The dominance of Ethereum in the market may be challenged due to the emergence of alternative assets and scalability issues. The competitive positioning dynamic between Ethereum and alternative assets, such as Solana, suggests a potential shift in market share. Although Ethereum is the second most institutionally adopted asset, the impact of its own ETF on its market performance is uncertain, as evidenced by the negligible impact of the Ethereum futures ETF. However, Ethereum could benefit if core narrative building blocks for Bitcoin or other L1s start to break down.
Joining us today is Ryan Selkis, who is here to walk us through his crypto thesis for 2024.
We cover big investment themes, people to watch, the future of stablecoins, policy takes and so much more in this wide ranging episode.
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------ TIMESTAMPS
00:00:00 Intro 00:05:11 Recapping 2023 00:07:50 Are We In A Bull Market? 00:12:09 Investment Trends 00:16:48 BTC ETF Winners 00:20:03 Ether 2024 Predictions 00:26:57 BTC Security Model 00:33:06 Investment Strategy 00:36:56 VC and Private Markets 00:42:28 IPO's and M&A's 00:45:04 People To Watch 00:50:56 Why Does Elizabeth Warren Hate Crypto? 00:57:54 Grayscale 01:04:55 Products to Use in 2024 01:07:00 USDC Flips USDT? 01:11:32 Coinbase and BASE 01:15:46 Crypto Money 01:21:17 Privacy 01:27:54 How Crypto Wins In The US 01:40:07 The Political Bull Case 01:44:42 What's Most Exciting
------ RESOURCES
Ryan Selkis https://twitter.com/twobitidiot
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