The Road to $150,000 Ethereum with Nikhil Shamapant

I speak with Nikhil Shamapant (@squishchaos), author of a 79 page report that outlines how Ethereum can reach $30,000 to $50,000 as a base case and $150,000 in the bull case. His analysis builds on the work of Justin Drake and others, arguing how EIP1559 and ETH 2.0 fundamentally reduces the amount of ETH sellers and circulating ETH supply.

Link to Nikhil’s report