Is the Ethereum’s Rollup centric roadmap a Queen Sacrifice blunder? That’s the core question the industry is asking and Bankless has aired some of these dissents.
Today’s episode voices a counter to the doubters. Mike Neuder is an Ethereum developer and previous Bankless guest. He thinks the Ethereum roadmap is pretty great as is, it’s right on track, in fact, his message is to stay the course, play the long game, and watch ETH grow in value as a monetary asset as the Ethereum economy grows across L2s.
TIMESTAMPS
0:00 Intro
3:28 Why is the ETH Roadmap Great
9:59 Ethereum’s North Star
14:34 Property Rights
25:36 Rollups
30:41 Rollup Stages
43:37 Data Availability
1:02:24 Value Accrual for ETH
1:11:32 ETH as Money
1:17:35 Closing Thoughts
RESOURCES
Mike Neuder
https://x.com/mikeneuder
Mike Neuther Thesis
https://hackmd.io/@mikeneuder/ethesis
Max Resnick Pod
https://www.youtube.com/watch?v=FLUJ0uLye0U
Kyle Samani Pod
https://www.youtube.com/watch?v=7CMMLdVrtFE
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures