From Digital Oil to a Digital Nation—Narratives for Ethereum in 2021

Myles Danielsen: Other projects certainly offer more upside potential, but the risk-adjusted opportunity of Ethereum seems particularly compelling relative to both the rest of crypto and other asset classes globally. At present, Ethereum appears to offer the model set-up of all of investing: long-term secular tailwinds, near-term catalysts, and att... See more

There are many ways to look at value of financial assets globally, but one thing is clear - the current $133bn sitting in Ethereum TVL (and $221bn sitting across ALL blockchains) pales in comparison to the total addressable market. One can take their own view on how much of these assets migrate to decentralized trustless blockchains, but the upside... See more

Owning ETH is like owning shares in the internet. Demand for ETH will go up with increased web3 adoption, while upcoming changes will decrease the supply of ETH and let more value accrue to holders. It’s like a tech stock, a bond, a ticket to web3, and money, rolled into one.