Best Podcast Episodes About Ethereum
Everything podcasters are saying about Ethereum — curated from top podcasts
Updated: Apr 24, 2026 – 43 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Ethereum.
Top Podcast Clips About Ethereum
“So that was the breakthrough. And I think this is a watershed moment where really at this point, when Google, the head of the Ethereum Foundation and a Stanford cryptography professor all pound the table and say, we cannot wait to migrate anymore, then people are going to start paying attention. Okay. What actually changed? Because it doesn't seem like the number of logical qubits or physical qubits, that seems to be growing exponentially. But even when you trace out the curve, you're five, ten years away from what we thought we needed. So is this a new algorithm, a new stack …”
“So that was the breakthrough. And I think this is a watershed moment where really at this point, when Google, the head of the Ethereum Foundation and a Stanford cryptography professor all pound the table and say, we cannot wait to migrate anymore, then people are going to start paying attention. Okay. What actually changed? Because it doesn't seem like the number of logical qubits or physical qubits, that seems to be growing exponentially. But even when you trace out the curve, you're five, ten years away from what we thought we needed. So is this a new algorithm, a new stack of code, or is it new math? What changed that we got this 20x increase in efficiency in terms of cryptography breaking via quantum computers? Yeah, a couple things. So first off, these two papers are not necessarily about a quantum computer that's bigger or more capable. So they're about what it takes to break cryptography. And so what changed? So …”
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Ridealong summary
Quantum computing advancements have made breaking Bitcoin's cryptography easier than previously thought, posing a significant threat to its security.
“… we say he hits 100, then we know bottom's in. Yeah, I think he does. I think he will use that as an opportunity again. He's the Michael Saylor of Ethereum. Yeah, I'm with you there. Okay, market already expects Israel breaking the ceasefire negotiations. Do you think they already expect this? It's priced in. No, the market doesn't expect it. If they expected it, we'd be dropping. So no, it doesn't expect it. Okay. Yeah. I think they do. I think they know where Israel is and where they're always going to be no matter what. Better centralized. The SPY is sitting pretty high. I know we don't talk …”
“… You think he will? So go back to it. I'm sorry. It's blurry from where I'm seeing it. Tom Lee makes a huge purchase on ETH. Right now, he's been averaging about 70,000 ETH per purchase. Well, it's been coming up, 50, 60, 70. Our number is 100,000. When we say he hits 100, then we know bottom's in. Yeah, I think he does. I think he will use that as an opportunity again. He's the Michael Saylor of Ethereum. Yeah, I'm with you there. Okay, market already expects Israel breaking the ceasefire negotiations. Do you think they already expect this? It's priced in. No, the market doesn't expect it. If they expected it, we'd be dropping. So no, it doesn't expect it. Okay. Yeah. I think they do. I think they know where Israel is and where they're always going to be no matter what. Better centralized. The SPY is sitting pretty high. I know we don't talk stocks all the time, but the SPY is sitting there at 680 right now. I don't know. Listen, I talked to a professor this morning that still is pointing at an 8,000 SPX. Okay. By the end of the year? Yeah, by the end of the year. I mean I think it could happen even with a school correction down towards 611, which would be 60, 60, 100. I know the SPX are …”
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Ridealong summary
Tom Lee is poised to make a massive purchase of Ethereum, averaging about 70,000 ETH per transaction, as he anticipates a market surge. This strategy mirrors his previous investment tactics, suggesting that when he hits 100,000 ETH, it signals the market bottom. His approach positions him as a key player in the crypto landscape, akin to Michael Saylor's influence on Bitcoin.
