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Bankless Ryan Sean Adams rejects the “Ethereum not ETH” narrative, arguing a trillion-dollar ETH is essential to Ethereum’s success as a censorship-resistant financial system and global store of value
𝕏/@RyanSAdams ·
Ethereum bulls seize on Zcash's Orchard exploit scare, arguing ETH's growing privacy stack and institutional adoption make it the dominant home for censorship-resistant finance
𝕏/@degenrsc ·
Crypto’s biggest bulls are sitting on a reported $22.5B in paper losses as Michael Saylor’s BTC is down $12.5B and Tom Lee’s ETH treasury over $10B after Ethereum plunged 25% in 10 days.
𝕏/@CoinDesk ·
Ethereum is not dead as new ETH bull thesis predicts Ethereum will dominate the tokenization of a $700T global asset market, leveraging its security, liquidity and position as the leading settlement layer
𝕏/@0x_Lucas ·
CoinShares' new 5-year Ethereum valuation model projects ETH at $4,935 by 2031 in its base case, arguing monetary premium and collateral demand now outweigh fee revenues
𝕏/@CoinSharesCo ·
New ETH Security Floor thesis frames Ethereum as global settlement infrastructure, claiming markets may price ETH as scarce collateral needed to deter attacks on trillions in onchain value
𝕏/@leolanza ·
Bankless Ryan Sean Adams rejects the “Ethereum not ETH” narrative, arguing a trillion-dollar ETH is essential to Ethereum’s success as a censorship-resistant financial system and global store of value
𝕏/@RyanSAdams ·
Ethereum bulls seize on Zcash's Orchard exploit scare, arguing ETH's growing privacy stack and institutional adoption make it the dominant home for censorship-resistant finance
𝕏/@degenrsc ·
Crypto’s biggest bulls are sitting on a reported $22.5B in paper losses as Michael Saylor’s BTC is down $12.5B and Tom Lee’s ETH treasury over $10B after Ethereum plunged 25% in 10 days.
𝕏/@CoinDesk ·
Ethereum is not dead as new ETH bull thesis predicts Ethereum will dominate the tokenization of a $700T global asset market, leveraging its security, liquidity and position as the leading settlement layer
𝕏/@0x_Lucas ·
CoinShares' new 5-year Ethereum valuation model projects ETH at $4,935 by 2031 in its base case, arguing monetary premium and collateral demand now outweigh fee revenues
𝕏/@CoinSharesCo ·
New ETH Security Floor thesis frames Ethereum as global settlement infrastructure, claiming markets may price ETH as scarce collateral needed to deter attacks on trillions in onchain value
𝕏/@leolanza ·