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My crypto investment thesis is refreshingly simple.
Ethereum is the only smart contract platform seriously tackling the blockchain trilemma. It pursues security, decentralization, and scalability simultaneously while staying true to the cypherpunk ethos of neutrality and self-sovereignty.
Yes, scalability was slow for a while. But now it is the main focus, and the team is delivering without sacrificing security or decentralization. Recent upgrades have already made transactions affordable. And with zk-rollups coming to L1 on the roadmap, Ethereum is about to become massively scalable.
Other chains? Dumbchains have no on-chain economy. VC-controlled smart chains are just ruthless extraction machines. Neither offers a real future.
Ethereum alone points toward something brighter. It reclaims power and agency for the people, pushing back against the rising corporate fascism gripping the world. When ETH performs well, the entire industry thrives. When it struggles, we all feel it.
No other blockchain ecosystem has people willing to fight for it like Ethereum does. That is proven by the sheer number of developers and projects choosing to build here without being bribed by VC checks or massive grants.
The same qualities that attract cypherpunks also attract institutions. Institutions repeatedly prefer open, neutral systems over closed, proprietary, or biased ones.
Sure, we all have gripes with the Ethereum Foundation. I do too. But credit where it is due: they built an ecosystem where people care about more than just pumping a price. It has soul in an industry that often feels soulless.
If ETH fails, crypto fails. And the world becomes materially worse. Call me naive or stupid, but I would rather fight for something worth building than surrender to a nihilistic focus on personal enrichment.
In short, this is the only chain and ecosystem in the space that is not trash.
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