এই এপিসোড সম্বন্ধে
Kevin Zhou, co-founder of Galois Capital, and Evgeny Gaevoy, founder and CEO of Wintermute, discuss how to trade the Ethereum Proof of Work fork, what the market is telling about the Merge, and whether the Merge affects Bitcoin.
Show highlights:
- what will happen at the time of the Merge according to Kevin and whether there’s uncertainty
- when the ETH Proof of Work chain will emerge and how that affects trading opportunities
- the mistakes of the ETHPoW team, like repealing EIP-1559
- what percentage of ETH market cap ETHPoW will accrue
- what the first few blocks of ETHPoW will be like
- what the strategies are to earn the ETHPoW airdrop and what the on-chain activity looks like
- whether there is an “up-only” monoculture in Ethereum
- what stETH is, how it should be priced and what the futures market indicates
- where the value of a chain comes from and the likelihood of ETHPoW failing catastrophically
- how to protect from replay attacks
- the price action of ETH after the Merge
- how ETH becoming deflationary affects Bitcoin’s narrative as digital gold
- how the ESG-friendly image of Proof of Stake could affect the narratives of ETH and BTC
Thank you to our sponsors!
Kevin:
Evgeny:
Episode Links
Previous Coverage of Unchained on the Merge:
- Preston Van Loon on Ethereum's Merge and His Lawsuit Against Treasury
- Arthur Hayes, Former Ethereum Skeptic, on Why the Merge Makes Him Bullish on ETH
- With the Merge, Will Ethereum Take Over Bitcoin’s Title as Digital Gold?
- Why Kevin Zhou Believes Ethereum Will Have 3 Forks After the Merge
- Post-Merge, If Lido Becomes Dominant, What Does That Mean for Ethereum?
ETH Proof of Work:
- CoinDesk article
- ETHPow Token
- Summary of Kevin’s thoughts
- ETHPoW first blocks
- Tether supports PoS
- Circle (USDC) supports PoS
ETH Trade
- Ether’s backwardation
- Eth-Flexive by Arthur Hayes
- Whether Ethereum’s Merge is priced in
- Gauntlet’s view on the Merge
- BTC correlation with stocks
ETH Post-Merge Dynamics:
- Onchain Wizard post
- Cumberland on the Ethereum dynamics after the merge
- Miles Suter on the implications of the Merge
Learn more about your ad choices. Visit megaphone.fm/adchoices
ইংরেজি
মার্কিন যুক্তরাষ্ট্র
এই এপিসোডটিতে
প্রতিলিপি 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
অতীতের এপিসোডগুলি অনুসন্ধান করুন
Unchained এর অতীতের এপিসোডগুলি অনুসন্ধান করুন।
এই পডকাস্টের অন্যান্য পর্বগুলি৷
📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips
Quick favor: We're deciding what Unchained does next; new shows, stream times, what's worth paying for. Our listener survey takes five minutes, it's anonymous, and I read the write-in answers myse…
Kalshi's ETH perp did half a billion in volume on $3 million in open interest. Kain and Taylor lay out why that isn't necessarily wash trading. Plus, Austin joins as co-host.
========================================================
Thank you to our sponsors!
Visit 1inch to swap tokenized secur…
Ran Neuner argues crypto has finally found product-market fit, and a BlackRock report on AI agents and blockchain rails convinced him the thesis may be much bigger than he thought.
========================================================
Thank you to our sponsor!
…
In their final episode on Unchained, Katherine Kirkpatrick Bos, Jessi Brooks, and Vy Le share the advice they give women entering crypto. Plus, Vy on the Senate meeting after FTX.
========================================================
Thank you to our sponsor!
…
Bitget lost $388 million — and days later, CEO Gracy Chen says scammers posing as a major investment team targeted her.
========================================================
Thank you to our sponsor!
…
দাবি পরিত্যাগ: এই পৃষ্ঠায় এম্বেড করা পডকাস্ট এবং আর্টওয়ার্ক Laura Shin থেকে এসেছে, যা এর মালিকের সম্পত্তি এবং Listen Notes, Inc দ্বারা অনুমোদিত বা অনুমোদিত নয়৷
সম্পাদনা
পডকাস্ট ডেটাবেস আপ টু ডেট রাখতে সাহায্য করার জন্য আপনাকে ধন্যবাদ।
