Gm! This week, we're joined by Jon Charbonneau for a discussion on his most recent piece "Ethereum’s North Star". We deep dive into the state of L1s, does Ethereum need a north star, what to expect in 2025 & much more. Enjoy!

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Read Jon's Ethereum’s North Star Piece: https://dba.xyz/ethereums-north-star/

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(00:00) Introduction

(01:23) Ethereum’s North Star

(05:49) Solana’s North Star vs Alt L1’s

(09:59) Chaos Labs Ad

(10:59) Ledger Ad

(11:53) Renaud Partners Ad

(12:53) Creating A North Star

(19:03) Feedback On Jon’s Piece

(28:18) Memetics vs Fundamentals

(31:34) Main Concerns For Solana

(39:35) The Jito Mempool

(45:01) Real Economic Value

(50:20) What To Expect In 2025

(55:44) Crypto’s Unsolved Problems

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.