Building Models For Coins, Fixing Arbitrum, and Intents| Brick & Tumilett

Bullish:

• $ACROSS - Across is seen as a promising solution for bridging between OP supernets, offering instant and automatic transactions between Layer 2 ecosystems.

  • “So when you have, like, an, a user that wants to bridge from, between OP super chains, from base to OP, you'll be using that ERC to get, like, instant almost filling automatically transaction.”

    Jose·57:21
• $LAYERTWO - Arbitrum is viewed as a promising Layer 2 solution aiming to scale Ethereum without compromising its core principles.

  • “At the end of the day, arbitrary is trying to, like, just scale Ethereum without compromise.”

    Brick·48:03
• $UNICHAIN - UniChain is perceived as potentially challenging Solana and aiming for broader market share in the blockchain space.

  • “I really think that their implicit strategy is, like, going after Solana and more if you wanna be more crazy or more bullish, it's going after the text extraction.”

    Jose·51:32
• $SOL - Solana's valuation relative to Ethereum suggests potential for growth, trading at a significantly lower multiple of sales.

  • “Solana started out the year trading somewhere around 50 times sales, whereas Ethereum was trading at somewhere around 300 times sales”

    Ryan·18:32