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Content
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Kain 🎩 pfp
Kain 🎩
@kain
Is there a 1000x channel?
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0xjeff.eth 🎩 pfp
0xjeff.eth 🎩
@0xjeff
1000x always feels to me like a bonus episode and I've loved every one.
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Kain 🎩 pfp
Kain 🎩
@kain
What’s your take on the market? Any good trades look good to you?
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Chad pfp
Chad
@farmaster
AI and meme are the narrative. Will shift back to Eth L2s with dancun coming up
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Kain 🎩 pfp
Kain 🎩
@kain
Eth L2 is so fragmented. Maybe all roads just lead to ETH itself instead of picking the winning L2
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Chad pfp
Chad
@farmaster
I think eth will be driven by ETF hopes in May but gas prices will drive people to L2s. Curious to watch Eigen retaking narrative but just watching from the didelines now. Keep an eye on cosmos chains that are moving a lot
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Kain 🎩 pfp
Kain 🎩
@kain
I agree activity will be on L2s more than ETH L1. My working thesis is that the investing risk/reward is probably better on ETH than having to choose an ETH L2 as there are so many and there will be winners/losers. Also a lot of the ETH L2 projects seem very hyped and starting off with very high market caps
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0xjeff.eth 🎩 pfp
0xjeff.eth 🎩
@0xjeff
I like OP and ARB generally; we have to get past the ARB unlock before it gets bid up but I can see $50b valuations this cycle on each. Probably decent beta compared to ETH. I've held both but will rotate into cash once they hit my markers. For AI Akash is doing amazing stuff. Follow Greg on X.
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