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Why is ETH Down So Bad this Cycle? | Kyle Samani

Why Has ETH Been Underperforming?
Ethereum Ethereum Kyle Samani Kyle Samani
Aug 20, 2024 • 01:13:37
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Inside the episode

🎬 DEBRIEF | Ryan & David Unpacking the Episode

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SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad?

Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto.

This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy!

Resources

Kyle Samani

Multicoin Capital

Paths To Tens Of Trillions Blog Post

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