Dissecting Solana's Breakpoint

In this week edition of the Coinbase Institutional podcast, we sit down with Tushar Jain, Managing Partner at Multicoin Capital, for an in-depth discussion on Solana and insights from the recent Breakpoint conference. Tushar, with his intimate knowledge of Solana, unpacks the event's major highlights, including the buzz around Firedancer, Solana's ventures into payment solutions with heavyweights like Visa, and the innovative DePin projects. 

The conversation navigates through the frameworks Tushar uses when valuing Layer 1 protocols, focusing on the metrics he finds most important, while also contrasting integrated and modular blockchain infrastructure. Tushar also shares his perspective on the lingering FTX overhang of SOL tokens affecting the market. 

Also covered 

- Basis and funding 

- Macro 

- Web3 

This episode is an essential listen for anyone looking to comprehend the current dynamics of shaping Solana's ecosystem. 

Like, subscribe, and reach out to the Coinbase Institutional team for deeper insights and analysis. 

Host: 

• Ben Floyd, Head of Execution Services 

Panel: 

• Tushar Jain, Managing Partner at Multicoin Capital 
• David Duong, Head of Institutional Research 
• Greg Sutton, Senior CES Sales Trader 
• Sid Shekhar, Blockchain Research Manager 
• Josh Pak, CES Sales Trader