My focus is on future value capture and where the puck is going, not where it has been, if you solely focus on historical metrics/performance, you are not positioning yourself for the future, to each their own I would benefit from ETH doing well, I want both to win, but I am also realistic
The author emphasizes focusing on future value capture rather than historical metrics, expressing a desire for both ETH and other assets to succeed.
My focus is on future value capture and where the puck is going, not where it has been, if you solely focus on historical metrics/performance, you are not positioning yourself for the future, to each their own I would benefit from ETH doing well, I want both to win, but I am also realistic
Lately I have had this feeling that ETH is a better mid to long term bet here than BTC. Between stablecoin/rwa adoption, regulatory clarity, and security + roadmap execution I think there is a good chance larger flows are attracted. I also think Saylor is an eventual problem for BTC, that ETH does
Lately I have had this feeling that ETH is a better mid to long term bet here than BTC. Between stablecoin/rwa adoption, regulatory clarity, and security + roadmap execution I think there is a good chance larger flows are attracted. I also think Saylor is an eventual problem for BTC, that ETH does
Where did I say that fee capture was historically the largest demand driver? I am saying I disagree with how the market has historically and currently values these assets Valuations reflect forward facing expectations of value capture/demand, which I believe is unlikely to materialize for ETH in th