The Bull & Bear Cases For Ethereum | Roundup
Episode publishedPodcast: Bell CurveBell Curve
Transcript preview
Preview only
Blockworks co founder Michael Lapolito here. Quick break to talk about something we've just launched, Blockworks investor relations. As the market shifts toward institutional capital, investors want more transparency, more standardization, and a higher level of professionalism. But the traditional IR model is slow, manual, and not built for how crypto works. If you're building on chain, your data is already live, your business is already transparent. The challenge is turning that into a clear, credible story for investors. That's exactly what we're solving with Blockworks IR. It's a single pla
Is it nice to be in Conn?
Oh, Miles. Yeah.
Come on. I had to get that in.
Oh my god. You're front running your dad era of jokes. I could I can see you in a pair of Asics in front of a barbecue. I'm loving it. Yeah. It's actually, it's really nice that it's in March as oppo apparently, last year, it was, you know, 100 degrees here, which this has made it quite nice. But we're actually so the to preempt the topic for this week, we're gonna be talking about, controversially, the bull and bear case for Ethereum. And we're gonna be talking about ETH the asset and ETH the ecosystem or Ethereum the ecosystem, maybe separating those two things. But before we get into that,
Yeah. I mean, we were chatting before the show. I think it's clear that there's probably more mindshare in US right now. So we had the best last week, of course, which we all attended and lots of institutions and suits there and also a lot of builders. And in Europe, like, there's probably less fresh talent, to be honest. I didn't meet many, like, 20 year olds to 25. There's a bit more sort of mature people moving across companies, and the whole space just feels more mature. ETC in the past, we were mentioning, like, Modular Summit. Celestia had some, like, really big kind of events going on o
Yeah. I think I I have a lot of the same thoughts. I think, you know, someone, like, a year ago put this in really concise, interesting terms, which was a lot of people in crypto treat it like a lifestyle. And I've been reminded of that statement walking around Conn because you're in Conn, it's sunny. There's palm trees. And the general sentiment that I've heard from people is like, yeah. This is a there's, you know, some business to be done here, but this is really a place that I go to hang out with my friends. And I think that it's very interesting to juxtapose that with, you know, I think i
Compared to last week, are like the topics roughly the same? Like, it was just, top of mind for everybody. I guess that was my first question. And the second one is like, was there one big announcement from like a core Ethereum developer? Because there's usually like one big thing that you know, powers that be want to push out at these things. And I would think that like now of all times is probably the time to be making big announcements and get people excited and rally the troops. But I haven't heard anything. So I'm curious just if if there was anything I missed or if that was not really no
Yeah. I mean, I guess Mike and I were hanging around more side events and maybe spending a bit less time in the venue itself. But at least from those side events, I'm sure some things were announced, but it didn't seem like anything in particular was, like, extremely hot in terms of, like, an announcement on the technical side, at least. On the business side, yeah, also, I feel like a good way of describing the difference between DAS and ATC is, like, DAS business is done. You know? Like, there are deals done shaking hands
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.