Tarun Chitra and Jon Charbonneau on Solana vs. Ethereum Valuation Outlook

For today's episode, we were joined by Tarun & Jon to take a closer look at one of the most compelling debates in crypto: The valuation, 'moneyness', collateral asset viability, and onchain usage of ETH vs. SOL.

Is there a real chance that Solana could flip Ethereum in the next several years?

Ethereum, with its ETF advantage and rollup-centric focus, is standing strong but may face hurdles in maintaining its lead. Solana, on the other hand, is rapidly onboarding builders and capturing liquidity, though challenges like token inflation and VC token distribution are posing strong headwinds.

We’ll also touch on the bigger picture: how collateral utility, tokenomics, and market behavior influence the monetary premium of these assets.

This episode was particularly interesting because of the dynamic of Tarun from his math background and Jon with his research and venture background.

Enjoy.

The Rollup