In this episode of Crypto Over Coffee, Hashoshi breaks down his thesis for why altcoins in the Ethereum ecosystem are ready to explode. The confluence of the Dencun upgrade that will drive Ethereum L2 adoption, speculation on the Ether ETF, and restaking protocols could be catalysts.

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0:50 Solving Ethereum’s core challenges

1:25 Gas fees and the fee market

3:10 The Ethereum L2 ecosystem

4:07 ETH L2’s also consume Ethereum resources

5:40 Solving Data Availability (DA)

6:55 The Dencun Upgrade

10:15 An explosion in Ethereum L2 adoption

13:04 Uniswap is giving us a hint

14:00 Ether ETF

18:22 Uniswap’s recent change could matter

19:27 Speculation drives price discovery

20:09 Alt data availability solutions like Celestia

23:13 Restaking, be excited and be careful

25:25 Putting it all together

27:07 Build your crypto strategy for the year!