Home
cover of episode Is The Merge Priced In? with Hal Press & Ryan Berckmans

Is The Merge Priced In? with Hal Press & Ryan Berckmans

2022/8/17
logo of podcast Bankless

Bankless

Frequently requested episodes will be transcribed first

Shownotes Transcript

Is the Merge Priced In? The Ethereum Proof-of-Stake Merge looms around the corner, but how do the markets feel about it?

Ryan Berckmans and Hal Press have a mutually bullish discussion about the Ethereum network today, tomorrow, and long-term. They're both bullish ETH, but differ on how it's going to play out.

This is our favorite kind of debate. 

------ 📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS” https://bankless.cc/smartcon

------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  

------ BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: VITALIK https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Timestamps:

0:00 Intro 7:00 Hal & Ryan Thesis 18:28 The Merge is Happening 23:30 A Crowded Trade 29:23 Risks and Catalysts 36:10 Structural Significance 41:40 Blockspace Demand 46:40 Real vs Nominal Return 50:30 Miners vs Validators 56:00 Proof of Stake Wins 59:00 Store of Value 1:09:45 The Flippening 1:18:00 Price Predictions

----- Resources:

Hal Press  https://twitter.com/NorthRockLP

Ryan Berckmans https://twitter.com/ryanberckmans

----- 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.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures