The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans
Empire
Pricing Economic Security in Ethereum's Ecosystem
This chapter delves into the economic security complexities of Ethereum, examining block space pricing and the dynamic between layer one and layer two solutions. It also highlights the difficulties of taxation in the crypto realm, addressing how these factors impact the overall digital economy.
Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2 tokens exist, the role of Etherealize, what's next for ETH & more. Enjoy!
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Timestamps:
(00:00) Intro
(01:50) What Went Wrong With Ethereum?
(07:33) The Ethereum L2 Roadmap
(10:35) Does Ethereum Have Product Market Fit?
(13:46) Ethereum’s Big Pivot
(18:11) Ads (ZKSync, Zenrock)
(19:49) Should Blockspace Be Taxed?
(22:15) Ethereum's Next Chapter
(27:55) The Role Of Etherealize
(30:18) Ads (ZKSync, Zenrock)
(31:57) Does Scaling The L1 Benefit L2s?
(42:38) How To Attract Builders To Ethereum
(44:46) Ads (Falcon x,Arweave)
(46:22) Should We Tariff The L2s?
(51:35) How To Value L1s
(56:50) The Bull Case For ETH
(01:04:00) Should L2 Tokens Exist?
(01:09:02) Final Thoughts
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
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