Ethereum

also referred to as: ethereum blockchain · ethereum network

includes Ethereum Virtual Machine, Ethereum 2.0, Ethereum Computation Market, Ethereum L Two's

81 statements across 34 episodes · 36 bullish · 21 bearish · 26 people on the record · first statement Dec 9, 2017 by Alex Rampell · said 474 times in 66 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Chris Dixon (108), Ali Yahya (49), Olaf Carlson-Wee (44), Fred Ehrsam (26), Jesse Walden (24), Alex Gluchowski (Alex G) (23), Linda Xie (16), Dan Boneh (15)

tap a year for its mentions
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020402017201820192020202120222023202420252026episodes it came up in
0052010402017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 13 mentions in 4 episodes 3 per episode
2024 23 mentions in 6 episodes 4 per episode
2022 6 mentions in 3 episodes 2 per episode
2021 65 mentions in 7 episodes 9 per episode
2020 2 mentions in 1 episode
2019 264 mentions in 31 episodes 9 per episode
2018 93 mentions in 12 episodes 8 per episode
2017 6 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Ethereum, oldest first

Dec 9, 2017
Assertion Supported
Rampell: Bitcoin and Ethereum energy use ranks 71st among countries
“So if you were to graph every country on Earth by energy usage, the 71st most energy-using country, so this is ahead of a 120 other ones, Is the two largest blockchain efforts of Bitcoin and Ethereum.”
Alex Rampell Dec 9, 2017 ▶ 6:23 Decrypting Crypto: From Bitcoin and Blockchain to ICOs
Dec 9, 2017 neutral
Assertion Partly supported
Rampell: Every Ethereum node runs a virtual machine executing code
“Ethereum is pretty much unlimited in terms of vocabulary, so unlimited verbs, unlimited data, so every node in the Ethereum network is running something called an Ethereum virtual machine that can actually process code.”
Alex Rampell Dec 9, 2017 ▶ 14:08 Decrypting Crypto: From Bitcoin and Blockchain to ICOs
May 5, 2018 neutral
Assertion Supported
Linda Xie: Bitcoin and Ethereum are pseudonymous, not anonymous
“There's this misconception that Bitcoin and Ethereum are anonymous. Well, that's actually not true. They're pseudonymous, which means it doesn't use the real identity.”
Linda Xie May 5, 2018 ▶ 18:18 An Intro to Crypto: Building Blocks
May 5, 2018
Assertion Supported
Linda Xie: CryptoKitties drove Ethereum transaction spike in late 2017
“There was a huge spike at the end of 2017, early 2018 with the onset Of a decentralized application called CryptoKitties.”
Linda Xie May 5, 2018 ▶ 12:22 An Intro to Crypto: Building Blocks
Jul 15, 2018
Assertion Not checkable as stated
Liu: Ethereum Foundation employs 5 to 10 people despite $70B market cap
“Ethereum, for example, has, depending on the day, you know, above a 50, 60, seventy million seventy billion market cap, right? So if you think about the corollary of a similarly sized company here, here in the Bay Area, Uber might be an apt analogy. Uber has t…”
Lily Liu Jul 15, 2018 ▶ 7:44 An Intro to Crypto: Building Companies, from People to Code
Jul 26, 2018 negative
Assertion Supported
Dixon: Ethereum is less performant than AWS or Google Cloud
“Crypto networks like Ethereum are actually kind of worse in some of those dimensions. So for example, as in the performance side, it's not as performant as, let's say, AWS or Google Cloud Services or something.”
