SotN #46 - The ETH Trade with Su Zhu & Kyle Davies of Three Arrows Capital

<p>Su Zhu and Kyle Davies are legendary crypto investors & founders of crypto hedge fund Three Arrows Capital. They join the State of the Nation to discuss the bullish case for ETH.</p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/">https://newsletter.banklesshq.com/</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> <br /> 🎖 CLAIM YOUR BADGE: <a href= "https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge"> https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge</a> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>💰 GEMINI | FIAT & CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/go-gemini">https://bankless.cc/go-gemini</a> </p> <p>🦊 METAMASK | DEFI PASSPORT<br /> <a href= "https://bankless.cc/metamask">https://bankless.cc/metamask</a> </p> <p>🦄 UNISWAP | DECENTRALIZED FUNDING<br /> <a href= "http://bankless.cc/uniswap">http://bankless.cc/uniswap</a> </p> <p>🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS<br /> <a href= "https://bankless.cc/kwenta">https://bankless.cc/kwenta</a> </p> <p>------<br /> 📣 UPSHOT | Become an NFT Appraiser!<br /> <a href= "https://bankless.cc/upshot">https://bankless.cc/upshot</a> <br /> -----<br /> State of the Nation #46: The ETH Trade<br /> Guests: Su Zhu & Kyle Davies</p> <p>Su Zhu & Kyle Davies are renowned investors in the crypto space, and in this episode of State of the Nation, the Three Arrows Capital co-founders come on Bankless to discuss ETH as an investment, and more broadly, Ethereum as an ecosystem. They describe themselves as 'on-chain' maximalists, and we dive into how Ethereum boasts impressive on-chain metrics and its strong, fundamental narrative.</p> <p>Big money likes productive assets, and ETH is proving itself to be highly productive as a capital asset. We discuss the flippening of Ether & Bitcoin, and the opportunity for it in this cycle. Su & Kyle make it clear that institutions are coming around on Ethereum, and the scope of the