Unchained
Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?
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Show notes
Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up.
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With Ethereum refocusing on L1 and Hyperliquid adoption growing, Solana is arguably facing stronger competition than ever. Can it thrive still?
Multicoin co-founder Tushar Jain and Blockworks co-founder Mike Ippolito share several reasons to be excited about Solana, including Alpenglow and anticipated market microstructure design flexibility.
Find out why Tushar and Mike say Firedancer has not been a flop despite seemingly low adoption, why they don't see block building issues stopping Solana from challenging Hyperliquid, and why they say the network doesn't have to do anything to specifically attract AI agents. Plus, why they both believe that the RWA race is too early to call despite Ethereum's dominance.
Meanwhile, with Alpenglow still months away, Mike says the wait doesn’t matter — for the next 12 to 18 months BD and marketing matter more than tech for adoption.
#UN1047
Guest:
Tushar Jain, Co-Founder & Managing Partner at Multicoin Capital
Previous appearances on Unchained:
Solana Rejected Inflation Reduction-Here's Why
CoinFund's Jake Brukhman and Multicoin's Tushar Jain on Generalized Mining
Binance Hack: Should the Threat of Reorgs Be Used to Deter Hackers?
Multicoin on the 1 Thing Crypto Teams Miss in Their Quests for Success
Mike Ippolito, Co-Founder at Blockworks
Links:
Unchained:
Ethereum Lets Go of the Rollup Story. Here Are the 6 Tokens That Benefit
Jump Crypto’s Firedancer Goes Live on Solana Mainnet
BlackRock Just Chose Uniswap. The Market Didn’t Care. Here’s Why.
When AI Agents Take Over, What Does a Post-Human Economy Look Like?
Uneasy Money: How the Increasingly Better AI Agents Are Being Used Onchain
Pump.fun Cashed Out $436M Since Mid-October: Lookonchain
Zora Shocks Base Community With Solana Pivot
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