Vivek Raman
@VivekVentures
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Etherealize @Etherealize_io | ex-Wall St high yield credit trader | @MorganStanley @UBS @Nomura @BitOodaCompute @Yale
Ethereum
Joined October 2011
Etherealize's core thesis - decentralization means: - A network, just like the Internet, that is owned by none, and accessible by all - For Ethereum, trust without a single point of failure - Institutional resilience, maximum security, and minimized counterparty risk (1/3)
🚨 HISTORIC MOMENT FOR ETHEREUM 🚨 @VivekVentures, CEO of @Etherealize_io, just delivered a powerful testimony to Congress: ✅ Ethereum is the most secure + decentralized settlement layer ✅ $140B in stablecoins + $10B in tokenized assets ✅ Time to 100x innovation with the
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Bitcoin is a buy-and-hold asset; Ethereum is a yield-generating machine. The Ether Machine is bridging the gap, leveraging our "Avengers" team of ETH pioneers to give public investors access to this productivity through capital markets. (Featuring @AK_EtherMachine on
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Coaches we have created an X page where you can find great young men who are successful on the field and the classroom. We offer a free service to deserving players to promote themselves and a database on X for you the college coach to find talent. Please DM if I can Help You!
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Smart contracts turn promises into programs. They convert legalese into self-executing code that enforces the conditions of the promise. The code is open source and its behavior can be verified by anyone in 1/1,000,000th of the time and cost of enforcing a trad legal contract.
I write this with concern: crypto is congratulating itself for gaining legitimacy—integrating with TradFi and celebrating a sense of arrival—precisely as its conceptual blind spots are widening. There is euphoria in the air, but also a lack of humility and historical knowledge
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This is wrong and reflects a deep misunderstanding of what @ethereum and ETH actually are. What is the price to earnings ratio of gold? Zero. Nevertheless, gold is the strongest currency of the physical world. Similarly, Ethereum is both a network, comparable in scale to Amazon,
Amazon is a network and arguably one of the most successful networks ever built. Which is why comparisons are uncomfortable: when you line Ethereum up next to real, scaled networks like Amazon or Facebook, the valuation gap becomes impossible to ignore. Ethereum at a ~$380B
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Tom Lee settles the $ETH L2 debate 🔥 It’s absurd to think $10T stablecoins on L2’s wouldn’t benefit Ethereum. Facebook mobile in 2007 looked "free" too. Critics missed network effects and Facebook printed trillions. ETH is hyperscaling first. Value capture can adjust later.
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🔥 TOM LEE CALLS FOR $62,000 $ETH "I think Ethereum's going to become the future of finance, the payment rails of the future and if it gets to .25 relative to Bitcoin that's $62,000. Ethereum at $3,000 is grossly undervalued."
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The more I think about it, the stickier I think Ethereum is. The barrier to entry for new smart contract platforms is prohibitively high, there will be far fewer entrants in the future. Also, the GTM Ethereum employed (neutral, no kingmaking, don't compete against your apps) is
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$27 trillion settled. Stablecoins processed more value last year than Visa's entire annual payments volume. J.P. Morgan moves $2B+ daily on Ethereum rails. New report from Etherealize, Nethermind, and L2BEAT on the institutional Layer 2 landscape. Still need more reasons?
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Ethereum = the world's computer Base = the global economy XMTP = the messaging layer
Ethereum = the world's computer Base = the global economy XMTP = the messaging layer @shanemac on building the next internet on open protocols.
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New Report 🚀 The Future of Financial Infrastructure: Ethereum’s Layer 2 Landscape Today we’re releasing a comprehensive analysis of how Ethereum L2s will transform institutional finance: From scalability and privacy to compliance, settlement, and global market structure.
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Has Santiago done the price-to-sales ratio for gold? Or oil?
Santiago explains why ETH is overvalued “ETH is a 380B asset. It will crank out 1B in fees. That’s a 380 times price-to-sales ratio. Amazon never traded at more than 28 times at the peak of the dotcom bubble”
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ETH is digital infrastructure and should be comped to oil and gold. ETH is not a software company. It’s a store of value asset. This valuation arbitrage won’t last forever and creates the most asymmetric upside opportunity in crypto: ETH market cap -> BTC
Santiago explains why ETH is overvalued “ETH is a 380B asset. It will crank out 1B in fees. That’s a 380 times price-to-sales ratio. Amazon never traded at more than 28 times at the peak of the dotcom bubble”
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PeerDAS in Fusaka is significant because it literally is sharding. Ethereum is coming to consensus on blocks without requiring any single node to see more than a tiny fraction of the data. And this is robust to 51% attacks - it's client-side probabilistic verification, not
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First it was just “Bitcoin.” Now it’s “Bitcoin and Ethereum.” As tokenization and stablecoins grow exponentially, it will become “Ethereum and Bitcoin.” And then… $ETH
JUST IN: $12 trillion Charles Schwab says it will offer Bitcoin & Ethereum trading in early 2026.
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$BTC and $ETH are kings 👑 Bitcoin OG flat out says Ethereum won the smart contract war. Developers and stablecoin liquidity confirm it. He suspects Coinbase's Base L2 + ETH is shaping up to be the strongest combo for crypto mass adoption. Sidenote: even Eric's AI @AskVenice
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If I believe crypto has only started a longer bear market there's only 1 coin I want to hold right now, $ETH. If I believe crypto is bottoming and will start the next leg of the bull market there's only 1 coin I want to hold right now, $ETH. Are you starting to get it? All
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Ethereum.
Tokenization is shaping the next evolution of global markets. In @TheEconomist, Larry Fink and Rob Goldstein discuss how tokenization can modernize market infrastructure, enhancing efficiency, transparency, and access by connecting traditional and digital finance. Read more:
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New podcast drop 🎙️ Etherealize CEO & Cofounder Vivek Raman joined @21Shares’ “Off The Block” to talk: ➡️ Ethereum as digital oil & the global settlement layer ➡️ Tokenization & RWAs ➡️ L2s, AI agents & the path to the flippening Watch here:
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We aren’t in a bear market. We’re at the dawn of a secular bull market. $ETH is the best risk reward from here on out.
JUST IN: 🇺🇸 $11 trillion Vanguard to allow clients to access cryptocurrency ETFs and funds starting tomorrow - Bloomberg.
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$ETH, high timeframe Give it time, but 5k+ is coming. The same way everyone was bearish last time (see quoted tweet), calling cycle tops, saying the bear market has started and making their videos officially calling it, or, calling bearish retests, saying we will trend up, but
$ETH And now, $ETH has bottomed, I bought more $ETH. Alright, time for an $ETH analysis. It's been too long. But my interest faded at the time. Now I'm interested again at these prices (the glorious 1500-2000$ range). We called the bottom on $BTC at the very day of the initial
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