POPA ReconThe ETH is Money thesis played out but didn't achieve maximal success due to coordination challenges across Ethereum's stack
The ETH is Money thesis played out but didn't achieve maximal success due to coordination challenges across Ethereum's stack Ethereum excelled as a giver supplying secure blockspace and tokenization at cost, earning its deserved market cap. Remain massively bullish on Ethereum the network but see limited rerating upside for ETH the asset https://x.com/TrustlessState/status/2059371247163613489?s=20
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