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Trey
@trey
https://podcasts.apple.com/us/podcast/web3-with-a16z-crypto/id1622312549?i=1000626862551 The more I listen to Toly, the larger my bag of $SOL grows. Why guess at who wins the ETH L2 war when you can own the best differentiated L1 with clear 20x+ potential. Plus the guy is a true class act w equal positivity & brains.
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Paloo
@paloo
I think it’s safe to say you can win playing both hands, SOL and L2 (OP maybe)?
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Trey
@trey
Get the hype on OP right now (& am holding f/ airdrop) as they have some great recent consumer side wins. However, I have big concerns w them hiring a career long (15+ yrs) Googler as their COO. Big tech execs coming into a 60-person org can cause all sorts of derailments. https://www.linkedin.com/in/prithvisubburaj
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Paloo
@paloo
Aren’t they all starting in a basement/ garage and then moving into the real world hiring people that could help grow the team and product to the next level? 👀
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Trey
@trey
That might have been the myth in the 90s but not how it works in reality. Google has 250k+ people and infinite resources. I've been an exec recruiter now for almost a decade and it's rare that I see people go from 15+ yrs at Google to being effective at a sub 100 person startup.
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Paloo
@paloo
Now is the chance for the OP team to prove you wrong 😅
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Trey
@trey
I hope they do honestly. This isn't me rooting against them. It's simply me saying my past experience tells me I shouldn't risk my capital on $OP versus what I deem as a safer bet w $SOL.
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Paloo
@paloo
I get that. But prolly betting on both isn’t a bad idea either since the upside for L2s it’s yet unknown and could surprise a few peeps.
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Trey
@trey
But what L2? Op has the lead for the moment but back in Q2 you could say Arb did. And before that maybe Polygon? But what about Mantle w it's massive treasury? And soon we will have the various zk L2s coming to mainnet. There's a winning bet in there for sure. But instead of guessing, I'll park my money in other places
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