The "stablecoins have created the ChatGPT moment for crypto" narrative that @fundstrat has been sharing has been such an effective marketing campaign for Ethereum because of the perspective changes it has caused. Ethereum really struggled the last 18 months in an environment where crypto became much more focused on short-term narratives and current revenue metrics precisely because it was not competitive across these dimensions. The reality is, if you prioritize short-term revenue, the decision-making from an technology perspective and business development priority are not things that Ethereum is particularly good at delivering on or values. Memecoins/Content coins, or basically anything that has an extremely low cost of capital or opportunity cost to deploy are by far the highest contributions to revenue. This is because of the sheer volume deployed, willingness to pay for sniping, and other forms of MEV that occur. It isn't that different than the NFT craze on Ethereum in 2021. Ethereum as a chain does not have the technological design to prioritize this the same way monolithic or very high throughput chains do at scale. So they struggled. The "ChatGPT moment" framing has shifted the pendulum back to a narrative where if you build and enable something that can change the world, the TAM is endless. This is where Ethereum, the L2 architecture and the EVM broadly shine. Revenue matters too of course, but the form of revenue, and the ability for it to grow as a function of enabled demand is what causes the "ChatGPT moment" analogy to resonate. There is no tech stack in a better position than Ethereum for this. We need more of this educational framing for Ethereum. This isn't a revenue story. It is a growth story enabled by revolutionary technology.