Aug 17, 2022
Is the Merge Priced In? The Ethereum Proof-of-Stake Merge looms around the corner, but how do the markets feel about it?
Ryan Berckmans and Hal Press have a mutually bullish discussion about the Ethereum network today, tomorrow, and long-term. They're both bullish ETH, but differ on how it's going to play out.
This is our favorite kind of debate.
------
π£ Chainlink | Register for SmartCon 2022 with promo code
βBANKLESSβ
https://bankless.cc/smartcon
------
π SUBSCRIBE TO NEWSLETTER:
https://newsletter.banklesshq.com/
ποΈ SUBSCRIBE TO PODCAST:
http://podcast.banklesshq.com/
------
BANKLESS SPONSOR TOOLS:
π± LENS | ACCESS CODE: VITALIK
https://bankless.cc/Lens
π ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
βοΈ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
π¦ BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
π JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
β‘οΈ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
-----
Timestamps:
0:00 Intro
7:00 Hal & Ryan Thesis
18:28 The Merge is Happening
23:30 A Crowded Trade
29:23 Risks and Catalysts
36:10 Structural Significance
41:40 Blockspace Demand
46:40 Real vs Nominal Return
50:30 Miners vs Validators
56:00 Proof of Stake Wins
59:00 Store of Value
1:09:45 The Flippening
1:18:00 Price Predictions
-----
Resources:
Hal Press
https://twitter.com/NorthRockLP
Ryan Berckmans
https://twitter.com/ryanberckmans
-----
Not financial or tax advice. This channel is strictly educational
and is not investment advice or a solicitation to buy or sell any
assets or to make any financial decisions. This video is not tax
advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter
to products I use. I may receive commission if you make a purchase
through one of these links. Additionally, the Bankless writers hold
crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures