Best Podcast Episodes About Ethereum
Everything podcasters are saying about Ethereum — curated from top podcasts
Updated: Mar 31, 2026 – 39 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Ethereum.
Top Podcast Clips About Ethereum
“So that was the breakthrough. And I think this is a watershed moment where really at this point, when Google, the head of the Ethereum Foundation and a Stanford cryptography professor all pound the table and say, we cannot wait to migrate anymore, then people are going to start paying attention. Okay. What actually changed? Because it doesn't seem like the number of logical qubits or physical qubits, that seems to be growing exponentially. But even when you trace out the curve, you're five, ten years away from what we thought we needed. So is this a new algorithm, a new stack …”
“So that was the breakthrough. And I think this is a watershed moment where really at this point, when Google, the head of the Ethereum Foundation and a Stanford cryptography professor all pound the table and say, we cannot wait to migrate anymore, then people are going to start paying attention. Okay. What actually changed? Because it doesn't seem like the number of logical qubits or physical qubits, that seems to be growing exponentially. But even when you trace out the curve, you're five, ten years away from what we thought we needed. So is this a new algorithm, a new stack of code, or is it new math? What changed that we got this 20x increase in efficiency in terms of cryptography breaking via quantum computers? Yeah, a couple things. So first off, these two papers are not necessarily about a quantum computer that's bigger or more capable. So they're about what it takes to break cryptography. And so what changed? So …”
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Ridealong summary
Recent breakthroughs in quantum computing reveal that breaking the cryptography used by Bitcoin and Ethereum is easier than previously thought. Experts from Google and the Ethereum Foundation warn that the urgency to migrate to quantum-resistant algorithms is now critical, as new research indicates a 20x increase in efficiency for quantum attacks. This shift in understanding could have profound implications for the security of digital currencies.
“… powerful, and that is something that is accelerating quickly, coming fast within the ETH network. Other things that are coming fast is post-quantum Ethereum. They even have a roadmap in place. If you go over to pqethereum.org, you can learn more about this and hit that view roadmap. You can kind of see some of the layouts of what they've got planned. And it seems like it's much faster or coming much faster than I think a lot of people anticipated and if you look at this right here, it's called EIP 8141. This is decoupling accounts from fixed signature schemes and this would provide a new migration …”
“… call-based, so you could have it on Aztec or wherever you like. So your private identity never leaves the privacy chain, just the proof. You no longer need to replicate your identity across every single network or kind of use a trust that party. Very powerful, and that is something that is accelerating quickly, coming fast within the ETH network. Other things that are coming fast is post-quantum Ethereum. They even have a roadmap in place. If you go over to pqethereum.org, you can learn more about this and hit that view roadmap. You can kind of see some of the layouts of what they've got planned. And it seems like it's much faster or coming much faster than I think a lot of people anticipated and if you look at this right here, it's called EIP 8141. This is decoupling accounts from fixed signature schemes and this would provide a new migration path to a post-quantum secure signature scheme. So much faster, I think, maybe quicker than I think even what we've anticipated around this. So big news all on ECC. This is just the beginning of the conference. Likely to see a lot more news coming out. I want to play one more clip for you, which is Morpho revealing a new fixed-rate lending …”
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Ridealong summary
Ethereum is set to transform privacy with new technology that allows users to maintain their identity securely on privacy-preserving chains, only sharing proofs instead. Additionally, Morpho is launching a groundbreaking fixed-rate lending platform, enabling anyone to create and adjust lending offers in real-time, which could significantly enhance the DeFi landscape. This dual advancement marks a pivotal moment in the evolution of finance.
“… which is I'm going to put it out there. Ether is not a younger brother of Bitcoin. For a lot of its history, they've traded in tandem. But I think Ethereum has an intrinsic value given the tailwinds. It's programmable. The future of finance is going to be written on Ethereum, not Bitcoin. So I do think we need to start thinking of these things as decoupling. and each one should stand on the merits of the utility and the value they provide. But the idea of throwing out price points of what's going to happen, you're just going to be wrong and let people down.”
