• Is SOL Undervalued? 83% Discount to ETH? | Michael Nadeau

  • Jul 17 2024
  • Length: 1 hr and 15 mins
  • Podcast

Is SOL Undervalued? 83% Discount to ETH? | Michael Nadeau By cover art

Is SOL Undervalued? 83% Discount to ETH? | Michael Nadeau

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  • Summary

  • SOL is currently trading at an 83% discount to ETH - should it be? Michael Nadeau is a crypto analyst who can help us answer this question. His approach isn’t technical, he isn’t a decentralization-maximalist, and he doesn’t represent any specific tribe. Instead, he focuses on current on-chain fundamentals like daily active users, fee revenue, and Total Value Locked to provide insights. In our discussion, we explore why fundamentals matter when analyzing crypto assets like ETH and SOL. We review the data for 2024 to see who’s winning and examine the catalysts for both ETH and SOL. Additionally, Michael shares his price predictions for ETH and SOL this cycle and offers insights on which asset will outperform the other in the second half of the bear market. ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/32?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ 🐡 PUFFER | CHECK OUT PUFFER UNIFI https://bankless.cc/PufferUnifi ------ BANKLESS SPONSOR TOOLS: 🐙 KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 ⁠ 🛞 MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🦄 UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap ⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku ------ TIMESTAMPS 00:00:00 Start 00:02:59 Are Fundamentals Having a Moment? 00:08:59 Solana's 83% Discount 00:12:11 Fundamentals Data 00:17:09 Fees, SOL vs ETH 00:19:52 Fee Generation & MEV 00:22:36 DEX Volume 00:25:31 Stablecoin Volume 00:28:08 Total Value Locked 00:31:49 Core Devs 00:34:50 Value Accrual 00:41:45 The Bull Case For Ether 00:49:22 Upcoming Catalysts 00:57:09 Qualitative Differences 00:59:40 Price: SOL vs ETH 01:04:10 Price Targets ------ RESOURCES Michael's Report: https://thedefireport.io/research/sol-discount-eth ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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