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 boomer building out the world of decentralized networks, financial protocols, and DAOs. 
Current focus: vaults.fyi

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