Stop treating Ethereum adoption as a referendum on ideological purity. @vitalik.eth’s recent concerns about "losing the ethos" are valid, but they miss the structural reality of what ETH has become.

What will ETH’s % dominance be in 2026 vs. BTC vs. ALTs? Read my prediction: 👇 Over the past three years, crypto market structure has undergone a clear reordering. Bitcoin’s dominance rose sharply—from roughly 39% at its lows to as high as 65%—as markets increasingly recognized Bitcoin as a category of its own: a “sp... Show more

wamougayar.xyz/valuing-the-... How the market is missing Ethereum's role as economic infrastructure, not just another blockchain

Re-engineering trust is the highest level blockchain value proposition. Way higher than transaction speed or fees earned. And way more difficult to achieve.

Crypto’s Missing Dot-Com Moment The dot-com crash was brutal—but it was also clarifying.

The dot-com crash wiped out bad businesses. Crypto crashes don’t. Only fraud seems to kill crypto projects. Zombie chains and tokenized garbage fake life, never die, and choke the oxygen out. That’s a structural drag on the whole industry.

Announcing a new seminal report, explaining why markets are valuing Ethereum entirely wrong, and what its actual multi-trillion potential looks like. The Internet's Blueprint for Ethereum: A Trillion-Dollar Public Goods Valuation Framework Download link: ethmrc.com/the-internet...... Show more

A clear shift is underway: crypto’s next era will be driven by measurable fundamentals, not narratives — with DeFi, corporate-style chains, Bitcoin, and Ethereum each revealing distinct valuation models for a maturing industry.

I wrote a letter to the Ethereum community, with a key message to expand its ambition, elevate its products, and think far bigger than ever before.

Ethereum is the Internet of value. Connect to it, don’t compete with it.

Valuing Ethereum like a corporation is the original category sin. It’s TCP/IP with a price. If TCP/IP had a token, it would have been the most valuable asset in human history. Ethereum is the closest we’ll ever get to that counterfactual.

The Last Dip. An Ethereum Love Story.

Just checked in at Volterra Morning walk in the Tuscan hills