Episode 14: ETH vs SOL

Can the two win together?

February 16, 2024Michael Nadeau
Episode 14: ETH vs SOL

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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