About
Jon Charbonneau is a co-founder and general partner at DBA, a New York-based crypto investment firm, and writes extensively on crypto research.
32
Total Predictions
1
Resolved
0.0%
Accuracy Rate
0
Correct
Prediction History
Hyperliquid could achieve significant gains by 2028 despite supply unlocks
Predicted: September 22, 2025
Due: December 31, 2028
Unresolved
Hyperliquid will remain a major player in the exchange space for over 6 years.
Predicted: September 19, 2025
Due: September 19, 2031
Unresolved
A HYPE ETF will arrive before it is listed on a major CEX
Predicted: September 17, 2025
Due: December 31, 2027
Unresolved
Crypto investing and TradFi investing will converge
Predicted: August 20, 2025
Due: December 31, 2028
Unresolved
Crypto investing will become relatively more fundamentals-driven
Predicted: August 20, 2025
Due: December 31, 2026
Unresolved
TradFi investing is becoming relatively more flows-driven
Predicted: August 20, 2025
Due: December 31, 2026
Unresolved
Focusing more on fundamentals could finally produce more alpha as the crypto industry matures
Predicted: August 20, 2025
Due: December 31, 2026
Unresolved
Celestia's move toward data availability fees hints at a bigger shift in modular stacks
Predicted: July 15, 2025
Due: December 31, 2026
Unresolved
Token inflation toward zero creates security risks for L1s
Predicted: July 15, 2025
Due: December 31, 2026
Unresolved
ETH and SOL trading at same multiple on annualized revenue will continue
Predicted: May 17, 2025
Due: December 31, 2025
Unresolved
Source: https://x.com/jon_charb
Ethereum will need to provide more valuable services to solve ETH's value accrual problem
Predicted: February 13, 2025
Due: December 31, 2026
Unresolved
Source: https://x.com/jon_charb
Strata BTC will fulfill the vision of making BTC even better money
Predicted: January 9, 2025
Due: December 31, 2026
Unresolved
Source: https://x.com/jon_charb
Security will matter more for BTC L2s than ETH L2s
Predicted: January 9, 2025
Due: December 31, 2026
Unresolved
Source: https://x.com/jon_charb
Trust-minimized BTC L2s are realer and coming sooner than expected
Predicted: January 9, 2025
Due: December 31, 2025
Unresolved
Source: https://x.com/jon_charb
Bitcoin L2s will unlock a bigger market than ETH L2s
Predicted: January 9, 2025
Due: December 31, 2027
Unresolved
Source: https://x.com/jon_charb
Ethereum risks cosmosification where other projects fill in the gaps and accrue value
Predicted: December 1, 2024
Due: December 31, 2026
Unresolved
Base (Coinbase L2) will dominate the Ethereum L2 field
Predicted: December 1, 2024
Due: December 31, 2026
Unresolved
Ethereum DA will become extremely expensive - cents per transaction or tens of cents per transaction
Predicted: December 1, 2024
Due: June 30, 2025
Resolved: September 28, 2025
Incorrect
Ethereum's broader ecosystem will succeed
Predicted: December 1, 2024
Due: December 31, 2028
Unresolved
Many L2 rollups will move away from expensive Ethereum DA and use alt-DA like Celestia
Predicted: December 1, 2024
Due: December 31, 2025
Unresolved
Solana will continue to surpass Ethereum on many key metrics
Predicted: December 1, 2024
Due: December 31, 2025
Unresolved
Bitcoin will become a global reserve asset
Predicted: December 1, 2024
Due: December 31, 2026
Unresolved
Ethereum's regulatory moat will soon disappear
Predicted: December 1, 2024
Due: December 31, 2025
Unresolved
New asset issuance and activity will continue leaving Ethereum L1 for alt-L1s and L2s
Predicted: December 1, 2024
Due: December 31, 2025
Unresolved
Reasonably trustless L2s will not exist for at least several years, if ever
Predicted: December 1, 2024
Due: December 31, 2027
Unresolved
Most L2s will never choose to be fully trustless
Predicted: December 1, 2024
Due: December 31, 2028
Unresolved
Bitcoin will become programmable and private with rollups
Predicted: December 1, 2024
Due: December 31, 2026
Unresolved
Economic abstraction with tokens like USDC replacing ETH will become more common
Predicted: December 1, 2024
Due: December 31, 2025
Unresolved
ETH will likely not be flipped by competitors in the short term
Predicted: December 1, 2024
Due: December 31, 2026
Unresolved
Celestia will have 1-second block times next year
Predicted: November 24, 2024
Due: December 31, 2025
Unresolved
Most rollups won't be relevant
Predicted: March 13, 2024
Due: March 13, 2026
Unresolved
Blockchain landscape in two years will look similar but more developed with multiple architectures
Predicted: March 13, 2024
Due: March 13, 2026
Unresolved