“… the alternative trading system, Is it its own blockchain or is it aggregating the security tokens issued by SecureTies that are issued on Solana, Ethereum, all the public blockchains? Is it aggregating those or is it its own thing? Talk to me a little bit about the backend and infrastructure. Great question. So the way to think about our system is we will run a private permissioned on-chain core ledger. That's going to allow for inventory to be brought in or brought away from the platform from either digital transfer agents like Securitize or from DTC, which is the traditional book entry …”
“… who already trade on our exchanges to have a very low glide path into supporting the on settlement that we believe a lot of retail investors will be excited to take advantage of. So with this platform and the tokenized securities that go on to the ATS, the alternative trading system, Is it its own blockchain or is it aggregating the security tokens issued by SecureTies that are issued on Solana, Ethereum, all the public blockchains? Is it aggregating those or is it its own thing? Talk to me a little bit about the backend and infrastructure. Great question. So the way to think about our system is we will run a private permissioned on-chain core ledger. That's going to allow for inventory to be brought in or brought away from the platform from either digital transfer agents like Securitize or from DTC, which is the traditional book entry depository that will allow for tokenization upon request for previously issued securities. In both cases, securities are tokenized, either natively minted, like Carlos was describing, or converted. They're moved into the custody of the broker-dealer operating our ATS, and then they're available for pre-funded trading and instant settlement versus stable …”
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Ridealong summary
A new trading platform will revolutionize how tokenized equities are traded, allowing instant settlement and 24/7 operations. This alternative trading system, built by NYSE and Securitize, will integrate with existing broker-dealer infrastructures while ensuring compliance with SEC regulations. By utilizing a private on-chain ledger, it will enable seamless trading across various blockchains, making tokenized securities more accessible to retail investors.
“… a lot of L2s, which I referenced earlier. Recently, Vitalik Buterin said there may not be a need for as many L2s, especially as there's upgrades on Ethereum as a layer one. So do you see some consolidation there? Not that all L2s are going to disappear, of course. Yeah, look, I think the L2s on Ethereum were critical for five, six, seven years. And I think they're going to play a role in the future. They were critical because Ethereum built its protocol to be the most secure to be the most trusted to never go down But they didn actually prioritize initially in their roadmap throughput to the level …”
“… amazing. It's amazing how that works. It's fascinating. And with the building out of the tokenization market and stable coins and much more, we talked about ETH being that first blockchain that many institutions and companies go to. There are also a lot of L2s, which I referenced earlier. Recently, Vitalik Buterin said there may not be a need for as many L2s, especially as there's upgrades on Ethereum as a layer one. So do you see some consolidation there? Not that all L2s are going to disappear, of course. Yeah, look, I think the L2s on Ethereum were critical for five, six, seven years. And I think they're going to play a role in the future. They were critical because Ethereum built its protocol to be the most secure to be the most trusted to never go down But they didn actually prioritize initially in their roadmap throughput to the level that needed for what coming and privacy So they had an intentional roll-up strategy where you can encourage layer twos to benefit from the security of Ethereum to be EVM compatible, but to essentially be able to be customizable and build massive throughput. In the last couple of years and the next couple of years, you're seeing step function …”
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Ridealong summary
Ethereum's evolution is set to redefine finance by merging traditional and digital markets into a unified 'fi' landscape. Joseph Chalom highlights how advancements in Ethereum's layer one will diminish the need for generalized layer twos, emphasizing the importance of unique functionalities for future L2s. This shift promises to empower billions and unleash unprecedented capital in a digitally native economy by 2035.
