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Jonny Mack pfp
Jonny Mack
@nonlinear.eth
evm shower thought: 1 an explosion of L2s are coming 2 block space will be commoditized 3 brand will become the differentiating factor 4 we'll soon see many "L2 for X" narratives 5 some will seed supply by incentivizing developers 6 some will seed demand by incentivizing users 7 fragmentation will make ux much worse
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
Why do we need so many new L2s if the ones we already have aren't utilized enough? "L2s are new alt L1s" speculation?
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Jonny Mack pfp
Jonny Mack
@nonlinear.eth
my guess: companies want those sweet sweet sequencer fees
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Mac Budkowski ᵏ pfp
Mac Budkowski ᵏ
@macbudkowski
so we are going to get more centralized again, huh? 🧐
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Jonny Mack pfp
Jonny Mack
@nonlinear.eth
yes, i think that's likely to be step 8 "only two ways to make money in business: one is to bundle; the other is unbundle."
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