This podcast episode delves into L2 network metrics like daily active addresses and transaction counts. It covers the growth of L2 chains, analyzes the profitability and TVL of Layer 2 tokens, explains the nature of L2 tokens as governance tokens, forecasts the behavior of layer 2 fees, and discusses the significance of brand and narrative in shaping the perceived value of Layer 2 tokens. Finally, the episode contemplates the advantages of alternative Layer 1s and the potential future of Layer 1 blockchains.
