Fidelity's Bull Case For Ethereum

Bankless

English - September 27, 2023 09:30 - 1 hour - 62.9 MB - ★★★★★ - 942 ratings
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Previous Episode: Synthetix: A New Hope with Kain Warwick

Next Episode: ROLLUP: Coinbase Crashes DC | Gary Grilled By Congress | Vitalik Deepfakes

Joining us today from Fidelity are Chris Kuiper and Jack Neureuter who recently released their Ethereum Investment Thesis report.

On this episode we're asking are the institutions serious about Ether? Has Ether passed through the gauntlet…like BTC? And what does it look like for institutions to actually begin investing in Ether the asset.

Fidelity manages $4.5 trillion dollars, that's many multiples higher than the entire crypto market cap. This is worth paying attention to.
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TIMESTAMPS

0:00 Intro
7:07 Intro to Chris and Jack
8:50 About Fidelity Assets
12:00 Analyzing Crypto Risk as an Institution
16:42 What do Institutions Think of Ether?
19:17 Comparing Other Assets
23:5 5How Others Can Join Ether and Bitcoin
25:58 Ether and Ethereum
29:44 Is Ether a Money?
40:14 What is Money?
44:13 What Else Competes for Money?
48:38 Thesis Two
51:19 Ether Cash Flow
55:51 The Value of Metrics
1:00:41 Modeling Future Cash Flows
1:08:11 How Has The Report Been Recieved?
1:10:21 Whats Next For Fidelity?
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RESOURCES

Fidelity's Report on Ethereum:
https://www.fidelitydigitalassets.com/sites/default/files/documents/1101895.1.0%20-%20FDAS%20ETH%20Investment%20Thesis%20%2808.14%29.pdf

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