source avatarLeon Waidmann

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I think most people FUNDAMENTALLY misunderstand what solana:7vfCXTUXx5WJV5JADk17DUJ4ksgau7utNKj4b963voxs actually is❗ They value it like just another speculative coin.❌ BUT what if ETH is an entirely NEW category of financial asset??? Look at what it combines: 🔹 YIELD: 2.67% annual staking rewards 🔹 SCARCITY: Just 0.86% annual supply growth 🔹 COLLATERAL: $41.5B deployed onchain 🔹 UTILITY: Powers Ethereum and its L2 ecosystem 🔹 SETTLEMENT: A global, 24/7 financial network 🔹 RESILIENCE: Over 11 years of network operation Think about that for a moment. Gold offers scarcity, but no native yield. Stocks can generate returns, but aren't permissionless financial collateral and settlement assets. ETH combines monetary properties, native yield, collateral utility, and a role in securing global financial infrastructure. ALL IN ONE ASSET. And here's where my thesis gets particularly interesting. As trillions in financial assets eventually move ONCHAIN, demand for these capabilities could grow enormously. Of course, not every dollar moving onchain automatically creates value for ETH holders. But I believe the market is still approaching ETH with the WRONG valuation framework. We're not just watching another cryptocurrency mature. We're watching an entirely new type of financial asset emerge. And I think most investors haven't fully grasped what that could mean. 📈 @growthepie_eth @leolanza @fabdarice

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