In short: "I think Solana will do well — not because it's the best product" but because it's who the establishment chooses to trust (VHS vs Betamax).
1:06:13I think Solana will do well not because it's the best product. The ADA guys will go mad. They'll say they were better coded better all of the but the point is it's who they choose to trust to run it. It's not always the best project., you come back to VHS versus Betamax in the video worlds. I don't know if you're around for that, but, it's sometimes the one had all the movies, doesn't matter that the other one was a better machine.
In short: Flament: of "like 150" blockchains built to fix speed, privacy or usability limits, "a few are going to win." She names Ethereum and Solana as "the blockchains where today in an open source way you see actually more and more of the traditional financial system moving."
Solana is another public blockchain, built mainly to be fast and cheap. Flament explains why there are so many blockchains: early ones were too slow, not private enough, or hard to use, so new ones kept launching to fix each weakness.
She expects that crowded field to shrink to a handful of winners, the way most technology markets consolidate. Solana is the other chain she names, alongside Ethereum, where "more and more of the traditional financial system" is moving. As with Ethereum, this is a view on who wins the infrastructure race, not a call on the SOL token's price.
16:08So you've had this explosion in an ecosystem which basically created hundreds of those different blockchains and what we are seeing today is actually what we see in a competitive environment, at least that's what I believe, a few are going to win, right, and so you mentioned for example Ethereum and Solana and those are the blockchains where today in an open source way you see actually more and more of the traditional financial system moving to those systems. To me blockchains have always been just an infrastructure,
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.