we are at maximum EV for ETH aligned high-beta plays.

$OP $ARB $RPL $LIDO …

⚠️ my warning ⚠️

they won‘t outperform ETH through the entire cycle. So don‘t marry your altcoin bags.

building @numos | german web3 spaces every saturday with @bassen

L2s offer a great opportunity to change the blockchain trilema a trade offs 


Speed > Security is fine there

Of course ethereum can t be outperformed by some layer 2 in terms of mcap, but what about TPS ?

Developer 🤓 build, develop and operate Farcaster solutions @ dtech.vision also love tech, decentralization, fitness and oldschool rap 😎

Focus here is on *relative* EV to ETH

good point would be regarding risk adjusted EV. ETH & BTC might just be the kings in that respect.