“… that led to a cascading problem. But I'm actually an optimist. And I think we'll get through in the next few months. And I think we'll see Bitcoin and ETH reach new highs. But I won't throw out random predictions. And I do have a view I want to share, which is I'm going to put it out there. Ether is not a younger brother of Bitcoin. For a lot of its history, they've traded in tandem. But I think Ethereum has an intrinsic value given the tailwinds. It's programmable. The future of finance is going to be written on Ethereum, not Bitcoin. So I do think we need to start thinking of these things as decoupling. and each one should stand on the merits of the utility and the value they provide. But the idea of throwing out price points of what's going to happen, you're just going to be wrong and let people down.”
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Ridealong summary
Ethereum is poised to become the backbone of the future of finance, surpassing Bitcoin in intrinsic value due to its programmability. Recent market dynamics revealed flaws in risk management that shook investor confidence, but optimism remains for both Bitcoin and ETH to reach new highs. The narrative around these cryptocurrencies is shifting, suggesting they should be evaluated on their unique merits rather than as mere counterparts.
“… clip here from Mr. Wonderful that talks about the assets he's going into because of what's going on. Take a look. You only need to own Bitcoin and Ethereum and you capture 98% of the entire crypto market. You don't need anything else. All the rest is poopoo. So the poopoo coins collapsed. I mean, it was brutal. Some of them went down 80, 90% and they're never coming back because they're poopoo coins. They have no reason to exist and there's nobody going to save them. And they have no marketing money to go get the ticker that Ethereum gets every day on every cable network in the world that looks at …”
“… Tom Lee goes in, continues his push, another 71,000 in ETH in one week. Remember the bottom 100K on a purchase from BitMind. Simple to watch, easy to follow. This, of course, is just dollar cost averaging down as Tom Lee continues to put in. Got one clip here from Mr. Wonderful that talks about the assets he's going into because of what's going on. Take a look. You only need to own Bitcoin and Ethereum and you capture 98% of the entire crypto market. You don't need anything else. All the rest is poopoo. So the poopoo coins collapsed. I mean, it was brutal. Some of them went down 80, 90% and they're never coming back because they're poopoo coins. They have no reason to exist and there's nobody going to save them. And they have no marketing money to go get the ticker that Ethereum gets every day on every cable network in the world that looks at business and Bitcoin's Bitcoin. So that's very sobering. People lost a ton of money that they're never going to get back on the poopoo scale. So if you're going to get exposure to crypto, avoid poopoo and just simply buy the two that matter. That's what I did. So I sold 27 positions, gone, put it into USDC, which, you know, is giving me yield of …”
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Ridealong summary
Kevin O'Leary warns that investing in cryptocurrencies outside of Bitcoin and Ethereum is a risky gamble, as many coins have lost up to 90% of their value and are unlikely to recover. He shares his strategy of selling off 27 positions to focus on these two core assets, emphasizing that they capture 98% of the crypto market. In a volatile landscape, sticking to established cryptocurrencies could be a safer bet for investors.
“… to put on in crypto. Which ones do we need to own to actually get exposure to the alpha, the volatility of the market. Do we own Bitcoin? Do we own Ethereum? Do we own Solana? Do we own whatever? There's 10,000 coins. And they independently, without any emotion, because there's a lot of emotion in the crypto market, a lot of Kryptonians and all that stuff. These guys were just independently saying, we're going to allocate $500 million into crypto. And their researchers started to go to work. Here's what they found out. You only need to own Bitcoin and Ethereum, and you capture 98% of the entire …”
“… were going to get the final act for crypto, which was going to be the structure, Clarity Act. So all of the sovereign wealth funds that we index with on the equities started to say, okay, we're going to do some work on preparing for which positions to put on in crypto. Which ones do we need to own to actually get exposure to the alpha, the volatility of the market. Do we own Bitcoin? Do we own Ethereum? Do we own Solana? Do we own whatever? There's 10,000 coins. And they independently, without any emotion, because there's a lot of emotion in the crypto market, a lot of Kryptonians and all that stuff. These guys were just independently saying, we're going to allocate $500 million into crypto. And their researchers started to go to work. Here's what they found out. You only need to own Bitcoin and Ethereum, and you capture 98% of the entire crypto market. You don't need anything else. All the rest is poopoo So the poopoo coins collapsed I mean it was brutal Some of them went down 80 90 percent and they never coming back because they poopoo coins They have no reason to exist. And there's nobody going to save them. And they have no marketing money to go get the ticker that Ethereum gets …”
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Ridealong summary
If you want to invest in crypto, focus only on Bitcoin and Ethereum to capture 98% of the market. Recent analysis revealed that many lesser-known coins, dubbed 'poopoo coins', have plummeted in value and will likely never recover. This stark reality highlights the importance of strategic investment in a volatile market.
