Crypto Market Wizards cover image

Why ETH is Cucked This Cycle w/ Wangarian

Crypto Market Wizards

00:00

Valuing Layer 1 Protocols and Speculation on Ethereum

The chapter discusses the challenges of valuing Layer 1 protocols and reflects on the experience with Solana. It highlights the frustration with the Ethereum experience, including high fees and congestion, and the lack of interest from institutional funds. The chapter also explores the potential impact of a BTC ETF on Ethereum's narrative and the need for fresh ideas to attract more flows.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app