About this episode
The episode discusses the bull and bear cases for Ethereum, covering various challenges and competitive dynamics.
This week, Mippo, Myles, and Xavier sat down to discuss the bull and bear cases for Ethereum. They cover RWA dominance, agentic payments potential, leadership concerns, fee generation challenges, competition from Solana and corp chains, and the eroding network effects of ETH as a base asset. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (09:14) Bull Cases For Ethereum (19:12) Bear Cases For Ethereum (30:00) Ethereum’s North Star (39:15) Final Verdict —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
People in this episode
Hosts: Mippo, Myles, Xavier, Mike Ippolito
Topics covered
- Ethereum
- bull and bear cases
- RWA dominance
- agentic payments
- network effects
- competition
Keywords
- Ethereum
- bull case
- bear case
- RWA dominance
- agentic payments
- network effects
- Solana
- competition
Mentioned in this episode
Organizations: Ethereum, Solana, Bell Curve
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