Larry Fink, the CEO of the largest asset manager in the world, is essentially affirming what $ETH bulls have been preaching for years: tokenization will be the future of finance, it will be much bigger than digital gold, and it will happen primarily on $ETH.
Consider this: For the time being, $ETH is the only tokenization platform that will have spot ETFs and that is officially classified as a commodity. This may hold true for the remainder of this bull cycle.
BlackRock is not only launching an $ETH spot ETF, but it has also chosen Ethereum over all other tokenization platforms to launch their own USD stablecoin (BUIDL).
$ETH is also serving as the main infrastructural network for the most influential and disruptive company in the crypto industry: Coinbase. They have chosen $ETH as their primary network for on-chain services and products. Coinbase will be spearheading consumer-grade products and services focused on USDC on their $ETH L2 network, Base, consolidating $ETH as a settlement layer of the internet and its native digital currency with monetary premium.
$ETH also has the highest cash flow, highest S2F, and highest native real yield of all crypto platforms that would even be remotely considered by institutional investors.
$ETH is a productive asset that will appeal more than digital gold to a broader market. It will do well in a pessimistic macro scenario, but it will thrive in an optimistic one. It also has zero mining structural selling and only marginal selling from stakers who must pay taxes on a deferred basis.
All of this will be heavily discussed by Larry and major financial talking heads after the ETFs go live. All of it is verifiably true, and FUD narratives will have no influence over the herd of institutional investors that is about to come for $ETH.
It's also worth mentioning that institutional investors will gladly pay $ETH's L1 premiums to host their tokens and transact on a network that prioritizes stability and liveness over cheap transactions, while retail investors who are not as concerned about it will find the best UX and cheap transactions on Coinbase's Base.
And all of this is happening while retail is, for the most part, completely sidelined from $ETH because they got distracted by competing smart contract networks and memecoins.
In summary, $ETH has better supply fundamentals than $BTC, and it is a productive and yield-bearing asset. It is also a more appealing execution network for institutions, while L2s will provide the best-in-class UX for retail users and provide incentives for fintech companies to promote Ethereum because they can monetize the execution layer.
We are going much, much higher.
Consider this: For the time being, $ETH is the only tokenization platform that will have spot ETFs and that is officially classified as a commodity. This may hold true for the remainder of this bull cycle.
BlackRock is not only launching an $ETH spot ETF, but it has also chosen Ethereum over all other tokenization platforms to launch their own USD stablecoin (BUIDL).
$ETH is also serving as the main infrastructural network for the most influential and disruptive company in the crypto industry: Coinbase. They have chosen $ETH as their primary network for on-chain services and products. Coinbase will be spearheading consumer-grade products and services focused on USDC on their $ETH L2 network, Base, consolidating $ETH as a settlement layer of the internet and its native digital currency with monetary premium.
$ETH also has the highest cash flow, highest S2F, and highest native real yield of all crypto platforms that would even be remotely considered by institutional investors.
$ETH is a productive asset that will appeal more than digital gold to a broader market. It will do well in a pessimistic macro scenario, but it will thrive in an optimistic one. It also has zero mining structural selling and only marginal selling from stakers who must pay taxes on a deferred basis.
All of this will be heavily discussed by Larry and major financial talking heads after the ETFs go live. All of it is verifiably true, and FUD narratives will have no influence over the herd of institutional investors that is about to come for $ETH.
It's also worth mentioning that institutional investors will gladly pay $ETH's L1 premiums to host their tokens and transact on a network that prioritizes stability and liveness over cheap transactions, while retail investors who are not as concerned about it will find the best UX and cheap transactions on Coinbase's Base.
And all of this is happening while retail is, for the most part, completely sidelined from $ETH because they got distracted by competing smart contract networks and memecoins.
In summary, $ETH has better supply fundamentals than $BTC, and it is a productive and yield-bearing asset. It is also a more appealing execution network for institutions, while L2s will provide the best-in-class UX for retail users and provide incentives for fintech companies to promote Ethereum because they can monetize the execution layer.
We are going much, much higher.
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