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The Bear Case for ETH, the Asset?
Drake: I think the bear case for ETH, the asset, is like 10 trillion if this whole crypto asset class is 100 trillion total. And one of my ways of thinking about this too, is you can look at the companiesmarketcap.com. These are all of the world's biggest assets, right? So we've got a ways that we could rise. DC: It wouldn't surprise me if ETH is the dominant crypto asset by the end of the next cycle.