Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek and Danny Ryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy.
We explore ETH’s misunderstood monetary design, its strategic role for institutions, and why Wall Street is waking up to Ethereum not just as a network, but as an investable asset. This is the case for ETH as the asymmetric opportunity of this generation.
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TIMESTAMPS
0:00 Intro
0:52 The Bull Case for ETH
3:18 Why ETH?
6:35 Pitching to Wall Street
10:59 ETH is Digital Oil
21:29 ETH’s Monetary Policy
37:37 Why Hold ETH?
43:42 ETH/BTC Ratio
47:20 ETH is a Store of Value
53:55 Ethereum’s Scaling Path
1:03:08 Ethereum’s Renaissance
1:07:06 Ethereum Competitors
1:10:14 The Report
1:12:29 Vivek in Congress
1:13:33 Closing & Disclaimers
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RESOURCES
The Bull Case for ETH Report
http://ethdigitaloil.com/
VIvek Raman
https://x.com/VivekVentures
Danny Ryan
https://x.com/dannyryan
Etherealize
https://x.com/Etherealize_io
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