_thumb/1956380413691138051/img/CBz4OEsUyr7ow2dn.jpg)
![EthLabs Co-founder Ansgar Dietrichs on why Ethereum must be the central node of the on-chain global economy โWhen we say the global economy is coming on-chain, I believe there are two very different ways that can play out. What I see as the default is you have this world of all these different, independent chains [with different use cases] and then you tie them all together with brittle links. Over time you try to derisk these links, but weโve seen this multiple times in the past โ bridges keep failing. Bridges between independent chains can only ever be so secure/robust because ultimately these chains donโt have a shared state.โ Ansgar continues: โThe alternative outcome is one where the global economy has one central node โ that doesnโt mean that all the activity is on that node or Ethereum L1, but it means that thereโs one central node that everything links back into. We are in a fundamentally better state for the world, when all these different parts of the economy can talk to each other trustlessly and without friction. And we really believe that itโs only Ethereum that can play that role. There is no second-best, neutral chain that actually has a shot at this. But that doesnโt mean itโs inevitable. We could just end up in the worse world.โ This is why EthLabs is focused on, as Ansgar puts it, โtalking to the builders in Ethereum, figuring out what are the friction points โ especially as we build toward bringing finance and these economic flows on-chain โ and iteratively removing them and strengthening Ethereum.โ](https://image.24vids.com/tw-2073039907396649050/amplify_video_thumb/2073039809551998976/img/LBb19u5_virR7mKl.jpg)
![LIVE NOW -- Benjamin Cowen on Where Crypto is Going in 2026 Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a fleeting run at new highs. From Fed policy and labor markets to AI stealing investor attention, this episode maps the competing paths ahead and what patient investors should be watching next. [TIMESTAMPS] 0:00 Intro 0:49 Bitcoin's Cycle & its Implications 2:18 Ethereum's Performance & Expectations 8:58 Future Predictions for Ethereum 10:39 Comparing Ethereum to Tesla 12:32 The State of the Altcoin Market 18:26 Disappointment & Hope for ETH Holders 20:23 Macro Factors Affecting Crypto 24:37 Why No Euphoria This Cycle? 32:56 The Shift of Investor Attention 37:56 The Future of Crypto Cycles 44:16 The Need for Utility in Crypto 56:14 Gold vs. Bitcoin: A Comparison 59:45 Bitcoin's Unique Position in the Market 1:02:31 Patience and Strategy for Crypto Investors 1:06:01 Closing & Disclaimers](https://image.24vids.com/tw-2003450526789435831/amplify_video_thumb/2003340943194488832/img/q5ThyuoOPn1QSVyV.jpg)