Unchained

Why Kevin Zhou Believes Ethereum Will Have 3 Forks After the Merge - Ep. 381

Aug 5, 2022

Kevin Zhou, co-founder of Galois Capital, dives into the intriguing world of Ethereum's future and potential forks. He discusses the possibility of a Proof of Work chain and why he anticipated the LUNA death spiral before others did. Kevin outlines his trading strategies during the Terra collapse and sheds light on the risks surrounding the Merge. He also emphasizes the importance of replay protection and draws parallels between Ethereum's history and his personal insights on trading. A must-listen for crypto enthusiasts!

01:19:39

Creator website

Episode guests

Kevin Zhou

AI Chapters

Episode notes

Intro

3min

Exploring OTC Trading and Market Neutral Strategies

2min

Navigating the Terra Luna Collapse

6min

Ethereum's Merge: Risks and Forks

21min

Exploring Ethereum's Future and Trading Controversies

2min

Navigating Ethereum's Forks: Risks and Predictions

25min

Historical Insights and Crypto Narratives

19min

Emerging Trends in Ethereum Forking and Community Support

3min

Kevin Zhou, co-founder of Galois Capital, comes to talk about the possibility of a Proof of Work chain on Ethereum after the Merge, the LUNA death spiral, how he plans to play the Merge, and much more...

Show highlights:

how Kevin got started in crypto
what Galois Capital is and what its investment thesis is
why Kevin was more vocal than most about the possibility of the LUNA death spiral
whether Kevin made money out of the Terra collapse and what was his strategy
what the difficulty bomb in Ethereum is
the potential scenarios that could arise after the Merge
whether the public is not considering the risks of the Merge
how the fact that everybody was telling the same narrative about ETH made Kevin suspicious
how Chandler’s statement about forking Ethereum made it a lot more likely that it would happen
the groups behind the encouragement of a proof-of-work Ethereum chain
whether there is a value proposition for a Proof of Work chain
how Kevin used The Cryptopians to remember how the DAO fork went
what replay protection is and why it is important when forking a chain
why anyone would want to keep the difficulty bomb in a potential proof of work chain
Kevin’s predictions about the market cap of the potential Ethereum forks
how a proof of work chain of Ethereum would function without the biggest stablecoins like USDT and USDC
whether Tether is going to support Ethereum 2
why Kevin writes using metaphors related to history and gaming and how those analogies relate to Ethereum
how Kevin wanted to “stick it” to the Ethereum Foundation by offering his services
whether Vitalik trolled Kevin on Twitter
whether Kevin will apply the same strategy he used with ETC after the DAO fork