Ethereum (ETH)
Published 2026-03-17 โข by execsum
Thesis Summary
Acquired near multi-year lows. Sees ETH not just as crypto, but as infrastructure, given real-world enterprise and DeFi innovation. Target: $1,800โ$2,500 by year-end; long-term bull case well into four figures.
Quantitative Overlay
Detailed Deep Dive
Ethereum (ETH): Acquired near multi-year lows. Having witnessed real-world enterprise and DeFi innovation built on its rails during my consulting days, I see ETH not just as crypto, but as infrastructure. Target: $1,800โ$2,500 by year-end; with a long-term bull case well into four figures.