In today's episode of the convo, Ryan, Tommy, and Santi debate the biggest topics and narratives across crypto. They dig into the the recent Solana outage, Ethereum's scalability roadmap, the intersection of AI and crypto, and their defining crypto theses for 2024. They unpack the implications of the Solana outage and whether it impacts institutional adoption. Transitioning topics, they debate Ethereum's scalability roadmap, including rollups, modular architectures, and Ethereum's ability to maintain composability long-term. To close out the trio explore the intersection of AI and Crypto, analyzing whether crypto can successfully compete with big tech for AI development or risk being too decentralized to keep pace. Stay tuned for all of this and much more!
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Timestamps:
(0:00) The Solana Outage
(15:40) Value flows of Ethereum & DA Layers
(26:56) DAS London Ad
(27:52) Ethereum Scalability Roadmap
(37:31) Intersection of AI and Crypto
(58:33) Sustainability of Token Incentives
(1:11:14) Santi's Blast Thesis
(1:21:29) 2024 Thesis
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.