Chris Dixon Jul 26, 2018 ▶ 3:12 Crypto and Decentralization: Building Blocks
Jul 26, 2018 bullish
Insight
Dixon: Crypto networks are fundamentally a new type of computer
“You know, being kind of, being technology focused, we kind of, we like to look at it or one way we like to look at it is as a, as you can think of a crypto network like Ethereum or Bitcoin or one of the many other new innovative, you know, networks out there a…”
Chris Dixon Jul 26, 2018 ▶ 1:22 Crypto and Decentralization: Building Blocks
Jul 26, 2018 positive
Assertion Not checkable as stated
Ali Yahya: Bitcoin and Ethereum emerged from bottom-up community collaboration
“Ethereum Bitcoin to a considerable degree emerged out of communities working together as opposed to necessarily a top-down monolithic design that's imposed upon an organization or a group of people who are working together by a single person or a small group o…”
Ali Yahya Jul 26, 2018 ▶ 2:10 Cryptonetworks and Cities: Analogies
Jul 26, 2018 negative
Opinion
Jesse Walden: Not every crypto project needs its own token
“And not every one of these projects necessarily needs its own token. Some of these projects could be just sort of core infrastructure at the base layer of the protocol but there's not an incentive or there's at least no mechanism by which the community can for…”
Jesse Walden Jul 26, 2018 ▶ 28:02 Cryptonetworks and Cities: Analogies
Jul 26, 2018 negative
Assertion Not checkable as stated
Ali Yahya: Ethereum incentivizes application developers but fails core protocol development
“Ethereum, Hasn't yet succeeded at incentivizing core development or development on the core protocol and has succeeded massively at incentivizing people building on top of it. Developers that is not users yet.”
Ali Yahya Jul 26, 2018 ▶ 31:22 Cryptonetworks and Cities: Analogies
Jul 26, 2018 neutral
Assertion Not checkable as stated
Ali Yahya: Bitcoin is organized around digital gold, Ethereum around technology
“But in the case of Bitcoin, or at least the later form of Bitcoin, the current Bitcoin, the shared meme seems to be fixed supply, store of value, digital gold. In the case of Ethereum, it's more of a meme around technology. Say we're building a technology, it'…”
Ali Yahya Jul 26, 2018 ▶ 35:19 Cryptonetworks and Cities: Analogies
Nov 2, 2018 positive
Assertion Supported
Katie Haun notes Ethereum is transitioning to proof-of-stake
“Ethereum is migrating to what's called a proof of stake, so it won't be doing proof of work mining and using all of this energy.”
Katie Haun Nov 2, 2018 ▶ 10:13 Debating Crypto: Katie Haun vs. Paul Krugman
Dec 16, 2018 positive
Insight
Yahya: Ethereum is a decentralized, collectively-owned world computer
“Ethereum is therefore more than just a decentralized database. It is a decentralized, collectively-owned world computer.”
Ali Yahya Dec 16, 2018 ▶ 18:51 Crypto, the Future of Trust
Dec 16, 2018 positive
Assertion Supported
Yahya: Ethereum asset ownership persists even if the creator company dies
“No matter what happens, even if the company that built CryptoKitties were to go away, this kitty is still mine. My ownership of it is burned into the Ethereum blockchain.”
Ali Yahya Dec 16, 2018 ▶ 25:11 Crypto, the Future of Trust
Jan 2, 2019 negative
Opinion
Hearn: Developers have not fully utilized Bitcoin's scripting capabilities
“We've never really fully used the capabilities of even Bitcoin's fairly limited language.”
Mike Hearn Jan 2, 2019 ▶ 7:55 a16z Podcast | Bitcoin's Growing Pains -- and Possibilities
Jan 2, 2019 positive
Assertion Not checkable as stated
Khanna: Ethereum and blockchain lower global shipping and trade costs
“So of course, Ethereum you know, and blockchain technologies really reduce the transaction cost and the transparency and the security. Of participating in global economic transactions, in getting your goods from, you know, the village in country X to the big c…”
Parag Khanna Jan 2, 2019 ▶ 20:21 a16z Podcast | Connectivity and the Internet as Supply Chain
Jan 2, 2019 bullish
Assertion Supported
Mougayar: Brooklyn neighbors are trading excess energy via Ethereum
“Today, there's a street in Brooklyn where neighbors are selling and buying excess energy from each other on an Ethereum-enabled blockchain service. So they are going peer-to-peer. And this is happening right now.”
William Mougayar Jan 2, 2019 ▶ 37:05 a16z Podcast | Banking on the Blockchain
Jan 2, 2019 neutral
Assertion Supported
Srinivasan: The DAO raised $130 million online without traditional stock markets
“There is a thing called the DAO, which raised almost a hundred and thirty million dollars online in a purely distributed way just with digital currency without any stock market or what have you.”
