Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?
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I'm not actually sure that tech matters an enormous amount, on a twelve to eighteen month time horizon here. I think Solana's probably good enough for the time being. You know, big web two giants, adopting stablecoins in a big way, that's gonna end up moving the needle an enormous amount. So some of it comes down to tech, but my sense is it's probably actually more of a BD and marketing game.
I'm pretty bearish these corporate chains. We've seen this movie before. Y'all have been around. You've seen this. You've seen this in the last cycle and the cycle before that. Remember Hyperledger? Like, that that was a thing. Right? Like
Our stream.
Like, we we have seen this, and people get excited. They're like, oh, look. Big trusted company. We love these guys. They're gonna be incredibly neutral, and, like, we can trust them. Let's just put all of our trust in them. And then, no, that doesn't that doesn't work out because, you know what, ADN is not gonna build on Stripe's chain, and Mastercard is not gonna build on Visa's chain. And if you think Goldman is going to settle their trades on a chain controlled by JPMorgan, then I don't think you understand, how competitive these organizations are. Hi,
everyone. Welcome to Unchained, your no hype resource for all things crypto. I'm your host, Laura Shin. Thanks for joining this livestream. Before we get started, a quick reminder, nothing new here on Unchained is investment advice. This show is for informational and entertainment purposes only, and my guests and I may hold assets discussed in the show. For more disclosures, visit unchainedcrypto.com.
The energy network is an intelligent decentralized grid that coordinates smart devices to balance supply and demand. Energy Dollar is the native token of the network from one of Europe's fastest growing energy startups. Follow at FUSE Energy on X to find out more.
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Today's topic is where Solana and Sol go from here. Here to discuss are Tushar Jain, cofounder and managing partner at Multicoin Capital, and Mike Ippolito, cofounder at BlockWorks. Welcome, Tushar and Mike.
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