Podcast

Is the Merge Priced In?

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

Aug 17, 2022 • 1 min read

Ryan Berckmans and Hal Press have a mutually bullish debate. They're both bullish ETH, but differ on how it's going to play out.

This is our favorite kind of debate.

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 newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter 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.

Published in Bankless

There’s a revolution in the world of money. Ethereum, Bitcoin, crypto, open finance, DeFi—a bankless revolution. And you want part of it.

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