Episode Details

Lightspeed Cross-Post: Can Ethereum Scale The L1? | Weekly Roundup
5/9/2025
Bell Curve โ†—

Key Insights

Bullish:

  • ๐ŸŸข $SOL - Solana is seen as a strong competitor to Ethereum due to its scaling efforts and technical improvements, with potential for outperformance.
    • โ€œSolana 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)
    • โ€œETH 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)
  • ๐ŸŸข $VALIDATORS - ๐Ÿ”’
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Bearish:

  • ๐Ÿ”ป $ETH - ๐Ÿ”’
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