Episode Details
| Title | Debate: How to Value an L1 Token |
|---|---|
| Date | 6/2/2025 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $LAYERONE - L1 tokens are seen as valuable due to their potential to function as money and generate real yield from global transaction demand. There's high conviction in their long-term value proposition, especially if they become integral to settling large-scale international transactions.
- “To us, money has a very specific definition. Right? And so and when we look at these tokens, they really fit that definition explicitly.” - Jonah (9:14)
- “If global trade is every chain let's say every transaction in the world is happening on a chain or a set of chains, then that is going to be paying fees, and those fees go back to the native asset. You get this real yield generated by the world's transaction demand.” - Dan (1:13:56)
- 🟢 $ETH - 🔒
- 🟢 $SOL - 🔒
- 🟢 $BTC - 🔒