If you don't know your numbers, you don't know your crypto!
In this week's episode of The Rundown, Shiv and I discuss the elements of the Ethereum tech stack and the economics of Ethereum Layer 2 networks.
- What are the margins of Ethereum L2s?
- How much revenue is running through L2s today?
- How many transactions do they need to support to onboard the next billion users?
- How do their fundamentals stack up against each other and the alternative L1s?
- What are some good mental models for thinking about L2s and value accrual?
We covered these topics and much more (including Bitcoin Mining Energy FUD 😁)
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