“… to talk about ETH versus the S&P, and I want you to tell me what you think after this. Take a look. And he's provided an analysis to us that says Ethereum in the last few months, especially since October, is really mirroring what happened to the S&P 500 in 2011 and what happened to the S&P 500 in 1987. there's a 93% correlation to what Ethereum's doing today to what the S&P did in 1987. If you apply that same forecast, Ethereum would have bottomed on March 7th. And if we're correlating this to the 2011 episode, Ethereum is bottoming today. Using his analysis, we think we're at the bottom or …”
“… take a mortgage on your home. Do not put all your stuff in one place. I know I don't have to tell you guys this, but just in case. Don't do that. But that's the point I want to get at. I want to go to a clip here from Tom Lee because now we're going to talk about ETH versus the S&P, and I want you to tell me what you think after this. Take a look. And he's provided an analysis to us that says Ethereum in the last few months, especially since October, is really mirroring what happened to the S&P 500 in 2011 and what happened to the S&P 500 in 1987. there's a 93% correlation to what Ethereum's doing today to what the S&P did in 1987. If you apply that same forecast, Ethereum would have bottomed on March 7th. And if we're correlating this to the 2011 episode, Ethereum is bottoming today. Using his analysis, we think we're at the bottom or exiting the crypto winter now. Another way to think of it is this measure called realized price and looking at the average purchase price of Ethereum. On the Ethereum blockchain, the average purchase price is $2,241 for Ethereum. The two most recent lows in 2022 and last year, Ethereum traded at a 39% discount to the realized price and a 21% discount in …”
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Ridealong summary
Ethereum is potentially at the bottom, mirroring past S&P 500 patterns with a 93% correlation to the 1987 crash. Analysts suggest that Ethereum's current price is historically significant, indicating a possible upward trend ahead. However, the market remains cautious, with some uncertainty about broader economic impacts.
“Because, you know, Ethereum is this big institutional focus L1. There's a lot of other L1s in the space, you know, like SWE and others and Hyperliquid has come in to take a lot of volume trading on perps and so forth. And then there's a lot of institutions that are sort of building their own chains. Talk to me about Solana's role in the market here and how it differentiates itself in this ever-growing landscape of competing L1s. Yeah, I mean, the value proposition of …”
“Because, you know, Ethereum is this big institutional focus L1. There's a lot of other L1s in the space, you know, like SWE and others and Hyperliquid has come in to take a lot of volume trading on perps and so forth. And then there's a lot of institutions that are sort of building their own chains. Talk to me about Solana's role in the market here and how it differentiates itself in this ever-growing landscape of competing L1s. Yeah, I mean, the value proposition of Solana has always been cheaper and faster transactions. And the Solana Foundation and companies building on top of it have always tried to focus on those types of use case, whether it's around trading, derivatives, payments. And I think where you start to see a little divergent today in Ethereum versus Solana is the use cases that require that faster …”
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Ridealong summary
Solana is rapidly gaining traction with faster and cheaper transactions, setting itself apart from Ethereum in the crypto landscape. While Ethereum excels in capital markets, Solana's focus on retail trading and payments is driving significant growth. This bifurcation could allow both chains to thrive in their respective niches.
“It wasn't the straw map that Justin Drake came out with. It was not an org chart. It wasn't financials. It was not any Ethereum marketing or product information. It wasn't anything you could send to your friend who's bullish on ETH to get them. To make them further bullish on ETH, yeah. Right. It very much was a internal type of document, almost like a mission statement type of document, I'd say, for the EF and for Ethereum. It would be in a 300 level course about what Ethereum is for. This document would be in that curriculum. One of the words that was used repeatedly, …”
“It wasn't the straw map that Justin Drake came out with. It was not an org chart. It wasn't financials. It was not any Ethereum marketing or product information. It wasn't anything you could send to your friend who's bullish on ETH to get them. To make them further bullish on ETH, yeah. Right. It very much was a internal type of document, almost like a mission statement type of document, I'd say, for the EF and for Ethereum. It would be in a 300 level course about what Ethereum is for. This document would be in that curriculum. One of the words that was used repeatedly, I don't know if you've done a search for this, but was the word, the term self-sovereignty. I think that was one of the big takeaways from this, that what is Ethereum for and what will the EF protect is self-sovereignty of users. Actually on the first page of this document, which was maybe my favorite part is kind of a summary of what Ethereum …”
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Ridealong summary
The Ethereum Foundation's new document boldly states that Ether is not just an application but also a store of value and money. This shift reflects a significant win for the community, which has long pushed for this recognition. By emphasizing self-sovereignty and ETH's monetary role, the EF is aligning more closely with the values of its users.
