Bankless cover image

ROLLUP: ETH Price Target | ETF Launch Date | Celebcoin Drama | Major New L2s

Bankless

Ethereum's Market Potential and Demand Amid ETF Speculation

19min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

This chapter delves into the potential impact of press influence on Ethereum's market, with analysts predicting a moderate price surge post Ethereum ETF approval. Discussions focus on the disparity in fund allocation between Bitcoin and Ethereum in mixed ETFs, with insights into the illiquid nature of a significant amount of ETH supply. The chapter also explores Ethereum's role in tokenization and its comparison to Bitcoin in terms of market narratives and growth potential.

✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/8?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ Bankless Friday Weekly Rollup Last Week of May

------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/

------ BANKLESS SPONSOR TOOLS:

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

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

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

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku

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

🌐 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

------ TIMESTAMPS & RESOURCES 00:00:00 Injury Updates

00:05:16 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd

00:07:22 ETF Update https://x.com/tier10k/status/1793758369804886200?s=46&t=LKBC7Qtm18FnZ380xCF2pA

00:09:08 When Will ETFs Launch? https://x.com/EricBalchunas/status/1795934675380109479 https://x.com/NateGeraci/status/1795255561753424157 https://x.com/JSeyff/status/1795933440090452413

00:11:09 ETH Price Impact https://imgur.com/a/rkIfckX https://www.theblock.co/post/296237/qcp-capital-predicts-spot-ethereum-etf-approvals-could-drive-prices-higher https://www.grayscale.com/research/reports/the-state-of-ethereum https://thedefireport.io/research/the-turning-point#a-simple-framework-to-think-about-p https://x.com/ZachLight16/status/1794778924381082003

00:19:31 The ETH Narrative https://x.com/TrustlessState/status/1795595286972383494 https://youtu.be/vo2PjvZHIR4?si=ICEq25ulL4iaguOg&t=140 https://youtu.be/rlZo7x2ABHw?si=K6WKpHGP-4_L1k5w&t=50 https://x.com/jdorman81/status/1792927796353814640

00:30:26 David's Challenge

00:34:47 The Saylor Pivot https://x.com/JasonYanowitz/status/1793627497398948193 https://x.com/BeagleBitcoin/status/1794443617399885986 https://x.com/nic__carter/status/1792706827748294947 https://x.com/sassal0x/status/1794603287431528522

00:41:05 Presidential Pivot https://x.com/yugacohler/status/1794540212254589369 https://twitter.com/BitcoinMagazine/status/1794535395176366260?t=zcNFn9egY0fRCpxYNRu7sQ&s=19 https://www.theblock.co/post/297504/biden-campaign-shifts-crypto-stance-engages-crypto-industry-presidential-elections-2024?utm_source=twitter&utm_medium=social

00:47:21 Celeb Coins https://x.com/Caitlyn_Jenner/status/1794886435985846680 https://www.coingecko.com/en/coins/caitlyn-jenner https://x.com/Caitlyn_Jenner/status/1795269306693075404 https://x.com/Caitlyn_Jenner/status/1795277298490605934 https://x.com/Caitlyn_Jenner/status/1795973191325585733 https://x.com/coffeebreak_YT/status/1795948137397338120 https://x.com/waleswoosh/status/1795046157674045567

00:57:09 L2 Update https://l2beat.com/scaling/summary https://x.com/jessepollak/status/1795572376555712551 https://x.com/0xDesigner/status/1794040845642957102

00:59:57 ENS L2 https://x.com/ensdomains/status/1795440186513576318

01:01:33 Taiko Mainnet https://x.com/taikoxyz/status/1795078728768483464

01:03:14 Solana Updates https://forum.solana.com/t/proposal-for-enabling-the-reward-full-priority-fee-to-validator-on-solana-mainnet-beta/1456/97

01:05:52 ETH vs SOL Debate

01:06:32 Gary Takes Another L https://x.com/iampaulgrewal/status/1795511035870285827

01:08:20 Gemini Earn Updates https://x.com/Gemini/status/1795819898049884468 https://x.com/JSeyff/status/1795928574878245126

01:10:18 Railgun Volume Record https://thedefiant.io/news/regulation/railgun-privacy-protocol-surpasses-usd1b-in-volume-amid-crackdown-on-crypto-mixers

01:13:29 Warpcast Bankless Frame https://warpcast.com/bankless/0xca3e17df?utm_source=Socials&utm_medium=Farcaster&utm_campaign=warpcastclaimables

01:14:47 Meme of The Week https://x.com/eawosikaa/status/1795659750702719348

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

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

App store banner

Play store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode