Спикеры
Austin Campbell
— Основатель, Zero Knowledge Group; соведущий Bits+Bips (Unchained); адъюнкт-профессор NYU Stern
Seth Ginns
— Chief Investment Officer, Franklin Crypto
The panel debates Ethereum proposal EIP-8361, which would burn staking issuance to zero once around half of ETH supply is staked. Chris argues the proposal will fail because the Ethereum Foundation does not control the network, while Austin warns a rushed process and zero yield could alienate institutions and push capital elsewhere. Seth emphasizes that institutional ETF inflows and real-world activity matter more than tokenomic tweaks, and Austin flags DTCC choosing Stellar as a warning for Ethereum's long-term asset-issuance story.
- Proposal would burn ETH staking issuance to zero at roughly 50% of supply staked.
- Chris expects the proposal to fail because community and applications, not the EF, control Ethereum.
- Austin says the 48-hour process risks institutional selling and adoption damage.
- Zero staking yield could make ETH a carry funding asset or lose relative to Treasury cash yields.
- Seth says over $10 billion in ETF inflows into ETH have been positive and institutional owners should not be dismissed.
- Panel argues Ethereum needs real-world activity and TradFi infrastructure, not repeated tokenomic tweaks.
- DTCC working with Stellar is viewed as an alarm for Ethereum's tokenized asset ambitions.