Balaji Srinivasan Jan 2, 2019 ▶ 14:05 a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money
Jan 2, 2019 neutral
What-if
Buterin: Ethereum developers would have built replay protection before the DAO fork
“Had we known that things would turn out the way they had turned out, there were things that we would have done differently. So like one of them would have been Including, you know, transaction replay protection straight into the protocol directly”
Vitalik Buterin Jan 2, 2019 ▶ 29:10 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019
Disclosure
Buterin: Ethereum was originally planned as a meta-protocol on Primecoin
“So the first version of Ethereum that I was thinking of building is just a very simple kind of meta protocol. So something on top of the prime coin blockchain that would just make a Prime point transaction data have sort of different meanings that would be und…”
Vitalik Buterin Jan 2, 2019 ▶ 4:30 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019 negative
Assertion Contradicted
Ehrsam: DAO Smart Contract Bug Leaked $160M Worth of Ethereum
“The DAO which was a large decentralized application with a couple hundred million dollars in it was found to have a software bug and basically leaked you know, let's call it a hundred and sixty-ish million dollars worth of Ethereum”
Fred Ehrsam Jan 2, 2019 ▶ 22:58 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019 bearish
Opinion
Buterin: Ethereum and Bitcoin are useless for many apps due to scalability
“So, you know, Ethereum, Bitcoin, Bitcoin Classic, and Bitcoin with Segwit, like, all four of those are just pretty much completely useless for a lot of what people want to do because the scalability just isn't high enough.”
Vitalik Buterin Jan 2, 2019 ▶ 44:48 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019 neutral
Prediction Held up
Buterin: Difficulty Ice Age Will Force Ethereum Hard Fork Within 18 Months
“The difficulty Ice Age, which is something I will go into right now, but generally, essentially has the purpose of kind of putting a sort of finite lifetime on the Ethereum blockchain, so basically forcing us to kind of fork to add new features at some points …”
Vitalik Buterin Jan 2, 2019 ▶ 25:52 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019 positive
Insight
Buterin: Ethereum's core design principle is that it has no features
“And eventually I realized that the thing that made the most sense is to basically just go all the way and create a blockchain where you have this principle that essentially there are no features. So what there are no features means in Ethereum land is essentia…”
Vitalik Buterin Jan 2, 2019 ▶ 3:24 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019 positive
Assertion Contradicted
Buterin: Building fair lotteries on Bitcoin requires O(N³) collateral versus O(N) on Ethereum
“Like, one of them was they published this at the Financial Cryptography, in the workshop, that they were trying to create a provably fair lottery on top of Bitcoin, and it turns out that if you have N players in the lottery, Then you basically have to have O o…”
Vitalik Buterin Jan 2, 2019 ▶ 13:55 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019
Insight
Buterin: Ethereum's currency serves its technology, not vice versa
“I would argue that, you know, in general, the Ethereum view is that it's definitely that the currency serves the technology and not so, and not the technology serving the currency.”
Vitalik Buterin Jan 2, 2019 ▶ 20:36 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019 negative
Assertion Supported
Buterin: Bitcoin's Protocol Lacks Native State Persistence Across Transactions
“But with Bitcoin itself, you can't do that because the protocol has a kind of inherent Statelessness to it. Like, you can't remember the notion of, well, this guy already withdrew 500 ETH six hours ago, and another 500 ETH two hours ago, so he can't withdraw a…”
Vitalik Buterin Jan 2, 2019 ▶ 6:08 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019 neutral
Prediction Not checkable as stated
Buterin: Safely Building DAOs Will Take a Couple Years
“And so that's an area where I still think that, you know, for obvious reasons, it's going to be a couple of years before we really learn how to do it well and safely, but it's still one of those that I'm Really interested and excited about.”
Vitalik Buterin Jan 2, 2019 ▶ 8:57 a16z Podcast | Ethereum, App Coins, and Beyond
Jan 2, 2019 bullish
Assertion Contradicted
Carlson-Wee: Token launches on Ethereum have raised over $300M
“Those token launches on top of Ethereum have raised over three hundred million dollars.”
Olaf Carlson-Wee Jan 2, 2019 ▶ 3:57 a16z Podcast | Cryptocurrencies, App Coins, and Investing in Protocols
Jan 2, 2019 bullish
Assertion Supported
Dixon: No one, including Vitalik Buterin, can cut developers off Ethereum
“As a developer, you can now invest in this. You can build things on top of Ethereum with the knowledge that no one can, you know, Vitalik, who's the kind of the, you know, the leader of Ethereum, can't pull the rug out from under you, even if you wanted to.”
