Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

David Hoffman: The argument has been that "Ethereum can't secure tens of trillions of dollars of assets if Ether is $10." "And I'm like, you're right. That doesn't mean Ether is going to go up..." "There is no mechanism there. The mechanism is missing." FT John Gillen - WartimeEthereum.eth...

milkroaddaily's profile picture

Milk Road

104,544 subscribers

28,935 görüntüleme • 3 ay önce •via X (Twitter)

Finans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.
1:31

David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

Milk Road Crypto

289,304 görüntüleme • 3 ay önce

David Hoffman: Wall Street moving onchain might actually be BAD for $ETH the asset. Wall Street thinks in risk language. They'll love Ethereum's credible neutrality. But they'll also love that "Ethereum charges me basically nothing." "I will put 10 trillion dollars of assets on Ethereum because Ethereum is charging me basically nothing to do that." Great for the network. Great for activity. But if fees stay near zero, what actually pushes $ETH price up? FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.
1:40

David Hoffman: Wall Street moving onchain might actually be BAD for $ETH the asset. Wall Street thinks in risk language. They'll love Ethereum's credible neutrality. But they'll also love that "Ethereum charges me basically nothing." "I will put 10 trillion dollars of assets on Ethereum because Ethereum is charging me basically nothing to do that." Great for the network. Great for activity. But if fees stay near zero, what actually pushes $ETH price up? FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.

Milk Road

70,696 görüntüleme • 3 ay önce

The core of the ETH IS MONEY debate was this: "Can you be bullish Ethereum without being bullish $ETH?" David Hoffman David Hoffman: "Yes. That's how it's been designed." Network ≠ asset. Watch the full argument and John Gillen - WartimeEthereum.eth push back. 🎙️
2:58

The core of the ETH IS MONEY debate was this: "Can you be bullish Ethereum without being bullish $ETH?" David Hoffman David Hoffman: "Yes. That's how it's been designed." Network ≠ asset. Watch the full argument and John Gillen - WartimeEthereum.eth push back. 🎙️

The Defiant

12,871 görüntüleme • 3 ay önce

John Gillen: Tom Lee posted something this weekend that barely got attention - and it should have. The inverse correlation between Ethereum and oil prices has never been this high in history. As oil goes up, $ETH goes down, moving in near lockstep. "It's not that capital is not going to other places. One of the other places it seems like it would have been going would be to crypto digital assets, Ethereum." It's a tug of war over capital - and right now, the energy crisis is winning. FT John Gillen - WartimeEthereum.eth LG DOUCET.
2:21

John Gillen: Tom Lee posted something this weekend that barely got attention - and it should have. The inverse correlation between Ethereum and oil prices has never been this high in history. As oil goes up, $ETH goes down, moving in near lockstep. "It's not that capital is not going to other places. One of the other places it seems like it would have been going would be to crypto digital assets, Ethereum." It's a tug of war over capital - and right now, the energy crisis is winning. FT John Gillen - WartimeEthereum.eth LG DOUCET.

Milk Road

125,146 görüntüleme • 4 ay önce

BlackRock’s former Head of Crypto explains how he pitches ETH to Wall Street “The first thing we do is explain the Ethereum opportunity. Stablecoins, which are today about $310 billion, are going to trillions. Tokenized assets today are about $32 billion and going to trillions as well. Institutional DeFi adoption is happening like we’ve never seen before. We’ll get to agentic in a minute, but explaining to them — and they agree wholeheartedly — that the Ethereum ecosystem is going to be the future settlement layer for finance is the first step.” After explaining that Ethereum is going to be the global world ledger, Joseph Chalom, who is now the CEO of the $1.5 billion Ethereum treasury company Sharplink, talks about ETH the asset: “As the Ethereum ecosystem grows, you need more Ether to secure and settle these transactions. Therefore, Ether ends up becoming a trust commodity. We start with the principles and fundamentals . . . What we don’t do is make up numbers and talk about short-term price predictions for Ether.” The other thing Joseph does not do is compare Ether to Bitcoin. “The second narrative that people use typically is that [Ethereum] is ‘little brother’ to ‘big brother’ Bitcoin and that ETH is just some relative coefficient of the value of BTC and they need to trade together. What we’re trying to explain is that there is intrinsic value and Ether is going to be the trust commodity that is going to secure the future of finance . . . The number one thing to do is not make up numbers. And then number two, [Ethereum] is not a derivative of Bitcoin. It has intrinsic value to the future of the financial system.”
2:43

