Lightspeed The State Of Solana With Carlos Gonzalez Campo
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Jul 29, 2025 Carlos Gonzalez Campo, an analyst at Blockworks Research and a Solana expert, delves into the fascinating dynamics of crypto markets. He discusses whether Ethereum will continue to outperform Solana amidst a surprising rise in Solana's prices. The conversation touches on stablecoin network effects and competitive dynamics between Solana and Ethereum. Additionally, Carlos explores innovations like the new encrypted mempool engine, enhancing transaction security and privacy, and shares insights on the challenges and opportunities within Solana's evolving architecture.
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Solana's Key Network Upgrades
- Solana's recent network upgrades, including GDoS BAM and increased block limits, aim to improve performance and scalability.
- These technical advancements could enhance Solana's competitiveness despite current price fluctuations.
Ethereum Revives Market Momentum
- Ethereum's recent outperformance over Solana is linked to renewed narratives and institutional interest.
- This momentum has wiped out a year of Solana's gains against Ethereum within months.
POMP's Valuation Challenges
- Despite low price-to-sales ratios, POMP token faces skepticism due to declining revenue and dual equity structures.
- Market doubts persist about whether its token captures value or if equity holders take most future cash flows.