Podcast: Bitcoin vs. Ethereum in 2022 | Avi Felman

Avi Felman returns to give his predictions on the outlook for Bitcoin and Ethereum in 2022, discussing their value, momentum, use case and more.

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On this episode of Blockworks’ podcast “On the Margin,” Michael Ippolito, Blockworks’ co-founder, is joined by Avi Felman, co-portfolio manager at BlockTower Capital, to share his outlook on the digital asset market for 2022.

Avi and Mike discussed the key trends, including bitcoin and ethereum, value vs. momentum and layer-1 wars.

They also covered:

  • Institutional demand for bitcoin
  • The crypto market outlook
  • And so much more

Watch the full episode below! 👇

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to On the Margin today on Apple or Spotify, or watch episodes on YouTube.


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Solana Mobile is a highly ambitious foray into the mobile consumer hardware market, seeking to open up a crypto-native distribution channel for mobile-first applications. The market for Solana Mobile devices has demonstrated a phenomenon whereby external market actors (e.g. Solana-native projects) continuously underwrite subsidies to Mobile consumers. The value of these subsidies, coming in the form of airdrops, trial programs, and exclusive NFT mints, have consistently covered the cost of the phone and generated positive returns for consumers. Given this trend in subsidies, the unit economics in the market for Mobile devices, and the initial growth rate and trajectory of sales, it should be expected that Solana mobile can clear 1M to 10M units over the coming years. As more devices circulate amongst users, Solana Mobile presents a promising venue for the emergence of killer-applications uniquely enabled by this mobile-first, crypto-native distribution channel.

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