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![Featurefrank Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2936007322.png) 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.

![](https://pbs.twimg.com/media/GwKeZV2WUAAyZGO.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946292152671121559/c:line.svg)

**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)

[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.]

Featurefrank Avatar 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

Engagements Line Chart

Related Topics $500b gdp onchain $500600b infra stablecoins $350b $75100b

Post Link

post/tweet::1946292152671121559
/post/tweet::1946292152671121559