EPISODE · Jun 29, 2021 · 1H 21M
Brian Mosoff from Ether Capital on the bull case for Ether
from Yet Another Value Podcast · host Andrew Walker
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/brianmosoffEther Capital's Twitter: https://twitter.com/ethcapChapters0:00 Intro1:35 Brian's background2:40 How is Ethereum different than Bitcoin?10:55 Ether as the operating system / highway for Web 3.016:20 Who are the "operating system" competitors for Ether23:05 How ether's transaction fee lead creates a big network effect27:50 How do you value Ethereum?30:50 Comparing crypto today to the dotcom bubble37:00 Can you value Ether of their fee run rate?47:00 Discussing staking and proof of stake58:50 What is EIP-1559?1:11:45 What is the risk to staking?1:13:50 Brian's closing thoughtsSHOW LESS
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Brian Mosoff from Ether Capital on the bull case for Ether
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