Why $ETH Value Accrual Is Dead & Bitcoin's Days Are Numbered I Bullpen Roundup w/ 0xBreadGuy
Description
In this week's Bullpen Roundup, we are joined by @0xBreadGuy who brings his analytical and spicy Twitter takes to the podcast medium. We discuss Eth's continued search for a credible value accrual narrative, why DA commoditization is inveitable, which L2's builders should be focusing on, any reasons to remain bullish on Eth, and whether Btc will lose its number 1 status within the next 5 years...
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Episode Resources
Follow Bread : https://Twitter.com/0xBreadGuy
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00 ) - Are L2s Net Negative For Eth?
(7:29 ) - Is DA Valuable?
(15:32 ) - One Sided Relationship From L2s
(21:41 ) - Which L2s To Build On
(28:55 ) - Reasons To Be Bullish Eth?
(33:33 ) - Is Chain Abstraction Overhyped?
(40:44 ) - Eth DA Will Never Be Sufficient
(44:37 ) - L2 Incentives To Become An L1
(49:25 ) - Where Is Bread Aligned
(53:17 ) - End State Architecture For L1s
(55:01 ) - State Of The Market
(1:01:09 ) - Is Bitcoin A Special Snowflake?
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