Why I Bet on Ethereum: The Real Reason Stablecoins Are Igniting a New Financial Era

The Real Shift Isn’t in Bitcoin—It’s in Smart Contracts

I used to think Bitcoin was the endgame. But now? It’s the opening act.

I chose Ethereum because it runs smart contracts—not just code, but legal agreements encoded in gas fees. Every dollar minted as USDC or GUSD is a vote for decentralization. And guess where over 50% of them live? On ETH. Not Solana. Not Avalanche.

Why Wall Street Is Quietly Moving to ETH

JPMorgan built its stablecoin on Ethereum. Goldman Sachs is testing one too. Walmart? Amazon? All testing it. Why? Because you can’t build a compliant, scalable dollar on Bitcoin’s ledger. Ethereum lets you program money—like writing laws into code. That’s not tech hype—it’s institutional adoption.

The Missing Metric: ‘Fundamentals’ Are Disappearing

Ask an analyst what Tesla is worth—200x P/E? They’ll panic. Ask a Tesla owner how fast FSD accelerates? They’ll smile. Same with ETH. The numbers don’t matter if you believe in its narrative: code that pays itself, gas that fuels democracy, crypto that redefines ownership. This isn’t valuation—it’s vision. And this crowd? It’s shrinking—but it’s growing faster than any fund can model.

The Institutional Blind Spot: ‘Fed Will Save Us’

We’ve been told for years: if markets crash, Fed will cut rates—and boom, rebound! But last cycle taught me something: institutional investors sold everything because they feared collapse… superusers bought ETH because they believed in code that never sleeps. The V-shaped recovery wasn’t from policy—it was from people who knew what they owned.


Stablecoins Are the New U.S. Treasuries—Now on Chain

Circle didn’t make \(25B out of thin air—it made trust liquid, digital bonds issued by banks, fueled by real-world demand, captured by developers who know how to write contracts—not buy tickets, but build systems. The next \)2T market won’t be gold… it’ll be programmable USD.