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Colin Lieb
@colinlieb
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.
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tudor
@tudor
Of course ethereum can t be outperformed by some layer 2 in terms of mcap, but what about TPS ?
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Colin Lieb
@colinlieb
L2s offer a great opportunity to change the blockchain trilema a trade offs Speed > Security is fine there
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