Ridealong summary
America's reindustrialization hinges on a skilled workforce, with community colleges playing a crucial role in training students for advanced manufacturing jobs. New legislation aims to double SBA loan limits for manufacturers, fueling growth in industries like defense and pharmaceuticals. This combination of education and funding is essential for revitalizing American manufacturing.
“Ethereum is nowhere near as battle-hardened as FFmpeg or as OpenSSL or as the Linux kernel. I heard from Justin Drake that they are now getting one meaningful vulnerability in geth per day from just random people, not using mythos, using just cloud code. Just vibe coding. Consumer stuff, yeah. Like, yeah, vibe coding, normal analysis of security of these things. And these are from amateurs. These are not from security engineers or from bug bounties. …”
“Ethereum is nowhere near as battle-hardened as FFmpeg or as OpenSSL or as the Linux kernel. I heard from Justin Drake that they are now getting one meaningful vulnerability in geth per day from just random people, not using mythos, using just cloud code. Just vibe coding. Consumer stuff, yeah. Like, yeah, vibe coding, normal analysis of security of these things. And these are from amateurs. These are not from security engineers or from bug bounties. These are just normal people running up cloud code and saying, hey, can I find me a vulnerability in Geth? And it just starts running and running and trying different things, and it finds something. Now, we'll work through the initial layers of the Swiss cheese and start patching some of these holes. but when you have something like Mythos, I mean, …”
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Ridealong summary
Ethereum faces daily vulnerabilities discovered by amateur coders, highlighting its fragility compared to established software like OpenSSL. With the advent of Anthropic's AI model, Mythos, the potential for rapid bug discovery could lead to a chaotic software update landscape. This disruption may force the entire tech ecosystem to adapt, similar to how the world responded to COVID-19.
“… from Gnosis and also from Geordi. You remember Geordi, right? Yeah. Geordi Bellina. Yes. So ZK, genius. Anyway, it's called EEZ. It stands for the Ethereum Economic Zone. And the promise here is that it's a way for layer twos to synchronously compose with layer ones. So all shared liquidity, Okay, shared fees, shared everything. So it seems seamless to be on whether on an L2 and the Ethereum economic zone of L1. It all feels seamless, shared liquidity. It's all unified. You can get atomic transactions through and it does indeed feel like one chain. So the way they are doing this is through …”
“Am I ready to be hurt again? Don't get your hopes up. yet, but actually I do think there's some meat on the bone here. So this is a rollout from Gnosis and also from Geordi. You remember Geordi, right? Yeah. Geordi Bellina. Yes. So ZK, genius. Anyway, it's called EEZ. It stands for the Ethereum Economic Zone. And the promise here is that it's a way for layer twos to synchronously compose with layer ones. So all shared liquidity, Okay, shared fees, shared everything. So it seems seamless to be on whether on an L2 and the Ethereum economic zone of L1. It all feels seamless, shared liquidity. It's all unified. You can get atomic transactions through and it does indeed feel like one chain. So the way they are doing this is through technical architecture and some specifications, a sprinkling of ZK magic. You know, that's important for kind of fast withdrawals. To add some ZK and then you're done. Yep. And what they and then developer tooling and ecosystem integration. Some of these details are going to. happen are going to emerge over the coming weeks. And the hope there is that you …”
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Ridealong summary
Quantum computing poses a direct threat to Bitcoin's security, potentially allowing access to millions of dormant coins, including those of Satoshi Nakamoto.
Bitcoin's vulnerability to quantum computing poses a significant threat, particularly to dormant coins, which could be exploited by future quantum computers.
Bitcoin's vulnerability to quantum computing poses a significant threat, with millions of coins potentially at risk of exploitation.
