Episode Details
| Title | Everything You Need to Know About L1 & L2 Token Value Capture | Jon Charbonneau |
|---|---|
| Date | 10/9/2024 |
| Podcast | Bell Curve ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is expected to maintain its long-term dominance in the cryptocurrency market, with strong holder conviction even in hypothetical scenarios of slight inflation.
- “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 - 🔒
- 🟢 $ETH - 🔒
- 🟢 $DAPP - 🔒
- 🟢 $CEFI - 🔒
Bearish:
- 🔻 $LAYERTWO - 🔒
- 🔻 $LAYERONE - 🔒