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Michael Nadeau's avatar

JohnC - renewal numbers look pretty good. Here is a dashboard on Dune for reference: https://dune.com/queries/6535/12981

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Tom Albrecht's avatar

Hi! Quick Question to your thesis:

The risk of successful protocols moving to app chains like Cosmos to avoid Ethereum's moat - can this not be mitigated by the L3's / Superchains which are currently be developed on top of Optimism for example? & If thats the case, ultimately Ethereum will be the base layer again even though that the fees arriving might be lower than what it is now.

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