#38 - ETH Strategy: The First ETH Treasury On Ethereum

#38 - ETH Strategy: The First ETH Treasury On Ethereum - Clouted

30d ago 47:41

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Clouted is the man responsible for ETH Strategy: the first Ethereum Strategy “company” to be built as a DeFi protocol on the Ethereum network.

In this episode, Clouted and I discuss how Ethereum and crypto ‘Strategy’ companies like Bitmine and SBET actually work, how Michael Saylor’s MicroStrategy model of offering cheap options to acquire more Bitcoin & crypto functions at a granular level, how ETH Strategy will go about acquiring as much ETH as possible, how ETH Strategy’s native STRAT token really works, and how investors can accurately value Strategy companies and protocols.

Clouted also offered his thoughts on why Ethereum’s price action lagged the rest of the crypto market for so long, his take on what the future holds for Solana now that Ethereum is starting to reach escape velocity, why Ethereum remains the premier blockchain for DeFi builders and applications, as well as what inspired the birth of ETH Strategy and much more.

Financial Disclosure: NGMI Media holds a position in ETH Strategy’s native token STRAT after participating in the STRAT presale. We believe ETH Strategy is the most important and logical next step in bringing the ‘Strategy’ playbook on-chain and introducing accretive dilution into the realm of crypto by way of a novel DeFi primitive.

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Links

Clouted: https://x.com/CloutedMind

ETH Strategy: https://www.ethstrat.xyz/

ETH Strategy (Twitter): https://x.com/eth_strategy

Tom Mitchelhill - https://x.com/thecryptojourno

NGMI: https://x.com/ngmi_xyz

NGMI Newsletter: https://ngminewsletter.substack.com/

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Timestamps

0:00 - How ETH Strategy / Treasury Companies Work

4:05 - How Does ETH Strategy Acquire More ETH?

11:40 - How ETH Strategy Will Be Deployed

15:24 - How To Accurately Value Strategy Companies / Protocols (Velocity)

23:10 - Thoughts on Tom Lee & Bitmine?

26:42 - Clouted’s Thoughts on ETH Price Action

30:55 - Clouted on the Future of Solana

36:52 - Why is ETH Better At DeFi?

40:55 - What Inspired ETH Strategy?

42:56 - (IMF Mentioned)

45:40 - Next Steps For Listeners

41 episodes