Insightful podcast from Kain and Marc.

In short:

• Ethereum's fundamentals are strong, but its price lagging may create a perception of problems that aren't there

• Still, L2s with native tokens dilute liquidity that could buy ETH

• Ethereum Foundation is awesome in tech research & building, but soft-skills side of EF needs to get replaced

• EF launching a native L2 is too late. Doing so now risks sending a message that any business can be monopolized

• Solana with SVM is here to stay, but Solana usage differs from Ethereum explaining why Aave is not live on Solana yet

• Crypto moves onchain from CeFi: Onchain is where most value is

• 2025 will mark the start of a bear market :(

Personally, it's great to hear insight from industry builders. Their frustration with the Ethereum Foundation is strong.

Ethereum is okay, but its culture needs to evolve.

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