Ethereum, The Triple Halving
How Ethereum can achieve $150,000 by 2023 and a plea for Ethereum bulls to dream bigger dreams
Hello! Thank you so much for subscribing to this substack. I’ll make this my base for posting all of my investing related writing.
In the past week, I’ve spent sleepless nights working on what I believe to be an institutional grade research report on Ethereum. In my report, I will explain why I believe a $150,000 price target in the next 18 months is actually achievable. My thesis is entirely based upon the concept of “The Triple Halving,” where I show that Ethereum will have a sell pressure reduction equivalent to undergoing all three of Bitcoin’s halving events consecutively.
Here is the link to the 77 page report and a 1 page summary.
In the long term, I have so much to say about investing. I’ve never written publicly like this before, but I do have a lot of ideas. I’m excited to see where this takes me.
For now, I hope you enjoy the report. Please share it with your friends, and have a great rest of your week!
Hey Nikhil, I think you might be interested in the Ethereum price models I built. You can find, in particular, a DCF that fixes your main pet peeve (which I share) with Ryan Allis' DCF.
With very conservative assumptions I get fair values much closer to your model:
https://docs.google.com/spreadsheets/d/1vqKJlqAmccQOvgzzgy_asz2QVGUYf4Wdfn2nNSDj3cA/edit?usp=sharing
Great read - thank you!