The Ethereum Bull Case w/ Ryan & David from Bankless (Ep. 447)

I’m joined by Ryan Sean Adams and David Hoffman from Bankless as we dive into the bull case for Ethereum (ETH), crypto, Bitcoin, and other topics such as Solana, Cardano, Polkadot, Axie Infinity, Layer 2 winners, metaverse, and more. Bankless on Twitter: https://twitter.com/BanklessHQ Bankless on Youtube: https://www.youtube.com/c/Bankless/ Bankless on Web: https://banklesshq.com Timestamps: 00:00 - Intro 01:30 - Ryan Sean Adams background 07:53 - David Hoffman background 13:30 - Why are you bullish on Ethereum? 17:05 - Why Bullish on Ethereum over Bitcoin? 23:25 - Decentralization vs scale 27:25 - Parallel economy vision of Ethereum 29:55 - Ethereum separating economy from nation-state 38:08 - Nation state monopoly on violence vs non-violent Ethereum 40:40 - Ethereum to fulfill vision of decentralized money 48:48 - Ethereum over Bitcoin long-term 52:30 - When is best time to buy ETH 58:14 - Thought on crypto price cycles 1:02:40 - What’s in your portfolio? 1:06:22 - Who will be the Layer 2 winners? 1:11:25 - Thoughts on Axie Infinity 1:15:30 - Thoughts on Solana 1:20:!5 - Thoughts on Cardano, Polkadot, Algorand 1:27:07 Conclusion Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission. Open an brokerage account at Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338 Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Subscribe to Dave Lee on Investing on Soundwise