BlackRock’s former Head of Crypto explains how he pitches ETH to Wall Street “The first thing we do is explain the Ethereum opportunity. Stablecoins, which are today about $310 billion, are going to trillions. Tokenized assets today are about $32 billion and going to trillions as well. Institutional DeFi adoption is happening like we’ve never seen before. We’ll get to agentic in a minute, but explaining to them — and they agree wholeheartedly — that the Ethereum ecosystem is going to be the future settlement layer for finance is the first step.” After explaining that Ethereum is going to be the global world ledger, Joseph Chalom, who is now the CEO of the $1.5 billion Ethereum treasury company Sharplink, talks about ETH the asset: “As the Ethereum ecosystem grows, you need more Ether to secure and settle these transactions. Therefore, Ether ends up becoming a trust commodity. We start with the principles and fundamentals . . . What we don’t do is make up numbers and talk about short-term price predictions for Ether.” The other thing Joseph does not do is compare Ether to Bitcoin. “The second narrative that people use typically is that [Ethereum] is ‘little brother’ to ‘big brother’ Bitcoin and that ETH is just some relative coefficient of the value of BTC and they need to trade together. What we’re trying to explain is that there is intrinsic value and Ether is going to be the trust commodity that is going to secure the future of finance . . . The number one thing to do is not make up numbers. And then number two, [Ethereum] is not a derivative of Bitcoin. It has intrinsic value to the future of the financial system.”

Etherealize

56,851 görüntüleme • 6 ay önce

"It turns out the key to unlock [internet citizenship] was hardware. This is actually the one that is showing plenty of fruit and promise of actually getting us to the internet citizenship we all daydreamed about." - David Hoffman David Hoffman /
2:05

"It turns out the key to unlock [internet citizenship] was hardware. This is actually the one that is showing plenty of fruit and promise of actually getting us to the internet citizenship we all daydreamed about." - David Hoffman David Hoffman /

World

41,609 görüntüleme • 1 yıl önce

John Gillen: Ethereum is a trillion-dollar asset, trading at $100B. The more governments clamp down on financial freedom, the more demand there is for something they can't control. "People don't notice the limits of their own freedom or their own liberty until they run up against them. Once they find those limits, they begin to look for alternatives." That alternative is Ethereum. A global, decentralized, censorship-resistant infrastructure that nobody can kick you off of. FT John Gillen - WartimeEthereum.eth LG DOUCET Bitget.
1:56

John Gillen: Ethereum is a trillion-dollar asset, trading at $100B. The more governments clamp down on financial freedom, the more demand there is for something they can't control. "People don't notice the limits of their own freedom or their own liberty until they run up against them. Once they find those limits, they begin to look for alternatives." That alternative is Ethereum. A global, decentralized, censorship-resistant infrastructure that nobody can kick you off of. FT John Gillen - WartimeEthereum.eth LG DOUCET Bitget.

Milk Road

92,241 görüntüleme • 3 ay önce

Threadguy reacts to David Hoffman selling 100% of his ETH and says there's no price at which he'd buy it "David Hoffman has officially sold all of his Ether tokens. He's out. Mr. ETH. Mr. Ethereum himself is fully out. If you were here in 2021 that is a big deal. They were the biggest. There's nobody bigger than Bankless. They were the fucking biggest and they were ETH bulls." "But can you blame him? I mean it's a mess. There's no price at which I'm an ETH buyer. I don't know what it would take for me to get back in ETH."
0:51

Threadguy reacts to David Hoffman selling 100% of his ETH and says there's no price at which he'd buy it "David Hoffman has officially sold all of his Ether tokens. He's out. Mr. ETH. Mr. Ethereum himself is fully out. If you were here in 2021 that is a big deal. They were the biggest. There's nobody bigger than Bankless. They were the fucking biggest and they were ETH bulls." "But can you blame him? I mean it's a mess. There's no price at which I'm an ETH buyer. I don't know what it would take for me to get back in ETH."

Kai

43,287 görüntüleme • 4 ay önce

Bankless Co-Founder Explains Why He Sold All His ETH Bankless co-founder David Hoffman David Hoffman said in a May 29 interview with Unchained that selling all his ETH was not because he is bearish on Ethereum, nor does he want to be labeled a "defector." He said the decision came down to opportunity cost, as he sees better opportunities elsewhere. Hoffman noted that Bankless was built around the thesis of Ether as money, but he now believes ETH is difficult to re-rate. In his view, Ethereum lacks the strong coordination and execution needed to regain its unique momentum.
2:57

Bankless Co-Founder Explains Why He Sold All His ETH Bankless co-founder David Hoffman David Hoffman said in a May 29 interview with Unchained that selling all his ETH was not because he is bearish on Ethereum, nor does he want to be labeled a "defector." He said the decision came down to opportunity cost, as he sees better opportunities elsewhere. Hoffman noted that Bankless was built around the thesis of Ether as money, but he now believes ETH is difficult to re-rate. In his view, Ethereum lacks the strong coordination and execution needed to regain its unique momentum.

