Why ETH Is Destined To Go So Much Higher

Oct 1, 2025

Ryan Berckmans, an Ethereum community member and ETH investor, shares insights on Ethereum’s bright future. He believes ETH fundamentals outpace its price, driving potential for massive growth in the onchain economy. Ryan discusses macro factors fueling renewed enthusiasm, the role of the Etherealize project in adoption, and the Ethereum Foundation's effective strategies. He emphasizes Vitalik's vision for low-risk DeFi as a game changer, while also previewing the significant Fusaka upgrade and its impact on L2 scaling.

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INSIGHT

Stablecoins Unlock Institutional Flows

US policy embracing stablecoins accelerates Ethereum adoption and treasury demand.
Stablecoins onchain reflect global trust in the US dollar and boost institutional flows into ETH.

INSIGHT

Etherealize Bridges Wall Street And Product

Etherealize blends product, political, and investment work to drive real-world tokenization.
Their cross-functional work speeds adoption by translating technical ideas to Wall Street and government.

INSIGHT

EF Shifted To Pragmatic Execution

The Ethereum Foundation has become more pragmatic and execution-focused since April.
EF now scales L1, scales L2 (blobs), and improves UX while preserving credible neutrality.

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Ryan Berckmans is an Ethereum community member and investor in ETH.

In this episode, Ryan explains why Ethereum’s fundamentals are still outpacing ETH’s price, even after a 3x run since his last guest appearance in April. We dive into why he believes Ethereum can power 1000x growth in the onchain economy, what that means for ETH’s value, and the key catalysts ahead, from Vitalik’s vision for low-risk DeFi to the upcoming Fusaka upgrade.

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Timestamps

0:00 - Intro
8:12 - Key factors behind changing sentiment on Ethereum
13:04 - The impact of Etherealize
15:28 - A more united front at the Ethereum Foundation
20:30 - Vitalik’s vision for “low-risk DeFi”
32:04 - Sponsor break
33:14 - To believe in somETHing
36:21 - Why is ETH still undervalued?
44:03 - Sponsor break
45:28 - The defensibility of Ethereum vs new alt L1 competitors
52:44 - Ethereum's reliability is an outlier feature
55:19 - Upcoming Fusaka upgrade for Ethereum
1:00:19 - Is the 4-year cycle still in play?
1:04:21 - Thoughts on ETH price in 2026 vs 2030
1:18:25 - Closing

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🔗 Guest Links 🔗

► Last episode with Ryan: https://youtu.be/2AX2GlJAmho
► Ryan Berckmans on X: https://x.com/ryanberckmans

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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 are all clearly invested in 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.