The guests on today’s episode are Spencer Noon (@spencernoon), an investor at Doggie Tail Crypto Capital and Cyrus Younessi (@cyounessi1), Director of Research and Trading at Scalar Capital.

Co-hosting today’s episode is Tony Sheng (@tonysheng) who leads product at Decentraland. He also publishes analyses on the business and strategy of crypto at tonysheng.com and is one of Village’s Network Leaders.

Spencer and Cyrus start out by laying out the theses underlying their bullishness on Ethereum. They give some context on Ethereum through a historical lens and discuss the properties that lend it to scaling well. They also debunk some of the common misconceptions about Ethereum.

The four talk about where they would like to see development focused within the Ethereum ecosystem, what obstacles Ethereum faces, and what an Ethereum-killer might look like.

They also discuss smart contracts and where Spencer and Cyrus disagree with the fat money crowd on the relative merits of Ethereum vs. Bitcoin as a store of value or as working capital.

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Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.

Venture Stories is brought to you by Village Global, is hosted by co-founder and partner, Erik Torenberg and is produced by Brett Bolkowy.