Chris Dixon Jan 2, 2019 ▶ 13:18 a16z Podcast | Cryptocurrencies, App Coins, and Investing in Protocols
Jan 2, 2019 positive
Disclosure
Carlson-Wee: Polychain bought Maker tokens via Ethereum because Maker lacked bank accounts
“When we wanted to do a deal with Maker and purchase some of these tokens, there was no legal entity. Behind them. It's a pure open source project, and there was no bank account they had, so there was no way we could send them money. So we actually had to send …”
Olaf Carlson-Wee Jan 2, 2019 ▶ 24:08 a16z Podcast | Cryptocurrencies, App Coins, and Investing in Protocols
Jan 2, 2019 positive
Assertion Supported
Carlson-Wee: Ethereum enables features simply not possible on Bitcoin
“So you can build all sorts of more advanced features in Ethereum that are simply not possible with Bitcoin.”
Olaf Carlson-Wee Jan 2, 2019 ▶ 16:43 a16z Podcast | Cryptocurrencies, App Coins, and Investing in Protocols
Jan 2, 2019 positive
Assertion Supported
Dixon: Ethereum proved multiple scaled blockchain networks can coexist
“One, it showed that you could just simply have another Scaled network, right? I think a lot of people just assumed it was gonna be one network to rule them all, network effects, et cetera. So it showed just like an existence proof that you could do another net…”
Chris Dixon Jan 2, 2019 ▶ 21:05 a16z Podcast | Why Crypto Tokens Matter
Jan 2, 2019 negative
Assertion Supported
Ehrsam: Ethereum throughput is 20,000x short of running Facebook
“And if you look at what Ethereum is capable of in terms of just throughput of the network, it can't handle more than about twenty-ish transactions a second right now, which means that you're about 20,000 X off being able to run Facebook on the chain.”
Fred Ehrsam Jan 2, 2019 ▶ 25:32 a16z Podcast | Why Crypto Tokens Matter
Jan 2, 2019 positive
Insight
Ehrsam: Crypto enables direct monetization of internet building blocks
“You could pay for literal goods and services on the internet, but the building blocks of the internet themselves were not precisely programmed and parceled out into little units that you could pay for directly through the protocol. And that's sort of what we'r…”
Fred Ehrsam Jan 2, 2019 ▶ 1:27 a16z Podcast | Why Crypto Tokens Matter
Jan 2, 2019 bullish
Prediction Not checkable as stated
Ehrsam: A working sharding upgrade would boost Ethereum's market value by 10-20%
“If you're to come out and submit an improvement, like sharding, for example, a working implementation, it could easily raise the value of the network 10 or 20%, which we're talking two and a half to five billion dollars.”
Fred Ehrsam Jan 2, 2019 ▶ 11:42 a16z Podcast | Why Crypto Tokens Matter
Jan 2, 2019 neutral
Assertion Supported
Dixon: Ethereum throughput is limited to roughly 10 transactions per second
“So, Ethereum can, what, handle, like, 10 transactions a second or something, which is just many orders of magnitude lower than... A system like Facebook, right?”
Chris Dixon Jan 2, 2019 ▶ 9:19 a16z Podcast | Trends in Cryptocurrencies
Jan 2, 2019 negative
Assertion Not checkable as stated
Dixon: ICOs are not necessary for crypto network success
“There's been so much attention on ICOs that, by the way, you don't need an ICO. Bitcoin never had an ICO. Ethereum had a very, relatively speaking, small one, eighteen million. And I don't think that was a key part of the network success.”
Chris Dixon Jan 2, 2019 ▶ 32:08 a16z Podcast | Mental Models for Understanding Crypto Tokens
Jan 2, 2019 bullish
Assertion Not checkable as stated
Dixon: Most Big Tech talent moving into crypto builds on Ethereum
“At least what I'm seeing is lots of teams leaving GAFA companies, Google, Facebook, et cetera, and getting into this, and like really good teams. People with real, you know, strong engineering and product backgrounds. And I think for me, at least, it's the vas…”
Chris Dixon Jan 2, 2019 ▶ 25:06 a16z Podcast | Mental Models for Understanding Crypto Tokens
Jan 2, 2019
Assertion Supported
Tomaino: Ethereum processes 15 TPS, Bitcoin processes 7 TPS
“Ethereum can process roughly 15, Bitcoin roughly seven”
Nick Tomaino Jan 2, 2019 ▶ 20:06 a16z Podcast | Mental Models for Understanding Crypto Tokens
Jan 2, 2019 positive
Opinion
Tomaino: Centralized decision-making actually benefited early Ethereum development
“Something like Ethereum, which from a decision-making perspective is, is pretty centralized right now, that's actually been a good thing for Ethereum, and it's allowed them to move fast and break things, right?”
