David: A report put out by Vanek is one of the best I've seen analyzing and predicting the price of the ether. They have a base case projection of 50 billion annualized per year by 2030. The way they calculate those numbers is from, as we learned in our Justin Drake episode, congestion, which is ETH gas fees,. And also this thing that they call Ethereum security as a service, which is the idea of using ETH, resaking ETH.

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