Are L1s Converging on the Same Design? | Roundup
Episode publishedPodcast: Bell CurveBell Curve
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Mike: I guess zooming out to a perspective that's gonna frustrate everyone. My macro view on this on a long term time horizon is that all of these L ones for the most part are going to converge on an extremely similar design and become relatively commoditized and value is going to move up the stack. And so maybe a take that would frustrate everyone from every ecosystem is that I I think the l one trade is gonna go for longer than everyone thinks, but eventually, it's gonna trade sideways into eternity. Hey, everyone. This episode is brought to you by Namata, the shielded asset hub rewarding yo
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Host: Alright, everyone. Welcome back to another episode of Bell Curve. Before we jump in, quick disclaimer. The views expressed by my co host today are their personal views, and they do not represent the views of any organization with which the co hosts are associated with. Nothing in the episode is construed or relied upon as financial, technical, tax, legal, or other advice.
You know the deal. Now let's jump into the episode.
Mike: Alright, everyone. Welcome back to another episode of Bell Curve. Today is a special episode. And when I say special, I mean, you are stuck with just me today. The framework guys celebrated their 5th anniversary of framework last night.
Cheers, fellas. Welcome. They had to travel, and a bunch of folks are at SBC this week. And so it's just gonna be me because I couldn't leave you guys with without a week of content. And we got a bunch of new stories this week, so I'm gonna try out this new format.
I'm just gonna listen to myself monologue for a little bit, and hopefully it is entertaining, for for folks as well who wanna stick around. But I wanna start out with the the first story of this week, which is because this is basically half a political podcast at this point. The headlines this week is that Kamala Harris has briefly flipped Donald Trump in prediction market. So if you look at poly market, the the absolute pico top of Donald Trump's, odds were north of 74% right after his failed assassination attempt. Then since Joe Biden dropped out of the race, Kamala has been skyrocketing, an
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