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$ETH floodgates are about to open.
"If you could see what we’re seeing from the inside, you would be wildly bullish."
Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead.
For years, $ETH has traded like a Bitcoin beta.
But institutions are treating Ethereum like financial infrastructure.
Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum.
Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume.
Tokenized assets?
- BlackRock launched on $ETH
- Robinhood is launching on $ETH
- Governments are choosing $ETH
- JPMorgan is tokenizing assets and deposits on $ETH
DeFi pioneered on Ethereum.
Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume.
As Chalom puts it:
"it’ll be very good at sucking up blockspace."
Lubin on $ETH's endgame:
Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one.
The $ETH supercycle is coming.
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