“… the agenda. There's a talk called like issuance, the cost of inaction. And my suspicion is that this is going to explore, you know, the current Ethereum issuance landscape, validator incentives, long-term sustainability for East monetary policy, because these have been big overarching concerns that the community has had for a while. I've certainly brought it up to the people I know at the Ethereum Foundation. So I think that they're prepared to address this. I would expect a big announcement coming about what's going to happen with the potential ETH supply in the future. Oh, wow. I don't think …”
“… on the demand side of things it will start to change how these things are set up but also uh you know coming up we've got ecc i I believe, at the end of March, early April. And there's a talk that's, you know, I was looking at the thing like yesterday, the agenda. There's a talk called like issuance, the cost of inaction. And my suspicion is that this is going to explore, you know, the current Ethereum issuance landscape, validator incentives, long-term sustainability for East monetary policy, because these have been big overarching concerns that the community has had for a while. I've certainly brought it up to the people I know at the Ethereum Foundation. So I think that they're prepared to address this. I would expect a big announcement coming about what's going to happen with the potential ETH supply in the future. Oh, wow. I don't think that's alpha, but that's something we definitely haven't heard. Okay, that's very interesting.”
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Ridealong summary
BlackRock's new ETH ETF could significantly impact Ethereum's supply and demand dynamics by locking up a large portion of ETH, thus reducing its circulation. This move not only positions BlackRock as a structural buyer but also sets the stage for potential regulatory clarity and future announcements regarding ETH's monetary policy. The implications for investors and the broader crypto market are profound and largely underappreciated.
Ridealong summary
Ethereum's price could drop to the $40K range if certain market indicators don't signal a bottom soon. Traders are watching for a bullish divergence on the RSI, similar to patterns seen in 2022, which could indicate a recovery. However, ongoing regulatory uncertainties and market conditions may extend the bear market further into the summer.
“… comment that the notable thing about this was that Google, he says, are getting absolutely apocalyptic in their putting down a 2029 deadline. The Ethereum Foundation this week actually released a post-quantum roadmap website. It's called pq.etherium.org. And it really specifies the plan and the milestones to get all layers of the Ethereum stack. So the consensus and the data and execution layer to post-quantum security. We did almost a two-hour podcast with Justin Drake on this very subject, released that earlier this week. Justin Drake's timeline for all of this was the early 2030s. He thought …”
“They would definitely know. I mean, Nick Carter made the comment that the notable thing about this was that Google, he says, are getting absolutely apocalyptic in their putting down a 2029 deadline. The Ethereum Foundation this week actually released a post-quantum roadmap website. It's called pq.etherium.org. And it really specifies the plan and the milestones to get all layers of the Ethereum stack. So the consensus and the data and execution layer to post-quantum security. We did almost a two-hour podcast with Justin Drake on this very subject, released that earlier this week. Justin Drake's timeline for all of this was the early 2030s. He thought Ethereum and the entire ecosystem could be fully quantum ready, ready for Q day by, what do you say, 2030, 2031, 2032, somewhere in that time range. He had a plan and Ethereum has a plan in order to get there And it all published on pq So it good to see this artifact I do feel like though it going to be a difficult journey Ethereum has thought this …”
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Ridealong summary
Ethereum is gearing up for a significant shift towards post-quantum security, with a roadmap set for completion by the early 2030s. In contrast, Bitcoin developers are criticized for lacking a similar plan, raising concerns about the future of Bitcoin's cryptography. This divergence could impact the ETH-BTC ratio, as Ethereum takes the lead in addressing quantum challenges while Bitcoiners remain complacent.
