Ethereum's Fundamentals Are Surging, Now What About ETH?

Ryan Berckmans is an Ethereum community member and ETH investor.

In this episode, we unpack the disconnect between Ethereum’s surging fundamentals and its lagging market price, exploring what’s driving real adoption, why ETH demand hasn’t followed through (yet), and what could finally flip the narrative.

------
🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
5:32 - Ryan’s roots in Ethereum
6:41 - The Ethereum scaling roadmap is working
11:52 - The value of decentralization
16:55 - Metrics that signal Ethereum is winning like “app capital”
23:49 - If everyone wants a faster/cheaper L1, why's so much value on Ethereum?
30:05 - Sponsor break
30:46 - The impact of US regulators on Ethereum and crypto
35:14 - Understanding Ethereum’s dominance in RWAs and stablecoins
41:12 - The TLDR on Ethereum L1 upgrades coming
49:12 - Sponsor break
50:51 - What needs to happen for ETH price to go up
55:47 - Distractions this cycle vs getting back to our roots with crypto
1:03:32 - Boosting confidence for the next class of ETH buyers
1:06:15 - Should Ethereum find its own Saylor?
1:10:40 - Closing

------
🔗 Guest Links 🔗

► Ryan on X: https://x.com/ryanberckmans
► Ryan's Total App Capital Chart: https://x.com/ryanberckmans/status/1912388250200650207
► Kevin Owocki and Ryan's post on Ethereum Must Prioritize Real-World Growth: https://x.com/owocki/status/1907416214743261603

------

All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Ryan all hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.