Etherealize

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Etherealize

Etherealize

@Etherealize_io

All roads flow through ETH. We are an institutional product, BD, and marketing arm for the Ethereum ecosystem.

Manhattan, NY Katılım Ocak 2025
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Etherealize
Etherealize@Etherealize_io·
Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon "ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy." "It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen." "It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one." "BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold." Read the full report and watch the full @MilkRoad interview with @VivekVentures in the links below.
Etherealize@Etherealize_io

x.com/i/article/2046…

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DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
Larry Fink says: “Ethereum is the toll road to tokenization.” It's not a prediction anymore. It's what's happening. In a new @Edge_Pod, @VivekVentures from @Etherealize_io elaborates on what they mean by Ethereum and The Era of Productive Money. "We saw how big AI got, how fast that accelerated. The same thing is happening in the blockchain space. So it is an Ethereum bull market and we think it's inevitable that ETH, the asset, has a significant repricing... stablecoins are gonna become the default for using dollars onchain or using dollars anywhere, ETH will become the productive money in this whole economy."
DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod 📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin 0:00 - Intro 3:06 - Background on Wall Street 5:18 - ETH is better money than BTC or gold 10:03 - What is productive money? 12:15 - Wall Street buys ETH as productive money 16:02 - The institutional crypto bull market 18:08 - Three demand drivers for ETH 20:53 - Why ETH wasn’t reaching its full potential 25:20 - What happened for ETH to reprice 30:47 - ETFs, Schwab, Tom Lee 32:41 - Bitcoin's security budget problem 33:33 - Censorship resistance + decentralization 39:54 - Path to $250,000 ETH price 44:37 - Ethereum's shipping velocity 46:02 - Ethereum roadmap accelerated by AI 51:43 - Risks to $250k ETH thesis 55:37 - What investors still don’t get about ETH 58:19 - What’s Etherealize been working on? 58:55 - Closing 🙏 Thanks to @Etherealize_io CoFounder @VivekVentures and Researcher/Author of their new report, @mikemcg0 for joining us!

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Thomas (Tom) Lee (not drummer) FundstratDirect.com
Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat·
$ETH is proving to be a store of value As argued by @Etherealize_io
Bitmine (NYSE-BMNR) $ETH@BitMNR

4/ "Several recent research reports, including the latest research by @Etherealize_io , argue ETH is a 'store of value' and will be held as collateral as digital assets are increasingly used in financial transactions. This role for ETH has arguably been demonstrated by its outperformance since the Iran War commenced. ETH has outperformed the S&P 500 by 1,696 basis points since the war started and remains the single best performing asset in the world (beside crude oil prices)," stated Lee. "Moreover, Ethereum continues to benefit from the dual tailwinds of Wall Street tokenizing on the blockchain and from agentic AI systems increasingly needing public and neutral blockchains. In our view, there is a lot of meaning to ETH being the best 'war-time store of value' and to ETH being the asset leading since the war started," said Lee.

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Bitmine (NYSE-BMNR) $ETH
Bitmine (NYSE-BMNR) $ETH@BitMNR·
4/ "Several recent research reports, including the latest research by @Etherealize_io , argue ETH is a 'store of value' and will be held as collateral as digital assets are increasingly used in financial transactions. This role for ETH has arguably been demonstrated by its outperformance since the Iran War commenced. ETH has outperformed the S&P 500 by 1,696 basis points since the war started and remains the single best performing asset in the world (beside crude oil prices)," stated Lee. "Moreover, Ethereum continues to benefit from the dual tailwinds of Wall Street tokenizing on the blockchain and from agentic AI systems increasingly needing public and neutral blockchains. In our view, there is a lot of meaning to ETH being the best 'war-time store of value' and to ETH being the asset leading since the war started," said Lee.
Bitmine (NYSE-BMNR) $ETH tweet media
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Bitmine (NYSE-BMNR) $ETH
Bitmine (NYSE-BMNR) $ETH@BitMNR·
🧵 1/ BitMine provided its latest holdings update for April 27, 2026: $13.3 billion in total crypto + "moonshots": - 5,078,386 ETH at $2,369 per ETH (@coinbase) - 200 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $91 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $940 million. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link 🔗 prnewswire.com/news-releases/…
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DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
"It'd be like owning the internet early on... that's what $ETH is. So it's one of the greatest setups. It's one of the greatest assets I've ever seen. I think it's finally gonna have its time." @Etherealize_io CoFounder @VivekVentures and Researcher @mikemcg0 reviewing their new report Ethereum and The Era of Productive Money.
DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod 📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin 0:00 - Intro 3:06 - Background on Wall Street 5:18 - ETH is better money than BTC or gold 10:03 - What is productive money? 12:15 - Wall Street buys ETH as productive money 16:02 - The institutional crypto bull market 18:08 - Three demand drivers for ETH 20:53 - Why ETH wasn’t reaching its full potential 25:20 - What happened for ETH to reprice 30:47 - ETFs, Schwab, Tom Lee 32:41 - Bitcoin's security budget problem 33:33 - Censorship resistance + decentralization 39:54 - Path to $250,000 ETH price 44:37 - Ethereum's shipping velocity 46:02 - Ethereum roadmap accelerated by AI 51:43 - Risks to $250k ETH thesis 55:37 - What investors still don’t get about ETH 58:19 - What’s Etherealize been working on? 58:55 - Closing 🙏 Thanks to @Etherealize_io CoFounder @VivekVentures and Researcher/Author of their new report, @mikemcg0 for joining us!

