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I believe that the first part of the adoption curve "early adopters" for Ethereum (as the world settlement layer) could be completed in just 5 years:


24.7. klo 23.18
treasury companies kickstart the ETH value accrual flywheel
they are not even close to the endgame for Ethereum
the endgame is:
- the global financial system settling on Ethereum as the world’s settlement layer (for stablecoins and other assets)
- ETH becomes the world’s most important collateral asset
- permissionless and private economic activity occurs alongside the permissioned on neutral, censorship-resistant Ethereum rails
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