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SECTOR ETFIBITFBTCBULLISHCore thesis · 5/5

Zortix matched this thesis to Bitcoin ETFs as one way for retail investors to get exposure. Not a recommendation.

Ethereum as productive money with negative carrying costs

The guest argued Ethereum (ETH) is a superior monetary asset to Bitcoin and gold because it has negative carrying costs (you get paid to hold it) and an intrinsic value floor from network fees, accelerating its convergence as money.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Ethereum as productive money with negative carrying costs · Zortix