“… chain, but you can even go to consortium chains or providiums. So kind of as long as you're willing to prove your state and reorg, potentially, if Ethereum reorgs, you can compose. So kind of as a kind of a banking consortium, you can have a private chain that with validators that are run by the banking consortium members. but you can interact synchronously with everything that's on Ethereum. And if you kind of speak to these institutions, then often kind of they are in two minds of kind of what to do because obviously the liquidity that's very interesting to them is on Ethereum, but they do not …”
“yeah, those things will become again much easier. And it goes beyond even, sorry, David, it goes beyond even that. So kind of if you look at non-public chains, So kind of obviously kind of say you have Aztec or so, This is a public chain, but you can even go to consortium chains or providiums. So kind of as long as you're willing to prove your state and reorg, potentially, if Ethereum reorgs, you can compose. So kind of as a kind of a banking consortium, you can have a private chain that with validators that are run by the banking consortium members. but you can interact synchronously with everything that's on Ethereum. And if you kind of speak to these institutions, then often kind of they are in two minds of kind of what to do because obviously the liquidity that's very interesting to them is on Ethereum, but they do not want to give up all of this administrative power they have from running their own infrastructure. They don't want to be at the mercy of kind of Ethereum validators and kind of you can kind of now have the best of both. I could even see this kind of extend to nation states. So kind of if kind of, for instance, you're a nation state and you want to …”
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Ridealong summary
The Ethereum Economic Zone promises to revolutionize blockchain by allowing unique layer two chains to specialize while still accessing Ethereum's liquidity. This means private chains can now interact seamlessly with Ethereum, enabling institutions to maintain control without sacrificing the benefits of the broader ecosystem. Imagine a world where your identity, assets, and transactions are interconnected across different specialized chains—all in real-time.
“… the agenda. There's a talk called like issuance, the cost of inaction. And my suspicion is that this is going to explore, you know, the current Ethereum issuance landscape, validator incentives, long-term sustainability for East monetary policy, because these have been big overarching concerns that the community has had for a while. I've certainly brought it up to the people I know at the Ethereum Foundation. So I think that they're prepared to address this. I would expect a big announcement coming about what's going to happen with the potential ETH supply in the future. Oh, wow. I don't think …”
“… on the demand side of things it will start to change how these things are set up but also uh you know coming up we've got ecc i I believe, at the end of March, early April. And there's a talk that's, you know, I was looking at the thing like yesterday, the agenda. There's a talk called like issuance, the cost of inaction. And my suspicion is that this is going to explore, you know, the current Ethereum issuance landscape, validator incentives, long-term sustainability for East monetary policy, because these have been big overarching concerns that the community has had for a while. I've certainly brought it up to the people I know at the Ethereum Foundation. So I think that they're prepared to address this. I would expect a big announcement coming about what's going to happen with the potential ETH supply in the future. Oh, wow. I don't think that's alpha, but that's something we definitely haven't heard. Okay, that's very interesting.”
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BlackRock's new ETH ETF could significantly impact Ethereum's supply and demand dynamics by locking up a large portion of ETH, thus reducing its circulation. This move not only positions BlackRock as a structural buyer but also sets the stage for potential regulatory clarity and future announcements regarding ETH's monetary policy. The implications for investors and the broader crypto market are profound and largely underappreciated.
“… itself. So historically, blockchains have been built on either SHA2 in the case of Bitcoin, or a hash function called Ketchak in the case of Ethereum. And the proposal that we have for post-quantum Ethereum is to introduce another hash function called Poseidon, which in some sense is a different type of hash function because it's snark-friendly. Now, by the time we launch Poseidon, it should be pretty safe in the sense that it will have been analyzed for a whole 10 years. it will have been securing many billions of dollars through the L2s. And it will have gone through cryptanalysis by all …”
“… theorem and the process finding all sorts of typos in the proof of the human-written paper. So that's the kind of due diligence that we want to have in order to avoid the bugs. Now, there is another thing that I want to highlight, which is the hash function itself. So historically, blockchains have been built on either SHA2 in the case of Bitcoin, or a hash function called Ketchak in the case of Ethereum. And the proposal that we have for post-quantum Ethereum is to introduce another hash function called Poseidon, which in some sense is a different type of hash function because it's snark-friendly. Now, by the time we launch Poseidon, it should be pretty safe in the sense that it will have been analyzed for a whole 10 years. it will have been securing many billions of dollars through the L2s. And it will have gone through cryptanalysis by all of the top experts in the field. And also, recently, we just announced a $1 million prize to try and break Poseidon. But it is indeed possible that Poseidon, which is a new thing, would break. Now, the way, unfortunately, that you design hash functions is that you can't just prove that they're secure. The best that you can do is the lack of an …”
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Ridealong summary
Bitcoin's social resistance to acknowledging quantum threats could delay necessary upgrades, posing a greater risk than Ethereum's technical challenges.
