i thought i was crazy this whole time thank you @samkazemian dcf and focus on fee revenue was the biggest midcurvery the community ever engaged in where i disagree with sam is medium of exchange vs store of value gold and btc are outliers SoV is normally downstream of MoX MoX is a quality ETH has due to being the quote currency of its ecosystem size and monetary qualities of ETH are proportional to size of assets on ethereum (indo or exogenous) as long as those assets require ETH as their quote currency for liquidity this is also the natural touching point of ETH the asset and ethereum the technology exercise: chart ETH and SOL mcaps against LPd ETH and SOL…
Ethereum the tech & roadmap is the most bullish technology ever created in crypto. It's only the $ETH asset we have to fix & we can (listen below). Thanks for having me on @TrustlessState to talk tokenomics. And thanks @hosseeb for helping/debating me to refine my thesis.
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