John Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why)

John Gillen says Ethereum could hit $4,000 before the end of the year, and he's been making that case in a viral essay series called Wartime Ethereum. The ex-BlackRock analyst and Milk Road Daily Show host breaks down why tokenization and stablecoins are converging on ETH, why he thinks Wall Street is about to adopt it as its new favorite asset, and who he believes the next wave of buyers actually is.

John Gillen is a host of the Milk Road Daily Show and a former BlackRock analyst who spent six years working on the Aladdin platform, including time with the firm's digital assets team.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

00:00 Intro

02:21 Wartime Ethereum Article Origin Story

04:30 ETH Worth Zero Or Everything

06:13 Tokenization Exemption Coming After Clarity Fails

08:18 190 Million ETH Holders Globally

10:33 Uncanny Valley Of Wealth Explained

12:44 Blackrock ETF Leader On Converting Gamblers

14:55 Meme Coins As Portfolio Onboarding

17:06 Samara Cohen Blackrock Quote On Investors

19:14 Next Marginal Buyers Are Institutions

21:16 Pay Gas Fees In USDC Coming

23:00 USDC Gas Fees Radically Expand ETH Market

Guest Socials:

John Gillen X: https://x.com/BitcoinJesusETH

Milk Road Crypto X: https://x.com/MilkRoadDaily

Milk Road Crypto Website: https://milkroad.com/

Partners:

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