Feb 22, 2023
In today's episode, Jon unpacks his relatively controversially titled new piece, "ETH Is Not Ultrasound Money: Part 1"
Is ETH doomed? Was Ultrasound money a myth? Tune in to hear Jon's arguments.
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5:06 Jon's Argument
11:30 Triple Point Asset Thesis
18:53 The Disagreement
30:00 PoW vs. PoS
33:15 Does Issuance Matter? & L1s & L2s
37:57 Blockchain Sustainability
42:00 Deflation vs. Inflation Value
47:50 How is Jon's Argument Bullish?
51:35 Alt L1s Issuance
59:20 Jon's Model Spreadsheet
1:17:53 Closing & Disclaimers
Jon's Model Spreadsheet
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