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19min chapter
Why ETH is Cucked This Cycle w/ Wangarian
Crypto Market Wizards
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.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode