According to Lubin:
“It’s about telling the Ethereum story. What does Wall Street pay attention to? It pays attention to being able to make money.”
Lubin described Web3 as the natural decentralization of the web and said that Ethereum is now scalable, affordable, and legally usable in the US.
However, he added that regulatory hurdles under former SEC Chair Gary Gensler made it unattractive for projects to build and issue tokens, delaying broader consumer and enterprise adoption.
Lubin said that treasury strategies are emerging as a solution to address Ethereum’s current supply-demand imbalance. He added that holding ETH in treasuries is a strong business model and will be critical to stabilizing market conditions as more applications are built on Ethereum.
According to Lubin:
“Because decentralization is the direction of travel for the world. We believe that we’re going to see Ether and Bitcoin continue to rise over the next years and decades as we paradigm shift to more and more decentralization.”
He added that his team is acquiring tens of millions of dollars in Ethereum daily through multiple channels and plans to “stay the course.”
Lubin concluded that these treasury strategies will play a key role in cementing Ethereum’s relevance in traditional finance as the blockchain shifts from infrastructure building to mass application deployment.