What Everyone Is Getting Wrong About Ethereum & Solana Right Now w/ Kyle Reidhead

Are you making a critical mistake when it comes to valuing
Ethereum and Solana? Where is the real value of L1 blockchains?
Join us on this episode of The Milk Road Show as we sit down with
Kyle Reidhead, Head of Research at Milk Road, to debunk the myths
and uncover the truth about what makes L1s successful.





You'll learn:


• Why fee revenue and MEV might not be the key parameters to
determine L1 success


• What L1s actually need to survive and be successful


• The importance of ecosystem vibrancy in L1 valuation


• The role of L1 tokens as 'money' within their ecosystems





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TIME POINTS


00:00 - Intro


01:12 - Sponsors


02:50 - Overestimating fee revenue in L1s


10:55 - Achieving success with low fee revenue in L1s


14:40 - Understanding MEV and its impact on L1s


17:30 - Key factors in valuing L1s


22:55 - The role of token utility in L1 ecosystems


25:30 - Common misconceptions about L1s