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Transcript

YWR: Jason's Bull Case for Ethereum

Jason Carpenter from the Etherbridge Fund on Valuing Digital Networks, Monetary Premium and the Bull Case for Ethereum

2:15 The challenge of valuing tech companies with no earnings.

4:30 I see Monetary Premium Everywhere.

12:20 The S&P 500 premium and fine wine.

14:30 Monetary Premium in venture capital

16:30 The underperformance of Ethereum

23:25 Blockchains as global shared computers

29:00 Standardising the file format for assets

31:00 There’s no easy answer. It’s entirely new.

32:00 Biggest mistake the industry ever made.

37:00 The different Ethereum functions

44:00 If the internet had a share price.

45:30 Ethereum as a new money