Everyone who owns a 60-40 portfolio has exposure to Meta and that stock fell 80% peak to trough in the bare market which was like

more than Bitcoin and you know in our view view, if we are correct that Ethereum is the open source app store, then it is going

to directly attack the margins of a lot of these centralized Web2 companies through a combination of technological innovation and a different

regulatory regime. Bankless Nation, can Eath get to $154,000 by 2030?

That is the number for the Bullcase for Eath that is in Van Xck's Eath 2030 price target, an optimal portfolio allocations report,

which Vanneck is sending around to all of its Wall Street and banking clients in order to inform the world of

TradFi why it's beneficial to include not just Bitcoin but specifically also

Eath into their typical investment portfolio. Now in addition to the

154,000 bullish scenario for E there's also the 22,000 base case and the

340 dollar bear case for Eath.

I ask Matthew on the show to unpack the calculus behind each of these scenarios.

What does the theorem need to do if it wants to earn that bulkcase valuation? What are the factors that go into these numbers and also what about the macro markets how are they factored in and also lastly why it's rational according to Van Eck for all 6040 traditional portfolio investors to include up to 6% of their portfolio in a 50-50 mix of

Bitcoin and Eath now that these things are available to them in their ETFT.F. form.

Before we get into the conversation, our friends and sponsors over at Stakewise,

want you to know what they're up to in the world of liquid staking on

Ethereum.

If you're a solo staker, but your eith is locked up in a liquid because you're solo staking you can

continue to be a solo staker in the stakewise protocol while also being able to

meant O S eith in order to use your solo staked Eath in Defi on layer

2s and I good layer or anywhere else across the ethereal landscape.

You get to keep your rewards that your node is earning

while doing more with your eith.

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