The Van Eck Model for High Cash Flow

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We're assuming that the market will pay something like 30 times free cash flow. That equates to a 3% yield, which is something that feels very normal. The margins are enormous. This kind of business model is very high cash flow. There's a ton of value that comes to this directly in cash. You don't see any of that here. And to the point on monetary premium, our terminal valuation, so what multiple on that revenue number will investors pay in 2030? It's kind of the $100 trillion question, we hope.

Can the price of Ethereum really reach $30,000 by the end of the decade? On the show we go on a journey through VanEck’s new report detailing how exactly Ethereum can get there.

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------ Topics Covered

0:00 Intro 6:37 ETH to $11.8K 11:17 ETH Versus T-Bills 14:29 Predicting Ethereum Revenue 19:12 ETH As a Currency 25:21 Ethereum Security As a Service 30:20 Base vs Bull vs Bear Case 36:15 $300 or $50k? 45:14 The Impact of L2's 50:08 Ether vs Gold vs Bitcoin 53:56 Applying The Model To Solana 59:47 Inflows Are Important 1:01:45 Van Eck's Investing Strategy 1:05:06 When is The Next Bull Market 1:08:22 Closing And Disclaimers

——— Resources:

Matthew https://twitter.com/matthew_sigel

Patrick https://www.linkedin.com/in/patrick-bush-9a21a7b

VanEck’s Ethereum Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-ethereum-price-prediction-118k-by-2030/

---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

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