Kel (@kelxyz_) is a researcher at Messari who recently dropped an amazing 30-page report (and awesome summary thread) on Solana. Sal and Dave chat with Kel about what he sees in Solana that others may have overlooked. Specifically, the trio cover the shifting narrative that has more people believing in the Solana ecosystem than ever before. Topics covered throughout the interview include Solana’s state compression, how to quantitatively judge SOL vs ETH performance, the class of users that crypto ultimately needs to support, and what consumer crypto applications should focus on (among other topics).
(0:14) - Experiencing IRL Solana events
(6:25) - Quantitative comparison of Sol Vs Eth
(16:13) - Recency bias
(21:11) - NFT compression unlocks
(27:34) - Blockchain ecosystem taxonomy
(30:15) - Valuing an L1
(35:36) - Which apps will lead the next bull market
(45:16) - Imagining web 3 social protocols
(55:37) - Looking ahead
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Podcast Resources
Follow Sal: https://twitter.com/sal_coin
Follow Dave: https://twitter.com/SolBeachBum
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Apple: http://apple.co/3VyBSWI
Subscribe on Spotify: http://spoti.fi/42q03J2
Subscribe on Google: https://tinyurl.com/5dwn2476
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Episode Resources
Follow Kel: https://twitter.com/kelxyz_
Kel’s Solana Report: https://twitter.com/kelxyz_/status/1673725589876797441?s=20
Follow Messari: https://twitter.com/MessariCrypto
