Christopher Keshian

Christopher Keshian, founder of Triton Liquid Fund and a crypto research expert, shares a contrarian view on Ethereum's value. He argues that ETH could support huge economic activity while being overvalued. Keshian discusses various valuation approaches and explains why Layer Twos may dilute ETH's value capture. He also explores crypto's economic verticals, revealing which applications and narratives might last. Additionally, he highlights the importance of macro signals and trader behavior in understanding market dynamics.