2/ This is also assuming demand growth outpaces supply growth, which is another force bringing friction to the value growth. Point is, the pass-through factor is okay for the network so long as ETH continues to be held by sellers of ERC tokens.
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Replying to @danzuller
1. Your first point assumes pre-ICO and ICO conditions; post-market liquidity this is not the case. 2. There will be token issuances on multiple SC platforms. 3. The entire process will be increasingly frictionless and instantaneous, with ETH/SC token holding periods going down.
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Replying to @MustStopMurad @danzuller
4. If ETH receivers don't want to speculate, they will increasingly be able to instantaneously transfer to Stablecoins or BTC. 5. If the world increasingly views BTC as a superior SoV to ETH, the incentives to hold ETH go down.
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Replying to @MustStopMurad @danzuller
Your argument is invalid -> more money going to ICO's -> higher ethereum pricepic.twitter.com/1teNvymsu2
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Replying to @kacperwikiel @MustStopMurad
Interesting chart, but we can’t assume ethereum will continue to be the only platform to host ICOs.
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Replying to @danzuller @MustStopMurad
Kacper Wikieł Retweeted Richard Burton
@danzuller I would disagree:
@Balance_io Open Source Bank
@Bloom Protocol Credit Scoring
@DharmaProtocol Debt Contracts
@Bloqboard Credit Financing Tools
@0xProject Exchange Infrastructure
@ethereum Contractual Computationhttps://twitter.com/ricburton/status/1000267133383856129 …Kacper Wikieł added,
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Replying to @kacperwikiel @danzuller and
If you create your ICO token on other platform than ethereum you need to build the ecosystem from scratch
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Replying to @kacperwikiel @danzuller and
2) That's why Bitshares (one may argue that technically better suited for digital assets) lost to ethereum. And seems like EOS is investing hard to win the land-grab for ecosystem/dev mindshare
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Replying to @kacperwikiel @danzuller and
None of these things have to do with SoV value accrual. You can build a 1000 things atop ETH, and BTC will still be a superior SoV. Only SoV will accrue massive value in the long-term.
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Replying to @MustStopMurad @danzuller and
So If I understand correctly you think that SoV coins will have more % of total coinmarketcap than today? Or do you think that bitcoin will ever cross 50% marketshare again?pic.twitter.com/xWApu31o99
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I think Bitcoin will go to 60%
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