ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?
We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor, ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.
TIMESTAMPS
0:00 Intro
2:24 How is Ethereum Going?
6:15 Why is ETH Down Bad?
17:16 Are L2s Parasitic?
31:43 Is Ethereum Security Overkill?
37:04 ETH vs SOL Metrics
43:46 Making the L1 Great Again
52:04 ETH Pincer Attack
57:16 Investors Barbell Strategy
1:01:37 Ethereum’s North Star
1:08:52 ETH Bull Catalysts
1:14:20 Based Rollups
1:24:02 Ethereum’s Marketing Problem
1:33:32 What’s Next for ETH
1:44:41 Closing Thoughts
RESOURCES
Anthony Sassano
https://x.com/sassal0x
The Daily Gwei
https://www.youtube.com/c/TheDailyGwei
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures