Ethereum vs. Reality: Is ETH Undervalued or Just Losing?

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Jon Charbonneau and Ryan Berckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken?

We unpack whether Ethereum can rival Bitcoin as a store of value, if L2s will drive real value back to ETH, and whether Solana’s momentum signals deeper trouble for Ethereum. Jon argues ETH has lost its lead and may never reclaim it. Ryan contends Ethereum’s neutrality and institutional traction make it the inevitable hub for the onchain economy.

This is the definitive conversation on where ETH stands—and where it’s heading.

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TIMESTAMPS

0:00 Intro
0:32 Is ETH special?
32:55 How ETH should be valued
51:42 ETH over or undervalued?
1:09:59 Being wrong on ETH
1:13:00 Closing &Disclaimers

RESOURCES

Ryan Berckmans
https://x.com/ryanberckmans

Jon Charbonneau
https://x.com/jon_charb

Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