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Fidelity's Bull Case For Ethereum

Fidelity's Bull Case For Ethereum

FromBankless


Fidelity's Bull Case For Ethereum

FromBankless

ratings:
Length:
69 minutes
Released:
Sep 27, 2023
Format:
Podcast episode

Description

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 
Released:
Sep 27, 2023
Format:
Podcast episode

Titles in the series (100)

The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.