Episode Details
| Title | Ethereum Gave Away Too Much for Too Long. Will Its Pivot Be Enough? - Ep. 829 |
|---|---|
| Date | 5/6/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $SOL - Solana is positioned to benefit from Ethereum's strategic errors and lack of product improvement, potentially attracting users switching from Ethereum.
- “And mean meanwhile, ETH was not improving the product at all, and now users have started to switch over. At the same time, ETH made a bunch of strategic errors around their revenue, which dropped which Drew was just mentioning, especially with with respect to blobs and the $4.08 $4.04 upgrade where they basically set the price of blobs from their most price insensitive users, which were the roll ups to zero for no reason.” - Max (5:45)
- 🟢 $BASE - 🔒
- 🟢 $HYPERLIQUID - 🔒
- 🟢 $DEFI - 🔒
Bearish:
- 🔻 $ETH - 🔒
- 🔻 $LAYERTWO - 🔒