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DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
Last week, The @Edge_Pod covered the new @Etherealize_io report on “Ethereum and The Era of Productive Money” explaining why ETH as a SoV with a native t-bill-like yield warrants a much higher price target. A premium equivalent to gold + BTC $250k per ETH to be exact 👀
DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod 📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin 0:00 - Intro 3:06 - Background on Wall Street 5:18 - ETH is better money than BTC or gold 10:03 - What is productive money? 12:15 - Wall Street buys ETH as productive money 16:02 - The institutional crypto bull market 18:08 - Three demand drivers for ETH 20:53 - Why ETH wasn’t reaching its full potential 25:20 - What happened for ETH to reprice 30:47 - ETFs, Schwab, Tom Lee 32:41 - Bitcoin's security budget problem 33:33 - Censorship resistance + decentralization 39:54 - Path to $250,000 ETH price 44:37 - Ethereum's shipping velocity 46:02 - Ethereum roadmap accelerated by AI 51:43 - Risks to $250k ETH thesis 55:37 - What investors still don’t get about ETH 58:19 - What’s Etherealize been working on? 58:55 - Closing 🙏 Thanks to @Etherealize_io CoFounder @VivekVentures and Researcher/Author of their new report, @mikemcg0 for joining us!

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Etherealize
Etherealize@Etherealize_io·
Etherealize CEO @VivekVentures on the case for ETH as money "When we look at ETH the asset, we should be comparing it to the TAM of money and not a software stock that's trading at a multiple of earnings. Ethereum is not a technology stock or a technology company -- it is the infrastructure platform where the world's assets are being digitized." "What is ETH? ETH is the money that's used across the entire Ethereum ecosystem and outside of the Ethereum ecosystem as a reserve asset." "BlackRock's second biggest digital asset ETF after Bitcoin is ETH. They just launched a staked ETH ETF -- that's for institutions to get exposure to this asset as a money and a store of value. You're seeing players like Tom Lee, Joe Lubin, and Joe Chalom hold ETH as an institutional treasury asset. They're not playing for a growth/earnings, company-style return. They're playing for a repricing of when ETH gets rated as a monetary asset." "What is the TAM of money? I would almost say it's conservative just saying it's gold and bitcoin. You also have the M2 of the US dollar. High end real estate is also viewed as a store of value." "But let's take the most tangible ones where ETH has superior properties -- gold and bitcoin -- and we think ETH should start to eat away at that monetary premium and capture some of that itself." Source: @RoxomTV Read our full Productive Money report below 👇
Etherealize@Etherealize_io

x.com/i/article/2046…

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Guillaume Dechaux
Guillaume Dechaux@GuiDechaux·
Justin is correct. Ethereum has many roles that allow it not to be just one thing or another. But to be a whole new economy based on trust. From solo builders to the largest financial institutions, everyone finds value on the Ethereum infrastructure.
Etherealize@Etherealize_io

.@drakefjustin: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." @fede_intern adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: @blockspaceforum Read our thesis on why ETH is better money than BTC below 👇

