This is part one of a two part Ryan and David masterclass on the trillion dollar L2 opportunity. L2 summer is right around the corner. Start preparing now. Part two will be airing tomorrow!

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Topics Covered:

0:00 Intro
5:30 Why to be Excited About L2s
8:38 Do L2s Cannibalize ETH?
16:33 L2 Fees
20:55 Difference in Rollups Fees
22:55 L1 Fees
29:29 The L2 Paradigm
32:05 Burning Explained
40:32 ETH Stake Rate
42:55 The Demand for ETH
51:55 L2’s Narrative Opportunity
56:45 The Security Budget
1:01:30 L2 Summer is Coming
1:06:10 Liquid Mining & Tokens
1:08:10 Summarizing Part One
1:12:30 Disclaimers

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Resources:

L2 GDP Map
https://twitter.com/RyanSAdams/status/1521503349773946882

Burn Leaderboard
https://ultrasound.money/

ETH Isn’t Expensive
https://twitter.com/RyanSAdams/status/1521471900836372481

Money Printer
https://moneyprinter.info/

Crypto Fees
https://cryptofees.info/

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

The Trillion Dollar L2 Opportunity | Part One

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