Ethereum News: Joseph Lubin Explains Why Market Still Undervalues ETH

Despite low volatility, key technical levels continue to attract institutional attention. However, trading flows suggest increasing capital is moving to Ethereums layer-2 solutions.

Arbitrum, for example, saw stablecoin inflows of $381 million, while Ethereums mainnet recorded $374 million in outflows over the past week.

Ethereum news coverage notes that such shifts may impact the mainnets liquidity but also reflect broader adoption of the ecosystem.

Lubin‘s critique is not that Ethereum is undervalued in current market models—it’s that the models themselves are too narrow.

In his view, Ethereums role as a decentralized trust system is likely to expand as AI, crypto, and automation create a hybrid human-machine economy.

Ethereum could serve as the infrastructure for value transfer across this new system, potentially exceeding todays global GDP.

In this context, Ethereum news focused on daily prices may miss the point. The bigger story lies in Ethereums emerging role as programmable infrastructure.

Lubins message is clear: the market still misunderstands Ethereum, and even the bullish case might not be bullish enough.