Steve Grasso (@grassosteve)
@grassosteve
CEO Grasso Global | Wall St/NYSE pedigree | CNBC Fast Money regular | Advisor to corporate boards | Keynote speaker at conferences & business roundtables
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$ETH market cap $256B.
The stablecoins running on it = $322B up 10x in 5 years, headed to $2T by 2030.
The tokenized real world assets settling on it are $65B, which are up 245x since 2020, headed to $10T by 2030.
The infrastructure is worth less than what runs on it.
Also the ETH/BTC ratio is at a 5 year low.
Either the thesis is wrong or the price is. I am betting on the latter.
Any strong opinions out there based on existing/projected data/facts?
$ETH
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