Bitcoin's future hinges on adopting post-quantum signature solutions to maintain throughput without increasing block size, despite the complexity and potential property rights issues.
“… Do you think people are overlooking this one? 100%. Yeah, I think there's going to be incredible potential. It's not going to be the same thing as Ethereum. Ethereum is focusing on crops, which is censorship resistance. This is going to be much different. I think they're going to be successful. It's all about distribution, and they have it. Last question here. Which vault would you rather be locked in for the rest of 2026? You have to hold it until the end of the year. A USDC 5-8 APY or an ETH 3-5 APY? I want ETH paying Caesar. Do you know what Caesar is? No, tell me. Composite Ether staking rate. …”
“… for vault season, like Franklin did with you guys. Sure. Yeah, I'm going to see a lot more M&A, 100%. Builder buy, buying is a lot much faster time to market. Everyone is still fading the upcoming Robinhood chain. We think this is a potential here. Do you think people are overlooking this one? 100%. Yeah, I think there's going to be incredible potential. It's not going to be the same thing as Ethereum. Ethereum is focusing on crops, which is censorship resistance. This is going to be much different. I think they're going to be successful. It's all about distribution, and they have it. Last question here. Which vault would you rather be locked in for the rest of 2026? You have to hold it until the end of the year. A USDC 5-8 APY or an ETH 3-5 APY? I want ETH paying Caesar. Do you know what Caesar is? No, tell me. Composite Ether staking rate. It's essentially the risk-free rate of Ethereum. I'm with you on this one. I think ETH would be the play for sure. Oh, yeah. Yeah, Chris, it's been great having you on the show today. Thank you so much. We're going to be watching what you guys come up with over at Franklin Templeton. So thanks for coming in.”
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Ridealong summary
Choosing between a USDC 5-8% APY and an ETH 3-5% APY for 2026, the consensus is clear: ETH is the way to go. With the potential for incredible returns and a focus on distribution, Ethereum is positioned for success. This discussion highlights the evolving landscape of crypto investments and the strategic decisions investors must make.
“You might ideologically support Ethereum Classic, but you're going to also hold the Bitcoins that are having the market value, which is going to be the other one. That's okay. Yeah, I'll go with Ticker Bitcoin. Ticker BTC, whatever that is. Sure. You know? You said at the beginning of the episode, Nick, that Ethereum, you saw the EF is positioning things better. It's funny because on the Ethereum side, I think it's a pastime to complain about the EF where it has become so lately. I've …”
“You might ideologically support Ethereum Classic, but you're going to also hold the Bitcoins that are having the market value, which is going to be the other one. That's okay. Yeah, I'll go with Ticker Bitcoin. Ticker BTC, whatever that is. Sure. You know? You said at the beginning of the episode, Nick, that Ethereum, you saw the EF is positioning things better. It's funny because on the Ethereum side, I think it's a pastime to complain about the EF where it has become so lately. I've seen that, yeah. All right, what are you seeing from the outside that Ethereum is doing right and maybe the EF is doing right on this issue? Whenever I talk to anyone in Ethereum, they're like, oh, Ethereum is so messed up. Like, they're making us sign this woke pledge to be trans or something. I don't know what it is. It's completely …”
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Ridealong summary
Bitcoin faces significant challenges from quantum computing threats, but Ethereum's proactive approach to these risks may offer a roadmap for resilience.
