Tarun Chitra and Jon Charbonneau on Solana vs. Ethereum Valuation Outlook
The Rollup27 Marras 2024

Tarun Chitra and Jon Charbonneau on Solana vs. Ethereum Valuation Outlook

For today's episode, we were joined by Tarun & Jon to take a closer look at one of the most compelling debates in crypto: The valuation, 'moneyness', collateral asset viability, and onchain usage of ETH vs. SOL.


Is there a real chance that Solana could flip Ethereum in the next several years?


Ethereum, with its ETF advantage and rollup-centric focus, is standing strong but may face hurdles in maintaining its lead. Solana, on the other hand, is rapidly onboarding builders and capturing liquidity, though challenges like token inflation and VC token distribution are posing strong headwinds.


We’ll also touch on the bigger picture: how collateral utility, tokenomics, and market behavior influence the monetary premium of these assets.


This episode was particularly interesting because of the dynamic of Tarun from his math background and Jon with his research and venture background.


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd..

Podcast: https://therollup.co/category/podcast

Follow us on X: https://www.x.com/therollupco

Follow Rob on X: https://www.x.com/robbie_rollup

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+8ARkR_YZixE5YjBh

The Rollup Disclosures: https://therollup.co/the-rollup-discl


𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Jaksot(577)

DeFi By Design EP31: Solving the Ethereum Scaling Crisis in 2021

DeFi By Design EP31: Solving the Ethereum Scaling Crisis in 2021

The current state of DeFi is on the edge of a massive shift to layer 2 & available scaling solutions. We’re so so close. And its the most exciting time to be active in the Ethereum community that I ca...

28 Huhti 20211h 9min

DeFi By Design EP30: Building Flexible Distributions & Incentives with GYSR V2

DeFi By Design EP30: Building Flexible Distributions & Incentives with GYSR V2

Our friends at GYSR are at it again. This team embodies the ship ‘n drip philosophy. Tons of awesome upgrades coming with their new V2 release. The familiar liquidity mining incentives with triple di...

22 Huhti 202156min

DeFi By Design EP29: Is POKT The Missing Piece of Web3.0?

DeFi By Design EP29: Is POKT The Missing Piece of Web3.0?

This podcast was a trip. It’s rare that we discuss the entire spectrum of consequences around crypto — economical, financial, political, and personal. The future is bright to say the least. Michael f...

17 Huhti 202152min

DeFi By Design EP28: Creating Stable Yield on Composable Assets w James Simpson

DeFi By Design EP28: Creating Stable Yield on Composable Assets w James Simpson

It may sound surprising, but investing in crypto is still far too risky for many investors and market participants. More specifically, the risk here is directional risk. Directional risk is a risk of...

8 Huhti 202145min

DeFi By Design EP27: Building the DeFi Safety Net w/ Hugh Karp founder, Nexus Mutual

DeFi By Design EP27: Building the DeFi Safety Net w/ Hugh Karp founder, Nexus Mutual

Insurance is a $1.3T+ market in the US alone. As more assets transition on-chain there is more and more value to protect. Just like insurance in traditional markets, members of DeFi markets can now p...

31 Maalis 202155min

DeFi By Design EP26: What You Need To Know About Scaling Ethereum L2

DeFi By Design EP26: What You Need To Know About Scaling Ethereum L2

The scaling focus has become so important, entire teams and projects have tossed out their roadmaps and now are dedicated to trying to help Ethereum become more usable. Exactly what we need right now....

25 Maalis 20211h 3min

DeFi By Design EP25: Building Your Investing Edge

DeFi By Design EP25: Building Your Investing Edge

‘Alpha’ is tossed around as the extremely desirable and most sought after investment information.  Despite what you may think this podcast will not share CMS Holdings’ edge & alpha (well, ok maybe a l...

4 Maalis 202149min

DeFi By Design Character Series: NFTs, Alpha Searching, & Community Narratives w/ Hardwood

DeFi By Design Character Series: NFTs, Alpha Searching, & Community Narratives w/ Hardwood

“Think about it. Everything is a rug” Welcome to the pure comedy gold (infotainment as I like to call it) episode that is Hardwood. Hardwood is a random degen on defi twitter who self-proclaims to be ...

1 Maalis 202140min