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How We're Playing the ETH ETF - Blockcrunch Roundtable 011

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Manage episode 423385005 series 2877599
Content provided by Jason Choi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Choi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today Jason and Sanat breakdown the ETH ETF approval news. They discuss the custody unlocks thanks to the ETF, what price activity might look like as a result of inflows, the implications for Lido, NFT's, and EigenLayer. As well as wider ramifications on L2s and what this could mean for memecoins. The two then discuss the slow down in activity on Ethereum's L1 and much more—enjoy!

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00) Introduction

(04:01) ETH ETF approval

(10:14) Custody unlocks & inflow price impacts

(19:24) Lido implications

(26:07) NFTs as beneficiaries of ETH price appreciation

(31:14) EigenLayer as beneficiary of ETH price appreciation

(37:04) L2 impacts

(42:23) Memecoin impacts

(46:28) Building on ETH L1

(49:10) 0-1 projects

(50:04) Outro

Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation

Find out more at https://investors.yieldguild.io/

Twitter accounts:

Jason Choi’s Twitter:

https://twitter.com/mrjasonchoi

Sanat Kapur’s Twitter:

https://twitter.com/kapursanat

YGG Twitter:

https://x.com/YieldGuild

Blockcrunch VIP:

https://blockcrunch.substack.com/

Blockcrunch Twitter:

https://twitter.com/theBlockcrunch

Disclaimer:

The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

Full disclaimer: https://blockcrunch.substack.com/about

  continue reading

114 episodes

Artwork
iconShare
 
Manage episode 423385005 series 2877599
Content provided by Jason Choi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Choi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today Jason and Sanat breakdown the ETH ETF approval news. They discuss the custody unlocks thanks to the ETF, what price activity might look like as a result of inflows, the implications for Lido, NFT's, and EigenLayer. As well as wider ramifications on L2s and what this could mean for memecoins. The two then discuss the slow down in activity on Ethereum's L1 and much more—enjoy!

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00) Introduction

(04:01) ETH ETF approval

(10:14) Custody unlocks & inflow price impacts

(19:24) Lido implications

(26:07) NFTs as beneficiaries of ETH price appreciation

(31:14) EigenLayer as beneficiary of ETH price appreciation

(37:04) L2 impacts

(42:23) Memecoin impacts

(46:28) Building on ETH L1

(49:10) 0-1 projects

(50:04) Outro

Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation

Find out more at https://investors.yieldguild.io/

Twitter accounts:

Jason Choi’s Twitter:

https://twitter.com/mrjasonchoi

Sanat Kapur’s Twitter:

https://twitter.com/kapursanat

YGG Twitter:

https://x.com/YieldGuild

Blockcrunch VIP:

https://blockcrunch.substack.com/

Blockcrunch Twitter:

https://twitter.com/theBlockcrunch

Disclaimer:

The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

Full disclaimer: https://blockcrunch.substack.com/about

  continue reading

114 episodes

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