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This weeks ep with Kyle on valuing L1s/L2s had some great takes: 1/ Tx fees will go to nearly zero, as mass adoption approaches, everywhere 2/ Main revenue driver of a network should be its MEV. A small primer: Good MEV: - Liquidations - Oracle arbitrage - DEX/CEX pair arbitrage - more… Bad MEV: - Sandwhiching
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Listen: https://open.spotify.com/episode/0j8ODGG4uy9UEQlLtXbhoP?si=GYp8a6KxSjybaS_aDizjdQ&context=spotify%3Acollection%3Apodcasts%3Aepisodes
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