Brian Mosoff from Ether Capital on the bull case for Ether
Episode description
Brian Mosoff, CEO of Ether Capital Corp, does a deep dive into the investment case for Ethereum. Key topics include how Ethereum is different than Bitcoin, how proof of stake and EIP-1559 will improve the Ethereum ecosystem, and why Ethereum today looks like investing in computer operating systems in the early 80s.
Disclosure: nothing in here is investing advice. Listeners/viewers should remember crypto is extremely risky and do their own work!
Brian's Twitter: https://twitter.com/brianmosoff
Ether Capital's Twitter: https://twitter.com/ethcap
Chapters
0:00 Intro
1:35 Brian's background
2:40 How is Ethereum different than Bitcoin?
10:55 Ether as the operating system / highway for Web 3.0
16:20 Who are the "operating system" competitors for Ether
23:05 How ether's transaction fee lead creates a big network effect
27:50 How do you value Ethereum?
30:50 Comparing crypto today to the dotcom bubble
37:00 Can you value Ether of their fee run rate?
47:00 Discussing staking and proof of stake
58:50 What is EIP-1559?
1:11:45 What is the risk to staking?
1:13:50 Brian's closing thoughts
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