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

✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-l2-tokens/

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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.

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TIMESTAMPS

0:00 Intro
7:50 L2 Value Capture
13:37 Short-Term vs Long-Term
17:30 L2 Business Model
28:24 Worthless Governance Tokens?
42:04 Immutable & Base
53:40 Vertically-Integrated Chains
1:05:24 Do L2s Need Tokens?
1:15:38 L2 Experimentation
1:32:44 Capturing L2 Upside
1:38:44 Closing & Disclaimers

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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

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video 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:
https://www.bankless.com/disclosures