Betting the Fund on the Merge | Hal Press, North Rock Digital
Bankless11 Mai 2022

Betting the Fund on the Merge | Hal Press, North Rock Digital

What happens when a guy becomes so convicted on ETH that he bets HIS ENTIRE FUND on the Ethereum Proof-of-Stake merge?

How much alpha is there in the All Core Devs calls? How should YOU play the merge?

Hal Press of North Rock Digital joins us as we discuss how to value tokens, and how to trade the biggest moment in crypto history.

------
OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis

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

------
BANKLESS SPONSOR TOOLS:

️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum

ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA

AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave

️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO

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

------
Topics Covered:

0:00 Intro
7:00 What Sets ETH Apart
18:09 Revenue and Cost
24:50 DeFi Utility
31:00 Blockchain Expenses
35:45 Inflating and Revenue
39:48 Supply and Demand
45:56 ETH vs Alt Layer 1s
56:06 Will the Price Lag?
1:03:36 Who Leads the Market?
1:05:35 Modeling Ethereum
1:11:45 ETH Staking Numbers
1:20:00 Wen Merge?
1:30:18 Trading the Merge
1:35:50 Closing

------
Resources:

Hal Press:
https://twitter.com/NorthRockLP?s=20&t=ZONa4ZJl5kcxbE43zFZKBg

Crypto Fees:
https://cryptofees.info/

Nillion:
https://www.nillion.com/

The Ethereum Thesis:
https://twitter.com/NorthRockLP/status/1484926691990556675?s=20&t=ZONa4ZJl5kcxbE43zFZKBg

-----
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(1271)

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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 59min

Capitalism’s Endgame: The Last Companies That Will Ever Exist

Capitalism’s Endgame: The Last Companies That Will Ever Exist

Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. We break down the four “Infinity Gauntlet” pillars...

2 Feb 1h 29min

ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold

ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold

Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown...

30 Jan 1h 4min

Populært innen Politikk og nyheter

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