Ethereum’s Blue Money PivotEthereum is quietly shedding its utility-token past.@the_defi_report’s Q2 analysis shows while protocol revenue and onchain fees may be down, ETH is consolidating as a store of value — less gas, more gospel.Here are 5 takeaways from the report on Ethereum’s shift from activity layer to monetary asset.👇~~ Analysis by @davewardonline ~~1️⃣ Institutions Are Accumulating ETHOver the last quarter, ETH entered institutional balance sheets through two main vectors: ETFs and corporate tre ...

The promise of a currency used to be a strong store of value over time, but now the promise of fiat currencies is the opposite — they are guaranteed to be debased over time. ...

All righty, guys. Welcome back. Today we have a very special guest. We have Bitcoin Bram on for the show. I've been watching you for quite a while. So, it's an honor to have you on, man. How you going? Super stoked to talk to you, man. I think uh it's still crazy to hear, and you'll experience this too when you just continue with your podcast, like how many people you can reach all over the world, which is uh yeah, just an insane uh thing to experience. And I I always thought, you know, uh the magic of the ...

Well, Bitcoin has been on a tear in 2025, up nearly 15% and notching all-time highs. But comparatively, altcoins, they have lagged with the market vector digital asset 100 small cap index showing over $300 billion of market value wiped out. For more, I want to bring in Noel Aches, who is the author of crypto is macro now Substack.Great to have you here with us. So, first just just take us into your assessment of why altcoins are seeing this move while Bitcoin is notching new record highs over the course of ...

Cryptocurrency Market Perspective - The cryptocurrency industry views ETH (Ethereum) as a store of value, similar to Bitcoin, rather than a tech company [1] - The industry highlights that institutional understanding and regulatory clarity for Bitcoin took 15 years, suggesting a similar timeframe for ETH [1] - The industry believes Bitcoin is becoming a treasury asset, paving the way for ETH to be understood [1] Ethereum's Potential - The industry suggests the understanding gap regarding ETH is rapidly closing [2] - The industry anticipates ETH will soon be considered a portfolio asset alongside Bitcoin [2] - The industry emphasizes that focusing solely on cash flows misses the broader significance of ETH as "digital oil" for the digital economy [3] - The industry considers ETH as a store of value, reserve asset, and fuel, placing its valuation in the same zone as, or even higher than, Bitcoin [3]

It's not going to be long until people say ETH belongs in a portfolio with Bitcoin. But coming back to the tech stock part, it just you're missing the forest for the trees. You're saying that cash flows are just one tiny tiny portion. We should be looking at what digital oil means for the digital economy, what a store of value asset, what a reserve asset, what a fuel actually means. And that belongs in the same conversation, in the same valuation zone as Bitcoin, if not higher. Beglas Nation, we have VC and ...

Anyone who tells you that there can be only one store of value has an agenda. There's gold, there's diamonds, there's real estate, there's US dollars for many decades. And all these things aren't guaranteed stores of value.So, I don't know if I would want to be a special snowflake. Snowflakes are brittle. Along can come something that has a lot of productive utility and yielding power.And if you squint, has been going up for about a decade and is likely to keep going up. While it may be very volatile in bot ...

Bank list Nation, we got John Sharono and Ryan Burkeman's on a debate today. Uh we're debating a handful of topics that all point towards each other. We're going to go through four different questions. We're probably going to touch on all of them if we have time.Is Ethereum special versus alt layer 1's. Is Bitcoin a special snowflake. How should ETH be valued.And is ETH over or undervalued. Ryan, welcome to Banklist. Thanks.Good to be here. And John, also welcome to Banklist. How's it going.I would like a c ...