- ETH reserve asset of onchain economy
- lower inflation than BTC (0.7% vs. 0.8%)
- realyielding 2.3% rn (BTC: -0.8%)
- permissionless collateral for biggest Defi ecosystem, can be used to increase realyield (BTC has no Defi & no restaking, see below)
- realyield can be increased even further with EigenCloud restaking (+1% with risk tradeoffs)
The only missing piece is better educated investors, ETH already deserves to have same allocation like BTC.
Longterm even more since BTC has security issues next 10 yrs.
... We already saw first steps with Blackrocks tokenized fund, Sonys L2 Soneium or Bloombergs integration of Polymarket into it's terminal. Much more to come here.
- Blockchain tech provides resilient and scalable infrastructure for most usecases.
2/n
- In this world L2s are used intensely and provide execution for most but not all usecases. With ETH being the global single point of truth regarding blockchain contracts L1 retains always a premium due to it's accessability in black swan events & it's maturity.
3/n