ETH may be one of the most undervalued major assets in the world today.
Earlier this year, I attended several Ethereum presentations by William Mougayar that completely changed the way I think about valuing Ethereum.
The mistake many people make is trying to value ETH like a normal technology asset, or even worse, purely through a price chart.
Ethereum has evolved far beyond that.
You have to look at the entire economic system: settlement, stablecoins, tokenized assets, DeFi, L2s, staking, collateral, institutional infrastructure, applications, network security and the monetary role ETH plays across all of it.
Each layer creates economic activity.
Each layer depends on another.
And ultimately, much of that activity connects back to Ethereum and ETH.
When you start valuing these components individually and then understand how they reinforce each other, the disconnect between Ethereum’s economic footprint and the current valuation of ETH becomes difficult to ignore.
In William’s framework, the underlying data already supported an ETH valuation around $8,000 under today’s level of ecosystem development, before accounting for what could happen if adoption, settlement and tokenization continue accelerating through the next major expansion cycle.
That is what makes the current situation so interesting.
Most people are still watching candles.
Others conclude that ETH has “done nothing” because its price has moved up and down for years.
But markets often look the least exciting exactly when fundamentals are quietly moving the fastest.
Ethereum today is processing an entirely different economic reality than it was several years ago. Stablecoins are larger. DeFi is deeper. Institutions are entering. Real-world assets are moving onchain. Traditional financial products are becoming tokenized. L2 infrastructure is expanding. ETH is increasingly becoming productive collateral and an economic asset rather than something you simply hold.
Price does not always move together with fundamental value in the short term.
Eventually, that gap matters.
The opportunity is being able to see the economic system before the market fully prices it.
Buy ethereum:native.
Make it productive.
Learn everything you can about Ethereum.
The goal was never to be up tomorrow or next week.
The goal is to position yourself around an economic network you believe can become dramatically more important over the next decades
Not up for a day.
Up for life.
$ETH
Ethereum accounts for more than 50% of all tokenized asset value.
That’s nearly 4x more than BNB Chain and over 7x more than Solana.
The tokenization race is accelerating, and Ethereum is the dominant network.
This bull run was disappointing for $ETH, but the next one could be a very different story.
Fidelity chose @ethereum to issue its first ever stablecoin.
FIDD, the Fidelity Digital Dollar, is issued by Fidelity Digital Assets, an OCC-chartered national trust bank.
Fidelity at a glance:
→ 50m+ individual investors
→ $17.9 trillion in assets under administration
→ 5.5 million daily average trades
With FIDD, Fidelity is bringing more of the capital markets lifecycle onchain.
Another major FI making Ethereum the default chain in its digital asset strategy.
Live in production on @ethereum and in DeFi on Curve and Uniswap.
Ethereum is positioned to the be most widely used settlement layer for finance and AI agents
Great convo with @ethlabs_org and @milkroaddaily
And $ETH is money
BREAKING: RUSSIA TO VOTE TOMORROW ON A BILL TO RECOGNIZE #BITCOIN AS PROPERTY AND ALLOW IT IN FOREIGN TRADE
THIS IS A DIRECT RESPONSE TO THE CLARITY ACT
AMERICA IS LOSING THE WORLD WIDE CRYPTO RACE
THE U.S. NEEDS TO ACT IMMEDIATELY 🔥
Just had a 3 hour meeting with manager of multi billion AUM PE firm in Singapore. He is bullish on $ETH after I told them about @fundstrat’s Ethereum 2.0 TAM thesis
They’re actively designing tokenization products for LPs
Ethereum is the future of finance
$ETH $BMNR
🚨BREAKING:
JAPAN OFFICIALLY INTRODUCES ITS VERSION OF THE CLARITY ACT
THE BILL RECOGNIZES CRYPTO AS A FINANCIAL ASSET AND ALLOWS BANKS TO HOLD IT
IT WOULD ALSO CUT CRYPTO TAXES FROM 55% TO 20%
Are you really going to ignore $ETH close to the historical bottom while Ethereum fundamentals + adoption keep surging to new highs?
Ethereum is the Global Settlement Layer.
$ETH secures Ethereum.
A generational opportunity in plain sight!
Ethereum and $ETH 10 years from now will be unimaginably bigger than even the biggest of believers could dream of.
$ETH to trillions and beyond!
Ethereum becomes The Global Settlement Layer!
$250,000 ETH isn’t a fantasy.
JUST IN: U.S. CONGRESSMAN FRENCH HILL JUST TOLD FOX JAMIE DIMON WILL HAVE TO ACCEPT THE #BITCOIN CLARITY
"WE NEED THIS BILL, WE NEED MARKET STRUCTURE"
AMERICA WILL "LEAD THE WORLD" IN CRYPTO
IT'S HAPPENING 🚀
JUST IN: CNBC JUST REPORTED ELON MUSK'S $2,000,000,000,000 SPACEX IPO IS EXPECTED NEXT WEEK
THEY WILL GO PUBLIC WITH OVER 8,000 #BITCOIN ON THE BALANCE SHEET
THE 1st TRILLION BTC COMPANY IS COMING 🔥
Sugar in a baby's brain is called ADHD. Sugar in an adults brain is called dementia. Sugar in your eyes is called glaucoma. Sugar in your teeth is called cavities. Sugar in your sleep is called insomnia. Sugar in your blood is called diabetes. Excess sugar in your body is called cancer
It’s probably hard to beleive but $AMC can squeeze this Spring or Summer…
It was a long and painfull 5 years drop but she’s now at march 2021 setup breakout.
Go Check from yourself.
#AMCTheaters
MASSIVE:
🇺🇸 The CLARITY Act is done. Lummis confirmed it.
Text dropping next week.
DeFi protected. Stablecoin yield unlocked. Institutional barriers gone.
Years of regulatory uncertainty.
Ended. Next week.
The countdown is no longer months.
It's days.