The chapter discusses the panelists' bullish outlook for Ethereum in 2024, highlighting reasons such as layer twos, the internet bond, and export potential. They also discuss the underwhelming performance of ETH in 2023 compared to other crypto assets and debate Ethereum's position among competitors. The chapter concludes with a rapid-fire question about the rating of an ETH ETF in the market.
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-eth-2024
----- 2023 wasn’t great for Ethereum… from a price perspective. But it was fantastic from a building perspective.
Where does Ethereum go from here? What does 2024 have in store for ETH the asset and Ethereum the network?
Anthony Sassano, Mike Ippolito, and Jordi Alexander join to give a high level overview of the Ethereum ecosystem. The problems, the solutions, and the future.
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------ TIMESTAMPS
0:00 Intro 6:13 Ethereum in 2023 17:40 ETH as Money 24:30 The Internet Bond 30:00 From Execution to Settlement 37:40 Inside vs Outside Crypto 43:20 Restaking and Data Availability 1:10:00 Layer 2s and Modularity 1:23:00 Fragmentation 1:33:15 Decentralization 1:46:50 Wrapping Up 1:51:00 ETH Price Predictions
------ RESOURCES
Anthony Sassano https://x.com/sassal0x?s=20
Mike Ippolito https://x.com/MikeIppolito_?s=20
Jordi Alexander https://x.com/gametheorizing?s=20
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures