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.


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.

Avsnitt(579)

The Rollup TV: Circle x HYPE, ETH, StarkWare & Money Moves Fast EP 1

The Rollup TV: Circle x HYPE, ETH, StarkWare & Money Moves Fast EP 1

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: ...

17 Sep 20252h 57min

How ZK-SNARKs Will Transform Ethereum with Justin Drake

How ZK-SNARKs Will Transform Ethereum with Justin Drake

ZK-SNARKs are moving from experimental tech to Ethereum's core infrastructure faster than most realize.Today we sit down with Justin Drake from the Ethereum Foundation to explore the "Giga Gas Frontie...

16 Sep 202524min

The Rollup TV: Boundless Mainnet Special

The Rollup TV: Boundless Mainnet Special

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: ...

16 Sep 20252h 35min

How Institutional Capital Actually Comes Onchain with Sean Li

How Institutional Capital Actually Comes Onchain with Sean Li

The biggest capital in the world needs guardrails to come onchain.Today we sit down with Sean Li from Magic Labs to explore Newton Protocol's policy engine - the infrastructure that could unlock insti...

15 Sep 202534min

Can Prediction Markets Outpace Securities Trading? With Farrokh and Carlos Domingo

Can Prediction Markets Outpace Securities Trading? With Farrokh and Carlos Domingo

Today we bring together Farrokh from Myriad and Carlos Domingo, CEO of Securitize.Farrokh explains how prediction markets are reshaping information trading, why combining media with prediction markets...

14 Sep 202537min

Circle CTO: Why We Built Our Own Payment Chain with Nikhil Chandhok

Circle CTO: Why We Built Our Own Payment Chain with Nikhil Chandhok

Stablecoins are becoming the foundation of global finance, but scaling them requires purpose-built infrastructure.In today's episode, we sit down with Nikhil from Circle to explore why they're buildin...

13 Sep 202528min

The Rollup TV: Our Next Chapter

The Rollup TV: Our Next Chapter

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: ...

13 Sep 20252h 48min

Inside Hyperliquid's Stablecoin Showdown: Vance Spencer Breaks Down the USDH Fight

Inside Hyperliquid's Stablecoin Showdown: Vance Spencer Breaks Down the USDH Fight

The stablecoin wars have arrived at Hyperliquid, and $200 million in annual profits hangs in the balance.Today, we sit down with Vance Spencer from Framework Ventures to break down the USDH ticker bat...

12 Sep 202536min

Populärt inom Teknik

uppgang-och-fall
elbilsveckan
market-makers
rss-elektrikerpodden
rss-laddstationen-med-elbilen-i-sverige
natets-morka-sida
skogsforum-podcast
gubbar-som-tjotar-om-bilar
rss-uppgang-och-fall
rss-technokratin
bli-saker-podden
bilar-med-sladd
rss-veckans-ai
rss-ai-med-katarina-gospic-och-viggo-cavling
bosse-bildoktorn-och-hasse-p
hej-bruksbil
rss-it-sakerhetspodden
rss-sogeti-sweden-podcasts
rss-fabriken-2
rss-powerboat-sverige-podcast