
Wilson Withiam
Head of Research at Syncracy Capital
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Jan 16, 2024 • 1h 10min
Solana Thesis: The Fastest Horse Rises From the Ashes | Ryan Watkins, Wilson Withiam
Ryan Watkins and Wilson Withiam from Syncracy Capital discuss their Solana thesis and various topics including the Bitcoin spot ETF, Ethereum and LDO thesis, MakerDAO opportunity, Solana applications, DA Layer wars, and more. They explore the potential of Solana, concerns about smart contracts and governance, and the importance of feedback and in-house development.