Episode Details

Navigating the Expanding Rollup Landscape | Roundup
9/20/2024
Bell Curve β†—

Key Insights

Bullish:

  • 🟒 $LAYERONE - Bullish on Layer 1 chains, particularly Bitcoin and Ethereum, based on consistent historical price patterns over 4-year cycles.
    • β€œI'm still long the l one trade, personally. Like, I just even I don't know. I think how long is that gonna keep working as long as Bitcoin and Ethereum probably keep going up on a somewhat consistent 4 year basis?” - Mike (3:02)
  • 🟒 $ARB - πŸ”’
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  • 🟒 $LAYERTWO - πŸ”’
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Bearish:

  • πŸ”» $L2TOL1 - πŸ”’
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