97 - The Bull Case For ETH III | Anthony Sassano, DC Investor, Cyrus Younessi
Anthony Sassano, DC Investor, and Cyrus Younessi return to Bankless to complete the Bull Case for Ethereum Trilogy. Comparing this episode with the previous two Bull Cases, we can see what has held up so far and what we have to look forward to in 2022.
Spoiler: these guys have gotten a lot of things right.
Covering topics like the meteoric rise of NFTs, the BTC Flippening, and Ethereum Maximalism, there remains much to be incredibly excited about as we close out a historic 2021. While macro conditions remain uncertain, the conditions of the crypto markets and ecosystems are perhaps surprisingly more digestible.
With the Proof-of-Stake merge on the way and the modular blockchain thesis taking shape, the inevitable conclusion is that ETH is destined to go up.
What’s 2022 going to look like? No one knows for sure, but this episode left us feeling incredibly bullish.
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Topics Covered:
0:00 Intro 5:45 Recapping the Prequels 10:21 Crypto in 2021 17:09 Narratives and Scaling 23:21 The Cultural Asset Layer 27:57 Core Value Pillars 35:34 Do the People Know? 40:24 PoS and Monetary Policy 46:45 Bullish APY 52:52 The Merge and Price 57:12 Users & Gas Fees 1:05:59 Layer 1s & Modular Blockchains 1:09:40 Extreme Decentralization 1:12:15 Chains that Care 1:18:00 Maximalism 1:22:42 Is ETH Going to Scale? 1:28:09 Market Conditions 1:38:10 The Flippening & Price Predictions 1:46:14 Closing & Disclaimers
------ Resources:
DC Investor on Twitter https://twitter.com/iamDCinvestor?s=20 Anthony Sassano on Twitter https://twitter.com/sassal0x?s=20 Cyrus Younessi on Twitter https://twitter.com/cyounessi1?s=20 Bull Case for Ethereum I https://youtu.be/36HkwlqfBaQ Bull Case for Ethereum II https://youtu.be/85M3yGvzCe4 Ultra Sound Money https://www.youtube.com/watch?v=bWqhn1hXvVc&t=0s Ultra Scalable Ethereum https://youtu.be/xjxyjgWiqLE
----- 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
DC Investor | Layer Zero
DC Investor is an investor... living in Washington, DC. Makes sense. A lot makes sense about DC Investor and his practical, long-term approach to the crypto markets. He has worked hard for his money, and expects his money to work hard for him in return.
With one of the best and varied NFT portfolios out there, as well as a sound thesis on ETH the asset, DC clues us in on his guiding principles and life lessons from a career as a W2 employee and crypto investor.
There's a reason DC has been on Bankless five times.
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------ Topics Covered:
0:00 Intro 4:00 DC Investor 9:36 Interest & Speculation 14:45 Risk Management 20:07 Conviction & Communities 26:58 The Crypto Moment 33:58 Early Internet Skills 41:53 Tech Changes Society 46:56 Investing, not Trading 53:04 Markets 1:00:30 NFTs and Signalling 1:09:58 Gaming 1:14:15 Digital Economies 1:19:16 Hobbies & Lifestyle 1:23:10 The Hoffman Personality Quiz 1:27:45 Closing
------ Resources:
DCInvestor on Twitter https://twitter.com/iamDCinvestor?s=20 DC's NFT Collection http://gallery.so/dcinvestor DC's Newsletter https://dcinvestor.substack.com/
----- 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
The Worlds Greatest NFT Portfolio | DC Investor
DC Investor thought NFTs were cool before you did!
Join us on this State of the Nation, as we explore DCs progression through the NFT universe and as he curated the worlds greatest NFT portfolio!
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Topics Covered:
0:00 Intro 9:00 DC Curator 14:28 Before NFT Adoption 21:48 After NFT Adoption 24:05 DC's Portfolio & Punks 38:36 Art Blocks 48:34 One-of-Ones 54:40 Social Tokens & Digital Value 1:00:50 Scarcity & Paying Artists 1:05:20 Changing Culture & the Metaverse 1:09:06 What's Next? 1:12:05 Closing & Disclaimers
------ Resources:
DCInvestor on Twitter https://twitter.com/iamDCinvestor?s=20 DC's NFT Collection http://gallery.so/dcinvestor DC's Newsletter https://dcinvestor.substack.com/
----- 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
EIP1559 SmartCon Panel | DC Investor, SquishChaos, James Wang
Smart Contract Summit, hosted by Chainlink Labs, is the biggest smart contract event of the year with leading speakers and projects across DeFi, the NFT economy, and the larger blockchain industry.
Check out the other discussions here: https://www.smartcontractsummit.io/
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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap
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Resources:
DC Investor on Twitter: https://twitter.com/iamDCinvestor?s=20
SquishChaos on Twitter: https://twitter.com/SquishChaos?s=20
James Wang on Twitter: https://twitter.com/draecomino?s=20
----- 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
71 - The Bull Case For Ethereum II | DC Investor, Anthony Sassano, Cyrus Younessi
A lot has changed since the original "Bull Case for Ethereum" episode. This sequel comes at a time when massive events loom on the horizon. EIP-1559, the Proof-of-Stake Merge, and Layer 2 Scaling.
Many of these uncertainties are felt in the market action, but we bring you some of the Ethereum Community's strongest bulls to remind you why you're here.
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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap
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Topics Covered:
0:00 Intro 5:30 Sassano, DC Investor, and Cyrus 7:20 Cyrus Younessi 9:58 Grading Earlier Predictions 11:37 What’s New and Exciting? 18:15 New Narratives for ETH 25:03 ETH in DeFi 29:10 Feeling the Narrative Shift 37:45 Beating the Same Drum 40:19 The Energy Debate 44:12 PoS Merge and Energy 52:30 Gas Fees & Schizophrenia 58:39 EIP-1559 1:06:26 Deflationary, Scarce ETH 1:12:05 Confidence in Execution 1:20:33 Layer 2 Summer 1:28:02 Ethereum’s Scaling Solution 1:34:29 DAOs and DOs 1:44:37 DAOs and ETH 1:50:06 Post-Mortem on 4k ETH 2:03:29 Price Predictions 2:11:48 What Else Would You Buy? 2:14:12 Shaving to Save 2:15:49 Closing & Disclaimers
------ Resources:
The Bull Case for Ethereum: https://youtu.be/36HkwlqfBaQ
Ultra Sound Money: https://youtu.be/bWqhn1hXvVc
DC Investor on Twitter: https://twitter.com/iamDCinvestor?s=20
Anthony Sassano on Twitter: https://twitter.com/sassal0x?s=20
Cyrus Younessi on Twitter: https://twitter.com/cyounessi1?s=20
----- 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
44 - The Bull Case for Ethereum | Eric Conner, Anthony Sassano, DC Investor
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------44 - The Bull Case for Ethereum
Guests: Eric Conner, Anthony Sassano, DC Investor
These three gentlemen are close to the beating heart of the Ethereum universe. They all pay attention to undercurrents of what is transpiring in Ethereum.
What are the factors that contribute to bullishness on the Ethereum economy and ETH the asset?
We ask our guests how they characterize the relationship between Ethereum and ETH, the interaction between scaling Ethereum and EIP1559, as well as the potential for NFTs. All, of course, underpinned by DeFi applications making the magic happen.
Tune in to hear the bull case for Ethereum from good representatives from the Ethereum community------Don't stop at the video!
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Follow David on Twitterhttps://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case