The ETH Merge: BULL OR BEAR? David debates Jordi Alexander
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 10 September 2022
⏱️ 95 minutes
🧾️ Download transcript
Summary
Jordi Alexander returns to debate David Hoffman on whether or not next week's Ethereum Merge is bullish or bearish for ETH. The debate is moderated by none other than, Ryan Sean Adams.
Let us know if you're bullish or bearish in the comments or on Twitter: @banklesshq
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Topics Covered:
0:00 Intro
3:03 David & Jordi's Luna Debate
10:07 Why the Merge is Overhyped?
16:50 Merge Bulls
21:05 Long ETH?
23:10 The ETH Narrative Play
32:05 Overestimating the ETH Yield
42:38 Blockspace Demand
1:02:05 Multichains
1:06:17 Ethereum's Gravitational Pull
1:09:57 Value Accrual
1:17:23 ETH Not Monetary Premium?
1:28:50 Price Range Predictions
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Resources:
Jordi Alexander
https://twitter.com/gametheorizing
Jordi's Article
https://newsletter.banklesshq.com/p/is-the-merge-overhyped
David's Rebuttal to Jordi's Article
https://newsletter.banklesshq.com/p/a-rebuttal-to-jordi-alexander-and
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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 | It's a debate time debating I think the most interesting topic in crypto today is the |
| 0:16.2 | merge over hyped we get the bear case and the bull case for the merge we try to answer |
| 0:22.6 | the question on whether it's over hyped or not today my role is a bit different in |
| 0:28.0 | bank list today I am the moderator I'm the host of this debate we have David Hoffman who |
| 0:33.6 | of course is taking the bull position and we also have Jordy Alexander who introduced |
| 0:38.4 | later who is taking the bear position he thinks the merge is over hyped while David thinks |
| 0:44.8 | it's probably still under hyped or appropriately hyped and we will get into all of that I think |
| 0:50.2 | the market still might not understand the merge it's going in both directions and so |
| 0:55.4 | hopefully this episode gives you some clarity on that I'm going to introduce our debaters |
| 1:00.7 | in just a minute but a few quick announcements I'm going to have David help me do this as well |
| 1:05.7 | of course you know bankless not me today as the moderator but bankless is overall bullish on |
| 1:11.5 | the merge so is consensus the merge is happening next week and if you want to pick up an NFT to |
| 1:18.0 | commemorate the merge you can do that for free all you have to do is go to the website we'll link |
| 1:22.8 | a something a link in the show notes and you can click this link on being the first snow |
| 1:27.9 | and get a merge NFT as a commemorative collectible from consensus David I think there's one |
| 1:34.4 | other announcement we need to cover before we get in and that is you are going to a conference |
| 1:38.8 | pretty soon yeah converge 2022 in San Francisco that is at the end of this month September 27th |
| 1:45.4 | through 30th one of the first conferences post merge so we'll be able to talk about and have |
| 1:49.8 | conversations and content around the post merge world we got Brian Brooks we got Philip Zoutner |
| 1:54.9 | from from life I we got Vitalik Buterin also giving a talk I will be hosting a panel as well as |
| 2:00.2 | many other speakers in the crypto and FinTech space over in San Francisco there's a link in the |
| 2:05.4 | show notes to get a ticket and also a link in the show notes to get a discounted ticket more |
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