most solana ppl have no clue how L2s work. most ethereum ppl

most solana ppl have no clue how L2s work. most ethereum ppl have no clue how solana works. so most CT discourse is just two sides arguing with strawmen they made up.

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the big existential question for Solana is whether it can prevent the great unbundling, where the most successful apps branch off into their own dedicated blockspace. the chain needs to provide enough value to apps to overcome the economic incentive to disaggregate.

couple more microstrategy clones then up only

asian CEXes are moving onchain and a lot of mid-tier crypto native teams are about to have their lunches eaten

extremely bullish thing about Solana is that at every core dev meeting the topics discussed are different because tangible progress gets made on the network every 3 months

trying to reason about most protocols just by looking at onchain data will often lead you to the wrong conclusions. these are not closed systems—what happens onchain is usually just half the story.

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