In his recent Bloomberg interview, he said that that the “next-generation economy” will by orders of magnitude bigger than “a narrow money system”:
Lubin says that the Ethereum ecosystem, which he believes is akin to the internet, has already surpassed Bitcoin:
The Ethereum ecosystem surpassed the Bitcoin ecosystem long ago in terms of the amount of developer activity, in terms of transaction number per day, in terms of transaction value, in terms of the number of tokens.