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ETH Is NOT Ultrasound Money with Jon Charbonneau
Bankless
English - February 22, 2023 23:57 - 1 hour - 108 MB - ★★★★★ - 942 ratingsInvesting Business Education Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In today's episode, Jon unpacks his relatively controversially titled new piece, "ETH Is Not Ultrasound Money: Part 1"
Is ETH doomed? Was Ultrasound money a myth? Tune in to hear Jon's arguments.
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Timestamps:
0:00 Intro
5:06 Jon's Argument
11:30 Triple Point Asset Thesis
17:52 ETH
18:53 The Disagreement
22:10 Semantics
26:40 Profit
30:00 PoW vs. PoS
33:15 Does Issuance Matter? & L1s & L2s
37:57 Blockchain Sustainability
42:00 Deflation vs. Inflation Value
47:50 How is Jon's Argument Bullish?
51:35 Alt L1s Issuance
59:20 Jon's Model Spreadsheet
1:17:53 Closing & Disclaimers
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Resources:
Jon Charbonneau
https://twitter.com/jon_charb
Jon's Essay
https://joncharbonneau.substack.com/p/eth-is-not-ultrasound-money-part
Jon's Model Spreadsheet
https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit#gid=0
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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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