Ethereum's Fundamentals Are Surging, Now What About ETH?

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Apr 16, 2025

In this discussion, Ryan Berckmans, an Ethereum community member and ETH investor, delves into the exciting yet perplexing landscape of Ethereum’s growing fundamentals and stagnant market prices. He explores the importance of decentralization and the competition posed by other blockchain platforms. Ryan highlights metrics indicating Ethereum's strong adoption and the implications of institutional interest. The conversation also touches on real-world applications of Ethereum, signaling potential shifts in market dynamics.

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INSIGHT

Decentralization as Risk Management

Maximally decentralized blockchains like Ethereum minimize risk by protecting property rights.
This credible neutrality attracts serious players for high-value use cases.

INSIGHT

Key Metrics Signal Ethereum's Growth

Total application capital on Ethereum is a key indicator of its success.
The number of serious L2s passing a quality bar reflects growth in Ethereum's ecosystem.

INSIGHT

Ethereum vs Competitors' Growth

Ethereum's technology and decentralization surpass competitors like Solana, whose early tech advantage has eroded.
Ethereum must focus more on real world growth and customer connection to maintain dominance.

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Ryan Berckmans is an Ethereum community member and ETH investor.

In this episode, we unpack the disconnect between Ethereum’s surging fundamentals and its lagging market price, exploring what’s driving real adoption, why ETH demand hasn’t followed through (yet), and what could finally flip the narrative.

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Timestamps

0:00 - Intro
5:32 - Ryan’s roots in Ethereum
6:41 - The Ethereum scaling roadmap is working
11:52 - The value of decentralization
16:55 - Metrics that signal Ethereum is winning like “app capital”
23:49 - If everyone wants a faster/cheaper L1, why's so much value on Ethereum?
30:05 - Sponsor break
30:46 - The impact of US regulators on Ethereum and crypto
35:14 - Understanding Ethereum’s dominance in RWAs and stablecoins
41:12 - The TLDR on Ethereum L1 upgrades coming
49:12 - Sponsor break
50:51 - What needs to happen for ETH price to go up
55:47 - Distractions this cycle vs getting back to our roots with crypto
1:03:32 - Boosting confidence for the next class of ETH buyers
1:06:15 - Should Ethereum find its own Saylor?
1:10:40 - Closing

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🔗 Guest Links 🔗

► Ryan on X: https://x.com/ryanberckmans
► Ryan's Total App Capital Chart: https://x.com/ryanberckmans/status/1912388250200650207
► Kevin Owocki and Ryan's post on Ethereum Must Prioritize Real-World Growth: https://x.com/owocki/status/1907416214743261603

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Ryan all hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.