97 - The Bull Case For ETH III | Anthony Sassano, DC Investor, Cyrus Younessi
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 20 December 2021
⏱️ 105 minutes
🧾️ Download transcript
Summary
Anthony Sassano, DC Investor, and Cyrus Younessi return to Bankless to complete the Bull Case for Ethereum Trilogy. Comparing this episode with the previous two Bull Cases, we can see what has held up so far and what we have to look forward to in 2022.
Spoiler: these guys have gotten a lot of things right.
Covering topics like the meteoric rise of NFTs, the BTC Flippening, and Ethereum Maximalism, there remains much to be incredibly excited about as we close out a historic 2021. While macro conditions remain uncertain, the conditions of the crypto markets and ecosystems are perhaps surprisingly more digestible.
With the Proof-of-Stake merge on the way and the modular blockchain thesis taking shape, the inevitable conclusion is that ETH is destined to go up.
What’s 2022 going to look like? No one knows for sure, but this episode left us feeling incredibly bullish.
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Topics Covered:
0:00 Intro
5:45 Recapping the Prequels
10:21 Crypto in 2021
17:09 Narratives and Scaling
23:21 The Cultural Asset Layer
27:57 Core Value Pillars
35:34 Do the People Know?
40:24 PoS and Monetary Policy
46:45 Bullish APY
52:52 The Merge and Price
57:12 Users & Gas Fees
1:05:59 Layer 1s & Modular Blockchains
1:09:40 Extreme Decentralization
1:12:15 Chains that Care
1:18:00 Maximalism
1:22:42 Is ETH Going to Scale?
1:28:09 Market Conditions
1:38:10 The Flippening & Price Predictions
1:46:14 Closing & Disclaimers
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Resources:
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
Bull Case for Ethereum I
https://youtu.be/36HkwlqfBaQ
Bull Case for Ethereum II
https://youtu.be/85M3yGvzCe4
Ultra Sound Money
https://www.youtube.com/watch?v=bWqhn1hXvVc&t=0s
Ultra Scalable Ethereum
https://youtu.be/xjxyjgWiqLE
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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
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| 0:00.0 | Welcome to Bankless, where we explore the frontier of internet money and internet finance. |
| 0:12.4 | This is how to get started, how to get better, and how to front run the opportunity. |
| 0:16.4 | This is Ryan Sean Adams and I'm here with David Hoffman and we are here to help you |
| 0:20.2 | become more bankless. |
| 0:22.8 | David, great episode today. |
| 0:24.2 | This is the bull case for ETH. |
| 0:26.6 | ETH as an investment in 2022. |
| 0:29.6 | How's it going to perform? |
| 0:30.9 | What's it going to do? |
| 0:31.9 | There's five key takeaways. |
| 0:33.2 | We talked to the panelists with first, why ETH is destined to go up. |
| 0:38.0 | Second, what happens to ETH price? |
| 0:40.7 | When Ethereum finally scales end, the panelists believe it will scale, will the flipping happen? |
| 0:46.4 | Is the third thing? |
| 0:47.8 | Also we ask some controversial kinds of questions like, are ETH Maxis the new Bitcoin |
| 0:52.6 | Maxis? |
| 0:53.6 | Is there even an ETH Maxi? |
| 0:55.8 | Is that a thing? |
| 0:57.0 | We also end the podcast with price predictions. |
| 1:00.0 | So you're going to want to tune into this one, David, what were your thoughts after this |
| 1:03.6 | episode? |
| 1:04.6 | Oh, my thoughts are, I'm incredibly bullish, Ryan. |
... |
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