The Bull & Bear Cases For Ethereum | Roundup

Bullish:

• $ETH - Ethereum positioned to capture value from RWAs coming on-chain and AI agent activity, with established DeFi dominance and network effects.

  • “I think my book is for Ethereum still lies on two things. Think mainly one is the rural asset side. Like it's kind of clear that assets are coming on chain and Ethereum's still like the main venue for that.”

    Xavier·10:50

  • “I believe pretty strongly that, like, AI agents will use crypto rails. And I think that Ethereum, at least right now, from a credibly neutral standpoint, is the best chance of actually receiving agentic activity on chain”

    Xavier·12:00

  • “I don't think any chain has really caught up to Ethereum DeFi. So to some extent, I think long term, if you believe in DeFi, then you believe in Ethereum being a winner in this space.”

    Xavier·11:46

  • “when a chain wins a specific use case, it tends to be very sticky. And I can't really think of any example actually where a like a use case, like a sector really found product market fit and then fully migrated to another chain.”

    Mike·13:38

  • “Ethereum is this neutral space, I think, which is really, really positive.”

    Mike·15:54

  • “it's great to see that they're, like, getting pretty aggressive with Yeah. Wanting to put out DeFi products or products that tap into DeFi. Yeah. It's, like, not even a question that they would be deploying on ETH.”

    Myles·16:47