Will Solana overtake Ethereum as the leading blockchain by 2030? Join us as we dive into VanEck's research report, featuring three possible scenarios for Solana's future: a bearish, a base case, and a bullish. Matthew Sigel, Head of Digital Assets Research at VanEck, shares his insights on Solana's strengths, challenges, and potential for growth.
You'll learn:
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
💰 Get your $15 Bitcoin bonus from Gemini today:
https://out.milkroad.com/Gemini0924Podcast
💬 How to participate in the AMA:
1. Become a PRO member: https://link.milkroad.com/pro-podcast
2. Join our community on Discord
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
📚 Helpful Resources 📚
VanEck's report on Solana valuation by 2030: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/
VanEck's report on Bitcoin valuation by 2050: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-2050-valuation-scenarios-global-medium-of-exchange-and-reserve-asset
VanEck's report on Bitcoin Miners' AI Arbitrage: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-miners-ai-arbitrage-play-to-boost-revenue/
VanEck's report on mid-September 2024 Bitcoin chaincheck: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-mid-september-2024-bitcoin-chaincheck-1-year-review-edition
VanEck Crypto Monthly Recap for August 2024: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-crypto-monthly-recap-for-august-2024/
📺 Recommended Watching 📺
Solana Breakpoint Overview: https://youtu.be/FmRlAv1LacM How to Guarantee Profit This Cycle: https://youtu.be/yjxeGo7YZ_s
🎙 GUEST INFO 🎙
Matthew’s X: https://x.com/matthew_sigel
Matthew’s LinkedIn: https://www.linkedin.com/in/matthew-sigel-recovering-cfa-77a97/
VanEck’s website: https://www.vaneck.com/us/en/
⏱ TIME POINTS ⏱
00:00 - Intro
02:10 - AMA Announcement
02:57 - Gemini
03:34 - Revisiting VanEck's report on Solana
10:05 - Solana's unique strengths as an L1
13:30 - The importance of data throughput in a blockchain success
16:05 - The need for a "Killer App" on Solana
20:00 - Fee revenue and expenses on Solana: VanEck's short-term and long-term outlook
22:15 - VanEck's 2030 price prediction for Solana
25:50 - The Future of Layer 1 blockchain
28:15 - Update on VanEck's Solana ETF
30:00 - Key considerations for investors in the current market
32:20 - Yield sharing model for VanEck's Agora stablecoin
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.