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Walk Through Walls
Bitcoin no longer has any interesting or meaningful proposition beyond its public rhetoric. It is a paper tiger. In the coming years, it will see immense success as it is adopted by various funds and political narratives. However, its ecosystem's development has lagged so severely that it cannot ever hope to catch up to competing networks. Since 2015, the sole purpose of Bitcoin has been to maximise short-term mining revenues. Its holders are secondary to this supply chain and have been tricked into parroting the ideas that uphold the control of this vampire class. This is something I will be writing in depth on in the future.
Ethereum has successfully executed scaling, superior UX, utility, and shedding the mining class. The dream that L1s would be institutional chains is actively being realized. Dapps will slowly replace traditional financial infrastructure over the coming years. The efficiency and velocity increase of bringing all capital on-chain will have resounding effects on the global economy. With today's ETF, buying a stake in this system will be easier than ever - no ASIC infrastructure needed.
This does not mean Ethereum is itself immune to disruption. Its moats are reliability (uptime) and quality of ecosystem, both traits that would take a decade or more to be overcome. The world computer has been the home of hungry innovators and on-chain culture, and it will soon be the nexus of all human capital. It must remain adaptable while still holding the eye of its original contributors.
My target for Bitcoin is $250,000. I expect Ethereum to dramatically outperform this in the same timeframe - in a sentence, because it is controlled by the incentives of its owners, and not an external power structure. Many Bitcoiners are complacent that their investment never needs to be re-evaluated, because it is a 'perfect asset' with a fixed supply. This creates walls within their framework that are not really there; if a system is failing you and you cannot see why, you should try knocking into things and find what falls over.
Ethereum has successfully executed scaling, superior UX, utility, and shedding the mining class. The dream that L1s would be institutional chains is actively being realized. Dapps will slowly replace traditional financial infrastructure over the coming years. The efficiency and velocity increase of bringing all capital on-chain will have resounding effects on the global economy. With today's ETF, buying a stake in this system will be easier than ever - no ASIC infrastructure needed.
This does not mean Ethereum is itself immune to disruption. Its moats are reliability (uptime) and quality of ecosystem, both traits that would take a decade or more to be overcome. The world computer has been the home of hungry innovators and on-chain culture, and it will soon be the nexus of all human capital. It must remain adaptable while still holding the eye of its original contributors.
My target for Bitcoin is $250,000. I expect Ethereum to dramatically outperform this in the same timeframe - in a sentence, because it is controlled by the incentives of its owners, and not an external power structure. Many Bitcoiners are complacent that their investment never needs to be re-evaluated, because it is a 'perfect asset' with a fixed supply. This creates walls within their framework that are not really there; if a system is failing you and you cannot see why, you should try knocking into things and find what falls over.
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