Gm frens

What are y’all thoughts on L2s atm?

I feel like the top ones are a bit under valued. Basically all of them are worth low single digit billions or less, despite having pretty strong network effects.

Meanwhile BNB is sitting at a $90B valuation with a fraction of the activity of Eth L2s.

I like arbitrum. Low transaction fees, lots of liquidity (compared to other L2s) and some cool developments in the pipeline. Arbitrum stylus enabling Rust based VM and smart contract development with EVM equivalence opens up a lot of opportunities