Predictions
Browse all approved predictions from experts and notable individuals. Search, filter, and track their accuracy over time.
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Showing 20 of 285 predictions
Celestia's move toward data availability fees hints at a bigger shift in modular stacks
Unresolved
Token inflation toward zero creates security risks for L1s
Unresolved
Hyperliquid could achieve significant gains by 2028 despite supply unlocks
Unresolved
Most rollups won't be relevant
Unresolved
Blockchain landscape in two years will look similar but more developed with multiple architectures
Unresolved
Economic abstraction with tokens like USDC replacing ETH will become more common
Unresolved
Ethereum will need to provide more valuable services to solve ETH's value accrual problem
Unresolved
Source: https://x.com/jon_charb
Ethereum risks cosmosification where other projects fill in the gaps and accrue value
Unresolved
New asset issuance and activity will continue leaving Ethereum L1 for alt-L1s and L2s
Unresolved
Ethereum's regulatory moat will soon disappear
Unresolved
Bitcoin will become a global reserve asset
Unresolved
Solana will continue to surpass Ethereum on many key metrics
Unresolved
Many L2 rollups will move away from expensive Ethereum DA and use alt-DA like Celestia
Unresolved
Focusing more on fundamentals could finally produce more alpha as the crypto industry matures
Unresolved
Crypto investing and TradFi investing will converge
Unresolved
TradFi investing is becoming relatively more flows-driven
Unresolved
Crypto investing will become relatively more fundamentals-driven
Unresolved
ETH and SOL trading at same multiple on annualized revenue will continue
Unresolved
Source: https://x.com/jon_charb
Trust-minimized BTC L2s are realer and coming sooner than expected
Unresolved
Source: https://x.com/jon_charb
Security will matter more for BTC L2s than ETH L2s
Unresolved
Source: https://x.com/jon_charb
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