Podcast

214 - L2 Tokens: Bullish or Bearish? with Sassal, Jordi, & Ippolito

Experts give their take on the future

Mar 14, 2024 • 1 min read

Are Layer2 Tokens bullish or are they just worthless governance tokens?

We’ve brought a team of expert panelists to help us answer that exact question.

Mike Ippolito, Jordi Alexander and Anthony Sassano explore Layer2 business models, where value is accrued and how to capture that upside.

TIMESTAMPS

0:00 Intro

5:05 L2 Value Capture

10:41 Short-Term vs Long-Term

14:45 L2 Business Model

25:39 Worthless Governance Tokens?

39:19 Immutable & Base

47:58 Vertically-Integrated Chains

59:42 Do L2s Need Tokens?

1:09:56 L2 Experimentation

1:27:02 Capturing L2 Upside

1:33:01 Closing & Disclaimers

RESOURCES

L2Beat

https://l2beat.com/scaling/summary

ETH in 2024

https://www.youtube.com/watch?v=0rPF8zNnfnE

Anthony Sassano

https://twitter.com/sassal0x

Mike Ippolito

https://twitter.com/MikeIppolito_

Jordi Alexander

https://twitter.com/gametheorizing

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

Published in Bankless

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