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Ryan

๐Ÿ‘ค Speaker
5402 total appearances

Appearances Over Time

Podcast Appearances

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

But I kind of understand what you're saying.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

It's like Solana is not going to have to work that hard to really fend these people off.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

It's not really going to be on their radar.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Is that kind of what you think?

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Yeah, yeah, yeah.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

This is starting to align with a prediction that Mike Ippolito had, not even this year, but maybe even two years ago, that has kind of stuck in my head of the dice have already been cast for Ethereum and Solana.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

And, you know, what is Ethereum?

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Ethereum is the real world asset tokenization Wall Street chain.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

And what is Solana?

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

It's the consumer good UX asset.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

consumer crypto chain.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

And it doesn't really matter.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Like Ethereum still has its drawbacks.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

You know, it's only so scalable on the layer one.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

You know, there are cracks starting to show in Ethereum's, in Solana's like microstructure because we saw what we're seeing is like the streaming blocks paradigm being kind of like

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

being backed into normal block times with timing games.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

And so maybe some of that is invalidating some of the original thesis of IBRL, but it doesn't matter what you're saying is that the network effects are just so large that no one cares.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Consumer goes on Solana and tokenization goes on Ethereum and that both of these trends will continue to grow independently of any other outside influence.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Exactly.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Let's talk about the, since we're going to, we're going to talk about some duopolies or some rivalries.