Post
taishiro
ETH plays a role in transaction fees, staking and network security.
But there's a catch here too. More activity on Ethereum doesn't necessarily translate into proportional value accruing to ETH, especially as Layer 2 networks make transactions cheaper.
For the next decade, I'm more interested in two questions:
$BTC: How much global wealth will eventually find its way into Bitcoin?
$ETH: How much economic value generated across the Ethereum ecosystem will actually accrue to ETH?
taishiro
With a hard cap of 21 million BTC, the long-term thesis revolves around growing demand for a limited supply. As individuals, companies and institutions consider Bitcoin as a store of value or treasury asset, they're competing for that finite supply.
The catch? Limited supply doesn't guarantee price appreciation. Demand still has to be there.
🔵 Ethereum is a utility play.
Stablecoins, DeFi and tokenized real-world assets create demand for Ethereum's infrastructure.
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