Jon Charbonneau 🇺🇸
This was a lot of fun!
Ethereum is great, but I’m not convinced by the long-term investment case for ETH today
I think its peers are the real category leaders in their respective verticals
We debate that here
tweet
This was a lot of fun!
Ethereum is great, but I’m not convinced by the long-term investment case for ETH today
I think its peers are the real category leaders in their respective verticals
We debate that here
LIVE NOW - How Should ETH Be Valued? | Ryan Berckmans vs. Jon Charbonneau
@jon_charb and @ryanberckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken?
We unpack whether Ethereum can rival Bitcoin as a store of value, if L2s will drive real value back to ETH, and whether Solana’s momentum signals deeper trouble for Ethereum. Jon argues ETH has lost its lead and may never reclaim it. Ryan contends Ethereum’s neutrality and institutional traction make it the inevitable hub for the onchain economy.
This is the definitive conversation on where ETH stands—and where it’s heading.
--------------
TIMESTAMPS
0:00 Intro
0:32 Is ETH special?
31:00 How ETH should be valued
49:47 ETH over or undervalued?
1:06:12 Being wrong on ETH
1:09:13 Closing & Disclaimers tweet
X (formerly Twitter)
Bankless (@BanklessHQ) on X
LIVE NOW - How Should ETH Be Valued? | Ryan Berckmans vs. Jon Charbonneau
@jon_charb and @ryanberckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken?
We unpack whether Ethereum can rival Bitcoin as a store…
@jon_charb and @ryanberckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken?
We unpack whether Ethereum can rival Bitcoin as a store…
jesse.base.eth
what if hundreds of billions of dollars had instant access to invest in @base assets?
tweet
what if hundreds of billions of dollars had instant access to invest in @base assets?
tweet
X (formerly Twitter)
Base (@base) on X
Bringing the world onchain to create a global economy. Built on Ethereum, built on the Superchain. We have no plans to issue a new network token.
ЦИФРОВОЙ ПОТОК [DRiver]
Photo
Stani.eth
Had an eventful week in D.C. as the Genius Act and Clarity Act were in the works. The SEC held discussions on fostering a spirit of DeFi innovation in the U.S.
Kudos to Congressman @tomemmer for fighting for crypto innovation and SEC Crypto Task Force for their efforts on DeFi. https://t.co/8o3bDf3XYs
tweet
Had an eventful week in D.C. as the Genius Act and Clarity Act were in the works. The SEC held discussions on fostering a spirit of DeFi innovation in the U.S.
Kudos to Congressman @tomemmer for fighting for crypto innovation and SEC Crypto Task Force for their efforts on DeFi. https://t.co/8o3bDf3XYs
tweet
ЦИФРОВОЙ ПОТОК [DRiver]
Photo
Michael Saylor
$MSTR has generated a BTC Gain of ₿76,663 YTD, worth $8.4 billion. https://t.co/uWtL4HY7Ix
tweet
$MSTR has generated a BTC Gain of ₿76,663 YTD, worth $8.4 billion. https://t.co/uWtL4HY7Ix
tweet
ЦИФРОВОЙ ПОТОК [DRiver]
Photo
CertiK
RT @proofoftalk: As Proof of Talk goes underway, we sat down with Ronghui Gu (@ronghuigu), Co-Founder and CEO of @CertiK, for a conversation on CertiK's participation in Proof of Talk 2025, his thoughts on blockchain adoption, the need for security, and a lot more.
Read the excerpt of the conversation below, and meet the #CertiK team at their booth at Proof of Talk.⬇️
https://t.co/INlyMNn6Nj
tweet
RT @proofoftalk: As Proof of Talk goes underway, we sat down with Ronghui Gu (@ronghuigu), Co-Founder and CEO of @CertiK, for a conversation on CertiK's participation in Proof of Talk 2025, his thoughts on blockchain adoption, the need for security, and a lot more.
Read the excerpt of the conversation below, and meet the #CertiK team at their booth at Proof of Talk.⬇️
https://t.co/INlyMNn6Nj
tweet
jesse.base.eth
RT @aishaader13: what if thousands of jobs were available for both big and small builders on @base?
tweet
RT @aishaader13: what if thousands of jobs were available for both big and small builders on @base?
what if hundreds of billions of dollars had instant access to invest in @base assets? tweet
X (formerly Twitter)
Aishaader (@aishaader13) on X
telling the stories ❃ pushing the vision ❃ making it happen one step at a time on @base. man I love base (MILB).✨
jesse.base.eth
RT @KieranOnBase: What are we building today boys
Show me and I’m reposting it ⬇️
tweet
RT @KieranOnBase: What are we building today boys
Show me and I’m reposting it ⬇️
Build and you will be rewarded. tweet
X (formerly Twitter)
kieran.base.eth (@KieranOnBase) on X
retard 001
building @based_minecraft
building @based_minecraft
ЦИФРОВОЙ ПОТОК [DRiver]
Photo
jesse.base.eth
RT @DefiDevrel: I will be hosting a live stream session with @HooCrypto from @TalentProtocol & @techwithmide as my cohost, explaining practical ways to get rewarded weekly as you build, powered by Talent Protocol, sponsored by @base
Date: Wednesday, 11th June, 2025.
Time: 8pm WAT
Be there!💙🫡
tweet
RT @DefiDevrel: I will be hosting a live stream session with @HooCrypto from @TalentProtocol & @techwithmide as my cohost, explaining practical ways to get rewarded weekly as you build, powered by Talent Protocol, sponsored by @base
Date: Wednesday, 11th June, 2025.
Time: 8pm WAT
Be there!💙🫡
tweet