On The Brink with Castle Island

Weekly Roundup 09/02/22 feat. Kyle Waters (Merge priced in, Roche and Ava Labs, Will Dai float freely?) (EP.345)


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Matt and Nic return for another week of news and deals. In this episode: 

  • What happens to the GPUs post merge?
  • Will the gamers finally get cheap GPUs back?
  • Is the merge like superbowl sunday or Y2K?
  • Does the success of the merge undo a long-term Bitcoin talking point?
  • Are NFTs going to cc0 screwing over their users?
  • DC sues Michael Saylor and Microstrategy for allegedly skipping taxes in DC
  • The SEC questions whether the certain assets in Grayscale trusts are securities
  • What’s going on with the Roche Freedman/ Ava Labs/ Cryptoleaks situation?
  • Is Roche just David Boies 2.0?
  • The Biden executive order reports are due next week
  • Rune of Maker muses about turning Dai into a free floating unit of account
  • Will Maker be able to survive real world assets as collateral?
  • Did Moonbirds rugpull their buyers with IP issues?
  • Kyle Waters from Coin Metrics joins to talk about the Merge
  • Is the distribution of stakers on Ethereum something to be worried about?
  • What’s going to happen to ETH issuance post merge?
  • How to forecast post-merge staking returns
  • Is the merge priced in?
  • Did Ethereum install a pro-cyclical monetary policy?

Content mentioned: 

  • Coin Metrics, Mapping out the Merge

Sponsor notes:

  • Subscribe to the Coin Metrics State of the Network newsletter
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