Wu Blockchain

15,269 görüntüleme • 4 ay önce

JUST IN: 🇺🇸 U.S. Senate Candidate John Deaton says Bitcoin is the solution to mass money printing: "When you see that the money is going to be printed trillions and trillions of dollars...scarce assets like Bitcoin are going to be part of the solution."
1:45

JUST IN: 🇺🇸 U.S. Senate Candidate John Deaton says Bitcoin is the solution to mass money printing: "When you see that the money is going to be printed trillions and trillions of dollars...scarce assets like Bitcoin are going to be part of the solution."

Bitcoin Magazine

145,686 görüntüleme • 17 gün önce

"In my opinion the Ethereum network is much more secure in the long term. There's no obvious way to do a Bitcoin-like attack on it" Duke Professor Campbell Harvey on why you can't pull off the Bitcoin attack on Ethereum "This is important because most tokenized assets reside on either the Ethereum blockchain or Ethereum compatible blockchains. But Ethereum has a different method, there's no mining anymore, it's proof of stake. You'd need to take over at least a third of the existing Ethereum, and that turns out to be really hard to do" "Much of the Ethereum is staked, there's a huge queue to go into staking and not much to actually come out. About 65% of the supply is available to unstake, so to get a third you have to buy over half of the existing supply. That's going to be very expensive and would drive the price of Ether up dramatically" "The same trade we talked about for Bitcoin, where you buy the equipment and short the Bitcoin, doesn't work for Ethereum. Because you're buying the Ether, and then if you're selling, it's a wash. So there's no obvious way to do a Bitcoin-like attack on the network"
2:08

"In my opinion the Ethereum network is much more secure in the long term. There's no obvious way to do a Bitcoin-like attack on it" Duke Professor Campbell Harvey on why you can't pull off the Bitcoin attack on Ethereum "This is important because most tokenized assets reside on either the Ethereum blockchain or Ethereum compatible blockchains. But Ethereum has a different method, there's no mining anymore, it's proof of stake. You'd need to take over at least a third of the existing Ethereum, and that turns out to be really hard to do" "Much of the Ethereum is staked, there's a huge queue to go into staking and not much to actually come out. About 65% of the supply is available to unstake, so to get a third you have to buy over half of the existing supply. That's going to be very expensive and would drive the price of Ether up dramatically" "The same trade we talked about for Bitcoin, where you buy the equipment and short the Bitcoin, doesn't work for Ethereum. Because you're buying the Ether, and then if you're selling, it's a wash. So there's no obvious way to do a Bitcoin-like attack on the network"

The Wolf Of All Streets

76,419 görüntüleme • 2 ay önce

DEPUTY AG TODD BLANCHE ON REID HOFFMAN: Q. Is there evidence Reid Hoffman went to the island? TODD BLANCHE: Yes. I believe he’s admitted that he went to the island. Q. Is there documentation that shows underage women were also present at the island? BLANCHE: At the same time as as any of those guys? Not that I'm aware of. Q. Would you say that Hoffman is completely absolved of any wrongdoing? BLANCHE: No. When it comes to the trafficking of underage women, there's no statute of limitation
1:19

DEPUTY AG TODD BLANCHE ON REID HOFFMAN: Q. Is there evidence Reid Hoffman went to the island? TODD BLANCHE: Yes. I believe he’s admitted that he went to the island. Q. Is there documentation that shows underage women were also present at the island? BLANCHE: At the same time as as any of those guys? Not that I'm aware of. Q. Would you say that Hoffman is completely absolved of any wrongdoing? BLANCHE: No. When it comes to the trafficking of underage women, there's no statute of limitation

Katie Miller

10,853,588 görüntüleme • 6 ay önce

David Duong: Ethereum's new thesis = the settlement layer for AI agents. Protocols like x402 let AI agents transact with each other. "But you also need AI agents to verify other AI agents..." "Ethereum is enabling that in its EIPs. I think this is a good trajectory for where Ethereum is going." Prior to this, $ETH felt directionless - restaking, composability, academic stuff that didn't resonate with investors. The AI agent narrative has a clear use case. FT David Duong🛡️ John Gillen - WartimeEthereum.eth
0:51

