Grand Pre ری ٹویٹ کیا
Grand Pre
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Grand Pre
@rickyeverit
I never make predictions, and I predict I never will.
شامل ہوئے Eylül 2022
92 فالونگ800 فالوورز
Grand Pre ری ٹویٹ کیا
“이더리움은 곧 다른 체인에게 밀릴 것이다.”
실제로 수십 개의 “이더리움 킬러”가 등장했다.
EOS.
Cardano.
Solana.
Avalanche.
그리고 매번 더 빠르고,
더 싸고,
더 좋은 기술이라고 주장했다.
⸻
그런데 ShapeShift 창업자 Erik Voorhees는 다른 관점으로 접근했다.
그는 ETH의 강점이 기술이 아니라고 말한다.
“네트워크 효과”다.
⸻
페이스북보다 기능 좋은 SNS는 많았다.
구글보다 기술적으로 뛰어난 검색엔진도 있었다.
그런데 사람들은 이미 친구와 사용자가 모여 있는 곳에 남았다.
기술보다 네트워크 효과가 강했기 때문이다.
⸻
Erik은 이더도 같은 단계에 도달했다고 본다.
사람들은 TPS를 본다.
그는 개발자를 본다.
사람들은 수수료를 본다.
그는 스테이블코인 거래량을 본다.
사람들은 새로운 L1을 본다.
그는 자본과 사용자가 어디에 모여 있는지를 본다.
그리고 지금 그 대부분은 여전히 이더리움 위에 있다.
⸻
그래서 그의 결론은 단순하다.
비트코인이 돈의 네트워크 효과를 구축했다면,
이더리움은 스마트컨트랙트의 네트워크 효과를 구축했다.
더 좋은 체인이 나온다고 해서
사람, 자본, 개발자가 한 번에 이동하지는 않는다.
⸻
그렇다면 Base는?
Erik은 Base가 이더를 이긴다고 보지 않는다.
오히려
이더가 구글이라면,
Base는 유튜브에 가깝다.
이더리움 위에서 가장 강력한 서비스가 될 수 있다는 것이다.
⸻
결국 Erik의 주장은 한 문장이다.
이더리움의 진짜 해자는 TPS가 아니다.
개발자, 자본, 스테이블코인이 만든 네트워크 효과다.
Etherealize@Etherealize_io
Erik Voorhees: “ETH is still the king, and I don’t see it being dethroned" The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies: “I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.” Erik continues: “I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.” However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”: “Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.” Source: @CoinDesk (Dec 2025)
한국어
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THE ENTIRE FUTURE OF FINANCE is being BUILT ON ETHEREUM – and it's about to change EVERYTHING! 🔮💰
English
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ETHEREUM'S GOLDEN TRIANGLE HAS SURVIVED EVERYTHING.
Covid crash. SURVIVED.
2022 bear market. SURVIVED.
2026 correction. SURVIVED.
Nine years of structure intact.
And right now price is at the apex.
This is the moment of truth.
Hold support → breakout inevitable → $10,000 measured target.
Lose support → nine years of structure breaks → big downside opens.
Above $4,350 and $10,000 becomes inevitable. Below $1,950 and everything breaks.
The triangle survived everything the market threw at it.
But this is the decision point.
The next move decides nine years of structure.
Watch this level like your life depends on it.
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I simply cannot overstate how disgustingly undervalued $ETH is right now
And how violently we will v-shape explode past new ATH’s
I’m a simple man. I see sub-$2,000 and I accumulate more by any means necessary
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@Ethereum_Maxis Accumulate. The buyers are gonna rush in. This is going northbound.
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Ethereum is valued at only $200B and people are bearish.
A neutral global settlement layer for stablecoins, RWAs, banks, and the internet economy should be minimum $5T
That’s roughly $41,600 per ETH.
The cope after ETH reprices will be generational.
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@EthereanVibin With Clarity Act in touching distance, 4th july just 3 weeks away. FOMC meeting this week! could actually drop rates 0.25% mega bullish. June 2026 looking back could be when we all saw the bottom of everything but didnt know it.
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❤️💛💚💙
☠️ Ethereum 3rd Cycle Curse.
I could see it 4 years ago.
🥵 I didn’t think we would still be cucked to this extent, but here we are.
Thankfully, its behind us now.
Ethereum is now 4th cycle:
🇮🇱 Israel SuperCycle
🛸 UFO SuperCycle
💵 StableCoin Supercycle
All bullish for ETH.
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@ginamilan_ If you like Donal Trump you will love Rupert Lowe a lot more.
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