Trading The Ethereum Merge | Macro Vs. Fundamentals With Joshua Frank (The Tie) And Jeff Dorman (Arca)
Two crypto masterminds debate the upcoming Ethereum merge
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Show Notes
Is the Ethereum merge positive news? How will ETH behave 6 months after the merge? Why is Jeff Dorman, crypto fund Arca's CIO, so bullish on Ethereum? Why is Joshua Frank, the co-founder and CEO of the Tie, the crypto data provider, not happy about the narratives around crypto and feeling skeptical about the adoption while being fully invested in crypto? Listen to this strong debate between two crypto masterminds.
Joshua Frank: https://twitter.com/Joshua_Frank_
Jeff Dorman: https://twitter.com/jdorman81
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Timestamps:
0:00 Intro
1:10 Josh Frank & Jeff Dorman
2:35 Is Ethereum merge positive news?
4:10 Ether will behave like bitcoin after the halving
6:00 Ethereum will x4 in 6 months
8:05 Is crypto value sustainable?
10:00 Crypto repeats dot-com era
12:44 Two major shifts in crypto
14:20 What projects will survive
18:00 Bitcoin underperforms, Ethereum outperforms
20:00 Narratives in crypto change too often
21:12 Most of the crypto industries did not exist 3 years ago
27:00 Can we still trust centralized lending platforms?
32:19 Will merge spark centralized platforms to blow?
34:00 There is a lot of cash and fear in the market
36:50 VCs have a lot of dry powder
39:00 Very big correction in the private markets
42:50 How VCs invest
48:00 Gary Gensler
48:30 Security is not an illegal word!
52:50 We just need more clarity in crypto
53:40 Institutional money is actually teachers’ pensions
57:30 99.99% is garbage
59:00 Wrap up
The views and opinions expressed here are solely my own and should in no way be interpreted as financial advice. This video was created for entertainment. Every investment and trading move involves risk. You should conduct your own research when making a decision. I am not a financial advisor. Nothing contained in this video constitutes or shall be construed as an offering of financial instruments or as investment advice or recommendations of an investment strategy or whether or not to "Buy," "Sell," or "Hold" an investment.
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