Bell Curve Empire Cross-Post: The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans
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May 27, 2025 In this discussion, Ryan Berckmans, an ETH OG and crypto investor, joins Tom Dunleavy, Head of Venture at Vibra Capital, to dive into the bullish potential of Ethereum. They explore Ethereum’s pivotal shifts, the intricate role of Layer 1 versus Layer 2 solutions, and the impact of the new Etherealize team on its competitiveness. The duo also highlights the importance of capital flow, community engagement, and innovation for Ethereum's future in a rapidly evolving crypto landscape.
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Ethereum's L2 Roadmap Timing Insight
- Ethereum's L2-centric roadmap started at the right time but lacked key supporting activities like business development and narrative.
- These missing elements delayed the full maturity and widespread adoption of the L1 plus L2 hub-and-spokes model.
Ethereum's True Product
- Ethereum does not sell raw blockspace or tokens but the experience of freedom and global economic access.
- The true product is a trust-minimized platform enabling self-sovereign, customizable economic participation worldwide.
Ethereum's Social Pivot Redefined
- The Ethereum community experienced a social pivot valuing L1 as economic HQ rather than just L2 security provider.
- This mental shift reprioritized technical roadmap and sparked stronger business development efforts for L1 scaling.