Reframing the Solana Narrative with Kel (Messari)

Kel (@kelxyz_) is a researcher at Messari who recently dropped an amazing 30-page report (and awesome summary thread) on Solana. Sal and Dave chat with Kel about what he sees in Solana that others may have overlooked. Specifically, the trio cover the shifting narrative that has more people believing in the Solana ecosystem than ever before. Topics covered throughout the interview include Solana’s state compression, how to quantitatively judge SOL vs ETH performance, the class of users that crypto ultimately needs to support, and what consumer crypto applications should focus on (among other topics). (0:14) - Experiencing IRL Solana events (6:25) - Quantitative comparison of Sol Vs Eth  (16:13) - Recency bias (21:11) - NFT compression unlocks (27:34) - Blockchain ecosystem taxonomy  (30:15) - Valuing an L1  (35:36) - Which apps will lead the next bull market (45:16) - Imagining web 3 social protocols (55:37) - Looking ahead -    - Podcast Resources Follow Sal: https://twitter.com/sal_coin Follow Dave: https://twitter.com/SolBeachBum Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Apple: http://apple.co/3VyBSWI Subscribe on Spotify: http://spoti.fi/42q03J2 Subscribe on Google: https://tinyurl.com/5dwn2476 -    - Episode Resources Follow Kel: https://twitter.com/kelxyz_ Kel’s Solana Report: https://twitter.com/kelxyz_/status/1673725589876797441?s=20 Follow Messari: https://twitter.com/MessariCrypto