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Does Crypto Have Any Real Users? | Analyst Round Table

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Valuation and Development Insights on Ethereum and Solana

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.

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