71 - The Bull Case For Ethereum II | DC Investor, Anthony Sassano, Cyrus Younessi
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 28 June 2021
⏱️ 131 minutes
🧾️ Download transcript
Summary
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 What’s 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 Ethereum’s 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:
https://newsletter.banklesshq.com/p/bankless-disclosures
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Bankless, where we explore the frontier internet money and internet finance. |
| 0:17.6 | This is how to get started, how to get better, and how to front run the opportunity. |
| 0:22.5 | I'm Ryan Sean Adams, I'm here with David Hoffman, and we're here to help you become more |
| 0:27.8 | bankless. David, we're also here to help people become more bullish, more bullish on |
| 0:33.7 | ETH. That's what this episode's about. Tell us about it. Yeah, because the world is not |
| 0:38.0 | bullish enough on ether, the asset. This is the bull case for Ethereum episode number two. |
| 0:43.9 | The first we did roughly six months ago with Eric Conner and DC and Anthony Cisano. |
| 0:48.8 | Two of those panelists got invited back because they were extra bullish on ether. One of those |
| 0:53.4 | panelists is now an Ethereum alumni. I will graciously call him and has graduated from the world |
| 1:00.1 | of content production and is now doing his own thing. And so in his shoes, we have brought on |
| 1:04.8 | the Cyrus Unessie, who is a former risk at MakerDow and now kind of doing his own thing. |
| 1:10.2 | It has really unique and interesting perspectives that I really enjoyed his contributions into |
| 1:15.3 | the three panelists that we had today on this show. Yeah, and the reason we're doing this again |
| 1:20.5 | is because we like to bring on people who have been right before. And look, the ETH bull panel called |
| 1:27.6 | this in December 2020. ETH price is hanging in the 600s. And they said the message was basically |
| 1:36.1 | the world is not bullish enough. ETH. And here's why. Here's the case for why. Wow, so much has changed |
| 1:43.0 | over the next six months, including ETH all time highs above 4K. I think prices. |
| 1:49.2 | Proving Eric Conner wrong. To be fair, Eric Conner was absolutely invited. He is |
| 1:56.6 | just busy with other things. And Eric, we'd love to have you on again, of course, |
| 2:00.6 | to talk about this. But yeah, so like the ETH bulls were right. And it even overshot, |
| 2:08.1 | I think they're wildest estimates, at least in the six month time frame at the speed. |
| 2:13.4 | And so we're having them back on to talk about it. And the story here, I think David is |
... |
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