Why We're Bullish L2s
Are L2 tokens worthless governance coins? Will they accrue value? Are L2 tokens bullish? Ryan and David dive into the details in this week’s episode of Bankless Takes. ----- 🏹 USE PODCAST24 FOR 10% OFF ------ BANKLESS SPONSOR TOOLS: ...
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Show Notes
Are L2 tokens worthless governance coins? Will they accrue value? Are L2 tokens bullish? Ryan and David dive into the details in this week’s episode of Bankless Takes.
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------ TIMESTAMPS & RESOURCES
0:00 Intro 3:03 L2s Numbers https://www.growthepie.xyz/fundamentals/daily-active-addresses https://l2beat.com/scaling/summary https://defillama.com/chains 16:55 Tokens Worthless? https://x.com/RyanSAdams/status/1745919415604883725 32:30 P/E Ratios 36:05 Token Valuations 38:40 Alt-L1 Bull Case 44:40 Summarizing 47:00 Closing & Disclaimers
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