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150 - Bull Case for Ethereum IV with Justin Drake, DCinvestor, & Anthony Sassano
Bankless
Is This Apples to Apples or Is This Different?
I hope this is your $80 ETH moment, a strong and committed communities waiting on the other side of this. I think that just the ecosystem right now is in a completely different spot than it was in 2018. For these all tell ones generally, especially for something like Solana, their main value prop was those lower fees. And with layer two's on Ethereum now, we have that. So I think that generally for the old tell ones that are EVM based, I don't think they're going to survive because they're competing directly with arbitromen optimism or ZK VMs.
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