May 11, 2022
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.
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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
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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
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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.
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