News & Media

Publications

Ethereum Merge — Thesis Update

As we approach the Merge, we wanted to provide on how we are thinking about the Ethereum ecosystem and specifically Merge-related investments. This is meant as follow-up to the prior article we wrote on Ethereum, which can be found here. Since I published the original article in January much has transpired, some assumptions have changed and the outlook for the future has been altered. Despite this, the core thesis remains, Ethereum is set to undergo the largest structural shift in the history of crypto.

Read More
Business Insider: A 28-year-old former Morgan Stanley associate breaks down 3 reasons why he started a $30 million crypto hedge fund to 'almost solely' invest in Ethereum's Merge

From retail to institutional players, Ethereum's Merge has caught the eyes of prospective investors across the board in recent months. Citigroup, for example, said ether – the native crypto of […]

Read More
Is the Merge Priced In? with Hal Press & Ryan Berckmans

 

Read More
The Ethereum Merge Thesis with Hal Press and Nikhil Shamapant
Read More
Watch Hal and the Bankless team discuss the Merge
Read More
Ethereum: A Generational Investment

This piece explains why I think Ethereum is a generational investment headed into 2022. My explanation begins with some important context about how I think about “cryptocurrencies”. In 2008, when […]

Read More