DeFi· ★★· bullish·

Joseph Lubin: all roads will lead to Ethereum as a neutral financial system

  • —Lubin called Ethereum "trust infrastructure" and the only L1 with credible neutrality
  • —Chalom: ETH treasury firms hold ether permanently and earn via staking and DeFi
  • —Asset tokenization and AI agents were named as key growth drivers for Ethereum
  • —Sharplink is the second-largest ETH treasury company
Why it matters: A signal to institutions that ETH is being framed not as a speculative asset but as the base settlement and collateral layer for tokenization and the agent economy.
Source: Bloomingbit