Solana Legend returns to Unlayered to share his views on why Solana is winning and will continue to win. We start off by picking up where we last left off with Legend, focusing on the shortcomings of Ethereum and the EVM ecosystem. We then dive into the current state of the markets and a litany of other topics including which narratives Legend is most excited about.
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Time Stamps
(0:00) - Eth Denver takeaways
(2:13) - Problems of scaling via L2s
(4:49) - Predicting the L2 winners
(8:04) - Eth alignment
(10:33) - Modular’s social coordination cost
(13:30) - Eth value accrual
(16:49) - Decentralized order flow on Solana
(20:58) - Outperforming memecoins as a venture fund
(23:40) - Memecoin supercycle?
(26:57) - Crypto investment playbook
(31:23) - Crypto x AI
(37:09) - Airbnb for GPUs
(41:19) - Best moats in crypto
(44:26) - How to decentralize curation
(48:00) - Bring back ICOs?
(53:20) - Why infra keeps getting funded over apps
(58:19) - Why VCs keep getting timing wrong
(1:00:04) - The rise of Bitcoin
(1:05:15) - ERC / SPL 404 standard to kickstart NFT bull run?
(1:07:53) - Will bull market be dominated by ETF flows?
(1:11:33) - What will make up the $10tn asset class?
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Solana Legend : https://Twitter.com/SolanaLegend
