Uploaded November 2021 | Updated September 2026, 23 hours ago
I’m joined by Ryan Sean Adams and David Hoffman from Bankless as we dive into the bull case for Ethereum (ETH), crypto, Bitcoin, and other topics such as Solana, Cardano, Polkadot, Axie Infinity, Layer 2 winners, metaverse, and more.
Bankless on Twitter: twitter.com/BanklessHQ
Bankless on Youtube: youtube.com/c/Bankless
Bankless on Web: banklesshq.com
Timestamps:
00:00 - Intro
01:30 - Ryan Sean Adams background
07:53 - David Hoffman background
13:30 - Why are you bullish on Ethereum?
17:05 - Why Bullish on Ethereum over Bitcoin?
23:25 - Decentralization vs scale
27:25 - Parallel economy vision of Ethereum
29:55 - Ethereum separating economy from nation-state
38:08 - Nation state monopoly on violence vs non-violent Ethereum
40:40 - Ethereum to fulfill vision of decentralized money
48:48 - Ethereum over Bitcoin long-term
52:30 - When is best time to buy ETH
58:14 - Thought on crypto price cycles
1:02:40 - What’s in your portfolio?
1:06:22 - Who will be the Layer 2 winners?
1:11:25 - Thoughts on Axie Infinity
1:15:30 - Thoughts on Solana
1:20:!5 - Thoughts on Cardano, Polkadot, Algorand
1:27:07 Conclusion
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
I’m joined by Ryan Sean Adams and David Hoffman from Bankless as we dive into the bull case for Ethereum (ETH), crypto, Bitcoin, and other topics such as Solana, Cardano, Polkadot, Axie Infinity, Layer 2 winners, metaverse, and more.
Bankless on Twitter: twitter.com/BanklessHQ
Bankless on Youtube: youtube.com/c/Bankless
Bankless on Web: banklesshq.com
Timestamps:
00:00 - Intro
01:30 - Ryan Sean Adams background
07:53 - David Hoffman background
13:30 - Why are you bullish on Ethereum?
17:05 - Why Bullish on Ethereum over Bitcoin?
23:25 - Decentralization vs scale
27:25 - Parallel economy vision of Ethereum
29:55 - Ethereum separating economy from nation-state
38:08 - Nation state monopoly on violence vs non-violent Ethereum
40:40 - Ethereum to fulfill vision of decentralized money
48:48 - Ethereum over Bitcoin long-term
52:30 - When is best time to buy ETH
58:14 - Thought on crypto price cycles
1:02:40 - What’s in your portfolio?
1:06:22 - Who will be the Layer 2 winners?
1:11:25 - Thoughts on Axie Infinity
1:15:30 - Thoughts on Solana
1:20:!5 - Thoughts on Cardano, Polkadot, Algorand
1:27:07 Conclusion
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
Dave Lee on Parenting, youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.
Open an brokerage account at Interactive Brokers:
interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
