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ETH to $50k by 2030?! VanEck's Bull Case
Bankless
Ethereum's Base Case and the Bear Case
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The way to think about it is it's basically a waterfall. And Ethereum's got its cup at the end of it. And each level to get there is how much of its take rate it is. So as Matthew mentioned earlier, we're seeing a base case for 5% or so of revenue of banking is applied in some way to crypto and public blockchain. That'd be the base. And so we dial it up a notch in our bull case to let me look real quick to make sure to 10%. Likewise, we do the same thing with each of the other categories, metaverse infrastructure. The bear case, we pulled that down to 1%, 5%, or 1% respectively.
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