What I Learned From Kevin Podcast With Mert Mumtaz
Just watched Mert Mumtaz CEO of Helius, talk about Solana and Zcash and it changed how I look at evaluating chains.
Most of us just follow CT narratives without thinking. This one made me stop and rethink that.
My Notes From The Episode
โ Solana went from $8 to $300 and back to $60 but the price isn't the real story.
โ A chain only scales if it doesn't fight physics and its incentives are aligned.
โ Ethereum L2s were criticized for competing instead of growing together.
โ Mert sees Hyperliquid as a great exchange, not yet a successful blockchain.
The biggest lesson for me: stop copying what everyone else is saying and ask two simple questions about any project does it have the physics and does it have the incentives.
If you want to understand where Solana is actually headed this one's worth the watch full podcast.
#WSHcampaign4