Betting the Fund on the Merge | Hal Press, North Rock Digital

What happens when a guy becomes so convicted on ETH that he bets HIS ENTIRE FUND on the Ethereum Proof-of-Stake merge? <p>How much alpha is there in the All Core Devs calls? How should YOU play the merge? </p> <p>Hal Press of North Rock Digital joins us as we discuss how to value tokens, and how to trade the biggest moment in crypto history.</p> <p>------<br />  OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK<br /> https://bankless.cc/Opolis</p> <p>------<br />  SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  <br /> ️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  </p> <p>------<br /> BANKLESS SPONSOR TOOLS: </p> <p>️ ARBITRUM | SCALED ETHEREUM<br /> https://bankless.cc/Arbitrum</p> <p> ACROSS | BRIDGE TO LAYER 2<br /> https://bankless.cc/Across</p> <p> ALTO IRA | TAX-FREE CRYPTO<br /> https://bankless.cc/AltoIRA</p> <p> AAVE V3 | LEND & BORROW CRYPTO<br /> https://bankless.cc/aave</p> <p>️ MAKER DAO | THE DAI STABLECOIN<br />  https://bankless.cc/MakerDAO </p> <p> BRAVE | THE BROWSER NATIVE WALLET<br /> https://bankless.cc/Brave</p> <p>------<br /> Topics Covered:</p> <p>0:00 Intro<br /> 7:00 What Sets ETH Apart<br /> 18:09 Revenue and Cost<br /> 24:50 DeFi Utility<br /> 31:00 Blockchain Expenses<br /> 35:45 Inflating and Revenue<br /> 39:48 Supply and Demand<br /> 45:56 ETH vs Alt Layer 1s<br /> 56:06 Will the Price Lag?<br /> 1:03:36 Who Leads the Market?<br /> 1:05:35 Modeling Ethereum<br /> 1:11:45 ETH Staking Numbers<br /> 1:20:00 Wen Merge?<br /> 1:30:18 Trading the Merge<br /> 1:35:50 Closing</p> <p>------<br /> Resources:</p> <p>Hal Press:<br /> https://twitter.com/NorthRockLP?s=20&t=ZONa4ZJl5kcxbE43zFZKBg</p> <p>Crypto Fees:<br /> https://cryptofees.info/</p> <p>Nillion:<br /> https://www.nillion.com/</p> <p>The Ethereum Thesis:<br /> https://twitter.com/NorthRockLP/status/1484926691990556675?s=20&t=ZONa4ZJl5kcxbE43zFZKBg</p> <p>-----<br /> Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to bu