ARK Invest’s Lorenzo Valente Questions ETH’s Value-Storage Pivot, Flags Five Issues

Cointime reports: ARK Invest digital asset research head Lorenzo Valente said Vitalik Buterin’s recent push to frame ETH as a store-of-value asset may be the largest shift in its value narrative since “Ultrasound Money,” yet the market has not discussed it enough. In a Nov. 14 post, Valente raised five questions: whether Ethereum will permanently abandon deflation, how it sets a credible monetary policy without a fixed supply cap, the conflict between mainnet-native RWA issuance and a conservative L1 roadmap, the need for quantifiable metrics to compete with Bitcoin, and whether quantum resistance should become a priority with a clear timeline.