The Ether Machine: How ETH Becomes the Internet’s Reserve Currency | Andrew Keys & David Merin

Bullish:

• $ETH - Strong conviction in Ethereum's fundamental value and role in the future internet economy, with active large-scale acquisition and staking plans. Belief in ETH as the key commodity for the future internet, requiring active management for optimal returns.

  • “Ether is the commodity to the future of the Internet. Ether is the fuel for every computational step necessary to process a transaction on the future of the Internet.”

    Andrew·0:00

  • “So part of our raise has been in kind contribution, and part of it has been dollars. And the in kind contribution is being contributed right now as we speak.”

    Andrew·4:07

  • “Properly capitalizing on Ethereum requires active use and management to maximally capitalize on that. That doesn't lend itself to a passive wrapper like an ETF.”

    David·32:06

  • “I wouldn't have done this if I didn't think Ethereum is the only true blockchain to be the substrate of the next generation of the Internet.”

    Andrew·56:46
• $INSTADOPT - Strong belief in the trend of institutional adoption in the cryptocurrency space, particularly in Ethereum and DeFi, driving current business strategies.

  • “We very much think the theme of this cycle is institutional adoption. Right? That's why we're doing this right now.”

    David·58:03

  • “The bold brackets are starting to engage in DeFi. They're taking a conservative approach, and one of the things they're looking for are clean blocks that have no other transactions to any other unknown entities, including unknown validators.”

    Andrew·59:52