Everything on Ethereum Economics

Ethereum's long-term valuation is tied to its potential as a global settlement layer with a monetary premium. Tokenization, stablecoin growth, and the agentic economy are driving economic activity that enhances ETH's utility as infrastructure currency.

Impact: As Ethereum demonetizes the premium associated with other store-of-value assets, its valuation could re-rate significantly based on total addressable market for global value settlement.

— from On-Chain RWA Financing and Crypto Market Dynamics · The Milk Road Show· Apr 23, 2026