Episode Details
Title | Lightspeed Cross-Post: Can Ethereum Scale The L1? | Weekly Roundup |
---|---|
Date | 5/9/2025 |
Podcast | Bell Curve โ |
Key Insights
Bullish:
- ๐ข $SOL - Solana is seen as a strong competitor to Ethereum due to its scaling efforts and technical improvements, with potential for outperformance.
- โSolana is also scaling the l one while Ethereum is just pivoting to it now. Right? I mean, the Anza 2 point Agave 2.2, which just went live and will activate this feature soon, we're increasing the block space by 20%. Right? And the goal is to double it by end of year.โ - Mert (17:40)
- โETH just the price is not meaningfully pumped in this whole cycle, really, especially compared to Solana, which has gained, you know, the the sole ETH ratio is at all time highs and continues to set all time highs.โ - Jack (19:10)
- ๐ข $VALIDATORS - ๐
Bearish:
- ๐ป $ETH - ๐