1 hr 44 min

150 - Bull Case for Ethereum IV with Justin Drake, DCinvestor, & Anthony Sassano Bankless

    • Investing

A lot has changed since our previous "Bull Case for Ethereum” episode. Our fourth installment comes at one of the most pivotal moments in crypto's history.

The industry is still reeling from the collapse of FTX and macro uncertainty looms. But with the merge behind us and so much to look forward to on the Ethereum roadmap it's still hard not to be bullish.

What's 2023 going to look like? Justin Drake, DC Investor, and Anthony Sassano give us their bull case for the new year and beyond.
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📣 Kraken | The Crypto Exchange for Everyone
http://k.xyz/bankless-pod 
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🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 
🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless 
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso 
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi 
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence 
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel 
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Topics Covered
0:00 Intro
7:09 Ethereum’s Original Promises
13:02 Promise Critiques
14:55 2022 Sentiment
27:41 ETH’s Risk to Reward Justification
35:58 ETH 2018 vs. Now vs. SOL
49:39 Bullish Ethereum Roadmap
55:05 EVM & zkEVM Concerns
1:00:07 MEV & Censorship
1:04:13 Post-Quantum
1:08:29 Zooming Out on the Roadmap
1:18:27 Market Opportunity
1:40:10 Timeline
1:44:30 What DCinvestor is Doing
1:48:28 Sassal’s Closing Thoughts
1:51:41 Closing & Disclaimers
------
Resources:
Justin Drake
https://twitter.com/drakefjustin 
DC Investor
https://twitter.com/iamDCinvestor 
Anthony Sassano
https://twitter.com/sassal0x 
Bull Case for Ethereum
l - https://youtu.be/6v2VRvxbfnw 
ll - https://youtu.be/85M3yGvzCe4 
lll - https://youtu.be/wVVfYuUsPu4 
-----
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://www.bankless.com/disclosures 

A lot has changed since our previous "Bull Case for Ethereum” episode. Our fourth installment comes at one of the most pivotal moments in crypto's history.

The industry is still reeling from the collapse of FTX and macro uncertainty looms. But with the merge behind us and so much to look forward to on the Ethereum roadmap it's still hard not to be bullish.

What's 2023 going to look like? Justin Drake, DC Investor, and Anthony Sassano give us their bull case for the new year and beyond.
------
📣 Kraken | The Crypto Exchange for Everyone
http://k.xyz/bankless-pod 
------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 
🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless 
------
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso 
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi 
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence 
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel 
------
Topics Covered
0:00 Intro
7:09 Ethereum’s Original Promises
13:02 Promise Critiques
14:55 2022 Sentiment
27:41 ETH’s Risk to Reward Justification
35:58 ETH 2018 vs. Now vs. SOL
49:39 Bullish Ethereum Roadmap
55:05 EVM & zkEVM Concerns
1:00:07 MEV & Censorship
1:04:13 Post-Quantum
1:08:29 Zooming Out on the Roadmap
1:18:27 Market Opportunity
1:40:10 Timeline
1:44:30 What DCinvestor is Doing
1:48:28 Sassal’s Closing Thoughts
1:51:41 Closing & Disclaimers
------
Resources:
Justin Drake
https://twitter.com/drakefjustin 
DC Investor
https://twitter.com/iamDCinvestor 
Anthony Sassano
https://twitter.com/sassal0x 
Bull Case for Ethereum
l - https://youtu.be/6v2VRvxbfnw 
ll - https://youtu.be/85M3yGvzCe4 
lll - https://youtu.be/wVVfYuUsPu4 
-----
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://www.bankless.com/disclosures 

1 hr 44 min