Episode Details

EVM vs SVM Tradeoffs, Ethereum Alignment, and App Specific Sequencing | Alex Watts
11/19/2024
Bell Curve

Key Insights

Bullish:

  • 🟢 $MONAD - Monad's EVM compatibility provides a significant advantage in application control executions and composability, making it a promising blockchain platform.
    • I love Monad because Monad has the EVM, and the EVM allows for application control executions or as some people call it application specific sequencing because it allows for applications to, like, take, like we were talking about before, to take these operations or these actions from adversarial users, bash them all together, you know, throw in smart contract logic around it and make it composable and make it compose with each other and make it atomic in a way where, like, 1 or 2 bad actors inside of the batch can't ruin the party for everybody else.” - Alex (51:04)
  • 🟢 $SINGLESLOT - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

Bearish:

  • 🔻 $LAYERTWO - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

  • 🔻 $ETH - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

  • 🔻 $RWA - 🔒
    • Sign up to see full quotes, jump to timestamps, & more