Arnav Pagadiala

Investment partner at Bankless Ventures and crypto investor focused on macro and protocol-level trends; frequent commentator on L1/L2 dynamics, prediction markets, and on-chain capital stack developments.

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Jan 19, 2026 • 1h 3min

The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Arnav Pagidyala, an investment partner at Bankless Ventures, dives into the intense rivalries shaping crypto in 2026. He discusses Ethereum versus Solana's contrasting trajectories and the battle between Coinbase and Robinhood as finance super-apps. Arnav highlights how prediction markets like Polymarket and Kalshi stack up, while unpacking the resurgence of ICOs and the pressing need for regulatory clarity. He also explores the implications of proof-of-personhood for crypto's future and how AI is transforming startup dynamics.

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