Ethereum, every mention
44 scenes (2022), the whole family · ← back to Ethereum
tap a year for its mentions
every year 2022 anyone Chris Dixon 30Ted Seides 29Stephen McKeon 15Ben Forman 15Olaf Carlson-Wee 13Michael Liddy 11Seth Ginns 10John Pfeffer 10Mike Novogratz 9Michael Sonnenshein 9
Verbatim, from the transcripts: the passages where Ethereum comes up
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 40:49 Ted Seides I own more Ethereum today.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 14:04 Avichal Garg The number of developers that are continuing to write code in Ethereum, despite prices being down 60 to 80%, it's flat.
- ▶ 19:30 Avichal Garg Ethereum is producing blocks.
- ▶ 22:22 Avichal Garg On the layer ones, things like Ethereum, Nier, Solana, what we've seen is that there are real developer communities starting to form here, and people are building applications, DeFi, NFT, and otherwise, and those things have real usage. 3 times in the scene
- ▶ 27:55 Avichal Garg And all the way on the far right would be Bitcoin and Ethereum.
- ▶ 45:32 Manish Gandhi The consensus view that it will become a multi-chain world rather than one only dominated by Ethereum. 7 times in the scene
- ▶ 51:43 Avichal Garg The Uber or Lyft example is kind of like the Bitcoin ETH example, which is, you're not buying a particular Bitcoin, you just want to buy some Bitcoin. 3 times in the scene
Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
- ▶ 27:13 Regan Bozman A good example of that is a decentralized money market like Compound, which probably, let's say, has a few billion dollars of Ethereum-based assets in it on a given day.
- ▶ 29:31 Regan Bozman They function on top of Ethereum.
- ▶ 33:15 Regan Bozman And so kind of the same way, like, you know, a stock analyst would just like quarterly reports on Ethereum.
- ▶ 47:31 Regan Bozman MetaMask is probably, they control the user interface for 80% of people interacting with Ethereum.
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
- ▶ 33:09 Diogo Monica So Ethereum is actually a proof of work blockchain that is very known, the second largest blockchain out there, that is about to actually move towards proof of stake. 2 times in the scene
- ▶ 42:18 Diogo Monica So Bitcoin is completely different from Ethereum, that is completely different from Solana, that is completely different from Flow. 2 times in the scene
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 9:51 Chris Dixon They had these early examples of systems like Ethereum. 2 times in the scene
- ▶ 29:18 Chris Dixon It's a lending protocol built on Ethereum that has tens of billions of dollars managed by the protocol.
- ▶ 30:49 Chris Dixon A lot of these things run on what's called layer one Ethereum, where you have high transaction costs. 3 times in the scene
Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
- ▶ 21:06 Olaf Carlson-Wee This was on Ethereum. 3 times in the scene
- ▶ 32:55 Olaf Carlson-Wee I don't think that anyone who created Ethereum thought that we would be trading, as everyone jokes, pixelated monkeys on this, and they have no ability to control that, but that is the beauty of it to me.
- ▶ 38:11 Olaf Carlson-Wee The word DeFi didn't exist yet, but we were seed investors in zero X, which was the first order book system embedded inside Ethereum.
- ▶ 40:15 Olaf Carlson-Wee You might not need this sort of security and finality from Ethereum. 3 times in the scene
- ▶ 41:58 Ted Seides Question to answer as an investor than value accretion, and I'd love to get your thoughts on, in that great example you used with Bitcoin versus Ethereum, but across the different chains, where you think conceptually value will accrete? 2 times in the scene
- ▶ 42:24 Olaf Carlson-Wee So this is, in the Ethereum context, you actually burn Ether the more people use the system.
- ▶ 43:53 Olaf Carlson-Wee This is, okay, we want to move from Bitcoin to ETH. 4 times in the scene
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 11:09 Ben Forman But in 2015, mid 20 15, Ethereum went to mainnet. 4 times in the scene
- ▶ 27:41 Ben Forman These networks involve people borrowing against tokens like Ethereum.
- ▶ 32:31 Ben Forman Operating systems or smart contract platforms, commonly known as layer ones, like Ethereum, like Solana, et cetera. 2 times in the scene
- ▶ 40:53 Ben Forman Coming together and saying, hey, we want to build a trading venue on top of Ethereum.
- ▶ 46:43 Ben Forman This is an Ethereum based insurance marketplace.
- ▶ 57:40 Ben Forman There's not quarterly reporting, but every, at least on Ethereum, and it varies blockchain by blockchain,
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- ▶ 23:04 Stephen McKeon Everybody sent in ETH, Ethereum, it's a token,
- ▶ 40:27 Stephen McKeon They were on Ethereum where the transaction fees are very high. 4 times in the scene
- ▶ 44:27 Stephen McKeon All the things inside of Ethereum are composable. 5 times in the scene
- ▶ 50:13 Ted Seides So in that path to adoption, obviously, there's been a lot of volatility in crypto asset prices led by Bitcoin, Ethereum, and everything down the line.
- ▶ 57:14 Stephen McKeon He said, just take a few hundred bucks, put it in a wallet, get some Bitcoin and Ethereum, and try out some of these ICOs.
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 5:45 Marcos Veremis Number one, clients had started noticing what's going on with Bitcoin and Ethereum and the price appreciation and so on, so they were asking questions about it.
- ▶ 25:16 unnamed speaker There's direct exposure through Bitcoin, ETH, large cap DeFi, etc. 3 times in the scene
- ▶ 43:49 Marcos Veremis Although Bitcoin and Ethereum
Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
- ▶ 25:27 Leigh Drogen So in early 17, I got very interested in what was going on with Ethereum. 2 times in the scene
- ▶ 34:24 Leigh Drogen We look at them on a couple of different time horizons, and we're really looking at the top handful of assets, because this entire market is still incredibly highly correlated to Bitcoin and Ethereum. 2 times in the scene
- ▶ 38:46 Leigh Drogen Even Ethereum is still an experiment. 2 times in the scene
- ▶ 43:36 Leigh Drogen And what usually happens is we'll hedge with some super liquid assets that we can do very cheaply, specifically perpetual futures contracts in Ethereum, Bitcoin, and a couple others.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 34:38 James Aitken Now, the other thing, just on crypto, that I'm wondering about, as the popularity of Bitcoin and Ethereum has gained, unsurprising the number of participants has exploded.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 41:08 Josh Wolfe Everybody will say, well, you know, I don't know about Bitcoin or Ethereum, but I know about blockchain. 2 times in the scene
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 53:36 Ben Gilbert The Ethereum blockchain is awesome because it's decentralized and really crappy because it's really slow. 4 times in the scene