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


Weโ€™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


๐——๐—œ๐—ฆ๐—–๐—Ÿ๐—”๐—œ๐— ๐—˜๐—ฅ: ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ค๐˜ณ๐˜บ๐˜ฑ๐˜ต๐˜ฐ๐˜ค๐˜ถ๐˜ณ๐˜ณ๐˜ฆ๐˜ฏ๐˜ค๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜‹๐˜ฆ๐˜๐˜ช ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ด ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ช๐˜ฏ๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ณ๐˜ช๐˜ด๐˜ฌ๐˜ด ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฆ๐˜ค๐˜ฉ๐˜ฏ๐˜ช๐˜ค๐˜ข๐˜ญ ๐˜ณ๐˜ช๐˜ด๐˜ฌ, ๐˜ฉ๐˜ถ๐˜ฎ๐˜ข๐˜ฏ ๐˜ฆ๐˜ณ๐˜ณ๐˜ฐ๐˜ณ, ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ. ๐˜ˆ๐˜ต ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ฑ๐˜ฐ๐˜ช๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜ฏ๐˜ฆ๐˜ญ, ๐˜ธ๐˜ฆ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜ข๐˜ณ๐˜ฏ ๐˜ข ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ช๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ณ ๐˜ง๐˜ฆ๐˜ฆ ๐˜ข๐˜ด ๐˜ข ๐˜ด๐˜ฑ๐˜ฐ๐˜ฏ๐˜ด๐˜ฐ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ, ๐˜ช๐˜ง ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ข๐˜ด๐˜ฆ ๐˜ธ๐˜ฆ ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ต๐˜ณ๐˜ช๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ข๐˜ฏ ๐˜ฆ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ, ๐˜ฏ๐˜ฐ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ธ๐˜ฆ ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ ๐˜ช๐˜ด ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ฐ๐˜ณ ๐˜ญ๐˜ช๐˜ค๐˜ฆ๐˜ฏ๐˜ด๐˜ฆ๐˜ฅ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด.

Episoder(579)

How Plasma Plans To Win The Trillion-Dollar Stablecoin Battle with Paul Faecks

How Plasma Plans To Win The Trillion-Dollar Stablecoin Battle with Paul Faecks

Today we sit down with Paul Faecks to cover:-Why Plasma's Launch Avoided All the FUD-280M Binance Users Getting On-Chain Yields-The $SPL Token Economics Strategy-Plasma One: Neo-Banking for the Unbank...

27 Sep 202529min

Tether's $500B Valuation: Why Stablecoins Are Becoming The New Goldman Sachs with Carl Vogel and Bhau Kotecha

Tether's $500B Valuation: Why Stablecoins Are Becoming The New Goldman Sachs with Carl Vogel and Bhau Kotecha

In today's episode, we sit down with Carl Vogel of 6thMan Ventures and Bhau Kotecha of Paxos Labs to explore:-Tether's $500B Valuation: Bullish or Bearish?-AI Agents & Stablecoin Payment Rails-Stablec...

26 Sep 202535min

Why The Future of Interactive Streaming Is Onchain with Jesse Pollock

Why The Future of Interactive Streaming Is Onchain with Jesse Pollock

Today we sit down with Jesse Pollak to cover:-How Base Flips the 95% Platform Tax on Creators-Control the Stream: Viewers as Remote Controllers-Creator Coins Done Right vs. Wrong-Why Mini-Apps Are the...

26 Sep 202522min

Rollup TV: Base, Vaneck and Stabled Up EP #2

Rollup TV: Base, Vaneck and Stabled Up EP #2

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: h...

25 Sep 20252h 23min

Why T+2 Settlement Is About to Become Obsolete with Carlos Domingo

Why T+2 Settlement Is About to Become Obsolete with Carlos Domingo

We chat with Carlos Domingo to cover:-RLUSD Partnership: Instant Liquidity for BlackRock & VanEck-Why T+2 Settlement Is Becoming Obsolete-Tokenized Treasuries as High-Quality Collateral-Multi-Chain St...

24 Sep 202519min

Rollup TV: Galaxy & Plume, Kalshi, DBA, Money Moves Fast Ep #2

Rollup TV: Galaxy & Plume, Kalshi, DBA, Money Moves Fast Ep #2

The Rollup TV is brought to you by:Boundless: https://beboundless.xyz/AltLayer: https://www.altlayer.io/Vertex: https://vertexprotocol.com/Subsquid: https://www.sqd.ai/Join The Rollup Family:Website: ...

24 Sep 20252h 53min

The End of Easy Crypto Leverage with Daniel Matuszewski

The End of Easy Crypto Leverage with Daniel Matuszewski

In today's episode, we sit down with Daniel Matuszewski of CMS Capital to cover:-Why 2022's Credit Crunch Changed Everything-DATs: The New Market Drivers (And Their Risks)-The "Revenue Meta" vs Meme C...

23 Sep 202535min

The Rollup TV: AI x Crypto, 0G, CMS Holdings

The Rollup TV: AI x Crypto, 0G, CMS Holdings

The Rollup TV is brought to you by:Boundless: https://beboundless.xyz/AltLayer: https://www.altlayer.io/Vertex: https://vertexprotocol.com/Subsquid: https://www.sqd.ai/Join The Rollup Family:Website: ...

22 Sep 20251h 46min

Populรฆrt innen Teknologi

lydartikler-fra-aftenposten
romkapsel
tomprat-med-gunnar-tjomlid
rss-avskiltet
nasjonal-sikkerhetsmyndighet-nsm
teknisk-sett
energi-og-klima
shifter
rss-impressions-2
elektropodden
hans-petter-og-co
rss-alt-vi-kan
pedagogisk-intelligens
rss-ki-praten
smart-forklart
fornybaren
teknologi-og-mennesker
rss-tendencast-kunstig-intelligens-og-juss-2
rss-alt-som-gar-pa-strom
rss-energisk