Alt Thinking June 6, 2024
DeFi Decoded Podcast

Is the Ethereum ETF Bad for ETH?

DeFi Decoded 149 - Is the Ethereum ETF Bad for ETH?
Investment Team
  • Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Mr Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than...
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Join Alex and Andrew as they unravel the complexities of Web3 and DeFi, explore the political spotlight on crypto ahead of the U.S. election, and discuss the potential game-changing impact of Ethereum ETFs.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi. Listen in as they discuss the growing political spotlight on crypto ahead of the upcoming U.S. presidential election in November, how this may influence Canada’s approach on the industry, the net impact that the Ethereum ETFs might have, the strong fundamentals of the Ethereum network, whether layer 2s are good or bad for Ethereum, why ETH has underperformed and its potential revenge rally, the value capture of infrastructure versus applications throughout the history of the internet, and more!

Tune in to the 149th DeFi Decoded episode to hear Alex and Andrew discuss all things DeFi and Web3. Are politicians now truly understanding the benefits of crypto, or are they just giving in to political pressure? Where does Ethereum go from here once the spot ETFs go live in the U.S.? How does Ethereum’s economics compare to Bitcoin and Solana?

TIMESTAMPS
[0:00] Introduction
[1:56] Crypto Spotlight in U.S. Election
[8:56] Canada’s Approach
[9:55] Ethereum ETFs
[14:00] Ethereum’s Fundamentals
[16:58] Layer 2s
[20:25] ETH’s Underperformance & Revenge Rally
[25:31] Infrastructure vs Application Value Capture
[32:58] Conclusion

 

 

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages,  whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.