89 min listen
Is The Merge Priced In? with Hal Press & Ryan Berckmans
FromBankless
ratings:
Length:
85 minutes
Released:
Aug 17, 2022
Format:
Podcast episode
Description
Is the Merge Priced In? The Ethereum Proof-of-Stake Merge looms around the corner, but how do the markets feel about it? Ryan Berckmans and Hal Press have a mutually bullish discussion about the Ethereum network today, tomorrow, and long-term. They're both bullish ETH, but differ on how it's going to play out. This is our favorite kind of debate. ------ ? Chainlink | Register for SmartCon 2022 with promo code “BANKLESS” https://bankless.cc/smartcon ------ ? SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ?️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS: ? LENS | ACCESS CODE: MINTME https://bankless.cc/Lens ? ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum ? BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave ? JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno ⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync ----- Timestamps: 0:00 Intro 7:00 Hal & Ryan Thesis 18:28 The Merge is Happening 23:30 A Crowded Trade 29:23 Risks and Catalysts 36:10 Structural Significance 41:40 Blockspace Demand 46:40 Real vs Nominal Return 50:30 Miners vs Validators 56:00 Proof of Stake Wins 59:00 Store of Value 1:09:45 The Flippening 1:18:00 Price Predictions ----- Resources: Hal Press https://twitter.com/NorthRockLP Ryan Berckmans https://twitter.com/ryanberckmans ----- 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
Released:
Aug 17, 2022
Format:
Podcast episode
Titles in the series (100)
2 - The Evolution of Monetary Policy: How did money get to where it is today? David and Ryan explore the historical progress of money, and the management of money, across time. They end with a comparison of the different money management policies of each respective crypto-system! by Bankless