$ETH is undervalued at a $450bn mkt. cap Global cloud computing will be a >$1 trillion market by 2026 and the future of software is leaning towards decentralized compute & open source. $ETH will capture >80% of TAM given its network effects, and also accrue a monetary premium. Tweet added by Daniel Cheung @HighCoinviction

Daniel Cheung

3 years

$ETH is undervalued at a $450bn mkt. cap Global cloud computing will be a >$1 trillion market by 2026 and the future of software is leaning towards decentralized compute & open source. $ETH will capture >80% of TAM given its network effects, and also accrue a monetary premium.

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Marcel Buen

@mbuenn

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph Imo, Ethereum will probably only host high value contracts for which decentralization is relevant. Not sure how ETH is supposed to capture ~80% of AWS for example given costs and scalability

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Daniel Cheung

@HighCoinviction

3 years

@mbuenn @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph Decentralized blockchains lowers the cost curve for new entrants; centralized software will not be able to compete as a result. $ETH allows developers to design protocols with unprecedented levels of scale as infrastructure is decentralized & value is distributed more broadly.

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There is no pivot.

@jonphorvath

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph that's just not how valuation works

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Daniel Cheung

@HighCoinviction

3 years

@jonphorvath @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph Too lazy to fully respond but sending something from follower. "Global economy = $80T in transactions. ETH takes 10% and network takes 1% fee. $800B in yearly revenue." Pick your year and hype multiple. You seem like someone who got left in the dust from value investing.

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Justin d'Anethan

@justindanethan

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph @thomas_luhn @S_Tsouris @charlesferrant

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168888

@i168888

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph @readwiseio save

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SOCIΔL CRΞDIT™ 9000 🦄🦄🦄

@CE150d

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph @MessariCrypto where is this image from?

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Messari

@MessariCrypto

3 years

@CE150d @HighCoinviction @ethereum @VitalikButerin @ethereumJoseph @CE150d You can find it on our special report "ETH 2.0: The Next Evolution of the Cryptoeconomy" pg. 38

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monkeyOnTheLoose.eth

@monkeyontheloo_

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph ETH is not going to replace cloud compute....

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Tokyo

@TokyoxLACult

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph People have heard me, people have ignored me, and a few will prosper. A—Thereum

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Mutawa.eth (♢,♢)🦇🔊🐼

@MutawaAhmed

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph If the world will be more digitized, things will be more tokenized, then get programmed and settled under the most secure network, ethereum.

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Bila Kindaza

@BKindaza

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph Where do you think the price of ETH will be by 2025?

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Crypto SJ You just #HODL

@SJCrypto

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph Good point

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Clockwork Rainbow

@ClockworkRain

3 years

@HighCoinviction @MessariCrypto @ethereum @VitalikButerin @ethereumJoseph Global economy is $80T in transactions. ETH takes 10% and network takes 1% feee. $800B in yearly revenue. Some call it bull and I say they’re right.

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