Ethereum

Why We're Bullish L2s

Our long-term thesis
Ethereum Ethereum
Jan 17, 2024 • 00:00:00
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Inside the episode

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.

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

A huge thanks to our Friends & Sponsors
Published in State of the Nation

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