
Ethereum just went through its first hype wave and what comes next will be even bigger.
In this episode, we sit down with Vivek Raman from Etherealize to discuss why we're at the end of Ethereum's first hype wave, how ETH treasury companies will shift narratives, and why institutions are still five years behind on understanding Ethereum's value.
We discuss:
- Why We're at The End of Ethereum's First Hype Wave
- How ETH Treasury Company Earnings Will Shift Narratives
- ZK Privacy: The Final Unlock For Institutional Capital
- Digital Oil vs Digital Gold: The ETH Bull Case
- Why This Cycle Won't Collapse Even Below $3,000
- Done Building Bridges to Nowhere: Ethereum's Practical Era
- Why Institutions Are Five Years Behind on ETH
- The Portfolio Allocation Shift From BTC to ETH
The Rollup