Episode Details

The Real Ethereum Bull Case With Ryan Berckmans
5/18/2025
The Gwart Show | Bitcoin Tech & Culture

Key Insights

Bullish:

  • 🟢 $ETH - Ethereum is expected to become a multi-trillion dollar asset due to its strong fundamentals, the success of L2 solutions, and increasing L1 fees, despite recent challenges and negative sentiment.
    • Ethereum is absolutely on the right path. And the the set of unforced errors from the Ethereum community combined with, warrening Gensler's war against crypto, which was really more like a de facto war against Ethereum, have put us into a really tough situation price action wise and sentiment wise.” - Ryan (1:41)
    • When the L2s are crushing it even like 100 x harder than they're already crushing it today and when that is accompanied by l one fees going back up, then people will finally, writ large, believe in ether again, and we're gonna see ether become a multitrillion dollar asset right up there with Bitcoin.” - Ryan (48:13)
  • 🟢 $LAYERTWO - 🔒
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  • 🟢 $BASE - 🔒
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  • 🟢 $WORLD - 🔒
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  • 🟢 $IMX - 🔒
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Bearish:

  • 🔻 $LAYERONE - 🔒
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