Episode Details

Empire Cross-Post: The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans
5/27/2025
Bell Curve โ†—

Key Insights

Bullish:

  • ๐ŸŸข $ETH - Ethereum is expected to significantly outperform Bitcoin and gold in the long term due to its role in the growing on-chain economy and its potential as a global economic hub for freedom and prosperity.
    • โ€œEthereum is 15% of the market cap of Bitcoin and 1.5% the market cap of gold. And as on chain grows a thousand x in the coming years and the lion's share of it is on Ethereum, it's gonna become obvious to folks that in the store value landscape in, like, this this, you know, Ethereum is gonna end up being much more important than people think relative to Bitcoin and gold.โ€ - Ryan (1:03:24)
    • โ€œI think assets back to my fundamental case that I talked about before, assets are coming on chain faster than people think. Right? We just saw the Maldivian government the other day announced their tokenizing $9,000,000,000 worth of real estate and bring that on chain.โ€ - Tom (51:11)
    • โ€œEthereum doesn't sell block space and blob space. You know? It doesn't it doesn't sell l twos or or anything technical. What Ethereum sells is freedom and global prosperity by giving folks self sovereign access to the global economic hub.โ€ - Ryan (8:04)
  • ๐ŸŸข $WORLDCHAIN - ๐Ÿ”’
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Bearish:

  • ๐Ÿ”ป $LAYERTWO - ๐Ÿ”’
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