The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans
Episode publishedPodcast: EmpireEmpire
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World is ready to come on chain. The gold rush has started. It's consumer. It's institutional. It's global. And it's not okay for Ethereum to, you know, operate in its ivory tower, its kinda university anymore. We gotta open the doors and build connections. And that's what's happening now, and I think that that's our big opportunity.
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Are you nervous? Like, I I could do this too. Like, I know it's been a pleasure. Good bless you. Go ahead. Jump
in here if
you want. Alright, everyone. Welcome back. We got the smiles going. We got a good episode coming. ETH just had a nice god candle, so, obviously, you know, we have to do we're doing a bull case for Ethereum podcast. We got two of the best people to do that. We got Tom Dunleavy, who is, head of venture at Verry's Capital, and we got Ryan Bergmans, who is, ETH OG community member, ETH investor, and has some some good takes, on the timeline that I've been reading and enjoying. So, Ryan, Tom, welcome to Empire. Thanks
for having us. Thanks,
man. Yeah.
Alright. So I think we can't talk about so, obviously, ETH is going through this pivot, and we'll talk about that. And we'll talk about what it means for the l twos and and and the future of ETH and e ETH price and how to value ETH and all that kind of good stuff. But I think, actually, maybe the best place to start this conversation is what went wrong for Ethereum and ETH over the past few years and just kind of address kind of the criticism head on. And and maybe Tom or Ryan, whoever wants to take this, like, what are the things there's the Ethereum pivot and all this kind of stuff. What are
Yeah. I'm happy to to take that. So Ethereum has had an incredible strategy for the last four or five years, which is the, so called roll up centric road map, which is really more of a hub and spokes model of l one plus l two scaling. And there were some significant growing pains in bringing this model to maturity. And what we saw was sort of this, layer cake of issues around both, a set of unforced errors from within the Ethereum community around narrative communication and, starting crucial initiatives like interop and l one business development a little late in the game. For example, Ethere
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