Vivek Raman

Etherealize's core thesis - decentralization means: - A network, just like the Internet, that is owned by none, and accessible by all - For Ethereum, trust without a single point of failure - Institutional resilience, maximum security, and minimized counterparty risk (1/3)

ETH’s exponential era will be a sight to see.

"Tokenized treasury products on Ethereum are growing rapidly with over $22.5 billion in fund assets tokenized on the network (71.9% market share across all blockchains). JPMorgan launched its MONY market fund on Ethereum in early 2026, joining BlackRock’s BUIDL and Franklin Templeton’s on-chain money market fund. These are institutional-grade treasury management products — exactly what an autonomous agent with idle capital needs — running on permissionless infrastructure that any agent can access without a brokerage account." Chart source: @tokenterminal

Marc Andreessen: “This is the grand unification of AI and crypto” “I think AI is the killer crypto app… It’s now obvious that AI agents are going to need money. It’s already happening.” Marc explains: “My friends, who are the most aggressive users of OpenClaw, have given their Claws bank accounts and credit cards. And not only have they done it, but it’s obvious that they needed to do it… It’s just completely obvious. The number of people who have done that today is, I don’t know, probably 5,000 or or something. But it will grow. That’s how these things start.” Source: @latentspacepod (Apr 2026)

Jamie Dimon says JPMorgan must move faster as tokenization reshapes finance. "A whole new set of competitors is emerging based on blockchain," he wrote in his annual letter to shareholders. This comes after JPMorgan launched MONY, its first tokenized money market fund, directly on public Ethereum in December. Tokenized funds on Ethereum have gone from near-zero to ~$22B in market cap. The world's largest bank is live on Ethereum, and its CEO is publicly saying they're still not moving fast enough. Chart source: @tokenterminal

ETH/BTC cross is getting very interesting here and is consistent with the rising business cycle (ISM) and rising liquidity... 1/

The ETH valuation debate: @RaoulGMI: "People say we should value Ethereum based on its fees. That doesn't get what it is." "This is not a company that earns revenues. This is a network that enables an entire group of businesses to build upon it"

Ethereum Researcher Justin Drake, who co-authored Google's recent quantum paper: "I've stopped thinking about post-quantum as a hurdle that we have to overcome, and I think of it more as an opportunity. It's an opportunity for Ethereum to stand out as the very first global financial system that is post-quantum secure — not just relative to its competitors, but also relative to fiat and tradfi." Justin also believes quantum presents an opportunity for Ethereum to become the best version of itself: “The move to post-quantum is essentially a rewrite, and that’s a massive opportunity to start with a clean slate and wipe our technical debt.” The rewrite bundles post-quantum security with a new ZK virtual machine (LeanVM) that can snarkify the entire consensus layer in real time. The result is that the Ethereum L1 can scale to 10,000 TPS at 1 gigagas/second — while simultaneously becoming quantum-secure. Source: @Bankless (Mar 2026)

@OttoMaddox99 @ConfuEth Oh I know. Been impatiently waiting alongside and it’s time.

@VivekVentures @ConfuEth Bro we've been waiting ... loooooong time.

Ethereum’s exponential era is going to be a sight to see.

@CryptoCorner26 @TokenizedDollar I think we see a meaningful repricing starting this year. Never been a better lineup of catalysts for institutional Ethereum adoption than now

@VivekVentures @TokenizedDollar What’s your timeframe out of curiosity?

@fede_intern @ETHGasOfficial @lepsoe is the brains behind this and is also awesome

Looking to speak with somebody from @ETHGasOfficial. Got a big idea.

“This is why Ethereum is the only option — it’s the only way forward as the neutral infrastructure that everyone can agree on”

There are 2 institutional-grade store of value assets: BTC and $ETH

Coinbase Institutional Research: "Staking changes ETH . . . can support more persistent demand if institutions begin to think of ether as productive collateral"

Ethereum will become the world’s first post-quantum store of value.

@perkinscr97 @FTI_Global Congratulations! You’re going to make Franklin even more of a crypto juggernaut. Incredibly happy for you and the team!

Today, I’m very excited to announce that I will be joining @FTI_Global as the head of Franklin Crypto. The convergence of traditional finance (TradFi) and the digital asset ecosystem is no longer a "future" trend—it is the reality of 2026. As I prepare to step into my new role leading Franklin Crypto with @sethginns and Tony Pecore, I am incredibly energized to help lead this firm’s continued evolution in a space that is fundamentally rewiring how global markets operate. Crypto’s institutional era is upon us, and to succeed, Franklin Crypto must leverage its deep and unique understanding of crypto and traditional finance to build differentiated, scalable and compliant products for our clients. My journey has always been defined by a foot in both worlds: the rigorous, disciplined structures of traditional finance and the high-velocity innovation of the crypto markets. At Franklin Templeton, my goal will be to leverage this unique vantage point to partner with our clients, building the institutional-grade products they need to succeed in this new digital frontier. We aren't just observing the market; we are active participants in its transformation. Markets are tokenizing. The once-distinct lines between crypto and traditional assets are blurring into a single, cohesive financial landscape. Perhaps most importantly, the era of the "9-to-5" market is fading as we embrace the reality of 24/7 global liquidity. It is fascinating to look back even just a few years. Previously, there was a perceived "reputational risk" for an institution to be involved in crypto. Today, that narrative has completely flipped. In 2026, the true reputational risk lies in not having a digital asset strategy. As the "Institutional Era" of crypto takes hold, our clients expect more than just exposure—they expect sophisticated navigation with people they can trust. Franklin Templeton has spent years building the foundational infrastructure—including the proprietary Benji Technology platform—and the deep internal expertise necessary to manage these assets with the same precision as any traditional portfolio. The timing for this transition couldn't be better. We are currently seeing a unique divergence: while broader market sentiment may fluctuate, the underlying fundamentals of the crypto markets continue to improve at an exponential rate. Our mission is simple: to attract the best investment talent, build leading digital infrastructure and support the needs of our clients in this exciting new world. We differentiate ourselves through an exceptionally deep knowledge of both crypto-native protocols and traditional asset management. By combining this expertise with Franklin Templeton’s legacy of operational excellence, we are perfectly positioned to deliver for our clients as they scale their own digital journeys. I look forward to what we will build together.

Coinbase Institutional Research: "ETH is increasingly being moved into low-turnover ownership buckets"

ETH will be the first asset that will thrive post quantum, post AI agent proliferation, and after every asset in the world is tokenized. There’s only one future-proofed, productive store of value. Ticker is $ETH.

New Op-Ed from Etherealize General Counsel @syelderman in @CoinDesk on why privacy is the next regulatory frontier to onboard banks, asset managers and market makers. "Much of our law already recognizes that financial privacy is not only an important civil liberty, but an essential economic good. Software developers and market participants do not need loopholes; they need to know what the law requires of them."

“So that’s why we decided to do an L2 — that way we can customize everything we want to do to really make The Robinhood Chain the best real world asset chain, and at the same time, have all the benefits of Ethereum.” L2s are the best business model for blockchains.