What do y'all think of these thoughts by @ryanb.eth?

1. I agree that the narrative for ETH is still complex
2. I agree that the solidity of BTC's digital gold/fixed supply framework is elite
3. But at the same time I do believe that supply/demand matters, and ~deflationary ETH is powerful

What is your current best take for the single biggest driver of ETH's value?

What do y'all think of these thoughts by @ryanb.eth?

1. I agree that the narrative for ETH is still complex
2. I agree that the solidity of BTC's digital gold/fixed supply framework is elite
3. But at the same time I do believe that supply/demand matters, and ~deflationary ETH is powerful

What is your current best take for the single biggest driver of ETH's value?

https://x.com/ryanberckmans/status/1832097922676080755

building /comma & comma.org/ | in pursuit of more aliveness and a life of significance | prev: founding team @ Tally Health, investor @ L Catterton

I like that

To use @ryanb.eth's framework from his tweet, it's kind of like how some people buy oil to use (hot utility value), and some trade it as a commodity due to its financial value (cold store of value)

I like drake’s framework there is some portion of supply that will be cold SOV value due to defi and staking then there is some portion that will be hot utility value fees etc. and ultimately it’s the combination of these two that will drive substantial value