4.8 • 1.1K Ratings
🗓️ 23 September 2024
⏱️ 80 minutes
🧾️ Download transcript
Is the Ethereum’s Rollup centric roadmap a Queen Sacrifice blunder? That’s the core question the industry is asking and Bankless has aired some of these dissents.
Today’s episode voices a counter to the doubters. Mike Neuder is an Ethereum developer and previous Bankless guest. He thinks the Ethereum roadmap is pretty great as is, it’s right on track, in fact, his message is to stay the course, play the long game, and watch ETH grow in value as a monetary asset as the Ethereum economy grows across L2s.
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TIMESTAMPS
0:00 Intro
6:06 Why is the ETH Roadmap Great
12:38 Ethereum’s North Star
17:12 Property Rights
28:14 Rollups
33:20 Rollup Stages
47:38 Data Availability
1:06:25 Value Accrual for ETH
1:15:33 ETH as Money
1:21:35 Closing Thoughts
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RESOURCES
Mike Neuder
https://x.com/mikeneuder
Mike Neuther Thesis
https://hackmd.io/@mikeneuder/ethesis
Max Resnick Pod
https://www.youtube.com/watch?v=FLUJ0uLye0U
Kyle Samani Pod
https://www.youtube.com/watch?v=7CMMLdVrtFE
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Click on a timestamp to play from that location
0:00.0 | I'm only trusting the L2 to provide me the nice stuff. I'm not trusting it to provide me the core |
0:05.3 | stuff, the core property rights the defense of the Ethereum roadmap. |
0:21.1 | This is Ryan Sean Adams. |
0:22.1 | I'm here David Hoffman and we're here to help be become more |
0:25.4 | bankless. The Ethereum roadmap has been called into question recently. I think bankless has aired some of these |
0:31.6 | dissents and I'll say maybe two things about that before we begin. |
0:35.6 | First is this. I think dissenting opinions are really important for us to consider and |
0:40.8 | David and I will continue voicing them on Bankless and even when they're wrong I think at best they help sharpen our ideas and both David and I would rather err on the side of open engagement than live in an echo chamber. |
0:52.8 | So that's the first thing. |
0:54.0 | Second, I just think we have to recognize, yes, |
0:56.0 | all this roadmap angst recently could totally |
0:58.0 | just be a price thing. |
0:58.9 | As we know in crypto, narrative follows price. |
1:02.0 | And when price is down, people find all sorts of reasons |
1:04.1 | to doubt their conviction and on this time will tell. But today's episode |
1:08.6 | voices a counter to the doubters on the Ethereum roadmap. Mike Neuter is an Ethereum developer and a previous |
1:14.8 | Spankless guest. |
1:15.8 | He thinks the Ethereum roadmap is like pretty great as is. |
1:19.0 | It's right on track, in fact. |
1:21.0 | His message is that we should stay the course play the long game and watch the value |
1:24.6 | of ETH grow as a monetary asset as the Ethereum economy grows across all sorts of |
1:29.3 | layer twos. |
... |
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