“TradFi investors may not be as enthusiastic about ETH's investment thesis as they are about BTC. The investment thesis for gold as an inflation hedge is well known, so the idea of ​​'digital gold' is not that difficult for TradFi investors to understand,” Chung said in a message to CoinDesk, referring to the firm's August report on the subject. “ETH's 'world computer' narrative, on the other hand, is much harder for non-technical people to understand.”
