Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?
Unchained27 Helmi

Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?

Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up. Thank you to our sponsors! Fuse: The Energy Network – Shift your energy use and earn rewards. MultiChain Advisors – The Growth & Capital Markets Partner You Need Crypto Tax Girl – Save $100 on your crypto taxes. With Ethereum refocusing on L1 and Hyperliquid adoption growing, Solana is arguably facing stronger competition than ever. Can it thrive still? Multicoin co-founder Tushar Jain and Blockworks co-founder Mike Ippolito share several reasons to be excited about Solana, including Alpenglow and anticipated market microstructure design flexibility. Find out why Tushar and Mike say Firedancer has not been a flop despite seemingly low adoption, why they don't see block building issues stopping Solana from challenging Hyperliquid, and why they say the network doesn't have to do anything to specifically attract AI agents. Plus, why they both believe that the RWA race is too early to call despite Ethereum's dominance. Meanwhile, with Alpenglow still months away, Mike says the wait doesn’t matter — for the next 12 to 18 months BD and marketing matter more than tech for adoption. #UN1047 Guest: Tushar Jain, Co-Founder & Managing Partner at Multicoin Capital Previous appearances on Unchained: Solana Rejected Inflation Reduction-Here's Why CoinFund's Jake Brukhman and Multicoin's Tushar Jain on Generalized Mining Binance Hack: Should the Threat of Reorgs Be Used to Deter Hackers? Multicoin on the 1 Thing Crypto Teams Miss in Their Quests for Success Mike Ippolito, Co-Founder at Blockworks Links: Unchained: Ethereum Lets Go of the Rollup Story. Here Are the 6 Tokens That Benefit Jump Crypto’s Firedancer Goes Live on Solana Mainnet BlackRock Just Chose Uniswap. The Market Didn’t Care. Here’s Why. When AI Agents Take Over, What Does a Post-Human Economy Look Like? Uneasy Money: How the Increasingly Better AI Agents Are Being Used Onchain Pump.fun Cashed Out $436M Since Mid-October: Lookonchain Zora Shocks Base Community With Solana Pivot Learn more about your ad choices. Visit megaphone.fm/adchoices

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How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

How Virtuals' New AI Accelerator Will Bring Humanoid Robots to the Real World

Jansen Teng announces  Virtuals’ new humanoid robotics accelerator. Is this the next frontier for the AI agent meta? Thank you to our sponsors! ⁠⁠⁠⁠Figure⁠⁠⁠⁠ ⁠⁠⁠⁠Crypto Tax Girl⁠⁠⁠⁠ V...

23 Helmi 1h 4min

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev

Matt Corallo says “the community that exists at the time” will make decisions on how Bitcoin deals with the threat of quantum computing. Thank you to our sponsors! ⁠Figure⁠ ⁠Crypto Tax Gir...

22 Helmi 1h 18min

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob

LayerZero’s Bryan Pellegrino joins to unpack Base's decision to leave the OP Stack, Zora's migration to Solana and more. Thank you to our sponsors! ⁠Fuse: The Energy Network – Shift your energy...

20 Helmi 1h 23min

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO

Stani Kulechov unpacks Aave Labs’ “Aave Will Win” proposal, explaining why the company wants the DAO to have power over its finances. Thank you to our sponsors! Adaptive Security Aave Labs h...

20 Helmi 57min

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

Dragonfly raises a $650M Fund IV amid crypto's institutional vs retail sentiment gap, the industry exodus including Kyle Samani's departure from Multicoin, OpenClaw's OpenAI acquisition and crypto Twi...

19 Helmi 55min

DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

DEX in the City: Why Prediction Markets Could Spark a Huge Constitutional Fight

The crew tackles everything from the CFTC's controversial stance on prediction markets to the real-world impacts of rising crypto crime. Thank you to our sponsors!  Figure is giving away $25,0...

19 Helmi 53min

Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

The Mag 7 have committed over $700 billion to AI infrastructure, but the companies building the models may never capture the value. Thank you to our sponsors: Adaptive Security Fuse: The E...

18 Helmi 1h 7min

Uneasy Money: Are Institutions Creating a New Crypto Meta?

Uneasy Money: Are Institutions Creating a New Crypto Meta?

The crew unpacks BlackRock buying UNI, ARK, Citadel, DTCC, the Intercontinental Exchange and other TradFi players backing Zero, , Vitalik's thoughts on AI, and more.  Thank you to our sponsors! ...

16 Helmi 1h 13min

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