Action-packed episode this week as Shiv and I break down our current thinking on Ethereum vs Solana! You’ll find that our views are nuanced — which we also cover in the Comps section of The Ethereum Investment Framework.
Additional topics covered:
BTC ETF inflows (hint: the Bitcoin ETF has been wildly successful so far)
Potential for a spot Ethereum ETF in May
Thoughts on the likely number of “winning L1s”
How to spot high-level trends and do deep analysis using onchain data
We hope you enjoy the episode!
Please keep in mind that we pull up a lot of charts and data tables in these discussions. If you’d like to see the visual representation, check out YouTube.
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Disclaimer: Individuals have unique circumstances, goals, and risk tolerances, so you should consult a certified investment professional and/or do your own diligence before making investment decisions. The co-hosts are not investment professionals and may hold positions in the assets covered. Certified professionals can provide individualized investment advice tailored to your unique situation. The Rundown and any research and analysis shared is for general educational purposes only, is not individualized, and as such should not be construed as investment advice. The content contained in the show is derived from both publicly available information as well as proprietary data sources. All information presented and sources are believed to be reliable as of the date first published. Any opinions expressed in the report are based on the information cited herein as of the date of the publication. Although The DeFi Report and the author believe the information presented is substantially accurate in all material respects and does not omit to state material facts necessary to make the statements herein not misleading, all information and materials in the report are provided on an “as is” and “as available” basis, without warranty or condition of any kind either expressed or implied.
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