Nick Tomaino Jan 2, 2019 ▶ 32:53 a16z Podcast | Mental Models for Understanding Crypto Tokens
Jan 2, 2019 bearish
Assertion Not checkable as stated
Gil: Nobody is currently building scalable apps on Ethereum
“Nobody's really building scalable apps on Ethereum right now.”
Elad Gil Jan 2, 2019 ▶ 26:03 a16z Podcast | High Growth in Companies (and Tech)
Jan 2, 2019 negative
Assertion Supported
Dixon: Ethereum Is Less Performant Than AWS and Google Cloud
“Crypto networks like Ethereum are actually kind of worse in some of those dimensions. So, for example, as in the performance side, it's not as performant as, let's say, AWS or Google Cloud Services or something if you wanted to write a video game or something.”
Chris Dixon Jan 2, 2019 ▶ 4:03 a16z Podcast | Cryptonetworks and Decentralization -- Building Blocks
Jan 2, 2019 positive
Insight
Yahya: Successful crypto networks emerge bottom-up from community collaboration
“They also tend to emerge in a bottom-up way. They're organized in a bottom-up way. And I think this is a trait that's common to a lot of the crypto networks that are most successful. I think Ethereum Bitcoin to a considerable degree emerged out of communities …”
Ali Yahya Jan 2, 2019 ▶ 2:57 a16z Podcast | Cryptonetworks and Cities -- Analogies
Jan 2, 2019 positive
Insight
Yahya: Ethereum exemplifies a bottom-up modular software design
“Like Ethereum, I think, as sort of Jesse was saying, is more an example of the bottoms-up modular approach, where there's a kernel of an idea, there's that riverbed along which people people get together. But then there's also a community that's building all s…”
Ali Yahya Jan 2, 2019 ▶ 11:18 a16z Podcast | Cryptonetworks and Cities -- Analogies
Jan 2, 2019 neutral
Assertion Not checkable as stated
Yahya: Ethereum attracts developers but fails to fund core protocol development
“Ethereum hasn't yet succeeded at incentivizing core development or development on the core protocol, and has succeeded massively at incentivizing people building on top of it. Developers, that is, not users yet.”
Ali Yahya Jan 2, 2019 ▶ 32:20 a16z Podcast | Cryptonetworks and Cities -- Analogies
Jan 2, 2019 neutral
Assertion Supported
Walden: Ethereum had no code or network when its whitepaper launched
“If we talk about a project like Ethereum, for example you know, early on, there was this amazing white paper, and it described this profound vision about what the platform could enable. And at the time, you know, the code hadn't been written. There was There w…”
Jesse Walden Jan 2, 2019 ▶ 6:35 a16z Podcast | Cryptonetworks and Cities -- Analogies
Jan 2, 2019 bullish
Prediction Not checkable as stated
Dixon: Native internet money will emerge between 2023 and 2028
“And I think at some point, I think over the next five to 10 years, we'll have this sort of internet money, and it'll either be Ethereum or Bitcoin or something, or some stable coin or something else, but”
Chris Dixon Jan 2, 2019 ▶ 17:47 a16z Podcast | Building Crypto, from Vision to Reality
Jan 2, 2019 bearish
Assertion Supported
Dixon: Ethereum processes 10 tx/sec and cannot be world computer yet
“So like Ethereum is a good example where you can run any kind of arbitrary code in that crypto network, but the network can only handle, like, 10 transactions a second or something, and so it's just not at all ready to really be the world computer.”
