ETH
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement May 28, 2018 by John Pfeffer · across every show →
Everything said about ETH, oldest first
May 28, 2018 bearish
Nov 13, 2023 bearish
Heitzmann: Crypto games compounded risk by stacking tokens onto gameplay mechanics
“Axie famously worked until it stopped working. Some of that was tied to people's inherent tie-in with crypto. So they were compounding their bets by saying, hey, I'm going to have crypto, and therefore you have to get in with ETH, and then we're going to have …”
Apr 21, 2025 bullish
Forman: Ethereum Transaction Fee Burns Act Like Corporate Share Buybacks
“More and more people are contextualizing the valuation framework for Ethereum as a capital asset, and you can think about that burn almost like a company using its free cash flow to buy back stock. The units of ETH outstanding should decline as more and more s…”