The Bear Case for Shared Security | S8 E8 | Sunny & Toghrul

The Bear Case for Shared Security | S8 E8 | Sunny & Toghrul – Bell Curve

Bullish:

$BABYLON - Babylon introduces opportunities for earning yield with minimal risk.
$NAMADA - Namada aims to be a comprehensive hub for all assets, initially supporting IBC and Ethereum-based assets.
$REAL - Real is a new permissionless L2 built on the Arbitrum Orbit stack for tokenized real-world assets.
$OSMOSIS - Osmosis is targeting a significant increase in its app chain.
$SCROLL - Scroll is seen as having potential despite some hype around restaking and shared security being oversold.
$ETHEREUM - Ethereum is seen as having a strong community and market opportunity.
$AXELAR - Axelar is a close bridge partner providing more economic security.
$BITCOIN - There is a vision of creating a specific app for Bitcoin to enhance its network.
$SOLANA - Solana is seen as having potential with apps building L2s and modularizing block space.
$DYDX - DYDX is working on handling MEV and social slashing.
$ARBITRUM - Arbitrum is the stack on which Real, a permissionless L2 for tokenized real-world assets, is built.
$STRIDE - Stride is a high-quality consumer chain with a deep strategic rationale.