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Are L2s Parasitic? | Roundup

In this episode, Mike and Myles opened with discussion on crypto’s meme culture, and Near’s recent marketing stunt. They then moved on to one of our industries hottest topics: the L1 value accrual debate. Is a rollup centric roadmap good, or bad, for Ethereum? How should we think about value capture? Additionally, they wondered, how valuable is interoperability? Finally, they closed by diving into community formation around decentralized networks.


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Timestamps:

(0:00) Introduction

(2:20) Crypto's Meme Culture

(7:34) Near's Marketing Stunt

(11:43) The L1 Value Accrual Debate

(20:13) Namada Ad

(21:12) Is A Rollup Centric Roadmap Good For Ethereum?

(39:05) Thinking About Value Capture

(48:25) How Valuable Is Interoperability?

(53:28) Building Communities

(59:58) The Role of Infrastructure In Bootstrapping Community

(1:09:41) Myles' Five Year Outlook

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.

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