DCinvestor pfp
DCinvestor
@dcinvestor
will start sharing some more market takes here now, but damn, it's amazing to see how much the VC class is fading Ethereum L2s sure, most have some L2 exposure, but intellectually, they've totally aligned elsewhere i think induced demand from massive new L2 capacity + the ability to transact in ETH will shock people
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Node 🎩 pfp
Node 🎩
@depeche-node
my challenge as an ‘investor’ is forming a thesis around which L2s to buy. They’re all competing . Every new L2 diverts capital, and I’m left to wonder if ETH is simply the better play
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Cameron Armstrong pfp
Cameron Armstrong
@cameron
speaking of new capacity + ability to transact in ETH... https://warpcast.com/bigshotklim/0x0c855d40
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ciefa 🐌 eth/acc pfp
ciefa 🐌 eth/acc
@ciefa.eth
Are VCs actually fading Ethereum L2's? Not saying this as I don't believe you, rather that I can't believe that VCs are fading truly fading L2's - they'll rekt themselves in a year or two, lol?
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Cameron Armstrong pfp
Cameron Armstrong
@cameron
@remindme 6 hours
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Eric pfp
Eric
@plante.eth
thanks for sharing both here and on x. selfishly gonna same me some future copy and paste!!!!!!
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J Milles 🎩 pfp
J Milles 🎩
@jmilles
Bag bias. I will continue to fade the VC talking heads. Loving the transaction fees on L2s!
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Alphacaster 🎩 pfp
Alphacaster 🎩
@alphacaster.eth
Ser Do you think $DEGEN could reach $1 during the bull run?
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bellx pfp
bellx
@bellx
L2 adoption is inevitable, just a matter of time now.
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ibi patria 🎩🥷 pfp
ibi patria 🎩🥷
@benclair.eth
VCs are about to learn a few things about community bootstrapping
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0xjeff.eth 🎩 pfp
0xjeff.eth 🎩
@0xjeff
Almost as if their bags are all in alt L1s...
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Jay Golding pfp
Jay Golding
@jaygoldingart
VCs will always be for anything that supports gatekeeping.
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Kyle 🍖🦄🐹 pfp
Kyle 🍖🦄🐹
@kylrich
Notifs on ser🫡 🍖x500 🦄 (aka sthg sthg sent to your wallet 😃)
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lorenz0x.eth pfp
lorenz0x.eth
@lorenzofrankel
DC on FC gets a tip from me 100 $DEGEN
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geebz pfp
geebz
@geebz
they can’t figure out how to invest there’s no alpha for them, everything’s bloated already [in their eyes] they think a new L1 will win 🤣
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tr1ce 🔵🎩 pfp
tr1ce 🔵🎩
@tr1ce
welcome DC
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collectorscorner🎩 pfp
collectorscorner🎩
@collectorscorner
I’ve realized over the years that most VCs follow the trend rather than be the trend setters. It almost seems to be a universal thing, whether it’s stocks, NFT art, etc, seems like 5-10% max are looking for new things and the rest are following
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Simon Almenar🎩 pfp
Simon Almenar🎩
@sim0xn
It would be a honor to read about your take. L2 are for pioneers like us
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BitSaga pfp
BitSaga
@bitsaga
IMO the extra friction is causing the delay: Fiat to L1 (Solana) vs. Fiat to Ethereum to L2
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Dr.Jones 🔵🎩 pfp
Dr.Jones 🔵🎩
@drjones
what’s your top3 eth l2’s atm and going forward and why?
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