RS Rezo Shmertz
Podcast episode

Solana After FTX, OUSD Redistribution & Retail Conviction

Solana after FTX, OUSD redistribution and the role of retail conviction.

BR LabsEpisode 03

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This is a summary of the episode. Watch the original recording for the full discussion.

Episode topics

The episode revisits an early Solana position, the ecosystem's survival after FTX, how value can be redistributed through systems such as OUSD, and the role of payments and retail participation in durable adoption.

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Network use and value capture

The Solana discussion connects ecosystem resilience with payments, retail participation and the way value moves through a network. These are different questions from token price alone. The episode's OUSD discussion adds the issue of redistribution: how the design of a system affects the people who use it.

Rezo Shmertz's essay on Bitcoin, Ethereum and Solana provides a related comparison of monetary and computing networks. Other episodes are available in the Media archive.