ETH will be reserve currency of largest global economy.
Which will be onchain AI economy.
Longterm ETH is a no brainer:
- reserve currency w lowest inflation / deflation
- realyielding 2.3%+, potentially 4%+
- state level secure with no counterparty risk
- most permissionless
... 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