@QWQiao has a (well thought out) tweet hypothesis that stablecoins stop the native token accruing value:https://twitter.com/QWQiao/status/1210284534085902337 …
Does anyone have an actual ETH bear thesis for the next 3-5 years that's well thought out and articulated in a blog post or research paper? These pot-shot bearish tweets I've been seeing lately are really weak.
-
-
-
Bullish on Ethereum but bearish on Ether :)
- Još 9 drugih odgovora
Novi razgovor -
-
-
This kind of begs the question. A reasonable starting point for any “new” project or company is to assume failure and then ask why it won’t?
- Još 14 drugih odgovora
Novi razgovor -
-
-
Although I am bullish on ETH, my major bearish view for Ethereum is uncertainty. Investors want to invest based on clear and predictable information. The upgrade to Ethereum 2.0 is causing significant uncertainty for the most important use case in Ethereum: DeFi
-
Great thoughtful replies - thank you :) Addressing the overall point of uncertainty: "Investors want to invest based on clear and predictable information." Where's the alpha in that? People make lots of investments in technologies that have extreme uncertainty tied to them.
- Još 3 druga odgovora
Novi razgovor -
-
-
No one cares about crypto. We live inside a bubble that had a 1 time exponential pump that has occurred ~10 times in history. The world moves on and we don’t capture users.
Novi razgovor -
-
-
If I would write a bearish thesis I would make these points: 1. ETH network effect is over rated - Despite being a clear leader now, we are still too early. Vast majority of economic activity and users are still locked in Web 2 and it's essentially anyone's game to unlock it.
-
2. While ETH breaks new research ground, it is burning resources for this research and experiments. The space being open source diminishes first mover advantage. R&D results are a public good others can copy and improve upon.
- Još 5 drugih odgovora
Novi razgovor -
Čini se da učitavanje traje već neko vrijeme.
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.