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Unlayered

Will $SOL Reach $3,000 by 2030?

Nov 30, 2023
01:09:29

We chat with Patrick Bush of Van Eck to get his take on how their recent report painted a $3k SOL bullish scenario based on various fundamentals. Throughout the discussion, we touch on various metrics the underpin Van Eck's valuation framework and learn more about how Patrick views the current crypto landscape in terms of adoption and potential growth drivers.

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Time Stamps

(1:10) - Crypto valuation fundamentals

(7:28) - Layer 1 valuation methodology

(10:28) - Can Eth maintain a premium on take rate Vs Sol

(17:42) - Is TVL king?

(20:23) - Valuing ‘moneyness’

(28:03) - Solana thesis validation in real time

(36:02) - Sol’s superior design space

(41:39) - Is DePIN overhyped?

(50:32) - How to reach 2030 bull forecasts

(55:13) - Have the institutions arrived?

(59:46) - Crypto regulations

(1:06:56) - Closing thoughts

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Podcast Resources

Follow Sal: https://twitter.com/Sal_The_Bull

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 Patrick : https://twitter.com/Patrick_Bush_VE 

Follow Van Eck: https://twitter.com/VanEck_US

Van Eck Solana Report: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/

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