What Everyone Is Getting Wrong About Ethereum & Solana Right Now w/ Kyle Reidhead

The Milk Road Show

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2M ago 32:09

MP3•エピソードのホーム

Are you making a critical mistake when it comes to valuing Ethereum and Solana? Where is the real value of L1 blockchains? Join us on this episode of The Milk Road Show as we sit down with Kyle Reidhead, Head of Research at Milk Road, to debunk the myths and uncover the truth about what makes L1s successful.

You'll learn:

• Why fee revenue and MEV might not be the key parameters to determine L1 success

• What L1s actually need to survive and be successful

• The importance of ecosystem vibrancy in L1 valuation

• The role of L1 tokens as 'money' within their ecosystems

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⏱ TIME POINTS ⏱

00:00 - Intro

01:12 - Sponsors

02:50 - Overestimating fee revenue in L1s

10:55 - Achieving success with low fee revenue in L1s

14:40 - Understanding MEV and its impact on L1s

17:30 - Key factors in valuing L1s

22:55 - The role of token utility in L1 ecosystems

25:30 - Common misconceptions about L1s

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