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Bankless

150 - Bull Case for Ethereum IV with Justin Drake, DCinvestor, & Anthony Sassano

Bankless

Bankless

Tech News, Technology, News

4.71.2K Ratings

🗓️ 26 December 2022

⏱️ 104 minutes

🧾️ Download transcript

Summary

A lot has changed since our previous "Bull Case for Ethereum” episode. Our fourth installment comes at one of the most pivotal moments in crypto's history.

The industry is still reeling from the collapse of FTX and macro uncertainty looms. But with the merge behind us and so much to look forward to on the Ethereum roadmap it's still hard not to be bullish.

What's 2023 going to look like? Justin Drake, DC Investor, and Anthony Sassano give us their bull case for the new year and beyond.

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Topics Covered

0:00 Intro
7:09 Ethereum’s Original Promises
13:02 Promise Critiques
14:55 2022 Sentiment
27:41 ETH’s Risk to Reward Justification
35:58 ETH 2018 vs. Now vs. SOL
49:39 Bullish Ethereum Roadmap
55:05 EVM & zkEVM Concerns
1:00:07 MEV & Censorship
1:04:13 Post-Quantum
1:08:29 Zooming Out on the Roadmap
1:18:27 Market Opportunity
1:40:10 Timeline
1:44:30 What DCinvestor is Doing
1:48:28 Sassal’s Closing Thoughts
1:51:41 Closing & Disclaimers

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Resources:

Justin Drake
https://twitter.com/drakefjustin 

DC Investor
https://twitter.com/iamDCinvestor 

Anthony Sassano
https://twitter.com/sassal0x 

Bull Case for Ethereum
l - https://youtu.be/6v2VRvxbfnw 
ll - https://youtu.be/85M3yGvzCe4 
lll - https://youtu.be/wVVfYuUsPu4 

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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:
https://www.bankless.com/disclosures 

Transcript

Click on a timestamp to play from that location

0:00.0

This is Ryan Sean Adams. I'm here with David Hoffman, and we're here to help you become

0:19.2

more danicless guys. The greatest way is to go bankless is to hear the bull case for

0:24.1

ETH. And then I think at the end of this episode, if you are bullish, to do something about

0:28.6

those bullish feelings, we have the bullish panel here, the ultimate bullish panel,

0:33.7

Justin Drake, Anthony Susano, DC Investor. We've done this like every six months or so, David,

0:39.8

since late 2020, the ETH bull case, and this is another episode of this type.

0:44.9

Yeah, installment number four, and while you were doing that intro, you said,

0:48.9

this is Ryan Sean Adams here with David Hoffman, and we are here to help you become

0:53.0

bullish ETH, because if you're not all ready, but you should have, but you should have,

0:58.4

because that is what this episode is designed to do. We want to get back to our roots and get

1:02.2

back to what we are good at, which is becoming bullish. And I think everyone is perhaps scared

1:07.6

right now. If you're a first cyclor and they're flipping, they're going from optimistic to pessimistic,

1:13.6

they're just like pessimistic on the future of crypto. Things hurt right now. I would just like

1:17.7

to remind listeners that when the prices are in the tank, that is the time to be bullish.

1:23.2

The time to be bullish is not actually at the top. It's at the bottom. It's when the most

1:27.2

of the opportunity lies. And so I think out of all the installments of the bull case for Ethereum

1:32.3

that we've ever done, Ryan, I think this might be my favorite. This is Justin Drake's first

1:36.8

bull case for Ethereum. I think he's definitely invited back to episode number five when we

1:41.0

eventually do that. Oh man, he is fantastic. And it completes the panel, because he has technical

1:45.3

reasons to be bullish, which is super important too, to kind of ground this. And then also,

1:49.6

well, we'll get into his description, though, of the total market cap was just crazy chills.

1:54.0

Some housekeeping before we get into this episode as well. David and I are revamping our sponsor

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