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Is SOL Undervalued? 83% Discount to ETH? | Michael Nadeau

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When? This feed was archived on September 13, 2024 01:47 (1d ago). Last successful fetch was on August 13, 2024 10:41 (1M ago)

Why? Sursă inactivă status. Servele noastre nu au putut să preia o sursă valida de podcast pentru o perioadă îndelungată.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 429309035 series 2630986
Content provided by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

SOL is currently trading at an 83% discount to ETH - should it be?

Michael Nadeau is a crypto analyst who can help us answer this question. His approach isn’t technical, he isn’t a decentralization-maximalist, and he doesn’t represent any specific tribe. Instead, he focuses on current on-chain fundamentals like daily active users, fee revenue, and Total Value Locked to provide insights.

In our discussion, we explore why fundamentals matter when analyzing crypto assets like ETH and SOL. We review the data for 2024 to see who’s winning and examine the catalysts for both ETH and SOL. Additionally, Michael shares his price predictions for ETH and SOL this cycle and offers insights on which asset will outperform the other in the second half of the bear market.

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✨ Mint the episode on Zora ✨

https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/32?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

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------

BANKLESS SPONSOR TOOLS:

🐙 KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE

https://k.xyz/bankless-pod-q2

🛞 MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🦄 UNISWAP | BROWSER EXTENSION

https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS

https://bankless.cc/fuel

⚖️ ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION

https://bankless.cc/toku

------

TIMESTAMPS

00:00:00 Start

00:02:59 Are Fundamentals Having a Moment?

00:08:59 Solana's 83% Discount

00:12:11 Fundamentals Data

00:17:09 Fees, SOL vs ETH

00:19:52 Fee Generation & MEV

00:22:36 DEX Volume

00:25:31 Stablecoin Volume

00:28:08 Total Value Locked

00:31:49 Core Devs

00:34:50 Value Accrual

00:41:45 The Bull Case For Ether

00:49:22 Upcoming Catalysts

00:57:09 Qualitative Differences

00:59:40 Price: SOL vs ETH

01:04:10 Price Targets

------

RESOURCES

Michael's Report: https://thedefireport.io/research/sol-discount-eth

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

  continue reading

930 episoade

Artwork
iconDistribuie
 

Serii arhivate ("Sursă inactivă" status)

When? This feed was archived on September 13, 2024 01:47 (1d ago). Last successful fetch was on August 13, 2024 10:41 (1M ago)

Why? Sursă inactivă status. Servele noastre nu au putut să preia o sursă valida de podcast pentru o perioadă îndelungată.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 429309035 series 2630986
Content provided by Bankless. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bankless or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

SOL is currently trading at an 83% discount to ETH - should it be?

Michael Nadeau is a crypto analyst who can help us answer this question. His approach isn’t technical, he isn’t a decentralization-maximalist, and he doesn’t represent any specific tribe. Instead, he focuses on current on-chain fundamentals like daily active users, fee revenue, and Total Value Locked to provide insights.

In our discussion, we explore why fundamentals matter when analyzing crypto assets like ETH and SOL. We review the data for 2024 to see who’s winning and examine the catalysts for both ETH and SOL. Additionally, Michael shares his price predictions for ETH and SOL this cycle and offers insights on which asset will outperform the other in the second half of the bear market.

------

✨ Mint the episode on Zora ✨

https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/32?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------

🐡 PUFFER | CHECK OUT PUFFER UNIFI

https://bankless.cc/PufferUnifi

------

BANKLESS SPONSOR TOOLS:

🐙 KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE

https://k.xyz/bankless-pod-q2

🛞 MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/Mantle

🦄 UNISWAP | BROWSER EXTENSION

https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS

https://bankless.cc/fuel

⚖️ ARBITRUM | SCALING ETHEREUM

⁠https://bankless.cc/Arbitrum

🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION

https://bankless.cc/toku

------

TIMESTAMPS

00:00:00 Start

00:02:59 Are Fundamentals Having a Moment?

00:08:59 Solana's 83% Discount

00:12:11 Fundamentals Data

00:17:09 Fees, SOL vs ETH

00:19:52 Fee Generation & MEV

00:22:36 DEX Volume

00:25:31 Stablecoin Volume

00:28:08 Total Value Locked

00:31:49 Core Devs

00:34:50 Value Accrual

00:41:45 The Bull Case For Ether

00:49:22 Upcoming Catalysts

00:57:09 Qualitative Differences

00:59:40 Price: SOL vs ETH

01:04:10 Price Targets

------

RESOURCES

Michael's Report: https://thedefireport.io/research/sol-discount-eth

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

  continue reading

930 episoade

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