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Shownotes
Ethereum’s latest staking proposal is sparking backlash across DeFi. Aave founder Stani Kulechov and EtherFi CEO Mike Silagadze join David to break down why stake tapering could push ETH yield toward zero, weaken solo staking, drive capital out of DeFi, and make ETH less attractive to institutions. They debate Ethereum’s monetary policy, whether the network is overpaying for security, and why trying to make ETH more like Bitcoin could undermine what makes Ethereum valuable in the first place. Subscribe for more conversations from the frontier of crypto.
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TIMESTAMPS
Intro
Ethereum’s Staking Debate
Stani’s First Reaction
Mike’s Centralization Concerns
DeFi Under Pressure
Stani on Yield and Cash Flow
The Case for Vanilla Ether
Mike Pushes Back
Issuance and Monetary Policy
Minimum Viable Issuance
Institutions Need Predictability
Conservative Yield, Not Zero
Legitimacy and Process
Final Verdict on the EIP
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RESOURCES
Stani Kulechov
x.com/StaniKulechov
Mike Silagadze
x.com/MikeSilagadze
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