Chris Dixon Jan 2, 2019 ▶ 16:55 a16z Podcast | Building Crypto, from Vision to Reality
Jan 2, 2019 positive
Assertion Supported
Milenius: Maker is Ethereum's first formally verified non-trivial application
“We are very proud to be the first application to be launched on the Ethereum blockchain that is formally verified. There have been experiments with this up to this point. This is the first non-trivial application that will be launched that will have these guar…”
Andy Milenius Jan 2, 2019 ▶ 34:23 a16z Podcast | All About Stablecoins
Feb 26, 2019 negative
Insight
Dayan: Ethereum storage pricing creates a tragedy of the commons
“So the fact that the miners get payment for storage when the miners actually don't need to store the whole state, and it's the full nodes that, that bear the cost. So this sort of asymmetry between who's bearing the cost, like where the externality is, and lik…”
Phil Dayan Feb 26, 2019 ▶ 37:02 a16z Podcast | Voting, Security, and Governance in Blockchains and Cryptonetworks
Feb 26, 2019
Assertion Supported
Dayan: Front-running arbitrageurs bid tens of thousands of dollars in fees
“Subsidize these arbitrage transactions, which often cost thousands and thousands of dollars in fees. Like people are bidding multiple thousands, even tens of thousands in fees on these transactions.”
Phil Dayan Feb 26, 2019 ▶ 35:17 a16z Podcast | Voting, Security, and Governance in Blockchains and Cryptonetworks
Feb 26, 2019 positive
Opinion
Walden: Token ownership creates emotional connection to Ethereum's underlying values
“Ethereum participants own the token, and therefore, you know, have an emotional connection to, you know, the values of the infrastructure, and what, you know, its goals, and what it aims to achieve.”
Jesse Walden Feb 26, 2019 ▶ 12:44 a16z Podcast | Cryptonetworks as Emerging Economies (Done Right?)
Apr 19, 2019 neutral
Assertion Not checkable as stated
Yahya: Early successful Ethereum applications are primarily financial tools
“And a bunch of the applications that have worked so far in the Ethereum ecosystem primarily have been financial in nature, have been things that build on top of that initial idea. So things like lending platforms, derivatives, exchanges, things that depend on …”
Ali Yahya Apr 19, 2019 ▶ 39:39 Five Open Problems for the Blockchain Computer
Apr 19, 2019 bullish
Insight
Yahya: Blockchains as general computers is a five-year-old paradigm
“Even if it's been 10 years since the publishing of the Bitcoin white paper, this is still very, very early days, because I think that it's only been recent, it's only recently that, that people have begun to conceive of blockchains as computers, as opposed to …”
Ali Yahya Apr 19, 2019 ▶ 24:49 Five Open Problems for the Blockchain Computer
Apr 19, 2019 bullish
Opinion
Yahya: Ethereum ecosystem has the richest developer activity in crypto
“I think some of the things that we are seeing already in the world of Ethereum, kind of the Ethereum ecosystem is maybe the richest so far in terms of actual developer activity on top.”
Ali Yahya Apr 19, 2019 ▶ 7:29 Five Open Problems for the Blockchain Computer
May 8, 2019 negative
Assertion Not checkable as stated
Dixon: Security audits consume at least half of Ethereum project development time
“Like, I think at least half the development time probably is security audits.”
Chris Dixon May 8, 2019 ▶ 6:10 Seven Trends in Blockchain Computing (Spring 2019)
May 8, 2019 negative
Assertion Partly supported
Carlson-Wee: Ethereum has 100 times more app developers than core developers
“Ethereum has this weird problem where there's probably a hundred X the number of developers building apps on top as there are building core protocol stuff for Ethereum.”
Olaf Carlson-Wee May 8, 2019 ▶ 11:27 Seven Trends in Blockchain Computing (Spring 2019)
May 8, 2019 negative
Assertion Supported
Dixon: Sub-second transaction finality is impossible in proof-of-work systems
“You just simply can't have, ah, like sub-second transaction finality in a proof of work system. Like, so Bitcoin, like you really need to wait, you know, each block is 10 minutes, and it has to do with the coordination among the network, and the network propag…”
Chris Dixon May 8, 2019 ▶ 16:23 Seven Trends in Blockchain Computing (Spring 2019)
May 8, 2019 negative
Opinion
Carlson-Wee: Locking 5% of Ether in MakerDAO creates systemic risk
“Now I do think it almost starts to create systemic risk at around, say, five percent of all ether.”
