Bankless

The ETH Merge: BULL OR BEAR? David debates Jordi Alexander

Sep 10, 2022

Jordi Alexander, CIO of Selene Capital and a renowned crypto analyst, squares off with David Hoffman in a gripping debate over the impacts of the upcoming Ethereum Merge. They tackle whether the hype surrounding the Merge is justified and discuss potential bullish or bearish outcomes. Topics include the misconceptions about staking yields, the impact of on-chain demand, and the future of Ethereum as either a single or multi-chain platform. The conversation culminates in contrasting predictions for Ether's price, reflecting the diverse sentiments of the crypto community.

01:35:19

Creator website

Episode guests

Jordi Alexander

Highlights

AI Chapters

Episode notes

I'm Not Staking My Ether

01:22

What was the aftermath of the luna crash?

01:10

The Big Hoin Hasting Is Fundamentally Boolish

01:23

What Do You Think About Block Space Demand?

01:21

Intro

2min

The Bull vs Bear Debate on Ethereum's Merge

2min

Community Reactions and the Fallout of Luna's Collapse

3min

Debating the Future of Decentralization in Crypto

3min

The Ethereum Merge Debate

13min

Critiquing the Ethereum Merge Hype

27min

Exploring On-Chain Demand and the Ethereum Merge Debate

3min

Ethereum's Shift to Proof of Stake

8min

Ethereum's Future: Single or Multi-Chain?

28min

10.

Short-Term Ether Predictions Post-Merge

6min

Jordi Alexander returns to debate David Hoffman on whether or not next week's Ethereum Merge is bullish or bearish for ETH. The debate is moderated by none other than, Ryan Sean Adams.

Let us know if you're bullish or bearish in the comments or on Twitter: @banklesshq

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------ Topics Covered:

0:00 Intro 3:03 David & Jordi's Luna Debate 10:07 Why the Merge is Overhyped? 16:50 Merge Bulls 21:05 Long ETH? 23:10 The ETH Narrative Play 32:05 Overestimating the ETH Yield 42:38 Blockspace Demand 1:02:05 Multichains 1:06:17 Ethereum's Gravitational Pull 1:09:57 Value Accrual 1:17:23 ETH Not Monetary Premium? 1:28:50 Price Range Predictions

------ Resources:

Jordi Alexander https://twitter.com/gametheorizing

Jordi's Article https://newsletter.banklesshq.com/p/is-the-merge-overhyped

David's Rebuttal to Jordi's Article https://newsletter.banklesshq.com/p/a-rebuttal-to-jordi-alexander-and

----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

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