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(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. Weโ€™re so so close. And its the most exciting time to be active in the Ethereum community that I ca...

28 Apr 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 โ€˜n drip philosophy. Tons of awesome upgrades coming with their new V2 release. The familiar liquidity mining incentives with triple di...

22 Apr 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. Itโ€™s rare that we discuss the entire spectrum of consequences around crypto โ€” economical, financial, political, and personal. The future is bright to say the least. Michael f...

17 Apr 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 Apr 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 Mar 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 Mar 20211h 3min

DeFi By Design EP25: Building Your Investing Edge

DeFi By Design EP25: Building Your Investing Edge

โ€˜Alphaโ€™ is tossed around as the extremely desirable and most sought after investment information.ย  Despite what you may think this podcast will not share CMS Holdingsโ€™ edge & alpha (well, ok maybe a l...

4 Mar 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

โ€œThink about it. Everything is a rugโ€ 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 Mar 202140min

Populรฆrt innen Teknologi

romkapsel
rss-avskiltet
tomprat-med-gunnar-tjomlid
teknisk-sett
nasjonal-sikkerhetsmyndighet-nsm
energi-og-klima
rss-impressions-2
shifter
elektropodden
lydartikler-fra-aftenposten
fornybaren
hans-petter-og-co
smart-forklart
pedagogisk-intelligens
rss-alt-vi-kan
rss-ki-praten
rss-fish-ships
rss-tendencast-kunstig-intelligens-og-juss-2
rss-heis
rss-for-alarmen-gar