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SECTOR ETFBITQBLOKBEARISHCore thesis · 5/5

No single ticker was named. Crypto & blockchain ETFs are the exposure this bearish thesis argues against, most actionable for readers who already hold them. Not a recommendation.

EIP-8361: Staking yield cut to zero at 50% supply

The proposal EIP-8361 was framed as a radical monetary policy change that would phase out Ethereum staking issuance rewards, burning 100% of new issuance when the staking ratio reaches 50% of supply.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
EIP-8361: Staking yield cut to zero at 50% supply · Zortix