I think ETH is starting to look really uniquely positioned from a macro perspective. A few thoughts:
1) Store-of-valueness + quantum: Quantum is a real long-term threat. Maybe not “next 10 years,” but markets are forward-looking. If you want an asset you can set-and-forget for 20+ years, you want quantum on the roadmap. The Ethereum Foundation making it a priority matters a lot for ETH’s SOV credibility.
2) AI makes “immutable forever” a tougher sell: With LLMs cranking out code (and finding bugs) at insane speed, the idea that any complex system can be perfectly safe and never need upgrades is getting harder to believe. Better tooling will mean better software, but also faster vulnerability discovery.
3) ETH has the cleanest monetary policy in crypto: No obvious long-term security budget problem, and it’s not running ~5% annual inflation like SOL (or most L1s). Net inflation has been ~0.8% over the last 30 days and ~0.21% since the Merge. Gold’s historical supply growth is ~1.5%/yr.
4) From an energy & infrastructure perspective: ETH also doesn’t compete with AI data centers for power or capital, it’s not exposed to the same security-budget pressure that will come as AI spend intensifies. That structural separation matters and will only become more important over time.
5) Upside optionality: ETH’s economics look sustainable even with historically low fees and without “native/based rollups” yet. If stablecoins + tokenized assets + agentic payments really scale, fee burn could ramp and ETH could go deflationary again. That’s a pretty unique macro setup.
1) Store-of-valueness + quantum: Quantum is a real long-term threat. Maybe not “next 10 years,” but markets are forward-looking. If you want an asset you can set-and-forget for 20+ years, you want quantum on the roadmap. The Ethereum Foundation making it a priority matters a lot for ETH’s SOV credibility.
2) AI makes “immutable forever” a tougher sell: With LLMs cranking out code (and finding bugs) at insane speed, the idea that any complex system can be perfectly safe and never need upgrades is getting harder to believe. Better tooling will mean better software, but also faster vulnerability discovery.
3) ETH has the cleanest monetary policy in crypto: No obvious long-term security budget problem, and it’s not running ~5% annual inflation like SOL (or most L1s). Net inflation has been ~0.8% over the last 30 days and ~0.21% since the Merge. Gold’s historical supply growth is ~1.5%/yr.
4) From an energy & infrastructure perspective: ETH also doesn’t compete with AI data centers for power or capital, it’s not exposed to the same security-budget pressure that will come as AI spend intensifies. That structural separation matters and will only become more important over time.
5) Upside optionality: ETH’s economics look sustainable even with historically low fees and without “native/based rollups” yet. If stablecoins + tokenized assets + agentic payments really scale, fee burn could ramp and ETH could go deflationary again. That’s a pretty unique macro setup.
https://x.com/LorenzoARK/status/2015516882053239269
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