Olaf Carlson-Wee May 8, 2019 ▶ 35:16 Seven Trends in Blockchain Computing (Spring 2019)
May 8, 2019 bullish
Prediction Not checkable as stated
Dixon: Third wave of blockchain computing will arrive in 12 to 24 months
“And now I think what we're seeing over the next 12 months or so, maybe 12 to 24 months, is the kind of the wave three happening, right, which is taking the ideas of Ethereum upgrading the developer experience like you just discussed very importantly, upgrading…”
Chris Dixon May 8, 2019 ▶ 7:04 Seven Trends in Blockchain Computing (Spring 2019)
May 18, 2021 bullish
Prediction Not checkable as stated
Boneh predicts Bitcoin and Ethereum data will survive until year 3000
“So I think that the Bitcoin and Ethereum blockchains are going to be with humanity now forever, you know, in the year 3000, you know, the era of Futurama, we're still going to be looking at the Ethereum and Bitcoin blockchains. Maybe they won't be called that,…”
Dan Boneh May 18, 2021 ▶ 5:55 The Future of NFTs
May 19, 2021 positive
Assertion Supported
Yatreda artist collective sold six NFTs on Foundation for over $50,000
“They minted six pieces with us this weekend. They were able to sell it for a total of 40 Ethereum which is actually totaling over 50,000 dollars.”
Kayvon Turanian May 19, 2021 ▶ 5:46 NFTs and the Creator Economy
May 19, 2021
Assertion Supported
Edward Snowden's NFT sold on Foundation for 2,224 Ethereum ($5.5M)
“This piece sold for 2224 Ethereum. In today's prices, that's 7.5 million dollars. At the time of the auction, that was 5.5 million.”
Kayvon Turanian May 19, 2021 ▶ 9:19 NFTs and the Creator Economy
May 21, 2021 negative
Assertion Supported
Shirley: CryptoKitties broke Ethereum at just 10,000 daily active users
“CryptoKitties broke Ethereum with sort of, You know, 10,000 ish users per day. And you can't build a consumer company at that scale. It's simply untenable.”
Dieter Shirley May 21, 2021 ▶ 16:55 NBA Top Shot and the Flow Blockchain
May 26, 2021 negative
Assertion Supported
Finzer: High transaction costs make trading NFTs on Ethereum tricky
“Tricky it is at the moment to buy and sell NFTs on something like Ethereum due to the high transaction costs.”
Devin Finzer May 26, 2021 ▶ 21:27 NFT Uses for Today (and Tomorrow)
May 27, 2021 positive
Assertion Supported
pplpleasr's Uniswap V3 NFT sold for 310 Ethereum for charity
“It ended up pushing the price of 310 Ethereum, which was fully committed to charity.”
People Pleaser May 27, 2021 ▶ 4:55 Why DAOs Matter for Digital Art
Nov 8, 2021 bullish
Prediction Held up
Gluchowski: ZK-rollups will maintain a 50x cost reduction ratio over Ethereum mainnet
“So right now the rollups we have for ZK rollups we have for payments are about 50 times cheaper than native payments on layer one. And I expect that this ratio to remain roughly the same for also for smart contracts.”
Alex Gluchowski Nov 8, 2021 ▶ 29:20 Scaling Up Blockchains with Zero-Knowledge Proofs
Nov 8, 2021 negative
Assertion Not checkable as stated
Gluchowski: Alternative L1 Blockchains Failed to Gain Traction Without EVM Compatibility
“We see it with alternative L ones. We have a couple of Ethereum killers. Having launched in in the previous year with custom systems, with different virtual machines and different languages and they didn't really get traction until they implemented Ethereum co…”
Alex Gluchowski Nov 8, 2021 ▶ 43:18 Scaling Up Blockchains with Zero-Knowledge Proofs
Nov 8, 2021 positive
Assertion Not checkable as stated
Gluchowski: ZK-rollup security is roughly equivalent to Ethereum mainnet
“So in the roll up your security is roughly equivalent to the security of Ethereum.”
Alex Gluchowski Nov 8, 2021 ▶ 24:20 Scaling Up Blockchains with Zero-Knowledge Proofs
Nov 8, 2021 neutral
Assertion Supported
Gluchowski: Recursive ZK proof verification became affordable on Ethereum in 2020
“And recursion is something that became available and became affordable on Ethereum just last year. Before that, it was very expensive. We had different proof systems that supported recursion, but they were way too expensive to be used on Ethereum.”
