Episode Details
| Title | L1 & L2 Token Value Capture | Jon Charbonneau |
|---|---|
| Date | 10/9/2024 |
| Podcast | Bell Curve ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is expected to maintain its dominance in the long term, with holders likely to remain committed even if monetary policy changes slightly. The asset's value proposition extends beyond its fixed supply, suggesting strong long-term potential.
- “If Bitcoin had 1% inflation forever, I would bet that most Bitcoin holders are totally fine with that. They would still hold their Bitcoin forever.” - Jon (1:09:01)
- “My bet is still on Bitcoin over that. If we push this to, like, 10 years, 20 years, I think it gets, like, probably a better argument for the second one. But still it's difficult for me to see one of those, like, overcoming Bitcoin even in, like, the longer term.” - Jon (2:05:02)
- 🟢 $SOL - 🔒
- 🟢 $LAYERTWO - 🔒
- 🟢 $ETH - 🔒
- 🟢 $DAPP - 🔒
Bearish:
- 🔻 $LAYERONE - 🔒