Ethereum’s biggest bottleneck may no longer be demand; it’s speed.
@ethlabs_org argues Ethereum is already becoming the home of tokenized finance.
The next step is making it dramatically faster without sacrificing decentralization.
If they pull that off, the Wall Street thesis gets much more interesting.
FT
@BitcoinJesusETH @_julianma @decentrek @binji_x
⏱ TIME POINTS ⏱
00:00 - Intro
01:06 - Why Quick Slots Matter
04:21 - What Does “Faster Ethereum” Mean?
09:58 - PRO
10:32 - Can Faster Ethereum Boost ETH?
12:46 - Ethereum vs. Base on Account Abstraction
18:41 - Is Base “Divorcing” Ethereum?
21:26 - How L1 and L2s Are Changing
25:49 - Is Tokenization Ethereum’s Big Opportunity?
29:45 - Sponsor: Nexo
30:19 - Should Tokenized Assets Live on L1?
33:42 - Who Sells Ethereum L1 to Institutions?
36:45 - How Does This Drive Value to ETH?
41:34 - Does Ethereum Need L1 Privacy?
46:31 - Closing Remarks