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Etherealize
Etherealize@Etherealize_io·
.@drakefjustin: "I don't see how ETH could not flip BTC" Justin is asked: What's Ethereum? Is it a settlement layer? A world computer? Monetary network? He responds: "For me, this hasn't changed for many years. Ethereum is the Internet of Value." "In order to be successful as the Internet of Value you need very good money at the center of it because that will be the substrate -- the economic bandwidth -- that will allow you to build a lot of services (e.g. loans, stablecoins)." "In some sense, the success of the platform and the success of the money are tied at the hip. This is why I think those who are pushing for ETH as money are really helping the platform and vice versa -- those who are helping the platform are helping with ETH the money." "One of my theses is that we'll have winner-takes-most platforms. There's only one Internet. There's only going to be one Internet of Value that captures 90-99% of all economic activity. And just for weird, path-dependent reasons, we have Bitcoin that is the largest money right now. But I think this is a highly-unstable equilibrium for multiple reasons. And I think the best candidate to win the Internet of Value is by far Ethereum." @fede_intern adds to this point, "I was never convinced there was a chance of [Ethereum flipping Bitcoin] to be honest. But I'm getting convinced there's a high probability -- you [Justin] have played a part in convincing me because of the issuance (declining block subsidy) and now the post-quantum. I do think there's a high chance that ETH becomes the dominant economic substrate in the long-term. I don't see how proof-of-work could work long-term." Justin echoes this: "Unless there's some catastrophic failure of Ethereum, I don't see how Ethereum could not flip Bitcoin." Source: @blockspaceforum Read our thesis on why ETH is better money than BTC below 👇
Etherealize@Etherealize_io

x.com/i/article/2046…

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Nomatic
Nomatic@Nomaticcap·
Raoul is an incredible interviewer. This was such a great chat. Felt like all these guys were just having a beer with each other talking about crypto 👏 (Doesn't hurt it was bullish $ETH)
Raoul Pal@RaoulGMI

Wall Street is moving onchain. The question isn't if. It's which infrastructure wins. I sat down with @VivekVentures and @dannyryan from Etherealize to talk about Ethereum's role in tokenization, stablecoins, AI agents, and the regulatory path ahead. As ever, please enjoy!

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Vivek Raman
Vivek Raman@VivekVentures·
@coinbureau Unless ETH is the token powering the agentic economy. Then it’s #1
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suppression
suppression@suppression___·
$ETH has entered the chat as a monetary asset & SOV bullish Ethereum bullish $ETH
Etherealize@Etherealize_io

.@RyanSAdams on Etherealize's Productive Money report: "This was the best thing I've read on ETH since the Triple Point Asset thesis and Ultrasound Money meme" "Part of the reason it is powerful is because it's a synthesis of Carl Menger's attributes of what makes for good money with Warren Buffett, who famously only invests in productive assets." "The author argues that Ethereum is both of those things. It is bringing together the money-like properties that Menger values and the productive, yielding, compounding asset properties that Buffett admires so much... ETH is not just money but productive money." "The most bullish thing for ETH is to be understood, and this is a paper that really helps ETH be understood to investors... I think this is worthy of pushing far and wide." "I also think this moves the Overton window to talk about ETH the asset more... This gives a nice narrative to ETH the asset as a store of value asset, which I think in the future, increasingly people will come to view it as such." Source: @Bankless Read the full Productive Money report below 👇

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Etherealize
Etherealize@Etherealize_io·
And watch the full @Bankless interview with @VivekVentures and @mikemcg0 here: x.com/Bankless/statu…
Bankless@Bankless

LIVE NOW - Productive Money: The Most Bullish Case for Ethereum ($250K) @ethereum may be one of the most underappreciated assets. @mikemcg0 and @VivekVentures of @Etherealize_io lay out the case for ETH as “productive money”: A monetary asset with the store-of-value properties of gold and Bitcoin, but with the ability to compound through network activity. Enjoy! -------------- TIMESTAMPS 0:00 Intro 4:45 $250K ETH? 6:04 How to Price ETH 8:15 ETH’s Monetary Premium 10:25 What Differentiates ETH 13:54 The Path to $250K ETH 16:35 Menger’s Monetary Attributes 20:28 Scarcity 24:58 Fungibility 26:43 Divisibility 27:45 Portability 28:28 Durability 34:30 Verifiability 35:27 Censorship Resistance 37:00 ETH is Productive Money 41:39 How is ETH Productive? 46:40 Ethereum’s Tollbooth 51:28 Counterparty Risk 53:48 Productive Money vs Dead Capital 58:03 Pitching Productive Money to Wall Street 1:00:08 Why is ETH Underappreciated? 1:04:19 Wall Street ETH Investors 1:11:28 Other L1s 1:14:06 Why Not Just Buy the S&P? 1:15:00 Ethereum Technical Risks 1:17:20 How Does ETH Get to $250K? 1:23:18 Closing & Disclaimers

