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Valuing a Social Computer with Ash and Danny from Archetype
This week on Cross-Chain Examination, we’re taking a break from our usual deep-dives and turning our attention to current events in the industry with Ash and Danny from the Archetype team. Over the course of the past week, we have watched FTX collapse, sending the entire crypto market into freefall.
At the time of this recording (11/11/22), much of the situation is still unfolding. We do our best to lay out the facts around FTX, Alameda, SBF and co, and the misappropriation of user funds. We recap everything we know so far and discuss the unfortunately long list of potential repercussions before touching on some silver linings.
In light of the current market conditions, we turn the conversation to Archetype’s thesis around Ethereum. We measure the ongoing risks and call out what we’re keeping an eye on as the space moves forward. We also discuss Ethereum's role not just as a financial ledger, but a global, social computer. At the end of the day, we’re still bullish.
🔗 FOLLOW US
Cross Chain Examination: https://twitter.com/crosschainpod
Katherine: https://twitter.com/katherineykwu
Ash: https://twitter.com/AshAEgan
Danny: https://twitter.com/DannySursock
⌛ TIMESTAMPS
0:00 Sponsors
1:03 Intro
2:20 FTX fallout
5:03 Industry repercussions
6:51 Silver linings
12:45 The difficulty in modeling the price of Ethereum
16:20 How the Archetype team evaluates Ethereum
26:35 Risks and considerations
29:58 Why Archetype is bullish on Ethereum
👀 LINKS
- Bankless: The Case for $15K ETH- https://newsletter.banklesshq.com/p/the-case-for-15000-eth
- NY Times: Is FTX Crypto’s Lehman Moment?- https://www.nytimes.com/2022/11/09/technology/cryptocurrency-binance-ftx.html
- Block Crunch: How FTX Collapsed- https://open.spotify.com/episode/6hpRIYyh988JE36Qno22Zx?si=5CKZ-CPfSue23NnlGp94Ew
- Trung Phan’s FTX Tweet Thread- https://twitter.com/TrungTPhan/status/1591477764640878593?s=20&t=rIsKHpbHKs8JWc5Iaxc78w
DISCLAIMER: The information in this video is the opinion of the speaker(s) only and is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). For investment or legal advice, please seek a duly licensed professional.
View all episodes
By Archetype, Katherine Wu
5
99 ratings
This week on Cross-Chain Examination, we’re taking a break from our usual deep-dives and turning our attention to current events in the industry with Ash and Danny from the Archetype team. Over the course of the past week, we have watched FTX collapse, sending the entire crypto market into freefall.
At the time of this recording (11/11/22), much of the situation is still unfolding. We do our best to lay out the facts around FTX, Alameda, SBF and co, and the misappropriation of user funds. We recap everything we know so far and discuss the unfortunately long list of potential repercussions before touching on some silver linings.
In light of the current market conditions, we turn the conversation to Archetype’s thesis around Ethereum. We measure the ongoing risks and call out what we’re keeping an eye on as the space moves forward. We also discuss Ethereum's role not just as a financial ledger, but a global, social computer. At the end of the day, we’re still bullish.
🔗 FOLLOW US
Cross Chain Examination: https://twitter.com/crosschainpod
Katherine: https://twitter.com/katherineykwu
Ash: https://twitter.com/AshAEgan
Danny: https://twitter.com/DannySursock
⌛ TIMESTAMPS
0:00 Sponsors
1:03 Intro
2:20 FTX fallout
5:03 Industry repercussions
6:51 Silver linings
12:45 The difficulty in modeling the price of Ethereum
16:20 How the Archetype team evaluates Ethereum
26:35 Risks and considerations
29:58 Why Archetype is bullish on Ethereum
👀 LINKS
- Bankless: The Case for $15K ETH- https://newsletter.banklesshq.com/p/the-case-for-15000-eth
- NY Times: Is FTX Crypto’s Lehman Moment?- https://www.nytimes.com/2022/11/09/technology/cryptocurrency-binance-ftx.html
- Block Crunch: How FTX Collapsed- https://open.spotify.com/episode/6hpRIYyh988JE36Qno22Zx?si=5CKZ-CPfSue23NnlGp94Ew
- Trung Phan’s FTX Tweet Thread- https://twitter.com/TrungTPhan/status/1591477764640878593?s=20&t=rIsKHpbHKs8JWc5Iaxc78w
DISCLAIMER: The information in this video is the opinion of the speaker(s) only and is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). For investment or legal advice, please seek a duly licensed professional.