Ethereum's Potential as Money and a Productive Asset

16min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

The speakers discuss their optimistic outlook on Ether as a potential form of money, highlighting its value as collateral within the Ethereum network and Layer 2 networks. They explore the concept of staking Ether as a productive asset and its resemblance to an internet bond. The chapter also touches on Ethereum's unique qualities and its positioning as a triple point asset.

Joining us today from Fidelity are Chris Kuiper and Jack Neureuter who recently released their Ethereum Investment Thesis report.

On this episode we're asking are the institutions serious about Ether? Has Ether passed through the gauntlet…like BTC? And what does it look like for institutions to actually begin investing in Ether the asset.

Fidelity manages $4.5 trillion dollars, that's many multiples higher than the entire crypto market cap. This is worth paying attention to. ----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables

------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2 ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap

🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo

------ TIMESTAMPS

0:00 Intro 7:07 Intro to Chris and Jack 8:50 About Fidelity Assets 12:00 Analyzing Crypto Risk as an Institution 16:42 What do Institutions Think of Ether? 19:17 Comparing Other Assets 23:5 5How Others Can Join Ether and Bitcoin 25:58 Ether and Ethereum 29:44 Is Ether a Money? 40:14 What is Money? 44:13 What Else Competes for Money? 48:38 Thesis Two 51:19 Ether Cash Flow 55:51 The Value of Metrics 1:00:41 Modeling Future Cash Flows 1:08:11 How Has The Report Been Recieved? 1:10:21 Whats Next For Fidelity? ----- RESOURCES

Fidelity's Report on Ethereum: https://www.fidelitydigitalassets.com/sites/default/files/documents/1101895.1.0%20-%20FDAS%20ETH%20Investment%20Thesis%20%2808.14%29.pdf

----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures