What Everyone Is Getting Wrong About Ethereum & Solana Right Now w/ Kyle Reidhead
The Milk Road Show - A podcast by The Milk Road Show
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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 🤝 HELP US GROW 🤝 Subscribe to our YouTube channel 💰 Get your $15 Bitcoin bonus from Gemini today: https://out.milkroad.com/Gemini0911Podcast 🚀 Unlock the full potential of liquid restaking with Kelp DAO: https://out.milkroad.com/KelpDAO0911Podcast 🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter: https://link.milkroad.com/pod-newsletter 💰 Go PRO and become a better investor with the #1 crypto research and analysis: https://link.milkroad.com/pro-podcast ✊ Follow Milk Road on Social Media: 👉 Milk Road Twitter: https://link.milkroad.com/pod-x 👉 Milk Road Instagram: https://link.milkroad.com/pod-ig 👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay 👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle 👉 YouTube: https://www.youtube.com/@MilkRoadDaily ⏱ 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
