התחל במצב לא מקוון עם האפליקציה Player FM !
Brian Mosoff from Ether Capital on the bull case for Ether
Manage episode 296218354 series 2789730
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
243 פרקים
Manage episode 296218354 series 2789730
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
243 פרקים
כל הפרקים
×ברוכים הבאים אל Player FM!
Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.