“… to talk about ETH versus the S&P, and I want you to tell me what you think after this. Take a look. And he's provided an analysis to us that says Ethereum in the last few months, especially since October, is really mirroring what happened to the S&P 500 in 2011 and what happened to the S&P 500 in 1987. there's a 93% correlation to what Ethereum's doing today to what the S&P did in 1987. If you apply that same forecast, Ethereum would have bottomed on March 7th. And if we're correlating this to the 2011 episode, Ethereum is bottoming today. Using his analysis, we think we're at the bottom or …”
“… take a mortgage on your home. Do not put all your stuff in one place. I know I don't have to tell you guys this, but just in case. Don't do that. But that's the point I want to get at. I want to go to a clip here from Tom Lee because now we're going to talk about ETH versus the S&P, and I want you to tell me what you think after this. Take a look. And he's provided an analysis to us that says Ethereum in the last few months, especially since October, is really mirroring what happened to the S&P 500 in 2011 and what happened to the S&P 500 in 1987. there's a 93% correlation to what Ethereum's doing today to what the S&P did in 1987. If you apply that same forecast, Ethereum would have bottomed on March 7th. And if we're correlating this to the 2011 episode, Ethereum is bottoming today. Using his analysis, we think we're at the bottom or exiting the crypto winter now. Another way to think of it is this measure called realized price and looking at the average purchase price of Ethereum. On the Ethereum blockchain, the average purchase price is $2,241 for Ethereum. The two most recent lows in 2022 and last year, Ethereum traded at a 39% discount to the realized price and a 21% discount in …”
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Ridealong summary
Ethereum is potentially at the bottom, mirroring past S&P 500 patterns with a 93% correlation to the 1987 crash. Analysts suggest that Ethereum's current price is historically significant, indicating a possible upward trend ahead. However, the market remains cautious, with some uncertainty about broader economic impacts.
“… if you look at more institutional adoption, in February, it was actually the first month in Solana's history that it led all their chains, including Ethereum, in adjusted stablecoin transaction volume. And adjusted stablecoin transaction volume just means that it removes wash trading, it removes internal centralized exchange transactions and other inorganic activity. And so even in a bear market, we continue to see Solana making really important strides on the metrics that matter. Gotcha. Okay, so unpack that for me. Why does that metric matter so much? Because I saw some reporting on this too, that …”
“… it just tells a very different story than maybe price action. And so, for example, if you look at where a lot of on-chain trading activity is happening, Solana has obviously been a dominant force for that, both from a retail perspective. And then if you look at more institutional adoption, in February, it was actually the first month in Solana's history that it led all their chains, including Ethereum, in adjusted stablecoin transaction volume. And adjusted stablecoin transaction volume just means that it removes wash trading, it removes internal centralized exchange transactions and other inorganic activity. And so even in a bear market, we continue to see Solana making really important strides on the metrics that matter. Gotcha. Okay, so unpack that for me. Why does that metric matter so much? Because I saw some reporting on this too, that Solana is now leading Ethereum in stablecoin transaction volume. What's the message that's sending? What's the takeaway there? Explain to me why that matters so much. Yeah, I think if you break apart the use cases that blockchains can provide, it's largely around financial applications and payments. And if you kind of dig deeper into the data, the …”
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Ridealong summary
In a surprising turn, Solana has outperformed Ethereum in stablecoin transaction volume for the first time, signaling a shift in market dynamics. This metric matters because it reflects actual usage of stablecoins on the network, indicating growing adoption and velocity of capital. As Solana continues to attract more day-to-day transactions, it positions itself as a strong contender in the crypto space, even amid a bearish market.
“… doubling down on some of the crop stuff without the corresponding, and this is what it means for real world use cases. I think the worry is that Ethereum takes a path that is not going to change the world because it's too niche and too disconnected from what's happening in the real world and a bit too ivory tower. And that at some level, I think that has always been the risk that Ethereum has had or that crypto has had in general. It's just, we saw such mainstreaming like of crypto last cycle and it has seemed to have slown down since. And there's some question as to whether this direction gets …”
“… a fun little toy to play with. Niche tech utopian dream, self-sovereign dream that has a few thousand users or something. And it's always three to five years from being mainstream and being the biggest thing ever. And when people see things like this, doubling down on some of the crop stuff without the corresponding, and this is what it means for real world use cases. I think the worry is that Ethereum takes a path that is not going to change the world because it's too niche and too disconnected from what's happening in the real world and a bit too ivory tower. And that at some level, I think that has always been the risk that Ethereum has had or that crypto has had in general. It's just, we saw such mainstreaming like of crypto last cycle and it has seemed to have slown down since. And there's some question as to whether this direction gets us closer there or if we're better off just doubling down and focusing really on the use cases that do have some traction. I also think that helps illustrate the environment in which this manifest has come into the world. It's come into the world in which the Linuxization of the crypto movement is at its highest. It's like we are at fear of being …”
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Ridealong summary
Ethereum risks becoming irrelevant if it focuses too much on niche ideals instead of real-world applications. While the crypto movement once surged in popularity, there's growing concern that Ethereum's current direction may disconnect it from mainstream adoption. This dilemma reflects a broader fear within the crypto industry about staying relevant in a rapidly evolving tech landscape.
