🟢 LIVE - "ETH IS MONEY" — IS THE THESIS OVER? | David Hoffman vs. John Gillen

Description

One of Ethereum's loudest evangelists just sold all his ETH. So is the "ETH is money" thesis dead? David Hoffman (Bankless) exited his entire ETH position after nearly a decade, arguing the thesis played out. The network keeps winning, but value leaks to L2s, apps and stablecoins, leaving ETH with a weaker claim than the bulls expected. John Gillen (Milk Road, ex-BlackRock) fired back with one of the most-shared responses: "Wartime Ethereum." His take is that it's far too early to call the game. ETH carries a monetary premium you can't model in a spreadsheet, and the real fight is still ahead. He's not selling. He's staking. Two ETH bulls. One sold everything. The other doubled down. The Defiant's Camila Russo moderates. GUESTS David Hoffman (@TrustlessState) — Co-founder, Bankless John Gillen (@BitcoinJesusETH) — Lead Macro Researcher, Milk Road HOST Camila Russo (@CamiRusso) — Founder & CEO, The Defiant 📅 Live June 4, 11:30 AM EST