We’ve got an action-packed episode this week as Shiv and I break down our current thinking on Ethereum vs Solana!

You’ll find that our views are nuanced — which we also cover in the Comps section of The Ethereum Investment Framework.

Additional topics discussed:

BTC ETF inflows (hint: the Bitcoin ETF has been wildly successful so far)
Potential for a spot Ethereum ETF in May
Thoughts on the likely number of “winning L1s”
How to spot high-level trends and do deep analysis using onchain data

We hope you enjoy the episode!

The DeFi Report is powered by Token Terminal — the leading onchain data & analytics platform for institutional investors. Sign up for a free PRO Account on Token Terminal ($4k annual license) at the link here: FREE PRO ACCOUNT

Disclaimer: Individuals have unique circumstances, goals, and risk tolerances, so you should consult a certified investment professional and/or do your own diligence before making investment decisions. The co-hosts and their guests are not investment advisors and may hold positions in the assets covered. Certified professionals can provide individualized investment advice tailored to your unique situation. The topics discussed are for general educational purposes only, are not individualized, and as such should not be construed as investment advice. Any content shared in the podcast is derived from both publicly available information as well as proprietary data sources. All information presented and sources are believed to be reliable as of the date first published. Any opinions expressed during the show are based on information available as of the date of the publication. Although The DeFi Report and the co-hosts believe the information presented is substantially accurate in all material respects and does not omit to state material facts necessary to make the statements herein not misleading, all information and materials shared or discussed are provided on an “as is” and “as available” basis, without warranty or condition of any kind either expressed or implied.

Episode 14: ETH vs SOL

Can the two win together?