cover of episode Why You Should Still Be Bullish ETH | Anthony Sassano

Why You Should Still Be Bullish ETH | Anthony Sassano

2024/11/5
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Anthony Sassano：尽管ETH的价格相较于SOL和BTC有所下跌，但这并非完全由基本面决定的。他认为ETH仍然具有巨大的潜力，其价值不仅体现在交易费用收入上，更重要的是其作为货币的价值和网络效应。他认为L2并非寄生虫，而是与ETH形成共生关系，并最终促进ETH的价值增长。他强调，过度关注短期指标是危险的，应该着眼于长期发展。他还回应了关于ETH安全机制过度冗余、路线图选择失误以及缺乏明确北极星目标等批评，并阐述了其对基于以太坊验证器的Rollup技术的乐观态度。最后，他预测ETH的价格将受到大型机构投资者的影响，并最终实现大幅上涨，但他也承认，当前市场环境中存在许多不确定性。 Ryan：Ryan在访谈中提出了多个问题，包括ETH价格下跌的原因、L2是否为寄生虫、ETH的安全机制是否过度冗余、Solana的指标是否优于ETH、以太坊路线图的潜在问题、市场对ETH的担忧以及ETH的营销问题等。他与Anthony Sassano就这些问题进行了深入探讨。 David：David作为主持人，引导了访谈的进行，并对Anthony Sassano的观点进行了补充和解释。

Deep Dive

Chapters
Anthony Sassano discusses the reasons behind ETH's underperformance compared to SOL and BTC, emphasizing the importance of long-term perspective and the role of monetary premium in asset valuation.
  • ETH's market cap is still substantial, worth more than many global brands.
  • Short-term price ratios do not fully capture the long-term potential of ETH.
  • ETH needs to be seen as money to justify its high valuation, similar to Bitcoin.

Shownotes Transcript

ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?

We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor,  ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.

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------ TIMESTAMPS

0:00 Intro 5:01 How is Ethereum Going? 8:52 Why is ETH Down Bad? 19:43 Are L2s Parasitic? 34:02 Is Ethereum Security Overkill? 39:41 ETH vs SOL Metrics 46:32 Making the L1 Great Again 54:41 ETH Pincer Attack 1:01:21 Investors Barbell Strategy 1:05:42 Ethereum’s North Star 1:12:57 ETH Bull Catalysts 1:18:25 Based Rollups 1:28:07 Ethereum’s Marketing Problem 1:37:37 What’s Next for ETH 1:48:46 Closing Thoughts

------ RESOURCES

Anthony Sassano https://x.com/sassal0x)  

The Daily Gwei https://www.youtube.com/c/TheDailyGwei)  

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