DiscoverBanklessBetting the Fund on the Merge | Hal Press, North Rock Digital
Betting the Fund on the Merge | Hal Press, North Rock Digital

Betting the Fund on the Merge | Hal Press, North Rock Digital

Update: 2022-05-112
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What happens when a guy becomes so convicted on ETH that he bets HIS ENTIRE FUND on the Ethereum Proof-of-Stake merge?

How much alpha is there in the All Core Devs calls? How should YOU play the merge? 

Hal Press of North Rock Digital joins us as we discuss how to value tokens, and how to trade the biggest moment in crypto history.

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Topics Covered:

0:00 Intro
7:00 What Sets ETH Apart
18:09 Revenue and Cost
24:50 DeFi Utility
31:00 Blockchain Expenses
35:45 Inflating and Revenue
39:48 Supply and Demand
45:56 ETH vs Alt Layer 1s
56:06 Will the Price Lag?
1:03:36 Who Leads the Market?
1:05:35 Modeling Ethereum
1:11:45 ETH Staking Numbers
1:20:00 Wen Merge?
1:30:18 Trading the Merge
1:35:50 Closing

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Resources:

Hal Press:
https://twitter.com/NorthRockLP?s=20&t=ZONa4ZJl5kcxbE43zFZKBg

Crypto Fees:
https://cryptofees.info/

Nillion:
https://www.nillion.com/

The Ethereum Thesis:
https://twitter.com/NorthRockLP/status/1484926691990556675?s=20&t=ZONa4ZJl5kcxbE43zFZKBg

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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 

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Betting the Fund on the Merge | Hal Press, North Rock Digital

Betting the Fund on the Merge | Hal Press, North Rock Digital