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

Anyone who's holding ETH lately probably isn’t thrilled.

Despite nearly a decade of building, ETH trades today just above the same level it did between 2018-2021 depending on where you measure from. Meanwhile, Ethereum has quietly become the beating heart of DeFi, with over $60B in TVL on Ethereum Mainnet, $120B+ in stablecoins, and $7B in RWAs, including deposits from giants like BlackRock.

So why hasn’t the market caught up? And what needs to happen for ETH to finally reflect Ethereum’s dominance in the world of digital finance?

In this episode of The Edge Podcast, we interview a notable ETH bull, Ryan Berckmans, to 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.

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🔗 Guest Links 🔗

► Ryan on X: x.com/ryanberckmans

► Ryan's Total App Capital Chart: x.com/ryanberckmans/status/1912388250200650207

► Kevin Owocki and Ryan's post on Ethereum Must Prioritize Real-World Growth: x.com/owocki/status/1907416214743261603

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• Follow @Nomaticcap on X (Twitter)

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Disclosure: It might not surprise that DeFi Dad, Nomatic, and Ryan all hold ETH. Duh.