onthebrink

Founding Partner @ Castle Island Ventures; co-host of On The Brink w/ Castle Island; previously @Fidelity

Independent Ethereum educator, angel investor and advisor. 

Founder of /thedailygwei.

Ethereum and CryptoPunks OG | EIP-1559 co-author | Solo Staker | Angel Investor

@sassal.eth & @eric.eth believe "Ethereum ETF nearly certain, predicting significant inflows"

While @mattwalshinbos & @nic say "Ethereum ETF unlikely soon, expect lengthy legal battle or underwhelming inflows"

who is right?

Onchain builder sharing takes on Ethereum ecosystem. Follow for hands-on knowledge and insights ➡️ https://vaults.fyi ⬅️ DOPE

It might not be bias.  Uniswap does more volume than CEX's like Coinbase, which has implications for price discovery, price manipulation, etc.  @mattwalshinbos mentions this but I haven't heard it on other pods like @sassal.eth.   Matt can recognize when small facts lead to big implications like with SAB121.

Exploring. Finding my inner degen. Working on my left curve thinking…

I'm a big fan of both shows.  And I definitely agree that it's a great point in favor of the ETF.  Matt made the point that the surveillance-sharing agreements needed to ease the SEC's key concerns around market manipulation may not work for ETH because of DEXs.  I hadn't heard this point except on his show.

If you listen to my show you'd know that I was one of the first people to notice that the SEC changed their language around ETH ~6 months ago

They went from saying "everything but BTC is a security" to saying "most cryptoassets are securities"

Also, ETH isn't inc the SECs lawsuits against Coinbase, Binance and Kraken