15 - ETH is undervalued - Bonus Episode

Talking ETH price vs. fundamentals
Jun 3, 202000:52:27

Inside the episode

The Bankless boys think ETH is undervalued and they explain why.

Also, a talk on governance why putting it on-chain is a money killer. Join Ryan and David in this special bonus episode!


  • ETH fundamentals are fire

    • Metrics 

      • Gas usage at all time higher

      • Daily active users up

      • Stablecoins on Ethereum up

      • BTC tokenized on Ethereum up

      • Network fundamentals up!

    • So why isn't price up?

    • Maybe ETH is Undervalued!

  • New wallet is protocol sink thesis!

  • Maker on Coinbase is a big deal

  • On-chain gov hurts store-of-value 

    • Decreases credible neutrality

    • Handing the keys to plutocrats


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