ETH

“More and more people are contextualizing the valuation framework for Ethereum as a capital asset, and you can think about that burn almost like a company using its free cash flow to buy back stock. The units of ETH outstanding should decline as more and more s…”

“One whale went 50 times long on BTC and ETH. Two hundred million dollar position on just a four million dollar investment.”

“And I think it's like some point in five years, a lot of finance is going to run on Solana on ETH maybe on sweet or, you know, like a lot of, I think it's inevitable that, that more and more. Finance will move over to crypto stable coins and having Stripe behi…”

“If you now look at ETH or the Technical University Munich or the KTH in Stockholm, the quality of The founders is very, very different. You barely have any copycats anymore. You really have general, genuine technological innovation and ideas.”

“And I think is probably the most important cryptocurrency outside of Bitcoin. I'm a short on ETH long on Solana”

“We started buying ETH around, I think it was somewhere between six and 10 dollars and Bitcoin was at 600 or so.”

“I think it's actually a store of value, but there's other assets, and I think the way to think about this is that the world is going to be tokenized, so we have more than 200 assets on our platform whether that's ETH or Solana or others, and It could be an NFT…”

“Axie famously worked until it stopped working. Some of that was tied to people's inherent tie-in with crypto. So they were compounding their bets by saying, hey, I'm going to have crypto, and therefore you have to get in with ETH, and then we're going to have …”

“I mean, as a venture manager, you get paid two and 20, maybe more, maybe a little more, maybe a little less, but those are meaningful fees. The reason that you get those fees is because you can outperform you know, an index and you know, every private equity F…”

“Like I think a strategy, you know, a dishonest, but probably successful strategy for one of these billion dollar fund managers would be to, you know, pitch to LPs that you're investing in, you know, bleeding edge crypto that's gonna, gonna push the space forwa…”

“Bitcoin's down. I'm looking right now in the last week, two percent. ETH is down a percent. Like, this is kind of a big nothing burger from how the crypto markets are digesting it, right?”

“I don't even trade ETH. I just buy it.”

“I actually looked recently at my portfolio and like my five-year returns and the like smart investments I made like things where I thought I had edge or some sort of insight that was going to make it, you know, beat the market have underperformed the dumb doll…”

“So I took like a little margin, a couple hundred bucks or something, and started playing around in DeFi, and I quickly realized I couldn't do anything with my ETH because the gas fees would destroy it. Did that for like a couple of weeks. And then in my plan, …”

“The first seed was a little over three million, and that was more or less enough. The next round was like 13, but a ton of it got wiped out, because most of it came in in ETH. And before we found a custodian and were able to sell any of it, a lot of that value…”

“So you could have a situation in which, for example, Solana flips ETH and yet still goes down in value because there's an overall bust cycle.”

“And in fact, 480 artists have already earned over five ETH, which in dollars terms is about over 15,000 dollars on the platform.”

“ETH plus ETC is above sort of ETC before the fork, which is actually interesting”

“I think it's going to be very successful. I'm just not sure I would buy ETH at the current value because of that math.”

“Fortunately, right now, this ETH isn't worth much more, now it's in the range of 60, seventy million dollars.”