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Description:
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Brian Mosoff, CEO of Ether Capital Corp, does a deep dive into the investment case for Ethereum. Key topics include how Ethereum is different than Bitcoin, how proof of stake and EIP-1559 will improve the Ethereum ecosystem, and why Ethereum today looks like investing in computer operating systems in the early 80s.
Disclosure: nothing in here is investing advice. Listeners/viewers should remember crypto is extremely risky and do their own work!
Brian's Twitter: https://twitter.com/brianmosoff Ether Capital's Twitter: https://twitter.com/ethcap
Chapters 0:00 Intro 1:35 Brian's background 2:40 How is Ethereum different than Bitcoin? 10:55 Ether as the operating system / highway for Web 3.0 16:20 Who are the "operating system" competitors for Ether 23:05 How ether's transaction fee lead creates a big network effect 27:50 How do you value Ethereum? 30:50 Comparing crypto today to the dotcom bubble 37:00 Can you value Ether of their fee run rate? 47:00 Discussing staking and proof of stake 58:50 What is EIP-1559? 1:11:45 What is the risk to staking? 1:13:50 Brian's closing thoughts SHOW LESS
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