🚀 Joseph Lubin's Bold Ethereum Vision: Beyond "Digital Oil"

Ethereum Co-Founder Drops Macro ETH Thesis

Consensys CEO Joseph Lubin argues current ETH valuations massively underestimate its role in a future "human-machine economy" that could eclipse today's $114T global GDP.

🔥 Key Insights from His X Thread:

▪️ ETH ≠ Bitcoin: "BTC is Gold 2.0 – ETH is the programmable backbone of Web3"

▪️ AI Synergy: Machine-to-machine transactions will explode ETH utility

▪️ Supply Shock Coming: Staking + burning creates structural scarcity

💎 The "Trust Diamond" Thought Experiment

Lubin compares ETH to a hypothetical commodity that could 10X global GDP by enabling:

✔️ Decentralized AI coordination

✔️ Machine-driven microtransactions

✔️ Frictionless Web3 economies

📊 Current Reality vs. Potential

Today: $307B market cap (~2.7% of BTC)

Future: "Flows on Ethereum could surpass entire national economies"

#Ethereum #ETH #Web3 #AI #CryptoVision

(DYOR – This is a decades-long thesis!) ⏳

Agree? Is ETH the ultimate "programmable money" play? 👇