
RYAN SΞAN ADAMS - rsa.eth 🦄|Sep 02, 2025 18:15
Former lead of crypto at BlackRock told me why he's hyper bullish ETH and says it's simple.
For every 2 of high quality liquid assets on Ethereum there's been 1 in appreciation of ETH market cap.
So if this holds....
Assets on ETH = 10 trillion then ETH = 5 trillion.
3 Trillion in stablecoins
2 Trillion in treasuries/bonds/equities
5 trillion in ETH
That's gets us to 41,400 ETH.
He's not suggesting this 2 to 1 correlation will hold exactly as we scale - but he is suggesting it'll remain correlated.
Maybe it'll take 15 trillion or 20 trillion in assets on Ethereum to get to 5 trillion in ETH. Ok. There's a clear path to these numbers on our current trajectory.
"In any forecast...the price of Ether is going to be is significantly higher than it is today."
@joechalom has so much conviction on ETH he came out of retirement to join ETH treasury company SBET to make it happen.(RYAN SΞAN ADAMS - rsa.eth 🦄)
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