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Etherealize
Etherealize@Etherealize_io·
.@RyanSAdams on Etherealize's Productive Money report: "This was the best thing I've read on ETH since the Triple Point Asset thesis and Ultrasound Money meme" "Part of the reason it is powerful is because it's a synthesis of Carl Menger's attributes of what makes for good money with Warren Buffett, who famously only invests in productive assets." "The author argues that Ethereum is both of those things. It is bringing together the money-like properties that Menger values and the productive, yielding, compounding asset properties that Buffett admires so much... ETH is not just money but productive money." "The most bullish thing for ETH is to be understood, and this is a paper that really helps ETH be understood to investors... I think this is worthy of pushing far and wide." "I also think this moves the Overton window to talk about ETH the asset more... This gives a nice narrative to ETH the asset as a store of value asset, which I think in the future, increasingly people will come to view it as such." Source: @Bankless Read the full Productive Money report below 👇
Etherealize@Etherealize_io

x.com/i/article/2046…

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DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
Who understands the value of pristine collateral and decentralization best? Not retail. Not crypto natives. It's institutions. They get it. In a new @Edge_Pod covering @Etherealize_io's report, @VivekVentures explains why $ETH is exactly what Wall Street has always wanted.
DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod 📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin 0:00 - Intro 3:06 - Background on Wall Street 5:18 - ETH is better money than BTC or gold 10:03 - What is productive money? 12:15 - Wall Street buys ETH as productive money 16:02 - The institutional crypto bull market 18:08 - Three demand drivers for ETH 20:53 - Why ETH wasn’t reaching its full potential 25:20 - What happened for ETH to reprice 30:47 - ETFs, Schwab, Tom Lee 32:41 - Bitcoin's security budget problem 33:33 - Censorship resistance + decentralization 39:54 - Path to $250,000 ETH price 44:37 - Ethereum's shipping velocity 46:02 - Ethereum roadmap accelerated by AI 51:43 - Risks to $250k ETH thesis 55:37 - What investors still don’t get about ETH 58:19 - What’s Etherealize been working on? 58:55 - Closing 🙏 Thanks to @Etherealize_io CoFounder @VivekVentures and Researcher/Author of their new report, @mikemcg0 for joining us!

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DeFi Dad ⟠ defidad.eth
DeFi Dad ⟠ defidad.eth@DeFi_Dad·
Gold: store of value, no yield BTC: store of value, no yield ETH: store of value, plus yield ETH is a "superior asset no one has seen before." @VivekVentures and @mikemcg0 from @Etherealize_io share more from their research report Ethereum and The Era of Productive Money.
DeFi Dad ⟠ defidad.eth@DeFi_Dad

🎙️ New @Edge_Pod 📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin 0:00 - Intro 3:06 - Background on Wall Street 5:18 - ETH is better money than BTC or gold 10:03 - What is productive money? 12:15 - Wall Street buys ETH as productive money 16:02 - The institutional crypto bull market 18:08 - Three demand drivers for ETH 20:53 - Why ETH wasn’t reaching its full potential 25:20 - What happened for ETH to reprice 30:47 - ETFs, Schwab, Tom Lee 32:41 - Bitcoin's security budget problem 33:33 - Censorship resistance + decentralization 39:54 - Path to $250,000 ETH price 44:37 - Ethereum's shipping velocity 46:02 - Ethereum roadmap accelerated by AI 51:43 - Risks to $250k ETH thesis 55:37 - What investors still don’t get about ETH 58:19 - What’s Etherealize been working on? 58:55 - Closing 🙏 Thanks to @Etherealize_io CoFounder @VivekVentures and Researcher/Author of their new report, @mikemcg0 for joining us!

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Milk Road
Milk Road@MilkRoad·
Why is $ETH so hard to value? @mikemcg0: Because it can do everything. "It's the world computer... It's digital oil..." There's all these competing narratives... @Etherealize_io's whole thesis: that's the wrong framework. ETH is money, and most people haven't priced it that way yet.
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Keşfet

@Edge_Pod @VivekVentures @BitMNR @coinbase @MrBeast @fundstrat @mikemcg0 @edge_pod