Ethereum’s Incredible Position gm Bankless Nation, This market is a struggle, but Ethereum was built on resilience. In today's essay, David Hoffman talks about the bright future for Ethereum, thanks to two under-discussed catalysts. Join Bankless Premium to dive deeper, luma 🫡
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OPINION Ethereum’s Incredible Position Look – I don’t like the prices right now either. Sub-$2,000 ETH in 2026 is not what I thought would happen. Instead, what’s happening is a macro environment that Ethereum has explicitly built defenses against. Two things are defining this moment: - Bear Market Apathy
- The Quantum Threat
Bear Market IrrelevanceWhen the tide washes out, things die. Gone are the days of easy money, persistent interest in new L1s, and the speculative fervor needed to bootstrap otherwise unnecessary projects. We are no longer in one of those eras, and the industry’s malaise reflects a growing fear that they may be gone for good. Things may never be easy again. But Ethereum was never... FRIEND & SPONSOR: MEGAETH We're past "in it for the tech" or "in it for the money." MegaETH is bringing you products worth using, powered by USDM. . . . WHAT YOU MISSED Community Mandate 📈 The Asset🏛️ The Protocol📱 The Apps🤫 The Privacy Stack🐸 The Culture💽 The Tech . . . WEEKLY ROLLUP The World Is on the Clock We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and their effects on global markets.
Highlights include Tom Lee's ETH staking venture, the NYSE's stock tokenization, and emerging quantum computing developments. We also touch on Coinbase’s stock dip, Tether’s auditing, and Fannie Mae's acceptance of crypto as collateral. Tune into this week’s Rollup! 👇 |
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