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William Mougayar
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Author, The Business Blockchain. Token Summit Producer. Tech Investor. Entrepreneur. Researcher. Side interests: Natural wines. Nutritarian. http://oncoins.org
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William Mougayar
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ETH must Decouple. Now. Ethereum’s valuation must decouple because it is increasingly misclassified as part of a homogeneous “crypto asset class.” In reality, ETH is closer to a hybrid of digital commodity, settlement infrastructure, software innovation layer, and economic bandwidth provider. As institutional understanding matures, capital will differentiate between speculative tokens and foundational infrastructure. When that happens, ETH will be evaluated using frameworks analogous to global infrastructure, financial rails, and even sovereign-grade trust systems, not meme-driven market cycles. Decoupling is not a speculative hope; it is the logical outcome of proper classification. Ethereum is not a “better blockchain” within the same category. It is a different category altogether. Its valuation trajectory will ultimately reflect the scale of the economic system it underpins, not the sentiment cycles of the assets it is mistakenly grouped with.
ETH
0.56%
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