Can Ethereum Compete with Bitcoin, Solana & Celestia?
What is Ethereum’s North Star, and does it even need one?
There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum.
This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake. And today we‘re joined by Jon Charbonneau and Mike Ippolito to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape.
TIMESTAMPS
0:00 Intro
3:12 Jon’s Article
14:00 How did we get here?
20:28 Ethereum’s Three Front War
40:16 Ethereum Wins by its Synergies
47:56 Ethereum’s Focus
57:02 Ethereum Tactical Advice
1:13:32 Ultra Sound Money vs World Computer
1:25:30 Closing & Disclaimers
RESOURCES
Mike Ippolito
https://x.com/mikeippolito
Jon’s Article
https://dba.xyz/ethereums-north-star/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures