2 hours ago
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Key Takeaways
- Lubin argues traditional finance is now moving to use blockchain, not just test it.
- He sees tokenized real-world assets as a major Ethereum growth driver.
- AI agents transacting on-chain could become a second demand engine.
- His thesis: Ethereum’s mainstream adoption phase is still ahead, not behind.
Speaking with Cointelegraph’s Robert Baggs, Ethereum co-founder Joe Lubin laid out a thesis worth separating from the usual founder optimism: that Ethereum is entering its first real institutional adoption phase just as AI agents emerge as a second, independent source of on-chain demand.
English (US)