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18min chapter
Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin
On The Margin
Bitcoin, Ethereum, and the Shift in Narrative
The speakers discuss the contrasting visions of Bitcoin and Ethereum, exploring how Bitcoin acts as decentralized collateral against fiat debasement, while Ethereum focuses on flexibility and building real applications. They also compare Bitcoin to Solana in the evolving digital system and question whether the narrative shift from Ethereum to Solana will continue. Additionally, they discuss the potential rotation from Bitcoin to Ethereum after the approval of a Bitcoin ETF and the investment opportunities in Coinbase and public miners as crypto natives.
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