Ethereum’s store-of-value narrative is gaining traction – From Joseph Lubin, at least

Ethereum's “store-of-value” narrative is gaining traction lately. Looking at the broader picture, there are several factors that are leading to increased risk sentiment in the U.S. market. Whether it be fears over an AI bubble, high-interest rates, CPI figures, or the aftermath of the mid-term elections, Bitcoin is heading toward its worst annual cycle since the 2022 bear market, with year-to-date losses approaching 17% in 2026. Keeping this in mind, while Ethereum has suffered nearly twice Bitcoin’s losses and is looking at its worst year since 2022, co-founder Joseph Lubin is bullish over the future potential of Ethereum as an inflationary hedge. Highlighting several key trends on-chain, he says that Ethereum has long-term potential to outperform both Bitcoin and gold as a store of value.

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