Host John Gillen and Galaxy Digital research vice president Lucas Chen assess whether crypto’s sharp rally marks a durable trend shift or a short-driven move that still needs stronger spot demand. Chen explains why long-term fundamentals, developer activity and institutional adoption matter more than near-term price action when evaluating the market’s direction.
Chen lays out his renewed Ethereum thesis, pointing to its updated technical roadmap, leadership changes and role in tokenized finance, while identifying execution as the central risk. He also examines Solana’s proposed issuance and fee changes, its Alpenglow upgrade, and the ecosystem’s effort to expand beyond memecoins and compete across trading, tokenized assets and applications.
The discussion also explores how blockchains could support AI agents, micropayments, decentralized computing and an increasingly software-driven economy. Chen expects that future to remain fragmented across multiple chains, making interoperability important as Ethereum, Solana and newer networks compete for activity.
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