Ridealong summary
America's reindustrialization hinges on a skilled workforce, with community colleges playing a crucial role in training students for advanced manufacturing jobs. New legislation aims to double SBA loan limits for manufacturers, fueling growth in industries like defense and pharmaceuticals. This combination of education and funding is essential for revitalizing American manufacturing.
“… itself. So historically, blockchains have been built on either SHA2 in the case of Bitcoin, or a hash function called Ketchak in the case of Ethereum. And the proposal that we have for post-quantum Ethereum is to introduce another hash function called Poseidon, which in some sense is a different type of hash function because it's snark-friendly. Now, by the time we launch Poseidon, it should be pretty safe in the sense that it will have been analyzed for a whole 10 years. it will have been securing many billions of dollars through the L2s. And it will have gone through cryptanalysis by all …”
“… theorem and the process finding all sorts of typos in the proof of the human-written paper. So that's the kind of due diligence that we want to have in order to avoid the bugs. Now, there is another thing that I want to highlight, which is the hash function itself. So historically, blockchains have been built on either SHA2 in the case of Bitcoin, or a hash function called Ketchak in the case of Ethereum. And the proposal that we have for post-quantum Ethereum is to introduce another hash function called Poseidon, which in some sense is a different type of hash function because it's snark-friendly. Now, by the time we launch Poseidon, it should be pretty safe in the sense that it will have been analyzed for a whole 10 years. it will have been securing many billions of dollars through the L2s. And it will have gone through cryptanalysis by all of the top experts in the field. And also, recently, we just announced a $1 million prize to try and break Poseidon. But it is indeed possible that Poseidon, which is a new thing, would break. Now, the way, unfortunately, that you design hash functions is that you can't just prove that they're secure. The best that you can do is the lack of an …”
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Ridealong summary
Ethereum's post-quantum upgrade is set to revolutionize blockchain security, thanks to AI making complex mathematics and coding tasks drastically faster and cheaper. With the introduction of the Poseidon hash function, Ethereum aims for a robust upgrade by 2029, ensuring safety through extensive testing and expert analysis. However, the effort required for this monumental transition is rated a daunting nine out of ten, comparable to Ethereum's previous major upgrade, the merge.
“… Capital says we want to come in and do one, how would we do that? So every network decides what is the threshold to be a full node, right? Okay. In Ethereum, I think it requires 32 ETH. On XRPI, I don't even know what it requires to be a node. I'm not saying that there is no, I just don't know what it is on Solana and Sui and others. What is it on Canton though? I trying to explain to you So those networks have selected to have money as a way to become a full node On Canton we decided that contribution to the network is a better mechanism to decide if you should become a full node So Paul can …”
“… All right, so these are the 40 validators. Some of them are running multiple nodes within one validator, even though it's registered as a single validator. But what's the process that I would take to get on as a validator right now? If PBN, if Barron Capital says we want to come in and do one, how would we do that? So every network decides what is the threshold to be a full node, right? Okay. In Ethereum, I think it requires 32 ETH. On XRPI, I don't even know what it requires to be a node. I'm not saying that there is no, I just don't know what it is on Solana and Sui and others. What is it on Canton though? I trying to explain to you So those networks have selected to have money as a way to become a full node On Canton we decided that contribution to the network is a better mechanism to decide if you should become a full node So Paul can write. What do you mean by contribution? What does that mean? I'm getting there, I promise. Okay. Paul will write a SIP, which is a Canton improvement proposal. where he will say, look, I'm Paul Barron. I run the best show in crypto. I have a dedicated list of people that listen. I think I can add a lot of value to the network by grilling Yuval, for …”
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Becoming a super validator on the Canton network is surprisingly accessible. Unlike other blockchains that require a financial stake, Canton values community contributions and votes on new validators based on their proposed value to the network. This democratic approach allows anyone with a solid proposal to join the ranks of super validators.
