David Hoffman

It's becoming consensus for the big institutions, right?

You're not going to get fired for picking Ethereum because BlackRock and JP Morgan are there if you're figuring out where to tokenize your assets.

And like, that's where the L2s are building on, right?

Like the L2s aren't building on any other chains, right?

Like that's where

Robinhood, Coinbase are all betting big on Ethereum and they're bringing their user bases there as well.

So I think the network effects are pretty much unassailable.

And I think that's why Ethereum's market cap is like 10x next nearest competitor.

Yeah, I think the biggest thing is that it just needs to be understood, right?

Like if you go ask anybody about, right, or your average Wall Streeter about like the monetary properties of ETH, they probably wouldn't be able to argue, make a strong argument either way.

And that's kind of like why I wrote this report.

I just feel like this isn't really understood.

And you kind of need, right?

I think people like just underestimate the power of ideas and kind of like the written word.

And like, I think Sefadin Amas' book, The Bitcoin Standard...

made huge inroads for the, it just laid it out of like why Bitcoin's better than gold.

And then more and more people read it.

They spread, they evangelize it to their friends.

And then everybody's like, oh yeah, it's like gold, digital gold.

And that narrative took off.