ETH to $50k by 2030?! VanEck's Bull Case
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 25 May 2023
⏱️ 69 minutes
🧾️ Download transcript
Summary
Can the price of Ethereum really reach $30,000 by the end of the decade? On the show we go on a journey through VanEck’s new report detailing how exactly Ethereum can get there.
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Topics Covered
0:00 Intro
6:37 ETH to $11.8K
11:17 ETH Versus T-Bills
14:29 Predicting Ethereum Revenue
19:12 ETH As a Currency
25:21 Ethereum Security As a Service
30:20 Base vs Bull vs Bear Case
36:15 $300 or $50k?
45:14 The Impact of L2's
50:08 Ether vs Gold vs Bitcoin
53:56 Applying The Model To Solana
59:47 Inflows Are Important
1:01:45 Van Eck's Investing Strategy
1:05:06 When is The Next Bull Market
1:08:22 Closing And Disclaimers
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Resources:
Matthew
https://twitter.com/matthew_sigel
Patrick
https://www.linkedin.com/in/patrick-bush-9a21a7b
VanEck’s Ethereum Report
https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-ethereum-price-prediction-118k-by-2030/
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Transcript
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| 0:00.0 | Thankless Nation, we have a special bonus episode for you today. |
| 0:06.6 | We have Van Eck on the episode today. |
| 0:09.4 | They made a bold call for the price of ETH. |
| 0:12.0 | Yes, they brought the numbers. |
| 0:13.5 | Is ETH price going to 50k? |
| 0:16.3 | That's what they call their bull case by 2030. |
| 0:19.3 | They also have a base case and a bear case. |
| 0:21.9 | We'll talk about all three of those and the variables that go into it. |
| 0:25.5 | I've got to say, this is probably the best report that I've read on ETH price definitely |
| 0:30.5 | all year. |
| 0:31.5 | Maybe ever. |
| 0:32.5 | It's by one of the most respected institutional analysts in the game. |
| 0:35.7 | This is Van Eck speaking today. |
| 0:37.6 | A few things that we're going to cover and by the way, it's just me solo today. |
| 0:41.0 | David is out. |
| 0:42.0 | But I've got this covered, super excited to talk about what happens when we model ETH |
| 0:47.3 | the asset as we might model an equity based on block space sales. |
| 0:51.7 | We also talk about the base case, the bull case, the bear case for ETH or the asset 50k |
| 0:59.1 | is the bull case. |
| 1:00.1 | We talk about how we got there and the variables that went into this analysis and the puts |
| 1:04.4 | and takes. |
| 1:05.6 | Can we model ETH or the asset as we might model Bitcoin the asset or is it different in |
... |
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