New episode with @ryanberckmans & @dunleavy89 out now!
We discuss:
- The bull case for ETH
- How to value the L1
- Should L2 tokens exist?
- The role of Etherealize
- What went wrong for Ethereum?
- Attracting builders, Ethereum's next chapter & more!
Timestamps:
00:00 Intro
01:50 What Went Wrong With Ethereum?
07:33 The Ethereum L2 Roadmap
10:35 Does Ethereum Have Product Market Fit?
13:46 Ethereum’s Big Pivot
18:11 Ads (ZKSync, Zenrock)
19:49 Should Blockspace Be Taxed?
22:15 Ethereum's Next Chapter
27:55 The Role Of Etherealize
30:18 Ads (ZKSync, Zenrock)
31:57 Does Scaling The L1 Benefit L2s?
42:38 How To Attract Builders To Ethereum
44:46 Ads (Falcon x,Arweave)
46:22 Should We Tariff The L2s?
51:35 How To Value L1s
56:50 The Bull Case For ETH
01:04:00 Should L2 Tokens Exist?
01:09:02 Final Thoughts
Links below! ↓
🚨 Ethereum’s bull flag is intact.
• The 105K ETH transfer is FUD
• Stablecoin bill (Genius Act) is coming
• Meta, banks, and institutions are preparing
• $4–5T in tokenized treasuries = on-chain demand
ETH’s next move could be explosive.
$SOL chain facts most people don't know 👇
• Solana operates at loss every month. Exp>Rev
• Foundation refuses to disclose SOL holdings
• Team lied to investors about circulating supply
• >50% of validators would collapse w/o Solana directly subsidizing them
• 10 Systemic failures since 2021
• Aug 7th, critical bug was "magically" patched in mins—impossible on a decentralized network where validators have to communicate
• 42% $SOL validators run by FIVE data centers
• 99% of validators run by only 137 data centers
• Costs ~800k to run 1 validator at breakeven
• Fakes TPS by including consensus messages
• Faked Billions of $ of TVL in 2022
• 50%+ Pump fun tokens are sniped in the initial block, meaning users are systematically being made exit liquidity
• ~95% of $SOL casino users verifiably rekt
Receipts 👇
$ETH $17K by OCTOBER
Blackrock said ETH ETF were underperforming due to no staking:
- SEC to approve Grayscale ETH staking ETF by 05/26
- SEC to approve Blackrock ETH options trading by 04/15
- Fidelity to launch US $ on ETH by 30/05
- $DRB on @base to solve US debt by 17/06
The most dangerous, oddly glorified, yet overlooked problem in the world:
Overthinking and underacting.
It's why you're stressed, depressed and your immune system is always in chaos.
Here's Eckhart Tolle 7-step protocol to escape the prison of overthinking: 🧵
🎙️ New @edge_pod
🤔 Ethereum Is Winning—So Why Is ETH Still Undervalued?
0:00 - Intro
6:18 - Origin of Etherealize and Vivek’s background
9:51 - Danny’s background
13:22 - How Etherealize acts on behalf of Ethereum
22:58 - Funding Etherealize with EF grant
29:39 - EF's strategy to ensure Ethereum is resilient
32:56 - The day-to-day for Etherealize
35:20 - Disconnect between Ethereum network vs ETH
39:47 - Why BlackRock BUIDL chose Ethereum
42:44 - Will L2 growth lead to value accrual for ETH?
48:58 - Fragmentation vs scaling single blockchain
53:16 - The elevator pitch for ETH/Ethereum
56:50 - ETH is the backbone of civilization infra
59:19 - Closing
🙏 Thanks to @Etherealize_io CoFounders @dannyryan and @VivekVentures for joining us!
@fsabes@salvadorilla@sanchezcastejon Por eso votáis contra la travesía central del pirineo, sois el PSC camuflado, traidores de huesca https://t.co/AS5DypxuYz
There is a hidden crisis that's slowly killing you:
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