John Gillen speaks with Bitwise research lead Cam Benbrook about a widening gap in crypto markets: token prices have declined while staking and onchain activity have climbed. They examine record staked ETH, strong staking ratios across Solana, Near, Hyperliquid, and Avalanche, and why institutions increasingly view staking as a source of yield and long-term network exposure.
Benbrook explains how cheaper blockspace is driving more transactions, with Solana gaining traction in tokenized equities, Hyperliquid leading in perpetual trading, and Avalanche attracting real-world asset activity. The discussion also covers the trade-off between growth and fee revenue, the risks of leveraged staking, and why stronger fundamentals may not translate into higher prices until investors better understand what is happening onchain.
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