David Duong: Ethereum's new thesis = the settlement layer for AI agents. Protocols like x402 let AI agents transact with each other. "But you also need AI agents to verify other AI agents..." "Ethereum is enabling that in its EIPs. I think this is a good trajectory for where Ethereum is going." Prior to this, $ETH felt directionless - restaking, composability, academic stuff that didn't resonate with investors. The AI agent narrative has a clear use case. FT David Duong🛡️ John Gillen - WartimeEthereum.eth

Milk Road

10,210 görüntüleme • 5 ay önce

Joe Lubin: "There is no more high-powered money in the world than Ether." Demand is coming from three directions right now: TradFi, machine intelligence, and the native degen crowd. (And that combination about to eat up serious block space.) More $ETH gets staked → less $ETH stays liquid → and the ultrasound money thesis starts to become obvious. Joe says it will all become clear within the next two years or so. FT Joseph Lubin Joseph Chalom John Gillen - WartimeEthereum.eth Sharplink.
1:06

Joe Lubin: "There is no more high-powered money in the world than Ether." Demand is coming from three directions right now: TradFi, machine intelligence, and the native degen crowd. (And that combination about to eat up serious block space.) More $ETH gets staked → less $ETH stays liquid → and the ultrasound money thesis starts to become obvious. Joe says it will all become clear within the next two years or so. FT Joseph Lubin Joseph Chalom John Gillen - WartimeEthereum.eth Sharplink.

Milk Road Crypto

111,762 görüntüleme • 2 ay önce

“There is no group of senators or congressmen that is going to reverse the judgement of America.” — John MacArthur
2:09

“There is no group of senators or congressmen that is going to reverse the judgement of America.” — John MacArthur

Terri Green

22,901 görüntüleme • 3 yıl önce

John Gillen: The guy who called Micron at $60 before anyone understood the AI memory bottleneck is now laser-focused on $BTC and $ETH. Jordy Visser (former head of macro at Morgan Stanley) rode Micron from under $100 to $1,200. Now he's saying "a year from now, Bitcoin is going to be the crowded trade. Ethereum is going to be the crowded trade." Retail is usually last to figure this out. And when they do, they're one of the strongest drivers of the bull run. FT John Gillen - WartimeEthereum.eth LG DOUCET Securitize.
2:26

John Gillen: The guy who called Micron at $60 before anyone understood the AI memory bottleneck is now laser-focused on $BTC and $ETH. Jordy Visser (former head of macro at Morgan Stanley) rode Micron from under $100 to $1,200. Now he's saying "a year from now, Bitcoin is going to be the crowded trade. Ethereum is going to be the crowded trade." Retail is usually last to figure this out. And when they do, they're one of the strongest drivers of the bull run. FT John Gillen - WartimeEthereum.eth LG DOUCET Securitize.

Milk Road Crypto

101,023 görüntüleme • 2 ay önce

“The denial of what Israel has done is ubiquitous because there is no mechanism that kicks into place,” says Israeli American genocide scholar Omer Bartov عومر بَرتوف עמר ברטוב. “The mechanism exists, but it hasn't been activated to actually bring people to account. If you don't bring people to account, you're sliding back into what the international community tried to prevent after 1945.”
2:33

“The denial of what Israel has done is ubiquitous because there is no mechanism that kicks into place,” says Israeli American genocide scholar Omer Bartov عومر بَرتوف עמר ברטוב. “The mechanism exists, but it hasn't been activated to actually bring people to account. If you don't bring people to account, you're sliding back into what the international community tried to prevent after 1945.”

Democracy Now!

29,096 görüntüleme • 2 ay önce

"There is zero chance that the women in the WNBA are going to get the same percentage of 'revenue' that the NBA players get." David P. Samson and John Skipper debate the WNBA's "civil war"
2:44

"There is zero chance that the women in the WNBA are going to get the same percentage of 'revenue' that the NBA players get." David P. Samson and John Skipper debate the WNBA's "civil war"

Pablo Torre Finds Out

810,178 görüntüleme • 11 ay önce

Prophet David Owuor has issued prophecy warning that: “There is another disease also coming to the earth, and the Lord has shown it to me already,” Owuor said. “There is a cancer, a cancer that is coming to the earth. It will be like an epidemic, an epidemic of cancer.”
2:59

Prophet David Owuor has issued prophecy warning that: “There is another disease also coming to the earth, and the Lord has shown it to me already,” Owuor said. “There is a cancer, a cancer that is coming to the earth. It will be like an epidemic, an epidemic of cancer.”

Naomi Waithira

17,579 görüntüleme • 1 ay önce