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SECTOR ETFBITQBLOKBULLISHCore thesis · 5/5

No single ticker was named. Crypto & blockchain ETFs are one way for retail investors to get exposure. Not a recommendation.

ETH framed as productive money over Bitcoin

The bull case argued: Ethereum operates as 'productive money' with negative carrying costs and multi-layered structural demand, positioning it to challenge Bitcoin and gold's monetary dominance.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
ETH framed as productive money over Bitcoin · Zortix