Part 4/11:
Lee points out two major drivers that reinforce Ethereum's super cycle narrative. First is the increasing acceptance of cryptocurrencies by US regulators, including favorable attitudes from the White House and Congress. Second is the deepening integration of Wall Street with Ethereum-based ecosystems, hinting at a broader institutional acceptance and adoption.
He highlights how the White House’s recent movements, including statements about the importance of proof of human identity in the AI ecosystem, point to work being done extensively on Ethereum. These factors, combined with emerging AI-powered applications and tokenized economies—such as robots and digital agents—suggest a multi-decade bullish outlook on Ethereum.