ETH Is NOT Ultrasound Money with Jon Charbonneau
In today's episode, Jon unpacks his relatively controversially titled new piece, "ETH Is Not Ultrasound Money: Part 1"
Is ETH doomed? Was Ultrasound money a myth? Tune in to hear Jon's arguments.
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Timestamps:
0:00 Intro
5:06 Jon's Argument
11:30 Triple Point Asset Thesis
17:52 ETH
18:53 The Disagreement
22:10 Semantics
26:40 Profit
30:00 PoW vs. PoS
33:15 Does Issuance Matter? & L1s & L2s
37:57 Blockchain Sustainability
42:00 Deflation vs. Inflation Value
47:50 How is Jon's Argument Bullish?
51:35 Alt L1s Issuance
59:20 Jon's Model Spreadsheet
1:17:53 Closing & Disclaimers
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Resources:
Jon Charbonneau
https://twitter.com/jon_charb
Jon's Essay
https://joncharbonneau.substack.com/p/eth-is-not-ultrasound-money-part
Jon's Model Spreadsheet
https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit#gid=0
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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.
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