Ethereum is Digital Oil: The Bull Case for ETH with Vivek & Danny Ryan from Etherealize

Bankless

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Tech News, News, Technology

4.8 • 1.1K Ratings

🗓️ 12 June 2025

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek and Danny Ryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. We explore ETH’s misunderstood monetary design, its strategic role for institutions, and why Wall Street is waking up to Ethereum not just as a network, but as an investable asset. This is the case for ETH as the asymmetric opportunity of this generation. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance ------ TIMESTAMPS 0:00 Intro 0:52 The Bull Case for ETH 3:18 Why ETH? 6:35 Pitching to Wall Street 10:59 ETH is Digital Oil 21:29 ETH’s Monetary Policy 37:37 Why Hold ETH? 43:42 ETH/BTC Ratio 47:20 ETH is a Store of Value 53:55 Ethereum’s Scaling Path 1:03:08 Ethereum’s Renaissance 1:07:06 Ethereum Competitors 1:10:14 The Report 1:12:29 Vivek in Congress 1:13:33 Closing & Disclaimers ------ RESOURCES The Bull Case for ETH Report http://ethdigitaloil.com/ VIvek Raman https://x.com/VivekVentures Danny Ryan https://x.com/dannyryan Etherealize https://x.com/Etherealize_io ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Transcript

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0:00.0	It's not going to be long until people say ETH belongs in a portfolio with Bitcoin.
0:04.6	But coming back to the tech stock part, it's just, you're missing the forest for the trees.
0:08.3	You're saying that cash flows are just one tiny, tiny portion.
0:12.1	We should be looking at what digital oil means for the digital economy, what a store of value asset, what a reserve asset, what a fuel actually means.
0:22.4	And that belongs in the same conversation, the same valuation zone as Bitcoin, if not
0:28.2	higher.
0:31.9	Back this nation, we have Vacant Danny from Ethereumize.
0:34.7	They just released a report.
0:36.9	I really like the name here. It's called
0:38.4	the Bull case for Ethereum, digital oil, store of value, and global reserve asset for the digital
0:46.7	economy. Vec, Danny, welcome back to Bankless. Thanks for having us. All right, let's get into it.
0:53.4	There's a lot of bullishness in this report today.
0:55.8	What is the bull case for Ether the asset?
0:59.2	I'll throw this one to, well, who wants it?
1:01.2	Danny, Vivek?
1:02.2	Who's more bullish between the two of them?
1:07.0	Vivek, please.
1:08.9	I will kick it off.
1:09.9	I think that we are in this Renaissance period where everyone knows the value of Ethereum, the platform, Ethereum, the blockchain.
1:16.8	We're seeing institutional adoption.
1:18.7	We're seeing tokenization.
1:20.1	We're seeing stable coin adoption.
	...

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