“Name one person anywhere in the vicinity of Ethereum who should be writing research about the value of Ethereum, the asset. I'm not talking about mechanism design, we've got tons of those people. I mean someone writing for a Wall Street bro to explain the thesis of why ETH, the asset, should be valuable. I don't think we have many of those guys.”
Unchained · Crypto & Web3 · November 2026
Context
After the "ultrasound money" meme ran out of road, Kain Warwick says Ethereum has plenty of protocol researchers but almost nobody credible making the investment case for ETH itself.
Transcript
Because it was a meme. It was a good meme. That's why.
…We had great memes to like propel the, you know, the nominal amount of impact that the total cash at hand had. But now that we have the amount of ETFs, the amount of, you know, everything else going, I think we have to be like the careful stair-stepping we have is like significantly higher.
Right. But we don't have that. We don't have that in a DNA, unfortunately. We have like shit posting on Twitter. Seriously, like we don't like, like name one person in anywhere in even in the vicinity of Ethereum who should be writing like research about the value of Ethereum, like the asset. Like I feel like there's no one who still today has like deep credibility. And sorry, and when I say like writing about it from a mechanism design, all of that stuff, like we've got tons of those people, but someone who's writing something for like a Wall Street bro to be to explain the thesis of why ETH, the asset, should be valuable. I don't think we have many of those guys.
This is like throwing it back. Like Brian Mosoff was probably one of the best, like well-spoken, right, from Ether Capital.
Yeah.
But he's, he's not really in the game as much anymore. What do we do
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