“… clip here from Mr. Wonderful that talks about the assets he's going into because of what's going on. Take a look. You only need to own Bitcoin and Ethereum and you capture 98% of the entire crypto market. You don't need anything else. All the rest is poopoo. So the poopoo coins collapsed. I mean, it was brutal. Some of them went down 80, 90% and they're never coming back because they're poopoo coins. They have no reason to exist and there's nobody going to save them. And they have no marketing money to go get the ticker that Ethereum gets every day on every cable network in the world that looks at …”
“… Tom Lee goes in, continues his push, another 71,000 in ETH in one week. Remember the bottom 100K on a purchase from BitMind. Simple to watch, easy to follow. This, of course, is just dollar cost averaging down as Tom Lee continues to put in. Got one clip here from Mr. Wonderful that talks about the assets he's going into because of what's going on. Take a look. You only need to own Bitcoin and Ethereum and you capture 98% of the entire crypto market. You don't need anything else. All the rest is poopoo. So the poopoo coins collapsed. I mean, it was brutal. Some of them went down 80, 90% and they're never coming back because they're poopoo coins. They have no reason to exist and there's nobody going to save them. And they have no marketing money to go get the ticker that Ethereum gets every day on every cable network in the world that looks at business and Bitcoin's Bitcoin. So that's very sobering. People lost a ton of money that they're never going to get back on the poopoo scale. So if you're going to get exposure to crypto, avoid poopoo and just simply buy the two that matter. That's what I did. So I sold 27 positions, gone, put it into USDC, which, you know, is giving me yield of …”
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Ridealong summary
Kevin O'Leary warns that investing in cryptocurrencies outside of Bitcoin and Ethereum is a risky gamble, as many coins have lost up to 90% of their value and are unlikely to recover. He shares his strategy of selling off 27 positions to focus on these two core assets, emphasizing that they capture 98% of the crypto market. In a volatile landscape, sticking to established cryptocurrencies could be a safer bet for investors.
“… to put on in crypto. Which ones do we need to own to actually get exposure to the alpha, the volatility of the market. Do we own Bitcoin? Do we own Ethereum? Do we own Solana? Do we own whatever? There's 10,000 coins. And they independently, without any emotion, because there's a lot of emotion in the crypto market, a lot of Kryptonians and all that stuff. These guys were just independently saying, we're going to allocate $500 million into crypto. And their researchers started to go to work. Here's what they found out. You only need to own Bitcoin and Ethereum, and you capture 98% of the entire …”
“… were going to get the final act for crypto, which was going to be the structure, Clarity Act. So all of the sovereign wealth funds that we index with on the equities started to say, okay, we're going to do some work on preparing for which positions to put on in crypto. Which ones do we need to own to actually get exposure to the alpha, the volatility of the market. Do we own Bitcoin? Do we own Ethereum? Do we own Solana? Do we own whatever? There's 10,000 coins. And they independently, without any emotion, because there's a lot of emotion in the crypto market, a lot of Kryptonians and all that stuff. These guys were just independently saying, we're going to allocate $500 million into crypto. And their researchers started to go to work. Here's what they found out. You only need to own Bitcoin and Ethereum, and you capture 98% of the entire crypto market. You don't need anything else. All the rest is poopoo So the poopoo coins collapsed I mean it was brutal Some of them went down 80 90 percent and they never coming back because they poopoo coins They have no reason to exist. And there's nobody going to save them. And they have no marketing money to go get the ticker that Ethereum gets …”
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Ridealong summary
If you want to invest in crypto, focus only on Bitcoin and Ethereum to capture 98% of the market. Recent analysis revealed that many lesser-known coins, dubbed 'poopoo coins', have plummeted in value and will likely never recover. This stark reality highlights the importance of strategic investment in a volatile market.
