Brian Mosoff from Ether Capital on the bull case for Ether

Brian Mosoff, CEO of Ether Capital Corp, does a deep dive into the investment case for Ethereum. Key topics include how Ethereum is different than Bitcoin, how proof of stake and EIP-1559 will improve the Ethereum ecosystem, and why Ethereum today looks like investing in computer operating systems in the early 80s.Disclosure: nothing in here is investing advice. Listeners/viewers should remember crypto is extremely risky and do their own work!Brian's Twitter: https://twitter.com/brianmosoffEther Capital's Twitter: https://twitter.com/ethcapChapters0:00 Intro1:35 Brian's background2:40 How is Ethereum different than Bitcoin?10:55 Ether as the operating system / highway for Web 3.016:20 Who are the "operating system" competitors for Ether23:05 How ether's transaction fee lead creates a big network effect27:50 How do you value Ethereum?30:50 Comparing crypto today to the dotcom bubble37:00 Can you value Ether of their fee run rate?47:00 Discussing staking and proof of stake58:50 What is EIP-1559?1:11:45 What is the risk to staking?1:13:50 Brian's closing thoughtsSHOW LESS

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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer