Jun 28, 2021
A lot has changed since the original "Bull Case for Ethereum" episode. This sequel comes at a time when massive events loom on the horizon. EIP-1559, the Proof-of-Stake Merge, and Layer 2 Scaling.
Many of these uncertainties are felt in the market action, but we bring you some of the Ethereum Community's strongest bulls to remind you why you're here.
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Topics Covered:
0:00 Intro
5:30 Sassano, DC Investor, and Cyrus
7:20 Cyrus Younessi
9:58 Grading Earlier Predictions
11:37 Whatโs New and Exciting?
18:15 New Narratives for ETH
25:03 ETH in DeFi
29:10 Feeling the Narrative Shift
37:45 Beating the Same Drum
40:19 The Energy Debate
44:12 PoS Merge and Energy
52:30 Gas Fees & Schizophrenia
58:39 EIP-1559
1:06:26 Deflationary, Scarce ETH
1:12:05 Confidence in Execution
1:20:33 Layer 2 Summer
1:28:02 Ethereumโs Scaling Solution
1:34:29 DAOs and DOs
1:44:37 DAOs and ETH
1:50:06 Post-Mortem on 4k ETH
2:03:29 Price Predictions
2:11:48 What Else Would You Buy?
2:14:12 Shaving to Save
2:15:49 Closing & Disclaimers
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Resources:
The Bull Case for Ethereum:
https://youtu.be/36HkwlqfBaQ
Ultra Sound Money:
https://youtu.be/bWqhn1hXvVc
DC Investor on Twitter:
https://twitter.com/iamDCinvestor?s=20
Anthony Sassano on Twitter:
https://twitter.com/sassal0x?s=20
Cyrus Younessi on Twitter:
https://twitter.com/cyounessi1?s=20
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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:
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