

Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital
Feb 15, 2024
In this episode, Blockchain Capital's Principle, Yuan Han Li, joins Jason and Sanat to discuss ETH value accrual, its money utility, the disaggregation of blockchains, and the importance of ETH as money and economic security. They also explore enforcing commitments in the crypto space and the profitability of execution layers in crypto. The episode concludes with reflections on the future of ETH and recent market movements.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Disaggregation of Blockchains and Investment Opportunities
03:28 • 15min
The Increasing Importance of ETH as Money and Economic Security
18:13 • 23min
Enforcing Commitments in the Crypto Space
40:49 • 5min
Drivers for Ethereum, Reserve Asset Thesis, and Profitability of Execution Layers in Crypto
46:13 • 4min
The Future of ETH and Reflections on Previous Views
49:54 • 2min