Ryan
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Podcast Appearances
But I kind of understand what you're saying.
It's like Solana is not going to have to work that hard to really fend these people off.
It's not really going to be on their radar.
Is that kind of what you think?
Yeah, yeah, yeah.
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.
And, you know, what is Ethereum?
Ethereum is the real world asset tokenization Wall Street chain.
And what is Solana?
It's the consumer good UX asset.
consumer crypto chain.
And it doesn't really matter.
Like Ethereum still has its drawbacks.
You know, it's only so scalable on the layer one.
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
being backed into normal block times with timing games.
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.
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.
Exactly.
Let's talk about the, since we're going to, we're going to talk about some duopolies or some rivalries.