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Frank Flux | SmackManiac @Featurefrank on x XXX followers
Created: 2025-07-18 19:33:04 UTC
IF ETHEREUM IS INFRASTRUCTURE, WHAT’S ITS FAIR VALUE? 🧠 Not a meme. Not oil. Not a coin. But a financial operating system. So what’s that worth?👇
🟡 Real Yield Model ETH earns ~$2.5B/year in net fees → 25x multiple = $75–100B
🟡 Asset Layer Model ~$350B in stablecoins, DeFi, RWAs etc. live on Ethereum → If ETH captures XX% infra value = $500–600B
🟡 On-Chain GDP Model ETH economy = $500B+ → 5–10% “protocol tax” = $500–1,200B
⚠️ This is a conservative valuation. No future growth priced in. No L2 fee capture. No RWA explosion. No AI/data/compute layers.
🔽 Fair Value Estimate: $700–800 Billion = Fair ETH Price: $5,800–6,700
📉 Current ETH: ~$3,400 🟢 Still early.
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Ethereum isn’t digital oil. It’s the rails, the market, the law — and the cashflow.
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Related Topics $500b onchain $500600b infra stablecoins $350b $75100b $25byear