[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Frank Flux | SmackManiac [@Featurefrank](/creator/twitter/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. ⸻ Ethereum isn’t digital oil. It’s the rails, the market, the law — and the cashflow.  XXX engagements  **Related Topics** [$500b](/topic/$500b) [gdp](/topic/gdp) [onchain](/topic/onchain) [$500600b](/topic/$500600b) [infra](/topic/infra) [stablecoins](/topic/stablecoins) [$350b](/topic/$350b) [$75100b](/topic/$75100b) [Post Link](https://x.com/Featurefrank/status/1946292152671121559)
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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.
⸻
Ethereum isn’t digital oil. It’s the rails, the market, the law — and the cashflow.
XXX engagements
Related Topics $500b gdp onchain $500600b infra stablecoins $350b $75100b
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