Bankless

Is The Merge Priced In? with Hal Press & Ryan Berckmans

Aug 17, 2022

Hal Press, the head of North Rock Digital and an advocate for the Ethereum merge, teams up with Ryan Berckmans, an enthusiastic Ethereum bull and developer. Together, they dive into the upcoming merge's market implications, predicting significant supply changes. Hal highlights the macroeconomic risks, while Ryan remains optimistic about Ethereum's future trajectory. They debate Ethereum's transition to proof-of-stake and the potential for it to outpace Bitcoin, exploring investment strategies and the evolving landscape of the crypto market.

01:25:13

Creator website

Episode guests

Ryan Berckmans

Hal Press

Highlights

AI Chapters

Episode notes

The Structural Flow Catalist

01:33

The Real Yield of an Asset

01:31

The Crypto Cycle Is Real

02:31

Intro

2min

SmartCon Insights and Market Dynamics

5min

The Ethereum Merge: Perspectives and Predictions

11min

Navigating Uncertainty: The Ethereum Merge

10min

Anticipating the Merge: Confidence and Community Efforts

2min

Ethereum Merge: Market Implications and Sentiment

13min

Exploring Ethereum's Yield Dynamics

12min

Engine Comparisons: Exploring Consensus Mechanisms and Market Dynamics

4min

Ethereum's Potential: The Flippening and Market Dynamics

21min

10.

Investment Strategies Ahead of the Ethereum Merge

4min

Is the Merge Priced In? The Ethereum Proof-of-Stake Merge looms around the corner, but how do the markets feel about it?

Ryan Berckmans and Hal Press have a mutually bullish discussion about the Ethereum network today, tomorrow, and long-term. They're both bullish ETH, but differ on how it's going to play out.

This is our favorite kind of debate.

------ 📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS” https://bankless.cc/smartcon

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: VITALIK https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Timestamps:

0:00 Intro 7:00 Hal & Ryan Thesis 18:28 The Merge is Happening 23:30 A Crowded Trade 29:23 Risks and Catalysts 36:10 Structural Significance 41:40 Blockspace Demand 46:40 Real vs Nominal Return 50:30 Miners vs Validators 56:00 Proof of Stake Wins 59:00 Store of Value 1:09:45 The Flippening 1:18:00 Price Predictions

----- Resources:

Hal Press https://twitter.com/NorthRockLP

Ryan Berckmans https://twitter.com/ryanberckmans

----- 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

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.