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!
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