Ridealong summary
Rising gas prices are significantly impacting the economy and could trigger a major shift in the crypto market. With gas surging 27% in a short period, market sentiment is turning negative, potentially pushing investors away from the S&P 500 and towards cryptocurrencies like Ethereum and Bitcoin. This perfect storm of economic stress and geopolitical tensions is setting the stage for a possible altcoin season.
“… edging up slowly from 24, 35, 40, 41, 40, 45, 50. Sounds like an auction, right? Well, maybe he's on his way to 100. That could be the bottom for Ethereum. So keep a very close eye. I want to go to one more clip here. This clip goes into where Matt Hogan thinks the market is heading. Take a look. My thesis is that we're actually really deep into the winter, so deep that we may be seeing the first signs of the spring. I think the crypto winter really started this time way back at the beginning of 2025. We just didn't notice it because there was so much institutional capital coming into Bitcoin via …”
“… the bottom. If you go over here and Bitmines Immersions Holdings, You can kind of see. Let me zoom in on that for you guys so you can kind of see. Here's the net changes right there. 50, 40, 35. And here's the biggest one he just made at 60. So he's edging up slowly from 24, 35, 40, 41, 40, 45, 50. Sounds like an auction, right? Well, maybe he's on his way to 100. That could be the bottom for Ethereum. So keep a very close eye. I want to go to one more clip here. This clip goes into where Matt Hogan thinks the market is heading. Take a look. My thesis is that we're actually really deep into the winter, so deep that we may be seeing the first signs of the spring. I think the crypto winter really started this time way back at the beginning of 2025. We just didn't notice it because there was so much institutional capital coming into Bitcoin via ETFs that kept the price. You know, I think we were down 6% in 2025. But if you had removed that institutional capital, the price would have been down substantially. In 2022, we had FTX blew up. We had the core infrastructure of crypto collapsing. We had a regulator that was trying to end the industry. This time, we have sort of a classic crypto …”
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Ridealong summary
Ethereum's recent accumulation of 100,000 ETH could signal the market's bottom, according to crypto analyst Tom Lee. With institutional capital flowing in and a more optimistic regulatory environment, experts believe we might be witnessing the first signs of recovery from the long crypto winter that began in 2025. The underlying fundamentals are strong, suggesting a potential turnaround for the market.
“And this was something that, you know, we had something called, you may recall, Ryan, the Ethereum investment framework that we used to put out on a quarterly basis. And we were sort of essentially trying to lay out the roadmap for ETH and then how that would impact the sort of economics of the chain over time. And we accurately forecasted that the L2 roadmap would create this, you know, sort of diminishing value capture at the L1 level. But what we did not sort of forecast correctly was that the market perception of that and just the fact …”
“And this was something that, you know, we had something called, you may recall, Ryan, the Ethereum investment framework that we used to put out on a quarterly basis. And we were sort of essentially trying to lay out the roadmap for ETH and then how that would impact the sort of economics of the chain over time. And we accurately forecasted that the L2 roadmap would create this, you know, sort of diminishing value capture at the L1 level. But what we did not sort of forecast correctly was that the market perception of that and just the fact that basically what I think happened was Ethereum sort of disrupted itself, right, so that it could grow and so that we could scale via these L2s. And in doing so, they sort of like made the product better for the L2 customer, but sort of, you know, hurt themselves in the near term. And the big question is like, is this whole vision of the L2 …”
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Ridealong summary
Ethereum's recent roadmap decisions may have caused it to skip a bull market cycle, as the L2 scaling solutions didn't perform as expected. While these solutions aimed to enhance the network, they inadvertently diminished the value of Ether itself, leading to disillusionment among investors. The big question remains: will future L2 developments bring value back to Ethereum, or will it continue to underperform?
