In this episode, David Hoffman is joined by Matthew Sigel, 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.  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/16  ------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise    ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance    ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum    🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/  🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  ------ 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  ------ RESOURCES: Matthew Sigel https://x.com/matthew_sigel  VanEck https://www.vaneck.com/us/en/  https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-eth-2030-price-target/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Bankless Friday Weekly Rollup  2nd Week of June 2024 ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x9171d31d50857506ebf5c2f20e5690a126ea6687/2  ------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise    ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance    🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa   🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/  🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  ------ TIMESTAMPS & RESOURCES 0:00 Intro 3:31 Markets 8:20 Gary G Says ETH ETF Approval “Sometime in Summer” https://x.com/tier10k/status/1801261940615848004  9:19 L2 Update 11:04  The Fed expects to cut rates just once this year https://www.cnbc.com/2024/06/12/fed-meeting-today-on-interest-rate.html  15:41 Will BTC ETF follow the gold ETF success path?   https://x.com/hongkim__/status/1799442365892985257  20:48 ZKSync introduced ZK token  https://x.com/TheZKNation/status/1800424206129357194  https://app.aevo.xyz/perpetual/zk  https://x.com/eekeyguy_eth/status/1800461976969035910  https://blog.zknation.io/zk-token/  https://zknation.ghost.io/content/images/2024/06/points.png  https://x.com/LibraryDefi/status/1800589632909832509  https://x.com/Gautamguptagg/status/1800539906923733397  https://x.com/Gautamguptagg/status/1800539906923733397  https://x.com/TheZKNation/status/1801020410563060031  https://x.com/TrustlessState/status/1801024526001815616  https://x.com/TrustlessState/status/1800758353511207103  36:46 Speaking of Airdrops: Taiko launched their TAIKO token  https://x.com/taikoxyz/status/1798336750668136851  Find out whether you are eligible via Claimables!  https://bankless.cc/3Jte55n   38:33 Optimism’s fault proofs are live!  https://x.com/l2beat/status/1800530188171674070  https://x.com/VitalikButerin/status/1800547329931620625  49:23 Pectra is about to became the biggest upgrade of Ethereum history:  https://x.com/sassal0x/status/1798869850200412383  55:34 Symbiotic introduced their restaking platform  https://x.com/symbioticfi/status/1800530004776022493  59:29 Eigen Labs acquired Rio Network  https://x.com/eigen_labs/status/1800888626642899321  1:01:41 Crypto:The Game was acquired by Uniswap!  https://x.com/cryptothegame_/status/1800199946739822594  1:06:28 PleasrDAO releases the WuTang Album https://pitchfork.com/news/wu-tang-clan-once-upon-a-time-in-shaolin-turned-into-nft/  https://www.thealbum.com/  1:09:12 Terraform Labs agreed to pay SEC $4.5B!  https://www.coindesk.com/policy/2024/06/12/terraform-labs-do-kwon-agree-to-pay-sec-a-combined-45b-in-civil-fraud-case/  https://x.com/TrustlessState/status/1800955721955283053      1:11:44 Alchemy introduced platform for building rollups  https://x.com/alchemyplatform/status/1798747911226040679  1:13:03 New Paradigm Fund https://x.com/matthuang/status/1801283717664526835  1:14:41 The Daily Gwei  https://www.youtube.com/@TheDailyGwei/videos   https://x.com/thedailygwei   https://x.com/sassal0x  https://podcasts.apple.com/us/podcast/into-the-ether/id1443920565   1:15:49 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures