Why $ETH is going to $3T | Ryan Allis
Bankless2 Feb 2022

Why $ETH is going to $3T | Ryan Allis

CORRECTION: It's actually ETH to $4 Trillion 👀

Ryan Allis is the managing partner at Heart Rithm, and a serial entrepreneur with 20 years in technology, marketing, and business. Ryan write about Ethereum, Bitcoin, Polkadot, DeFi, Blockchain, Web3, and the future of money on his substack - Coinstack.

Today, we're evaluating ETH according to Ryan's recent DCF (discounted cash flows) model, and getting to the bottom of why ETH could be fairly valued at $10k with a market cap of $3 Trillion.

Model:
https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0

------
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------
BANKLESS SPONSOR TOOLS:

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

🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants

------
Topics Covered:

0:00 Intro
6:00 Ryan Allis, ETH, Cash Flows
12:29 Making a DCF for ETH
16:34 Costs & Security
21:16 Generating Insane Revenue
31:42 The Outputs are Sexy
40:55 Monetary Premium
47:00 Buybacks & Distribution
52:14 Markets vs Education
57:02 Alt Layer 1's & L2
1:03:25 Memes vs Fundamentals
1:08:19 Closing & Disclaimers

------
Resources:

Ryan on Twitter:
https://twitter.com/ryanallis?s=20
CoinStack:
https://twitter.com/coinstackcrypto?s=20
HeartRithm:
https://twitter.com/HeartRithm?s=20

-----
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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(1269)

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital t...

27 Apr 1h 59min

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s cont...

24 Apr 1h 30min

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the d...

23 Apr 1h 13min

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-val...

21 Apr 1h 24min

Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred

Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred

Austen Allred joins Bankless to unpack Kelly Claude, the AI agent he has given an LLC, bank accounts, a token, and even a human employee. They explore how Kelly finds software opportunities, ships app...

20 Apr 1h 14min

ROLLUP: Markets at ATHs | Saylor’s STRC Bid | Trump DeFi Scandal | SEC Clears DeFi

ROLLUP: Markets at ATHs | Saylor’s STRC Bid | Trump DeFi Scandal | SEC Clears DeFi

Markets are ripping back to all-time highs, but crypto still isn’t following suit. Ryan and David break down the V-shaped recovery driven by Iran de-escalation, why Bitcoin is still stuck in range...

17 Apr 1h 3min

Why Hasn't The Dollar Fallen? | Lessons from Currency Historian Barry Eichengreen

Why Hasn't The Dollar Fallen? | Lessons from Currency Historian Barry Eichengreen

Why has the dollar remained dominant despite rising debt, geopolitical strain, and growing challengers? Barry Eichengreen joins Bankless to trace the history of global reserve currencies. From Spanis...

16 Apr 1h 16min

Up or Down from Here? Bears vs. Bulls

Up or Down from Here? Bears vs. Bulls

Has crypto already bottomed, or is more pain still ahead? Mike and Ryan break down the bull and bear case in full, from Bitcoin fair value and market structure to global liquidity, AI demand, and the ...

14 Apr 1h

Populært innen Politikk og nyheter

giver-og-gjengen-vg
aftenpodden
forklart
aftenpodden-usa
stopp-verden
fotballpodden-2
nokon-ma-ga
popradet
rss-gukild-johaug
det-store-bildet
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-espen-lee-usensurert
rss-ness
hanna-de-heldige
aftenbla-bla
rss-dannet-uten-piano
grasoner-den-nye-kalde-krigen
e24-podden
rss-utenrikskomiteen-med-bogen-og-grasvik