In this episode, David Hoffman is joined by Matthew Siegel, Head of Digital Assets Research at VanEck, to unpack VanEck's groundbreaking ETH 2030 report. They discuss the $154,000 bull case, $22,000 base case, and $340 bear case for Ethereum, and the factors behind these predictions.
Matthew dives deep into the role of ETH ETFs and shares insights into ETH's evolving narrative in institutional portfolios. He also provides interesting analogies and comparisons between ETH and Web 2.0, explaining how VanEck will help traditional investors understand and invest in ETH using these narratives and real market data.
TIMESTAMPS
0:00 Intro
7:16 VanEck Vibe Check ?
8:11 VanEck ETH 2030 Price Prediction Report
12:31 Last Year’s Report vs. Present Report
15:10 Ethereum Narrative For Retail
19:14 Pitching ETH To Customers
25:15 Parameters For Bear, Base & Bull?
28:49 What If ETH Reaches $154,000
32:31 ETH’s Most Bearish & Bullish Scenarios
33:40 Solana’s MEV vs. ETH’s MEV
41:28 BTC & ETH Allocation In Portfolio
45:59 Can Data Help Matthew Convince Customers?
49:30 $15B In ETF Assets
50:30 Closing & Disclosures