Is the Merge Priced In?
Is the Merge Priced In? The Ethereum Proof-of-Stake Merge looms around the corner, but how do the markets feel about it?
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Inside the episode
Ryan Berckmans and Hal Press have a mutually bullish debate. They're both bullish ETH, but differ on how it's going to play out.
This is our favorite kind of debate.
TIMESTAMPS
0:00 Intro
7:00 Hal & Ryan Thesis
18:28 The Merge is Happening
23:30 A Crowded Trade
29:23 Risks and Catalysts
36:10 Structural Significance
41:40 Blockspace Demand
46:40 Real vs Nominal Return
50:30 Miners vs Validators
56:00 Proof of Stake Wins
59:00 Store of Value
1:09:45 The Flippening
1:18:00 Price Predictions
RESOURCES
Hal Press
https://twitter.com/NorthRockLP
Ryan Berckmans
https://twitter.com/ryanberckmans
A huge thanks to our
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