Bankless Fidelity's Bull Case For Ethereum
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Sep 27, 2023 Chris Kuiper and Jack Neureuter from Fidelity Digital Assets share insights from their recent Ethereum Investment Thesis report. They discuss the growing interest of institutional investors in Ether, comparing it to Bitcoin and examining its unique value proposition. The duo dives into the complexities of evaluating Ether's potential as both a currency and an asset. They also tackle the evolving narrative around money in the crypto world, highlighting how Ethereum's transition to proof of stake could redefine its role in traditional finance.
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Institutional Interest in Ether
- Institutions are now considering Ether as an investment.
- Fidelity's report analyzes Ether's potential and its comparison to Bitcoin.
Fidelity's History with Digital Assets
- Fidelity Digital Assets, a subsidiary of Fidelity Investments, manages digital assets.
- They started by mining Bitcoin in 2015 and built their own institutional-grade custody solution.
Nuances of Institutional Investment
- Institutional interest in crypto varies greatly, with smaller wealth managers showing more adoption.
- Larger institutions like pension funds are still learning, with limited token allocation.