Ethereum's Next Layer: The Political Economy for Lack of Baroture

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The third spot is actually like 1% of those underlying revenues that Ethereum accrues in some way. Most of our deep dives have been on either layer 1s or application specific projects, like DYDX as an example. We have not done one of these models for L2s. And I think there's just more uncertainty around how that's going to play out.

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/

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