Read on Twitter
1/ Announcing our report,
"Ethereum: A Store of Value with Cash Flow"
A PDF report aimed at bankers and fund managers.
Read the report now
https://ethereumcashflow.com
"Ethereum: A Store of Value with Cash Flow"
A PDF report aimed at bankers and fund managers.
Read the report now
https://ethereumcashflow.com
2/ The report, previously titled "The Investment Case for Ethereum", is a high-level look at ETH as a store of value, with $10B+ per year in net income while being environmentally friendly.
3/ To aim the report at bankers and fund managers that may already believe in BTC as a store of value, we've focused on Ethereum's growth and financials. Many of CT's favorite concepts, such as the EIP-1559 fee burn, aren't explicitly mentioned.
4/ In the report, our forecast for Ethereum's net income in 2022 is $19.8B, all of which accrues to ETH holders.
Our discounted cash flow valuation, linked in the report, conservatively suggests a value per ETH of $16,770.
Our discounted cash flow valuation, linked in the report, conservatively suggests a value per ETH of $16,770.
6/ h/t to my co-author @VivekVentures
