ETH vs. SOL vs. TIA w/Jon Charbonneau

Infinite Jungle

On Ep. 80 of Infinite Jungle, Christine interviews Jon Charbonneau, Co-Founder and General Partner at crypto investment firm DBA. As an investor in the Ethereum, Solana, Celestia, and Bitcoin ecosystems, Christine asks Jon about his thoughts on Ethereum’s competitive advantages and technical roadmap. Jon explains the trap that many Ethereum stakeholders have fallen into by becoming hyper-focused on “endgame” or long-term goals. Jon explains the importance of prioritizing short-term objectives to achieve long-term goals and leaning into what Ethereum does best today, instead of what the blockchain could one day achieve in the future.

Guest:

Name: Jon Charbonneau

Title: Co-Founder and General Partner at DBA

X: https://x.com/jon_charb

Show note links:

• A Bitcoin L2 Thesis, DBA report (https://dba.xyz/a-bitcoin-l2-thesis/)
• Ethereum’s North Star, DBA report (https://dba.xyz/ethereums-north-star/)
• We’re All Building the Same Thing, DBA report (https://dba.xyz/were-all-building-the-same-thing/)
• Jon’s tweet on Ethereum’s roadmap and timing estimates (https://x.com/jon_charb/status/1883912628952850935)
• Payy application (https://x.com/payy_link)

Timestamps:

(00:02:01) Ethereum is the world computer

(00:12:04) Ethereum vs. Solana

(00:22:31) Ethereum needs a dual scaling strategy

(00:27:53) Ethereum vs. Celestia

(00:48:34) Jon’s hopes for crypto

This episode was recorded on Friday, February 7, 2025.

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