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RyanSAdams
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imagine a 3 day conference where all we talk about is
eth
the asset
would probably be the best ethereum conference ever
#ETH
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RyanSAdams
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Crypto isn’t get-rich-quick. It’s decades-long value investing. We've teamed w/ @JustDeauIt & @the_defi_report to bring fundamentals to the frontier. New podcast. New analytics. Long-term investing. Bankless 🤝 The DeFi Report If Buffet did crypto...what would buffet do?
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Did the Microstrategy of ETH just launch? $425m in net new ETH buys. ETH treasury strategy. Blue-money gospel conviction. Backed by Consensys and @ethereumJoseph. The public vehicle is SBET on the Nasdaq. Others will follow. ETH = world reserve asset
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If your validators can freeze and censor funds your L1 asset should definitely be valued via DCF - you got me there. There’s a whole bunch of fintech in crypto. And then there’s ETH and BTC.
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ethereum has two products ethereum blockspace = world ledger eth asset = world reserve asset ethereum blockspace demand can be valued by discounted future cash flows (DCF) eth store of value demand cannot be DCF'ed and is a product of demand for eth as a speculative reserve asset and censorship resistant store of value you can use eth without using ethereum and vice versa this doesn't have to be confusing bitcoin works the same
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ethereum has two products ethereum blockspace = world ledger eth asset = world reserve asset ethereum blockspace demand can be valued by discounted future cash flows (DCF) eth store of value demand cannot be DCF'ed and is a product of demand for eth as speculative reserve asset and censorship resistant store of value you can use eth without using ethereum and vice versa this doesn't have to be confusing bitcoin works the same
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