“… cash and you think have like a durable fit within a market post regulatory clarity. Let's just sit across the ones that we'll consider. So Solana, Ethereum, I think they're sitting in and around that 2024 lows, but BTC is actually above its 2024 low. So if you just want to say that there's some mapping and some good pockets of support, I would say ETH and Solana are probably better bets than Bitcoin at this moment in time from a pure multiples basis. The other one is I think that the guys over at SUI are doing some fantastic stuff. We've been working on something with them that will come out in …”
“… push me to ask is like, well, which one? So I think if I just go across the majors, let's say, because I kind of put my stool out there and said, you know, fundamentally pick ecosystem plays or to my earlier point, businesses that make a truckload of cash and you think have like a durable fit within a market post regulatory clarity. Let's just sit across the ones that we'll consider. So Solana, Ethereum, I think they're sitting in and around that 2024 lows, but BTC is actually above its 2024 low. So if you just want to say that there's some mapping and some good pockets of support, I would say ETH and Solana are probably better bets than Bitcoin at this moment in time from a pure multiples basis. The other one is I think that the guys over at SUI are doing some fantastic stuff. We've been working on something with them that will come out in the next couple of months. But I think that they have a really cogent and very thoughtful approach to how to engage on the kind of more institutional adoption. So very excited for what those guys are doing. And I think I may have said that a while back as well in the last call. So we have followed through on our thesis of being involved in embedding …”
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Ridealong summary
Investing in Ethereum and Solana may be smarter than Bitcoin right now, especially with upcoming regulatory clarity. Analysts suggest focusing on ecosystem plays rather than single applications, as these platforms are likely to thrive post-regulation. Additionally, the SUI network is emerging as a strong contender for institutional adoption, making it another exciting investment opportunity.
“… and then you know obviously you throw in the war that's happening so we shall see but just something you guys should be aware of uh final news item Ethereum smart accounts are finally coming within a year, says Vitalik Buterin. So the Ethereum Foundation and developers are certainly looking to make some big upgrades to ETH to continue its usability. So Ethereum account abstraction or smart accounts will be shipped with the Hagoda upgrade within a year, Vitalik Buterin said on Saturday. We have been talking about account abstraction ever since early 2016. He added that now we finally have EIP-8141, …”
“… in digital assets flowed through binance to iranian entities linked to terrorism including groups connected to the hutis and islamic revolutionary guard corpse so again i don't know where this goes i don't know if this is some political posturing and then you know obviously you throw in the war that's happening so we shall see but just something you guys should be aware of uh final news item Ethereum smart accounts are finally coming within a year, says Vitalik Buterin. So the Ethereum Foundation and developers are certainly looking to make some big upgrades to ETH to continue its usability. So Ethereum account abstraction or smart accounts will be shipped with the Hagoda upgrade within a year, Vitalik Buterin said on Saturday. We have been talking about account abstraction ever since early 2016. He added that now we finally have EIP-8141, an omnibus that wraps up and solves every remaining problem that account abstraction was intended to address, plus more, and is slated to deploy this year. He said, finally, after a decade of research and refinement of these techniques, this all looks possible to make within a year via the Hagoda fork. so guys many of you know i hold eth in my …”
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Ridealong summary
Eleven U.S. senators are calling for a federal investigation into Binance's compliance with sanctions, citing concerns over $1.7 billion in digital assets linked to Iranian entities. This comes amid ongoing political drama involving Binance's CEO, who faced jail time previously. Meanwhile, Ethereum's Vitalik Buterin announces major upgrades, including smart accounts, set to enhance its usability within a year.
“I like it. All right, we're gonna put you on the spot here between Ethereum and Solana, because these are the two winners right now, I think, that come out of what we'll see in the short term. You got Tom Lee over here. We know where he stands. More signs of meaningful low in place. Stock becomes consensus short. Don't worry about it. Hints of stock can rise on bad news. He thinks that the bad news is priced in. This, of course, all goes into things that are happening around both ETH as well as Solana. Where would you …”
“I like it. All right, we're gonna put you on the spot here between Ethereum and Solana, because these are the two winners right now, I think, that come out of what we'll see in the short term. You got Tom Lee over here. We know where he stands. More signs of meaningful low in place. Stock becomes consensus short. Don't worry about it. Hints of stock can rise on bad news. He thinks that the bad news is priced in. This, of course, all goes into things that are happening around both ETH as well as Solana. Where would you stand right now, ETH, Solana? Where's my play? Well, just because Tom Lee's on ETH, I'm gonna choose Solana. We're gonna go on that direction here. So I'll take that side of the coin, even though, honestly, they're both altcoins. They probably move together, but look at this beautiful pattern. In technical analysis, this was called a bottoming …”
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Ridealong summary
Solana shows potential for massive upside, possibly reaching $120, while Ethereum's holdings by BM&R suggest a strategic buy. Technical analysis reveals a bullish reversal for Solana, indicating it's the preferable choice despite both being strong altcoins. If you're considering investing, now might be the time to act on these insights.
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