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Clip below is from a presentation called 'The Road To 80k $ETH: Tradfi, Treasuries, And Trump'...
from Mantle's Tim Chen- @tx0zz - that I highly recommend watching if $ETH price appreciation is a subject that interests you :)
Is also very interesting re: Mantle... which remains one of the more fascinating projects in crypto right now...
It was originally an L2, but they have basically evolved far beyond that and are now sort of becoming this giant crypto giga-entity building a variety of solutions vis a vis the global economy's evolution into a blockchain-based system...
Most well-known examples are all their 'Blockchain For Banking' stuff and their new UR Neobank app but there's a bunch of others as well...
Actually reminds me of Coinbase where it started as just a cex but has now basically evolved way beyond that where its sort of this blockchain-industrial behemoth now that is building out the rails and interfaces and etc of the new global financial system in a bunch of different ways...
But yeah, re: Mantle and Tim Chen in the video below, one of the areas they are focused on (interestingly) is the Treasury Company space and its intersection with $ETH...
Below video was recorded at Cannes/EthCC back before $ETH went on its current run and it basically outlined exactly what was going to happen with the Treasury Company meta colliding with $ETH and the absolute tear its been on the last few weeks...
I think Tim is 100% correct that we are still at the very very beginning of this new bull market and there are going to be some absolutely massive W's stacked up at this intersection of variables that the video talks about...
And then re: $80K $ETH.... that obviously sounds like a meme at first... HOWEVER... that's like an $8T market cap and as an inveterate permabulltard I can make the case for it :)
...as it is literally only 1/3 of gold's (current) market cap and will likely still be smaller than $MSFT and $AAPL when/if it happens... as they will likely have doubled or tripled in the next 5 years as well and very likely both be over $10T by that point...
so honestly when you take the speed of the ongoing debasement into account I don't think the idea of $ETH hitting an $8T market cap someday is that crazy to be perfectly honest :)
But yeah, highly recommend watching it in full - will include link to full version in next tweet!
@tx0zz Link to full video:
@tx0zz

25.7. klo 21.17
Clip below is from a presentation called 'The Road To 80k $ETH: Tradfi, Treasuries, And Trump'...
from Mantle's Tim Chen- @tx0zz - that I highly recommend watching if $ETH price appreciation is a subject that interests you :)
Is also very interesting re: Mantle... which remains one of the more fascinating projects in crypto right now...
It was originally an L2, but they have basically evolved far beyond that and are now sort of becoming this giant crypto giga-entity building a variety of solutions vis a vis the global economy's evolution into a blockchain-based system...
Most well-known examples are all their 'Blockchain For Banking' stuff and their new UR Neobank app but there's a bunch of others as well...
Actually reminds me of Coinbase where it started as just a cex but has now basically evolved way beyond that where its sort of this blockchain-industrial behemoth now that is building out the rails and interfaces and etc of the new global financial system in a bunch of different ways...
But yeah, re: Mantle and Tim Chen in the video below, one of the areas they are focused on (interestingly) is the Treasury Company space and its intersection with $ETH...
Below video was recorded at Cannes/EthCC back before $ETH went on its current run and it basically outlined exactly what was going to happen with the Treasury Company meta colliding with $ETH and the absolute tear its been on the last few weeks...
I think Tim is 100% correct that we are still at the very very beginning of this new bull market and there are going to be some absolutely massive W's stacked up at this intersection of variables that the video talks about...
And then re: $80K $ETH.... that obviously sounds like a meme at first... HOWEVER... that's like an $8T market cap and as an inveterate permabulltard I can make the case for it :)
...as it is literally only 1/3 of gold's (current) market cap and will likely still be smaller than $MSFT and $AAPL when/if it happens... as they will likely have doubled or tripled in the next 5 years as well and very likely both be over $10T by that point...
so honestly when you take the speed of the ongoing debasement into account I don't think the idea of $ETH hitting an $8T market cap someday is that crazy to be perfectly honest :)
But yeah, highly recommend watching it in full - will include link to full version in next tweet!
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