Host John Gillen speaks with David Dwong, the newly named head of US at Ethereum Institutional, about why banks and asset managers need a dedicated counterpart for custody, compliance, privacy, and settlement questions. They examine JPMorgan’s decision to bring its deposit token to Ethereum mainnet and how public blockchains could modernize financial infrastructure.
Dwong explains why rising Ethereum usage does not always translate immediately into ETH demand, especially as low-cost layer 2 networks capture more activity. His longer-term case rests on ETH’s role as collateral and gas across the ecosystem, with institutional adoption potentially strengthening the asset’s fundamentals after a lag.
The conversation also covers Bitcoin’s resilience amid inflation, rate concerns, geopolitical pressure, and uncertainty around the US midterms. Dwong views the market as consolidating rather than abandoning risk, while arguing that stronger fundamentals and clearer token-holder value will increasingly determine which crypto assets benefit as traditional finance moves onchain.
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