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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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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