Valuation and Development Insights on Ethereum and Solana

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This chapter explores the fundamental valuation of cryptocurrencies, with a focus on Ethereum and Solana, discussing fee generation, MEV value, and path dependency in blockchain development. It delves into the challenges and opportunities for Solana as a relatively young blockchain platform compared to Ethereum, touching on the lack of applications, stablecoins, and yield assets, while also discussing the potential of projects like drip, Baco, and Hive Map to drive activity on Solana.

In this episode, the Blockworks Research Team dives into an age old question: where are the users? They discuss applications on Solana, real world use cases on Near, and competition among data availability layers. Finally, they speak on why infrastructure continues to dominate the industry, and what it will take for gaming in crypto to gain traction.

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Timestamps:

(0:00) Introduction

(3:51) Solana's Execution Layer & Applications

(8:54) Activity on Near & Data Availability Layers

(23:14) Infrastructure Dominance

(40:39) LayerZero: Angle Protocol Ad

(45:47) Crypto Gaming

(1:01:06) Perp DEX UX

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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.