Ethereum Going Back on Offense

The Ethereum Foundation is doing its core job by focusing on security, privacy, and the protocol rather than short-term marketing. Decentralization is a feature that institutions require for credible neutrality. Ethereum stands as the future settlement layer of global finance, with the largest developer ecosystem and properties that prevent arbitrary changes by concentrated owners. Like Amazon in its early days, critics miss ETH’s long-term TAM as the entire financial system through stablecoins, tokenized RWAs, DeFi, and agentic finance, driving network growth and ETH’s monetary premium. The asset and network are inseparable. Smart capital deploys when sentiment hits extreme fear, as seen in post-FTX moves by disciplined investors. Ecosystem stakeholders must lead go-to-market efforts for institutional adoption as the EF narrows to CROPS. I am investing heavily and advocating for the coming super cycle.