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ETH to $50k by 2030?! VanEck's Bull Case
Bankless
Bitcoin: A Different Type of Asset?
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We really look at Bitcoin as a distinct asset. In our token strategies, they are largely, they are ex-Bitcoin. We see Bitcoin as a competitor to gold and we've been valuing it based on percentage of the gold market cap. But if the cash flow story changes, then we would look at it in a different way. For now, we're looking at it as a very different type of asset. I personally think that by introducing the restaking business line, we are already assuming some money-ness, right? Because that ETH is going to be reused by... And it could be slashed, validating another chain. So it is a form of leverage. It makes the
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