Ridealong summary
Ethereum's price could drop to the $40K range if certain market indicators don't signal a bottom soon. Traders are watching for a bullish divergence on the RSI, similar to patterns seen in 2022, which could indicate a recovery. However, ongoing regulatory uncertainties and market conditions may extend the bear market further into the summer.
“… comment that the notable thing about this was that Google, he says, are getting absolutely apocalyptic in their putting down a 2029 deadline. The Ethereum Foundation this week actually released a post-quantum roadmap website. It's called pq.etherium.org. And it really specifies the plan and the milestones to get all layers of the Ethereum stack. So the consensus and the data and execution layer to post-quantum security. We did almost a two-hour podcast with Justin Drake on this very subject, released that earlier this week. Justin Drake's timeline for all of this was the early 2030s. He thought …”
“They would definitely know. I mean, Nick Carter made the comment that the notable thing about this was that Google, he says, are getting absolutely apocalyptic in their putting down a 2029 deadline. The Ethereum Foundation this week actually released a post-quantum roadmap website. It's called pq.etherium.org. And it really specifies the plan and the milestones to get all layers of the Ethereum stack. So the consensus and the data and execution layer to post-quantum security. We did almost a two-hour podcast with Justin Drake on this very subject, released that earlier this week. Justin Drake's timeline for all of this was the early 2030s. He thought Ethereum and the entire ecosystem could be fully quantum ready, ready for Q day by, what do you say, 2030, 2031, 2032, somewhere in that time range. He had a plan and Ethereum has a plan in order to get there And it all published on pq So it good to see this artifact I do feel like though it going to be a difficult journey Ethereum has thought this …”
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Ridealong summary
Ethereum is gearing up for a significant shift towards post-quantum security, with a roadmap set for completion by the early 2030s. In contrast, Bitcoin developers are criticized for lacking a similar plan, raising concerns about the future of Bitcoin's cryptography. This divergence could impact the ETH-BTC ratio, as Ethereum takes the lead in addressing quantum challenges while Bitcoiners remain complacent.
“… Capital says we want to come in and do one, how would we do that? So every network decides what is the threshold to be a full node, right? Okay. In Ethereum, I think it requires 32 ETH. On XRPI, I don't even know what it requires to be a node. I'm not saying that there is no, I just don't know what it is on Solana and Sui and others. What is it on Canton though? I trying to explain to you So those networks have selected to have money as a way to become a full node On Canton we decided that contribution to the network is a better mechanism to decide if you should become a full node So Paul can …”
“… All right, so these are the 40 validators. Some of them are running multiple nodes within one validator, even though it's registered as a single validator. But what's the process that I would take to get on as a validator right now? If PBN, if Barron Capital says we want to come in and do one, how would we do that? So every network decides what is the threshold to be a full node, right? Okay. In Ethereum, I think it requires 32 ETH. On XRPI, I don't even know what it requires to be a node. I'm not saying that there is no, I just don't know what it is on Solana and Sui and others. What is it on Canton though? I trying to explain to you So those networks have selected to have money as a way to become a full node On Canton we decided that contribution to the network is a better mechanism to decide if you should become a full node So Paul can write. What do you mean by contribution? What does that mean? I'm getting there, I promise. Okay. Paul will write a SIP, which is a Canton improvement proposal. where he will say, look, I'm Paul Barron. I run the best show in crypto. I have a dedicated list of people that listen. I think I can add a lot of value to the network by grilling Yuval, for …”
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Ridealong summary
Becoming a super validator on the Canton network is surprisingly accessible. Unlike other blockchains that require a financial stake, Canton values community contributions and votes on new validators based on their proposed value to the network. This democratic approach allows anyone with a solid proposal to join the ranks of super validators.
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The cryptocurrency market, including Bitcoin, is experiencing significant developments with the potential threat from quantum computing, increasing institutional adoption, and heightened regulatory scrutiny. These factors are shaping the future landscape of digital currencies, impacting their security, acceptance, and compliance requirements.
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