📺 Why $ETH is going to $3T | Ryan Allis
CORRECTION: It's actually ETH to $4 Trillion 👀
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Ryan Allis is the managing partner at Heart Rithm, and a serial entrepreneur with 20 years in technology, marketing, and business. Ryan writes about Ethereum, Bitcoin, Polkadot, DeFi, Blockchain, Web3, and the future of money on his substack - Coinstack.
Today, we're evaluating ETH according to Ryan's recent DCF (discounted cash flows) model, and getting to the bottom of why ETH could be fairly valued at $10k with a market cap of $3 Trillion.
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Do we have access to that spreadsheet?
How do you think L2 tokens/activity changes the DCF? Also, if NFT's slow down on L1 do you think there's enough DeFi people or activity to fill the block space?