A lot has changed since our previous "Bull Case for Ethereum” episode. Our fourth installment comes at one of the most pivotal moments in crypto's history. The industry is still reeling from the collapse of FTX and macro uncertainty looms. But with the merge behind us and so much to look forward to on the Ethereum roadmap it's still hard not to be bullish. What's 2023 going to look like? Justin Drake, DC Investor, and Anthony Sassano give us their bull case for the new year and beyond. ------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod  ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless  ------ BANKLESS SPONSOR TOOLS: ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso  🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave  📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi  👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence  ⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel  ------ Topics Covered 0:00 Intro 7:09 Ethereum’s Original Promises 13:02 Promise Critiques 14:55 2022 Sentiment 27:41 ETH’s Risk to Reward Justification 35:58 ETH 2018 vs. Now vs. SOL 49:39 Bullish Ethereum Roadmap 55:05 EVM & zkEVM Concerns 1:00:07 MEV & Censorship 1:04:13 Post-Quantum 1:08:29 Zooming Out on the Roadmap 1:18:27 Market Opportunity 1:40:10 Timeline 1:44:30 What DCinvestor is Doing 1:48:28 Sassal’s Closing Thoughts 1:51:41 Closing & Disclaimers ------ Resources: Justin Drake https://twitter.com/drakefjustin  DC Investor https://twitter.com/iamDCinvestor  Anthony Sassano https://twitter.com/sassal0x  Bull Case for Ethereum l - https://youtu.be/6v2VRvxbfnw  ll - https://youtu.be/85M3yGvzCe4  lll - https://youtu.be/wVVfYuUsPu4  ----- 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://www.bankless.com/disclosures 

Experts explore the value of Layer 2 tokens, their business models, and capturing upside. Discussions on worthless governance tokens, vertically-integrated chains, and the need for tokens. Delve into L2 experimentation, value accrual, and the complexity of valuations.

Guest Anthony Sassano and others discuss the future of Ethereum in 2024, exploring topics such as Ethereum's role as a settlement layer, the potential of ETH as a yield-bearing asset, the importance of decentralization in crypto, and a bullish outlook for Ethereum with the introduction of layer twos and the concept of the internet bond.

Ryan, David, Tim Beiko, Justin Drake, and Anthony Sassano unpack everything you need to know about today’s, highly anticipated Shanghai-Capella: ETH Staking Withdrawals.  Also, the five cover ETH staking mechanics, withdraw upgrade FUD myths, what’s next for Ethereum, and Justin’s prediction around, staking airdrops?!...  ------ BANKLESS SPONSOR TOOLS:  ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken  🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap  👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist  🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask  ------ Topics Covered 0:00 Intro 8:20 Shanghai-Capella Explained  10:09 ETH Staking Mechanics  14:33 Deposit Queue  18:10 Why Shanghai-Capella 21:04 Importance of Shanghai-Capella 24:52 Validators & Finality  28:12 Sassal’s Thoughts on Shanghai-Capella 32:26 Major Derisk Event?  34:30 Demystifying Withdraw Upgrade FUD 42:35 Where Will Ether Accrue?  46:20 Benefits of Competition for ETH Stakers 48:55 Bear Case for ETH Price  55:35 Solo-Staking  1:01:30 Making Solo-Staking Easier  1:04:30 Re-Keying  1:06:00 What is Next for Ethereum?  1:09:48 Anthony Sassano’s Tinkering Setup 1:15:50 Staking Airdrops?!  1:19:00 Closing & Disclaimers  ------ Resources: Tim Beiko https://twitter.com/TimBeiko  Justin Drake https://twitter.com/drakefjustin  Anthony Sassano https://twitter.com/sassal0x  ----- 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://www.bankless.com/disclosures 

Special guest Anthony Sassano fills in for Ryan discussing topics like L2 updates, ENA and Wormhole airdrops, Blobs optimization on Ethereum, debates on monetary policy changes, and cultural perspectives on pranks in the crypto space.