Atlas: Combining TradFi Performance With DeFi Transparency | Eugene & Frankie

Bullish:

• $SVM - SVM (Solana Virtual Machine) is seen as superior to EVM for high-frequency transactions, making it a promising choice for Atlas's infrastructure.

  • “SVM is, you know, doing thousands of transactions per second in, production adversarial environment. Today, we're not really seeing, anything close to that with the EBM yet.”

    Eugene·5:00
• $ETH - Ethereum's potential as a native asset for L2s could enhance its function as money, serving as a unit of account and medium of exchange.

  • “If Ethereum is widely adopted as the native asset of L2s then it's more likely to to function as money. Right? You see it being used as a unit of account and as a medium of exchange in in most of these L twos.”

    Frankie·39:00
• $DEFI - The launch of Atlas mainnet will require a full suite of financial applications, indicating potential growth for DeFi apps on the platform.

  • “At the time, Atlas mainnet launches, it has to ship with, you know, a full suite of financial applications. And so the ones where, you know, we we think they're well served by, others building on top of Atlas, then we don't need to build it, and then other ones, yeah, we'll probably just have to build.”

    Eugene·1:03:00

Bearish:

• $L2FEES - Layer 2 fees are expected to decrease due to reduced congestion and MEV moving to L2s, potentially impacting revenue for L2 protocols.

  • “I think it's pretty clear that you'll see fees going down so, base fees will go down because just general usage and congestion goes down, priority fees will go down because MEV moves to the L2s.”

    Frankie·37:02