Episode Details

What's the Best Way for Ethereum to Grow? Justin Drake and Martin Köppelmann Debate - Ep. 740
11/26/2024
Unchained

Key Insights

Bullish:

  • 🟢 $ETH - Ethereum's technological improvements, including pre-confirmation and potential for significant ETH burning, position it to outperform Solana and provide long-term value growth.
    • We've had major unlocks recently with this notion of pre confirmation. So one of the things that Solana prides itself with is this notion of fast slot times. It has 400 milliseconds slot times. And now Ethereum actually has a roadmap and it has already partially delivered on this roadmap to offer better UX than Solana.” - Justin (3:54)
    • And actually, if you if you wanna kind of push your time horizon to 10 years into the future, I actually have a whole thesis around, there being 1,000,000,000 of dollars of burn through the blobs.” - Justin (1:09:31)
  • 🟢 $LAYERTWO - 🔒
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  • 🟢 $BASEDROLLUPS - 🔒
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Bearish:

  • 🔻 $SOL - 🔒
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