Fidelity's Bull Case For Ethereum
Bankless27 Syys 2023

Fidelity's Bull Case For Ethereum

Joining us today from Fidelity are Chris Kuiper and Jack Neureuter who recently released their Ethereum Investment Thesis report.

On this episode we're asking are the institutions serious about Ether? Has Ether passed through the gauntlet…like BTC? And what does it look like for institutions to actually begin investing in Ether the asset.

Fidelity manages $4.5 trillion dollars, that's many multiples higher than the entire crypto market cap. This is worth paying attention to.
-----
Check your wallet with our brand new tool: Claimables 🎁
https://bankless.cc/GetClaimables

------
📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud
https://bankless.cc/layer-zero

------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
⁠https://k.xyz/bankless-pod-q2

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
⁠https://bankless.cc/MetaMask

⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle

🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap

🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo

------
TIMESTAMPS

0:00 Intro
7:07 Intro to Chris and Jack
8:50 About Fidelity Assets
12:00 Analyzing Crypto Risk as an Institution
16:42 What do Institutions Think of Ether?
19:17 Comparing Other Assets
23:5 5How Others Can Join Ether and Bitcoin
25:58 Ether and Ethereum
29:44 Is Ether a Money?
40:14 What is Money?
44:13 What Else Competes for Money?
48:38 Thesis Two
51:19 Ether Cash Flow
55:51 The Value of Metrics
1:00:41 Modeling Future Cash Flows
1:08:11 How Has The Report Been Recieved?
1:10:21 Whats Next For Fidelity?
-----
RESOURCES

Fidelity's Report on Ethereum:
https://www.fidelitydigitalassets.com/sites/default/files/documents/1101895.1.0%20-%20FDAS%20ETH%20Investment%20Thesis%20%2808.14%29.pdf

-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1265)

ROLLUP: Crypto Pain Market | Coinbase Super Bowl Rug Pull | IBIT Liquidation Cascade | Prediction Markets Explode | BlackRock x Uniswap

ROLLUP: Crypto Pain Market | Coinbase Super Bowl Rug Pull | IBIT Liquidation Cascade | Prediction Markets Explode | BlackRock x Uniswap

Crypto feels cooked in 2026, and the Super Bowl proves it. Ryan and David unpack Coinbase’s Backstreet Boys rug pull ad and what it reveals about crypto’s collapsed public narrative. Then they dig int...

13 Helmi 1h 6min

What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco

What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco

Last week felt like four different crashes happening at the same time: AI software stocks melting down, crypto capitulating, gold and silver whipping around, and markets suddenly panicking about AI Ca...

12 Helmi 1h 15min

Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat

Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat

Robinhood isn’t just adding another crypto feature—it’s assembling a new exchange stack: stock tokens, an Ethereum L2 built for real-world assets, and a wallet that can plug into DeFi. Johann Kerbrat ...

11 Helmi 44min

MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling

MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling

MegaETH mainnet is live, kicking off a new frontier for Ethereum scaling: ultra-low latency, massive throughput, and an execution environment built to unlock apps that can’t exist on L1. Lei Yang & ...

9 Helmi 1h 22min

Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?

Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?

A single Vitalik tweet just snapped Ethereum’s scaling narrative into focus: the rollup-centric roadmap is over, and a new path is here. Ryan and David break down what Vitalik actually said (and what ...

7 Helmi 52min

ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown

ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown

Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chai...

6 Helmi 1h 4min

AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis

AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis

AI agents aren’t “coming” to Ethereum—they’re already here, spinning up on dedicated machines, clicking through wallets, deploying contracts, and even building apps for themselves. In this episode, Ry...

5 Helmi 1h 37min

Where Do We Go From Here? | Michael Nadeau

Where Do We Go From Here? | Michael Nadeau

Michael Nadeau went risk-off in October and has been targeting Bitcoin's fair value near $65K. In this episode, he joins Ryan to unpack what changed after BTC broke below $80K, why he does not think t...

3 Helmi 59min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
rss-ootsa-kuullut-tasta
ootsa-kuullut-tasta-2
tervo-halme
rss-podme-livebox
rss-pinnalla
rss-asiastudio
otetaan-yhdet
rss-vaalirankkurit-podcast
rss-kaikki-uusiksi
aihe
the-ulkopolitist
et-sa-noin-voi-sanoo-esittaa
rss-girls-finish-f1rst
rikosmyytit
rss-uusi-juttu-mediastartupin-tarina
rss-ulkopoditiikkaa
viisupodi