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ETH ETF: Bullish or Bearish? | Alex Thorn & Matt Hougan

Bankless

NOTE

Looking Beyond Traditional Metrics in Crypto Investment

Traditional investors overlook Discounted Cash Flow analysis for Bitcoin, focusing on potential use cases like tokenization and DeFi in Ethereum. They see Ethereum as a platform for innovation with firms like BlackRock launching products on it, catering to a small percentage of their portfolio. The key focus is on the vast addressable market, growing demand, and limited supply in the crypto space.

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