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Stakeyour.eth

@stakeyoureth

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Stakeyour.eth pfp
The bull case for $ETH and why this time it's different: 1. $140B+ in stablecoins & $10B+ in tokenized RWA 2. An official marketing/BD arm 3. Widespread adoption 4. Multiple ETH treasury strategies 5. Regulatory approval + pro crypto administration 6. EF reorg & cultural shift Ethereum didn't have any of the above between 2015-mid 2024. If anyone ever asks why you're bullish on ETH and the investment thesis behind it, tell them to study this image (it's kind of large so be sure to zoom in). ETH is severely undervalued simply because in the last decade Ethereum didn't bother to market itself when: 1. The infra wasn't ready yet 2. It had minimal adoption in a hostile regulatory environment 3. The rest of the crypto space was shilling vaporware/PnDs/memes The circumstances have completely changed now, and TradFi is JUST starting to understand Ethereum as institutional adoption picks up. Smart money has already realized Ethereum is the next evolution of the web, financial infrastructure, and digital economy.
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Fun fact: Ethereum has the highest economic security in terms of staked value, AND the most validator nodes AND the most home stakers* out of all top smart contract chains. Ethereum: 8,200+ Solana: 1,144 Sui: 114 Cardano: 2,990 BSC: 45 Tron: 27 Note: Home stakers are defined here as validator nodes being hosted on a residential connection, instead of a datacenter/cloud provider. I'm not referring to independent node operators (non-institutions/companies), which exist on other chains as well (albeit in small numbers). Excluding Ethereum, it appears the validator set of every top smart contract chain is basically just a bunch of crypto companies (CEXs, VCs, staking providers) running nodes in data centers/cloud. For any serious institution looking to leverage blockchain technology that prioritizes security and decentralization, then Ethereum is the only logical choice.
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Fun fact: Ethereum's Nakamoto coefficient (min number of validator nodes/operators needed to disrupt the network) is actually double Solana’s right now (details below). ETH = 41 SOL = 20 LIDO ≠ 1 entity (common misunderstanding that leads to incorrect takes) Lido is a network consisting of 500+ independent operators. I could be disingenuous and claim that means the coefficient is 500+ but I won't. Sol Foundation originally counted Lido as 1 operator but was also willing to revise their reports. The reality is that ~96% of current stETH is from the curated module, an independent group of 36 operators. So the correct calculation is: ETH: 36 (Lido curated module set) + 1 (Coinbase) +1 (Kraken) +1 (Binance) +1 (Kiln) +1 (Etherfi has multiple operators but afaik list isn't public so counting as one entity) = Top 41 validator operators for 50%+ of staked ETH to disrupt the network. Solana: Top 20 validators by stake needed to halt/censor the network.
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