Ethereum isn’t just another altcoin, it’s the foundation of the modern digital economy. In this article, we divedeep into the ETH BULL CASE (from our friends at Etherealize), one of the most compelling investmentopportunities of the next decade. Here’s the TL;DR, broken down RR2-style.
We also dive into a comparison between the top blockchains. The battle for blockchain supremacy as never been as strong as it is right now. We are going to exclude Bitcoin from this conversation in our report. To begin with the full upfront acknowledgement that Ethereum remains the king of L1s with EVM. With a $420B market cap nothing really comes close in terms of its value in this area.
Our Under the Radar project for the month is Wormhole. Wormhole Raised around $250M circa 2022 by industry leaders including : Coinbase Ventures, Multicoin, Arrington Capital, Jump and Brevan Howard. These are top drawer TradFi players. They launched their $W token in April 2024 at around $1.5 per token. They issued a massive airdrop to early adopters and community which was just short of $1B one of the biggest we have seen. Wormhole supports around 35 blockchains currently most notably bridging ETH, Solana, EVM L2s and Cosmos chains.
Large Asset Under Management Companies continue to stack either via spot ETF’s or their Treasuries. Over the past few months, we’ve seen major asset managers like BlackRock, Grayscale, Bitwise, and others pour billions into Bitcoin and Ethereum ETFs. For newcomers to the space, this might just sound like “more money moving around” but it’s actually a huge milestone for crypto. We break it down deeper in our research.
Real World Assets continues to be the strongest narrative in crypto at the moment. Crypto has had its fair share of buzzwords over the years: ICOs, DeFi, NFTs, memecoins. Some stuck, some
didn’t. But one narrative that’s gaining serious traction, especially with traditional investors: is Real World Assets (RWAs). So what exactly does that mean? And why should you care? We share more in our research.
