Kevin Zhou, co-founder of Galois Capital, comes to talk about the possibility of a Proof of Work chain on Ethereum after the Merge, the LUNA death spiral, how he plans to play the Merge, and much more...
🔹 how Kevin got started in crypto
🔹 what Galois Capital is and what its investment thesis is
🔹 why Kevin was more vocal than most about the possibility of the LUNA death spiral
🔹 whether Kevin made money out of the Terra collapse and what was his strategy
🔹 what the difficulty bomb in Ethereum is
🔹 the potential scenarios that could arise after the Merge
🔹 whether the public is not considering the risks of the Merge
🔹 how the fact that everybody was telling the same narrative about ETH made Kevin suspicious
🔹 how Chandler’s statement about forking Ethereum made it a lot more likely that it would happen
🔹 the groups behind the encouragement of a proof-of-work Ethereum chain
🔹 whether there is a value proposition for a Proof of Work chain
🔹 how Kevin used The Cryptopians to remember how the DAO fork went
🔹 what replay protection is and why it is important when forking a chain
🔹 why anyone would want to keep the difficulty bomb in a potential proof of work chain
🔹 Kevin’s predictions about the market cap of the potential Ethereum forks
🔹 how a proof of work chain of Ethereum would function without the biggest stablecoins like USDT and USDC
🔹 whether Tether is going to support Ethereum 2
🔹 why Kevin writes using metaphors related to history and gaming and 🔹 how those analogies relate to Ethereum
🔹 how Kevin wanted to “stick it” to the Ethereum Foundation by offering his services
🔹 whether Vitalik trolled Kevin on Twitter
🔹 whether Kevin will apply the same strategy he used with ETC after the DAO fork
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