0xResearch

2024: Ethereum Back in the Narrative? | Analyst Round Table

Dec 28, 2023
The podcast discusses the 2024 outlook for Ethereum, Solana, and Bitcoin, including the adoption of Ethereum L2s and the renaissance of onchain activity on Solana. They also delve into Bitcoin miners' profitability and debate the imminent approval of the ETF. The challenges of isolated fee markets in Solana and the potential of Solana as a competitor to Ethereum are explored. Lastly, they examine Bitcoin's fee revenue, its impact on the security model, and the different perspectives on the ETF's impact on the crypto market.
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1
Introduction
00:00 • 3min
2
Ethereum's Lack of Narrative and Institutional Bid
03:05 • 19min
3
Developments in Roll-Up Teams and Solana's Priorities for a Successful Year
22:25 • 5min
4
Challenges and complexities of isolated fee markets in Solana
27:48 • 3min
5
Exploring Solana's Potential as a Competitor to Ethereum
30:34 • 17min
6
Bitcoin's Fee Revenue and Security Model
47:44 • 6min
7
Different Perspectives on ETF Impact, Marketing Battle, and Advertisements
53:47 • 3min