Alex Gluchowski (Alex G) Nov 8, 2021 ▶ 41:31 Scaling Up Blockchains with Zero-Knowledge Proofs
Nov 8, 2021
Disclosure
Gluchowski: Matter Labs Created Custom Language Zinc Before Pivoting to EVM
“We actually started originally with building a custom language, which was optimized for zero knowledge pros. It was called Zinc. But we quickly realized that it will be really hard to onboard the existing ecosystem of Ethereum and let everyone rewrite their pr…”
Alex Gluchowski Nov 8, 2021 ▶ 41:59 Scaling Up Blockchains with Zero-Knowledge Proofs
Nov 8, 2021 neutral
Assertion Supported
Yahya: Ethereum can only process about 14 transactions per second
“It currently can only really process around 14 quote unquote transactions or 14 kind of, you can think of them as computations per, per second.”
Ali Yahya Nov 8, 2021 ▶ 5:01 Scaling Up Blockchains with Zero-Knowledge Proofs
Feb 28, 2024 positive
Assertion Supported
Horowitz: Bitcoin uniquely commits to a hard-coded 21 million token supply cap
“That's the strong commitment that Bitcoin makes that other blockchains don't make as strongly, which is twenty one million. That's it. You know, Ethereum's not making that claim.”
Ben Horowitz Feb 28, 2024 ▶ 1:22:44 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Feb 28, 2024 bullish
Prediction Held up
Dixon: Ethereum upgrade will 100x capacity and drop fees below a penny
“There's an Ethereum upgrade happening in three weeks, four, eight, four, four, which is going to Pro like basically a hundred X, the improvement of Ethereum L two's, which are the main way of scaling Ethereum today. And you get sort of sub penny transaction co…”
Chris Dixon Feb 28, 2024 ▶ 32:05 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Feb 28, 2024 neutral
Assertion Not checkable as stated
Dixon: Crypto developer energy has largely moved from Bitcoin to Ethereum
“I think a lot of the energy though, in my opinion, the developer energy has moved to Ethereum and other ecosystems that have been friendlier to this type of innovation.”
Chris Dixon Feb 28, 2024 ▶ 1:19:58 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Feb 28, 2024 positive
Assertion Not checkable as stated
Dixon: Bitcoin and Ethereum are treated as commodities due to their decentralization
“And there's generally agreement that things like Bitcoin are commodities because it's decentralized enough. Ethereum looks like it's in that status as well.”
Chris Dixon Feb 28, 2024 ▶ 59:51 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Feb 28, 2024 positive
Assertion Not checkable as stated
Dixon: Stablecoins like USDC already function as digital dollars today
“We have a digital dollar today and that's stable coins like USDC on platforms like Ethereum.”
Chris Dixon Feb 28, 2024 ▶ 49:03 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Feb 28, 2024 bullish
Assertion Supported
Dixon: Ethereum transaction take rates are empirically under one percent
“Empirically, I have a few charts in the book, like the take rates in, for example, Ethereum is sub one percent and all the kind of common blockchain networks are very, very low empirically as well.”
Chris Dixon Feb 28, 2024 ▶ 19:09 Future of Crypto, Blockchain & Web3 w/ Chris Dixon
Jul 9, 2025 bearish
Insight
Yahya: Ethereum Layer 1 cannot handle Nasdaq-scale exchange throughput
“If you wanted to build something like the Nasdaq exchange on chain, there's no way you're doing that on Ethereum one. You probably need a blockchain that has the kind of the level of performance that a Solana or a Sui or some of the other kind of More modern o…”
Ali Yahya Jul 9, 2025 ▶ 38:53 Crypto Experts Explain Stablecoins & the Future Financial System w/ Ali Yahya & Arianna Simpson
Apr 7, 2026 neutral
Disclosure
Balaji Srinivasan: Only five crypto assets warrant 1,000+ hours of focus
“There's really only five crypto assets that I've spent more than a thousand hours on. Bitcoin, Ethereum, Solana, USDC, Zcash.”
Balaji Srinivasan Apr 7, 2026 ▶ 55:31 Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped | The a16z Show
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