$FLUX
Cooling DownSnapshot Window: 2026-07-06 20:50 UTC · ← Back to Crypto Overview
Social Momentum Summary
Total Engagement - Comments: 7, Retweets: 0, Likes: 5, Impressions: 78
Verbatim Community Citations & Social Evidence 1 source posts analyzed
My man, your analysis isn't the only thing aligned with ETH at $20k, there's onchain metrics that inevitably push ETH to $20k and much higher in the next few years. A violent repricing as the world tokenizes so much value and brings it onto Ethereum. [Spoken audio]: Tom let's do some a little forward-looking exercise here So say we stay on this current trajectory of you know Ethereum looks to be winning the early battle of tokenization in RWAs and I Don't think it's crazy that there will be trillions of value on Ethereum L1 in Could even be five years could even be sooner But I'm curious if if you've done any like you know taken taken your model taking your thesis here and just applied it out like hey say we are sitting at two trillion or five trillion what do you think ETH price looks like in in some of those scenarios? Yeah it sounds crazy these numbers and you kind of throw them out there right like Vennac and Standard Charter and then Tumbly have all these price forecasts that are 20, 30, 50,000 you're like how did they get to these numbers? And if you just sort of use the model that I said you You take the aggregate amount of assets on the chain today, and you apply a framework whether it be one-third or half of the sort of consensus you need to hold to actually disrupt the native chain itself. Then you can apply some level of, let's call it premium, folks have called monetary premium in the past. I think using this stuff as money for validating it in your head is sort of silly, and I always have, but there has been a little bit of a premium up and above kind of the base level of where these kind of like called book value these assets are and that's been between like one at the top level five acts of what the actual book value of the chain itself is holding you get to some pretty crazy numbers. So in a sort of 750 to a trillion dollars of net assets on Ethereum itself you get to a price target per ETH of $20,000 to $50,000, which seems outlandish, but if you think of this blockchain holding a trillion dollars of network activity on top of it and the asset itself is integral to the consensus and security, it becomes like, okay, that sort of makes sense. I kind of get that now. So the numbers, they don't have to rewrite tomorrow, but if you continue to appreciate based on this level of assets and based on the framework that I've outlined here, that's what it means to secure the network.
