In this week's roundup Mike and Myles dive deep into Ethereum, analyzing its roadmap, monetary qualities, demand drivers, and commodity-like attributes. They review Vitalik's updated roadmap, discussing rollups, scalability, centralization concerns, and criticism around complexity. The conversation explores whether Ethereum can be "money", comparing it to Bitcoin and analyzing the demand side - from gas fees to rollup settlement to restaking. They also explore rollup sovereignty, the economics of native tokens vs ETH, and Stride's latest liquid staking proposal. Stick around for all of this and much more!
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Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use BELL10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
https://blockworks.co/event/digital-asset-summit-2024-london/home
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Resources
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Timestamps
(0:00) Introduction
(3:54) Ethereum Roadmap Update
(13:30) Is Ethereum Money?
(20:07) L1s as Commodities
(31:54) Demand Side of Ethereum
(38:28) Currency & Bond Markets Comparison
(44:37) DAS London Ad
(45:47) Rollups & Sovereignty
(1:03:17) Stride Liquid Staking Prop on Celestia
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Disclaimer: Nothing said on Bell Curve 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.
Bell Curve