In this episode, I have the pleasure of speaking with <a href="https://twitter.com/ryanallis">Ryan Allis</a>, a returning guest at Web3 Frontier. He is a partner at <a href="https://www.heartrithm.com/">HeartRithm</a>, a crypto quant fund. Ryan is also the founder and publisher of <a href="https://coinstack.substack.com/">Coinstack</a>, one of the largest weekly crypto newsletters focused on institutional investors. We dive into the valuation of Ethereum based on his updated <a href="https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0">discounted cash flow model</a>. Ryan emphasizes the value of Ethereum being both a yield generating asset as well as a deflationary asset. We discuss the emergence and importance of L2s. We revisit the narratives that will accelerate the onboarding of institutional investors. Ryan and I also discuss the importance of thinking exponentially when it comes to Ethereum adoption and usecases. I hope you enjoy the episode, you can subscribe to Web3 Frontier where we release a Podcast every week. Contact Info: Igor YuzoTwitter <a href="https://twitter.com/igoryuzo">@igoryuzo</a> Ryan AllisTwitter <a href="https://twitter.com/ryanallis">@ryanallis</a>

Stablecoins - Use Cases & Risks [EP.19] - Co-Host: Nodar, Speakers: Ariah, Dominik, & Lewis

Web3 Frontier is a podcast hosted by Igor Yuzo, focused on builders and investors in Web3 - a new worldwide web that relies on decentralized technology and collaboration to build the future.